Electronic Components

WUS released FY2026 Q1 earnings on April 22 During-Market (BJT), actual revenue CNY 6.214 B (forecast CNY 5.481 B), actual EPS CNY 0.6392 (forecast CNY 0.6283)

WUS to release FY2026 Q1 earnings on April 23 during market hours (BJT), forecast revenue CNY 5.125 B, EPS CNY 0.6267

WUS to release FY2025 earnings report on March 25, 2026, during market hours (BJT), with forecast revenue of CNY 19.18 B and EPS of CNY 1.985

WUS released FY2025 earnings on January 27 During-Market (BJT), actual revenue CNY 18.95 B (forecast CNY 19.18 B), actual EPS CNY 1.9691 (forecast CNY 1.985)

WUS released FY2025 Q4 earnings on January 27 During-Market (BJT), actual revenue CNY 5.433 B (forecast CNY 5.693 B), actual EPS CNY 0.574 (forecast CNY 0.5427)

WUS released FY2025 9 Months Earnings on October 28 During-Market (BJT), Actual Revenue CNY 13.51 B, Actual EPS CNY 1.4011

WUS released FY2025 Q3 earnings on October 28 During-Market (BJT), actual revenue CNY 5.019 B (forecast CNY 4.842 B), actual EPS CNY 0.5318 (forecast CNY 0.5351)

WUS to Release FY2025 Q3 Earnings on October 29 During-Market (BJT), Forecast Revenue CNY 4.842 B, EPS CNY 0.5

WUS released FY2025 Q2 earnings on August 21 During-Market (BJT), actual revenue CNY 4.456 B (forecast CNY 4.235 B), actual EPS CNY 0.4755 (forecast CNY 0.4365)

WUS released FY2025 Semi-Annual earnings on August 21 During-Market (BJT), actual revenue CNY 8.494 B, actual EPS CNY 0.8692

WUS FY2025 Semi-Annual Earnings Release on August 22, 2025 (BJT)

China Minsheng Securities Gives FY25 Earnings Forecast and Buys Rating for Hull Electronics

Huadian Shares Projecting High Q1 2025 Earnings Growth

HUTAO Electronics Adds Millimeter Wave Radar Concept

Huadian Shares Secretary Responds to Investors' Questions on Automotive Electronics and European Market Sales

HUTAO's market capitalization first exceeds 100 billion yuan

Huston Electrics Announces Q2 2025 Forecast with Revenue and Profit Growth

Huadian Shares Receive Multiple Buy Ratings From Brokers

Huashen Holding Completes Reduction in Shares of 沪电股份

HUTAO Electronics Shares Up, Multiple Firms Give Buy Ratings

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WUS achieved revenue of 6.214 billion yuan in the first quarter of 2026, a year-on-year increase of 53.91%; net profit attributable to parent company shareholders reached 1.242 billion yuan, up 62.90% YoY. AI computing power demand drove the volume surge of high-end PCB products, with profit growth outpacing revenue growth. R&D investment doubled to 417 million yuan, accelerating the layout of advanced packaging processes. The company is simultaneously advancing multiple capacity expansion projects, with total assets rising to 32.7 billion yuan and ample liquidity

Wallstreetcn

AI Computing Power Drives High-End PCB Volume Surge, WUS Q1 Revenue Jumps 54% YoY to 6.2 Billion Yuan, Net Profit Up 63% | Financial Report Insights

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The PCB and glass fiber industries are launching a new round of expansion due to surging demand from NVIDIA. The AI hardware supply chain rose sharply in early trading, with companies like CEE and SDF hitting their daily limits. VGT, WUS, and Avary Holding have announced large-scale investment and expansion plans. Meanwhile, products like those from Mitsubishi Gas Chemical will see a 30% price hike starting April 1. Institutional analysis indicates that the data center PCB market will continue to grow, with its market size expected to reach $23 billion by 2030

Guotai CES Semiconductor Chip Industry ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

Avary Holding

NVIDIA

GTJA Allianz SSE STAR Chip Design Thematic ETF

PCB, Glass Fiber: NVIDIA Ignites New Industry Demand, Leading Companies Launch New Round of Expansion; Key Materials to Rise in Price Starting Today

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According to statistics from CINNO•ICResearch, the total investment in China's circuit board industry is expected to reach 105.3 billion yuan in 2025, a year-on-year increase of 2.9%. Although the number of investment projects has decreased, the investment scale of individual projects has significantly increased, with the focus shifting towards high-end products. AI computing power dedicated PCBs have become the main growth driver. Automotive electronic PCBs have also performed strongly, benefiting from the development of new energy vehicles and intelligent driving. The overall industry will bid farewell to the mid-to-low-end layout and enter a new stage dominated by high-end products

腾讯新闻 - 财经

China Merchants CSI New Energy Vehicles ETF

E Fund CSI Semiconductor Material & Equipment Thematic ETF

SPDR S&P Semicon

Hwabao WP CSI Electronic 50 ETF

Guotai CSI 800 Automobile and Parts ETF

ChinaAMC CSI Auto Components Thematic ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

GF Fund CSI Semiconductor Material Equipment Theme ETF

ChinaAMC Guozheng Semiconductor Chip ETF

Dacheng SZSE ChiNext Artificial Intelligence ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

Tianhong SSE STAR Chip Design Thematic ETF

Hwabao WP CSI Intelligent Electric Vehicle ETF

China Merchants CSI Semiconductor Industry ETF

Guotai CSI New Energy Vehicles ETF

Guotai CSI All Share Integrated Circuit ETF

Ping An CSI Auto Components Thematic ETF

Hua Xia CSI New Energy Vehicles ETF

Direxion Semicon Bull 3X

Harvest CSI All Share Integrated Circuit ETF

HFT CSI Auto Components Thematic ETF

iShares Semiconductor ETF

Fullgoal SSE STAR Artificial Intelligence ETF

E Fund CSI Auto Components Thematic ETF

Harvest SSE STAR Chip ETF

Institution: In 2025, China's printed circuit board industry investment is expected to grow by 3% year-on-year, with AI computing power PCB becoming the core engine of growth

WUS: 2025 net profit of 3.822 billion yuan, a year-on-year increase of 47.74%, plans to distribute 5 yuan per 10 shares. Risk warning and disclaimer. The market has risks, and investment needs to be cautious. This article does not constitute personal investment advice, nor does it take into account the special investment objectives, financial situation or needs of individual users. Users should consider whether any opinions, views or conclusions in this article are suitable for their specific circumstances. Invest accordingly, and be responsible for your own risks

WUS: 2025 net profit of 3.822 billion yuan, a year-on-year increase of 47.74%, plans to distribute 5 yuan per 10 shares

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The storage chip concept performed actively, with Biwin rising over 5% to set a new historical high, Netac rising over 8%, and LONGSYS, Ingenic, ZBIT SEMICONDUCTOR, Shannon Semi, and GIGADEVICE following suit. The PCB concept strengthened rapidly, with Camelot rising over 15%, and WUS, Aohong Electronics, Guanghe Technology, Aoshikang, Dongwei Technology, and Sunshine Circuits also rising

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The ChiNext rose 0.5% amid fluctuations, computing hardware rebounded across the board, the Hang Seng Index fell nearly 1%, and Tencent Music plummeted over 20%

At the NVIDIA GTC conference, Jensen Huang officially incorporated the Groq 3 LPU into the Rubin platform. Ming-Chi Kuo immediately released a research report: LPU shipments are expected to reach 4 to 5 million units from 2026 to 2027, a tenfold increase compared to historical annual production. Rack density jumps from 64 to 256 units, and the PCB supply chain behind it is ushering in a new cycle—WUS printed circuit boards may become the biggest winner

Ming-Chi Kuo: Integrating into the NVIDIA ecosystem, LPU production will surge tenfold, significantly impacting the PCB supply chain

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WUS and SCC hit the daily limit, Cambricon and VGT rose over 7%, CATL and Sungrow Power Supply fell over 4%; computing power stocks collectively surged, semiconductors strengthened, while power batteries and photovoltaics weakened; the SSE Index fell 0.01%, the Shenzhen Index rose 0.19%, and the ChiNext fell 0.29%

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Shenzhen Index

The three major A-share indices closed mixed

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In the morning, the main funds had a net inflow into sectors such as electronics, communications, and machinery equipment, while there was a net outflow from sectors like media, non-ferrous metals, and non-bank financials. Specifically, in terms of individual stocks, WUS, VGT, and HTGD saw net inflows of 2.854 billion yuan, 2.467 billion yuan, and 2.447 billion yuan, respectively. On the outflow side, Sungrow Power Supply, CATL, and EVE Energy were sold off for 1.922 billion yuan, 1.786 billion yuan, and 1.119 billion yuan, respectively. (First Financial)

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In the half-day session, main funds increased their positions in electronic stocks and sold off media stocks

WUS(002463.SZ)