Electronic Components

Sytech

Sytech released FY2026 Q1 earnings on April 28 During-Market (BJT), actual revenue CNY 8.141 B (forecast CNY 8.107 B), actual EPS CNY 0.48 (forecast CNY 0.3705)

Sytech to Release FY2026 Q1 Earnings on April 29 During-Market (BJT), Forecast Revenue CNY 8.585 B, EPS CNY 0.4158

Sytech to Release FY2025 Earnings on April 25 Pre-Market (BJT), Forecast Revenue CNY 28.6 B, EPS CNY 1.4405

Sytech released FY2025 Q4 earnings on February 27 Pre-Market (BJT), actual revenue CNY 7.818 B (forecast CNY 8.006 B), actual EPS CNY 0.3701 (forecast CNY 0.408)

Sytech released FY2025 Annual Earnings on February 27 Pre-Market (BJT), actual revenue CNY 28.43 B (forecast CNY 28.6 B), actual EPS CNY 1.39 (forecast CNY 1.4484)

Sytech released FY2025 9 Months Earnings on October 28 After-Market (BJT), actual revenue CNY 20.61 B, actual EPS CNY 1.0068

Sytech released FY2025 Q3 earnings on October 28 After-Market (BJT), actual revenue CNY 7.934 B (forecast CNY 7.588 B), actual EPS CNY 0.4198 (forecast CNY 0.3604)

Sytech to Release FY2025 Q3 Earnings on October 29 After-Market (BJT), Forecast Revenue CNY 7.374 B, EPS CNY 0.3547

Sytech released FY2025 Semi-Annual Earnings on August 15 After-Market (BJT), actual revenue CNY 12.68 B, actual EPS CNY 0.59

Sytech released FY2025 Q2 earnings on August 15 After-Market (BJT), actual revenue CNY 7.069 B (forecast CNY 6.418 B), actual EPS CNY 0.3469 (forecast CNY 0.3579)

Sytech FY2025 Semi-Annual Earnings Release on August 16, 2025 (BJT)

Senior Executives of Shengyi Technology Reduce Shares

Shengyi Technology Sees Profit Growth with Increased CCL Revenue and Subsidiary Shengyi Electronics' Significant Earnings Increase

Senior Executives of Shengyi Technology Reduced 171,000 Shares

Southwest Securities Issues Buy Rating Report on Shengyi Technology

Southwest Securities Gives Buy Rating to Shengyi Technology

Senior Executives of Shengyi Technology Reduce Shares by 133,000

Shengyi Technology Expected Q1-Q2 Net Profit to Increase by 50%-56%

Senior executive of Shengyi Technology reduced shares

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As global markets show optimism, investors are focusing on undervalued stocks. Notable mentions include Matrix Design, trading at CN¥34.59, estimated to be 48.9% below its fair value of CN¥67.65, with strong growth forecasts. Delton Technology is trading at CN¥158.52, 30.3% below its fair value, while Shengyi Technology is at CN¥76, 27.2% undervalued. These companies are expected to see significant revenue and earnings growth despite challenges in dividend coverage. The analysis highlights potential investment opportunities in undervalued stocks amid a recovering economy.

Simplywall

Matrix Design

3 Global Stocks Estimated To Be Trading At Up To 48.9% Below Intrinsic Value

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601318

002384

600030

On March 31, the disclosure of the 2025 annual reports for mutual funds was completed, showing that fund managers considered performance and industry trends in their purchasing decisions. Among the top ten stocks by net purchase amount were high-performing stocks such as Biwin and Sytech. Dividend assets were favored, with financial leaders like Ping An and CITIC Securities Co., Ltd., as well as high-dividend stocks like INDUSTRIAL BANK, seeing significant net purchases. Guotai Haitong and DSBJ were among the leaders in net purchase amounts, while CATL and BYD were net sold

Wallstreetcn

CITIC SEC

PING AN

Biwin

INDUSTRIAL BANK

Guotai Haitong

Ping An

DSBJ

CITIC Securities Co., Ltd.

Technology as Spear, Dividends as Shield: Fund Managers Reconstruct Offensive and Defensive Systems

300308

NVDA

CMB International released a research report, pointing out that NVIDIA's performance in the fourth quarter of fiscal year 2026 exceeded market expectations, with revenue and earnings per share both higher than anticipated. The report emphasizes that NVIDIA is at an AI turning point, with computing power directly translating into customer revenue. It is expected that the gross margin can be maintained at around 75% in 2026. CMB International maintains a "Buy" rating on Zhongji Innolight and Sytech, believing that both will benefit from NVIDIA's continued demand and platform upgrades

AASTOCKS

Zhongji Innolight

NVIDIA

VanEck Semiconductor ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

iShares Semiconductor ETF

Direxion Semicon Bull 3X

Direxion Daily NVDA Bull 2X Shares

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

T-Rex 2X Long NVIDIA Daily Target ETF

Guotai CES Semiconductor Chip Industry ETF

GraniteShares 2x Long NVDA Daily ETF

XL2CSOPNVDA

XI2CSOPNVDA

YieldMax NVDA Option Income Strategy ETF

Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

CITIC International stated that NVIDIA's visibility extends for several years, maintaining a "Buy" rating for beneficiaries Zhongji Innolight and Sytech

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300750

UBS released a report listing the most favored simulated portfolio stocks by Chinese capital, all of which received a "Buy" rating. Newly included stocks are Sytech, DEC.LTD, and Envicool, while excluded stocks are Horizon Robotics, Sungrow Power, and NetEase. In terms of target prices, CATL is set at 500 RMB, FUYAO GLASS at HKD 96, HTSC at 31.2 RMB, ZIJIN MINING at HKD 47.4, NAURA at 570 RMB, Tencent at HKD 780, YTCO at 40 RMB, Alibaba at USD 190, and GDS-SW at USD 57

DEC.LTD

CATL

FYG;FUYAO GLASS

GDS-SW

YTCO

Alibaba

FUYAO GLASS

ZIJIN MINING

NAURA

HTSC

Envicool

Guotai MSCI China A ESG General ETF

KraneShares 2x Long BABA Daily ETF

BABA 2x Long Daily ETF - GraniteShares

iShares MSCI China

Krne Csi China Internet

Invesco Golden Dragon China

Direxion FTSE China Bull 3X

Yinhua MSCI China A ETF

UBS lists the most favored simulated portfolio stocks of Chinese-funded institutions (Table)

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The explosive demand for AI computing power has driven a super growth in the performance of related PCB companies. Recently, VGT's performance forecast indicates that it is expected to return in 2025

Hitting the AI "super cycle," VGT and others see a collective performance surge

Goldman Sachs pointed out that the construction of artificial intelligence infrastructure is driving the PCB and CCL industries into a super cycle. It is expected that the global AI server PCB market size will grow by 113% year-on-year in 2026 and continue to grow by 117% in 2027. The growth rate of the AI server CCL market is even more astonishing, with expected year-on-year increases of 142% and 222% in 2026 and 2027, respectively. Goldman Sachs believes that technological iteration has created high barriers to research and development and capital expenditure, allowing leading companies to maintain healthy competition. The report initiates coverage on VGT, WUS, and Sytech, giving them a "Buy" rating

Goldman Sachs: AI is igniting the big cycle of PCBs

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The quarterly report of the Yongying Technology Smart Selection Mixed Securities Investment Fund, the champion of the 2025 annual fund, shows that its Class A shares achieved a return of 233.29% over the past year, becoming the champion among equity funds. Fund manager Ren Jie emphasized investing in the global cloud computing and AI industries, focusing on the optical communication and PCB sectors. He pointed out that the AI industry is undergoing structural upgrades, with application directions including healthcare and enterprise-level applications. At the same time, he reminded investors to pay attention to risks, maintain rationality, and avoid chasing highs and selling lows

Eoptolink

Shijia Photons

UTIMES

Montage Technology

The 2025 Fund Champion's Q4 Report is out: Annual returns exceed 230%, what did they do right this year?

002595

Futu released a research report indicating that last year the Chinese A-share market performed steadily, with market focus concentrated on artificial intelligence, technology, and materials sectors. It is expected that this year's returns will be primarily driven by earnings growth, with new targets including Sytech and HIMILE SCIENCE AND TECHNOLOGY, while removing Pop Mart and Tencent Music

HIMILE SCIENCE AND TECHNOLOGY

Credit Suisse expects that the returns of the mainland A-share market will be driven by earnings growth, adding targets such as Sytech and HIMILE SCIENCE AND TECHNOLOGY

Sytech(600183.SH)