The chairman of the leading copper-clad board with a market cap of nearly 50 billion has retired. He once pushed for the spin-off and listing of Shengyi Electronics.
Shengyi Technology announced this evening (June 5th) that its chairman, Liu Shufeng, retired due to age; Currently, Shengyi Technology has no actual controller, and its largest shareholder is Guangdong Guangxin Holdings Group Co., Ltd., holding a stake of 25.12%, who had previously expressed interest in seeking the actual controlling rights of Shengyi Technology.
Eton Electronics plans to build a production base in Thailand Why are PCB companies flocking to Southeast Asia?
① Eton Electronics plans to invest no more than 100 million US dollars to build a new PCB production base in Thailand. Since May, listed companies such as World Transport Circuit, Shenghong Technology, and Junya Technology have officially announced investments in Southeast Asia. ② PCB companies hope to meet customer needs through foreign investment; build a diversified industrial layout to diversify market risks, obtain more overseas orders, etc.
With the launch of AI products and the superposition switching cycle, the consumer electronics industry is expected to reach an inflection point in the cycle
① Recently, Huawei terminals announced that pre-sale of the Enjoy 70S phones will begin on May 28, focusing on “super battery life and large eye protection screen”. ② The introduction of terminal products such as AIPC and AI mobile phones, combined with the advent of a switching cycle, is expected to push consumer electronics terminal sales back to a growth trajectory.
Concept News | Financial Federation adds “electromagnetic shielding” to the theme library
① Electromagnetic shielding materials are widely used in consumer electronics, automobiles, aerospace, communications and other fields. With the comprehensive development of 5G, cloud computing, AI and other industries, it has provided a large amount of market demand for the electromagnetic shielding materials industry. ② List of electromagnetic shielding concept stocks.
GPT-4O brings brand-new interaction capabilities, multi-modal AI leader 20cm rises and stops this week, institutions are intensively investigating related listed companies
① When surveyed by the agency, Tom said that GPT-4o has shown comprehensive ability in terms of emotional value such as emotional perception and simulating human tone for interaction, which is highly consistent with the development direction of Tom Cat AI products focusing on the field of emotional companionship. ② Sort out the industry sectors that institutions are most concerned about this week (attached table), the list of listed companies (attached shares), and the latest research on the multi-modal AI industry.
Strong inflow of foreign capital is another trend vane: Middle Eastern tycoons increase their presence in China, and multinational sovereign wealth funds continue to lay out A-shares
① The Abu Dhabi Investment Authority and the Kuwait Investment Authority held a large number of A-share listed companies in the first quarter; ② the Middle East Sovereign Fund also stepped up research on A-shares ③ Other overseas sovereign wealth funds are increasing their layout in the Chinese market.