Construction and Engineering

L&K released FY2026 Q1 earnings on April 29 After-Market (BJT), actual revenue CNY 1.13 B, actual EPS CNY 1.1621

L&K to Release FY2026 Q1 Earnings on April 30 After-Market (BJT)

L&K released FY2025 Q4 earnings on March 12 After-Market (BJT), actual revenue CNY 1.798 B, actual EPS CNY 2.1165

L&K released FY2025 earnings on March 12 After-Market (BJT), actual revenue CNY 4.907 B (forecast CNY 5.006 B), actual EPS CNY 4.18 (forecast CNY 3.3766)

L&K to Release FY2025 Earnings on March 13 After-Market (BJT), Forecast Revenue CNY 5.006 B, EPS CNY 3.3766

L&K released FY2025 Q3 earnings on October 30 During-Market (BJT), actual revenue CNY 1.425 B (forecast CNY 1.505 B), actual EPS CNY 1.3268

L&K released FY2025 9 Months earnings on October 30 During-Market (BJT), actual revenue CNY 3.109 B, actual EPS CNY 2.0769

L&K to Release FY2025 Q3 Earnings on October 31 During-Market (BJT), Forecast Revenue CNY 1.505 B

ASL Integration Sees Revenue and Net Profit Decline in First Half of 2025

L&K released FY2025 Semi-Annual Earnings on July 24 After-Market (BJT), actual revenue CNY 1.683 B, actual EPS CNY 0.75

L&K released FY2025 Q2 earnings on July 24 After-Market (BJT), actual revenue CNY 848.27 M, actual EPS CNY 0.3658

L&K FY2025 Semi-Annual Earnings Release on July 25, 2025 (BJT)

Asymtek Signs Overseas Engineering Contract Worth 1582 Million Yuan

ASYS Intends to Invest in Xiamen IC Industry Fund

ASYS Integrated Newly Registered Smart System Management Platform 1.0 Software Copyright

Guosheng Securities Gives Buy Rating to ASYS Integration

Axiang Integration Reports Revenue and Profit Decline in Q1 2025

L&K released FY2025 Q1 earnings on April 24 After-Market (BJT), actual revenue CNY 835 M, actual EPS CNY 0.3843

L&K to Release FY2025 Q1 Earnings on April 25 After-Market BJT

Yaxiang Integration Wins MEP Engineering Contract from VisionPower Semiconductor Manufacturing Company, Contract Value Approximately 3.163 Billion RMB

300679

603929

In a volatile market influenced by geopolitical tensions, investors are identifying undervalued stocks as a strategy for long-term growth. Notable undervalued stocks include Electric Connector Technology (SZSE:300679), trading at CN¥44.07 with a 45.1% discount to its fair value, and L&K Engineering (Suzhou) Ltd (SHSE:603929), trading at CN¥198.99 with a 41.8% discount. Both companies show strong growth prospects despite market fluctuations. The article emphasizes the importance of diversifying portfolios with these undervalued stocks to capitalize on market inefficiencies.

Simplywall

3 Global Stocks That Might Be Undervalued By Up To 45.1%

600118

002759

603163

000547

On December 26th, the dragon and tiger list data showed that institutions net bought ADDSINO for 482 million yuan, Demingli for 205 million yuan, and China Spacesat for 200 million yuan. Institutions net sold L&K for 247 million yuan, TONZE for 137 million yuan, and Acter Technology Integration for 128 million yuan

36Kr

China Spacesat

TONZE

Acter Technology Integration

ADDSINO

Institutions sold 20 stocks including L&K today and bought ADDSINO for 482 million yuan

L&K: EVER CREATIVE will reduce its holdings by 414,000 shares on December 11, 2025

Wallstreetcn

SOXL

Soochow Securities Co., Ltd. released a research report indicating that the domestic mid-to-high-end cleanroom engineering sector will benefit from policy support and capital expenditure expansion, and is expected to welcome a new growth cycle. With the acceleration of the domestic substitution process, the demand potential for cleanroom engineering in high-tech industries such as integrated circuits is considerable. The global market, especially Southeast Asia, will become a major incremental market, driving the industry's profit growth rate and valuation levels

Zhitong

Direxion Semicon Bull 3X

Soochow Securities Co., Ltd.: Downstream prosperity accelerates capital expenditure, cleanroom overseas expansion opens up a new growth curve

Guosen Securities released a research report indicating that factory and cleanroom engineering is a critical demand segment in the expansion of the AI computing power industry chain. The global demand for cleanroom engineering is rapidly increasing, especially with significant potential in the North American market. Cleanrooms provide a controlled environment for the production of precision products, with investments typically accounting for 10-20% of total investment. As the process dimensions of industrial products shrink, the global cleanroom market continues to grow. Supply chain security and AI computing power are the core driving factors for the global chip expansion. Taiwan Semiconductor's capacity construction in the United States has significantly accelerated, with an additional investment of $100 billion expected by 2025

- Guosen Securities reports that factory and cleanroom engineering are essential for the expansion of the AI computing power industry chain, with cleanrooms providing controlled environments for precision product manufacturing.  
- The global demand for cleanroom engineering is rapidly increasing, particularly in North America, driven by rising investment intensity and the need for supply chain security and AI computing power.  
- Investment recommendations highlight Shenghui Integration and Yaxiang Integration as key players benefiting from the growing semiconductor supply chain and overseas project opportunities.

Taiwan Semiconductor

Guotai Junan Securities: AI infrastructure essential segment, global cleanroom engineering construction demand is rapidly increasing

According to the Zhitong Finance APP, L&K announced that EVER CREATIVE plans to reduce its holdings in the company by no more than 1.162 million shares, accounting for 0.5446% of the company's total share capital

L&K: EVER CREATIVE plans to reduce its holdings by no more than 1.162 million shares

L&K announced that it will invest 20 million yuan of its own funds into the Xiamen Lianhe Phase IV Integrated Circuit Industry Venture Capital Fund as a limited partner. The fund focuses on semiconductors, ICT, new materials, and other advanced manufacturing industries, with a target fundraising scale of 500 million yuan and a duration of 5+2+2 years. This move will help the company in its layout within the integrated circuit and advanced manufacturing industry chain and obtain financial returns

Semiconductor

L&K plans to invest 20 million yuan in the Lianhe Phase IV Fund to layout the integrated circuit and advanced manufacturing industry chain

According to the Zhitong Finance APP, L&K disclosed its first-quarter report for 2025, showing that the company achieved revenue of 835 million yuan, a year-on-year decrease of 23.83%; net profit attributable to the parent company was 81.99 million yuan, a year-on-year decrease of 29.82%; and net profit excluding non-recurring gains and losses was 81.66 million yuan, a year-on-year decrease of 29.95%. Basic earnings per share were 0.3843 yuan

L&K released its first-quarter performance, with a net profit attributable to the parent company of 81.99 million yuan, a year-on-year decrease of 29.82%

According to the Zhitong Finance APP, L&K announced that the company plans to invest an equivalent of SGD 30 million of its own funds to establish a wholly-owned subsidiary in Singapore. The company will fully leverage the advantages of the geographical location, trade environment, investment environment, talent resources, and the rapid aggregation of the chip industry chain in Southeast Asia, including Singapore, to further promote the development of overseas business and enhance the overall competitiveness of the company

L&K plans to establish a subsidiary in Singapore to further promote the development of overseas business

L&K released its 2024 annual performance, with a net profit attributable to the parent company of 636 million yuan, a year-on-year increase of 121.66%. Operating revenue was 5.381 billion yuan, a year-on-year increase of 68.09%. The net profit after deducting non-recurring gains and losses was also 636 million yuan, a year-on-year increase of 137.60%. The basic earnings per share were 2.98 yuan, and it plans to distribute a cash dividend of 10 yuan for every 10 shares to all shareholders. Revenue from engineering construction business was 5.291 billion yuan, a year-on-year increase of 72.40%. The comprehensive gross profit margin was 13.55%

L&K released its 2024 annual performance, with a net profit attributable to the parent company of 636 million yuan, a year-on-year increase of 121.66%

L&K(603929.SH)