Vogue Optoelectronics (603773): The future of glass-based sealed loading boards can be expected to continue to gain strength in the “integrated two-wing” layout
Genesis (300083): Recovery in 3C demand+equipment updates are expected to boost the company's performance
Crystal Optoelectronics (002273): Q1 performance increased rapidly year-on-year, automobiles+AR constructs a new growth curve
Genesis (300083): 3C recovery takes advantage of the momentum, high-end GM steps forward
Research Nuggets丨CICC: Giving Lansi Technology a “Outperform the Industry” rating and target price of 17.30 yuan
Lansi Technology (300433): Leading system assembly and new energy for consumer electronics exterior components to help take off
Kaisheng Technology (600552): Under short-term pressure in Q1, optimistic about new business breakthroughs
Kaisheng Technology (600552) In-depth Report: Material Platforms Are a Thousand Leagues a Day
Huagong Technology (000988): Continuously increasing profitability, broad business space for high-speed optical modules
Crystal Optoelectronics (002273): First-quarter results exceeded expectations, and the strategic layout created a growth curve
Dongfang Electric Heating (300217): Increased profitability awaits growth in the pre-nickel plating business
Lansi Technology (300433): 1Q24 net profit to mother increased 379% year-on-year, AI phones and PCs drive market demand
Huagong Technology (000988): Gross margin continues to improve under Q1 operating pressure
Crystal Optoelectronics (002273): 1Q24 performance exceeded our expectations, mobile phone and automotive optics businesses are working together
Crystal Optoelectronics (002273): Strong performance in 24Q1, exceeding market expectations, continuous optical upgrades
Crystal Optoelectronics (002273): New optical products quickly release automotive electronics+AR to create a new future
Genesis (300083): Marginal improvement in fundamentals of leading CNC machine tool companies
Crystal Optoelectronics (002273): Q1 performance exceeded expectations, optimistic about the growth of microprisms and filters, and focus on the long-term space of AR and automotive businesses
Kaisheng Technology (600552): Year-on-year improvement in gross margin, expected UTG volume
Dongfang Electric Heating (300217): Stable improvement of short-term revenue pressure structure