Industrial midterm strategy of Minsheng Securities: Cloud integration is the trend, paying attention to supply chain transformation opportunities.
Major manufacturers have also been introducing AI terminals, and cloud integration has become the next trend for industrial development. In the supply chain revolution, the fully upgraded computing power industry chain is also worthy of attention.
WUS Printed Circuit (002463.SZ): The Thailand production base is expected to start production in Q4 2024.
On June 14th, Gelunhui reported that Wus Printed Circuit (002463.SZ) said on the investor communication platform that the company's production and operation are normal, and the Thai production base is expected to be put into operation in Q4 2024.
Wus Printed Circuit (002463.SZ): Some PCB products are used in the field of AI.
On June 7th, Gelunhui reported that WUS Printed Circuit (002463.SZ) stated on the investor interaction platform that some of the company's PCB products are applied in the AI-related field, but due to commercial policy restrictions, the company cannot discuss specific manufacturers without permission.
Investor Optimism Abounds Wus Printed Circuit (Kunshan) Co., Ltd. (SZSE:002463) But Growth Is Lacking
Wus Printed Circuit (Kunshan) Co., Ltd.'s (SZSE:002463) price-to-earnings (or "P/E") ratio of 34.6x might make it look like a sell right now compared to the market in China, where around half of the
Huafu Securities: How to calculate the computing power required for large-scale AI text model training?
Zhītōng Cáijīng APP has learned that Huáfú Securities issued a research report stating that, according to the formula for calculating supply and demand on the demand side, assuming that the industry growth trend continues to follow Scaling Law, and through assumptions on Nvidia GPU's FP16 computing power, training market, computing power utilization rate, etc., the GPU demand is derived. Using Nvidia Hopper/Blackwell/next-generation GPU card FP16 computing power as the reference, the bank believes that the global demand for GPU on the text-based large model AI training side in 2024-2026 will be 2.71/5.92/12.44 million units. It is recommended to pay attention.
Shanghai Electric Power Co., Ltd. (002463.SZ): Proposed equity incentive plan
Gelonghui, June 3, 丨 Shanghai Electric Power Co., Ltd. (002463.SZ) announced that the 7th Board of Directors Remuneration and Assessment Committee of Shanghai Shi Electronics Co., Ltd. proposed that in order to further improve the company's long-term incentive and restraint mechanism, attract and retain outstanding talents, fully mobilize the enthusiasm and creativity of company managers and core employees, effectively combine shareholders' interests, company interests and employees' personal interests, and promote the long-term development of the company. On the premise of fully protecting shareholders' interests, the company combines the company and printing circuit according to the principle of matching income and contribution Board (hereinafter “PCB”)
These 4 Measures Indicate That Wus Printed Circuit (Kunshan) (SZSE:002463) Is Using Debt Safely
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says 'The biggest investment risk is not the volatility of prices, but whether you will
Shanghai Electric Power Co., Ltd. (002463.SZ): Does not involve glass substrates
Gelonghui, May 21丨Shanghai Electric Power Co., Ltd. (002463.SZ) said on the investor interactive platform that the company is currently not involved in glass substrates.
Shanghai Electric Power Co., Ltd. (002463.SZ): PCB products are the core application fields of communication equipment, data center infrastructure, and automotive electronics, supplemented by industrial equipment, semiconductor chip testing and other appl
Gelonghui, May 17 | Shanghai Electric Power Co., Ltd. (002463.SZ) said on the investor interactive platform that the company's PCB products are the core application areas of communication equipment, data center infrastructure, and automotive electronics, as well as application fields such as industrial equipment and semiconductor chip testing. Benefiting from the structural demand for high-multi-layer printed circuit boards in emerging computing scenarios such as high-speed computing servers and artificial intelligence, the company's revenue and net profit for the first quarter of 2024 increased compared to the same period last year. The company is currently operating normally and is in line with the overall needs of the industry.
BOC Securities: Downstream recovery drives boom recovery, PCB's “cycle+growth” dual logic is expected to continue to resonate
Looking ahead to 2024, along with the recovery trend of the global semiconductor cycle and the innovative launch of terminals represented by Apple XR and AI PCs, the PCB industry's dual logic of “cycle+growth” is expected to continue to resonate.
Shanghai Electric Power Co., Ltd. (002463.SZ) plans to pay 5 yuan for 10 shares to be deducted from interest on May 20
Shanghai Electric Power Co., Ltd. (002463.SZ) announced that the company's 2023 equity distribution plan: every 10 shares to all shareholders...
Shanghai Electric Power Co., Ltd. (002463.SZ): 2023 equity distribution of 10 distributions of 5 yuan, share registration date May 17
Gelonghui, May 10 | Shanghai Electric Power Co., Ltd. (002463.SZ) announced that the company's 2023 equity distribution plan is to distribute RMB 5.00 in cash (tax included) to all shareholders for every 10 shares based on the company's current total share capital excluding 1,913,513,808 shares after 0 shares have been repurchased. The share registration date for this equity distribution is May 17, 2024, and the ex-dividend date is May 20, 2024.
Is Wus Printed Circuit (Kunshan) Co., Ltd.'s (SZSE:002463) Stock's Recent Performance Being Led By Its Attractive Financial Prospects?
Wus Printed Circuit (Kunshan) (SZSE:002463) has had a great run on the share market with its stock up by a significant 29% over the last three months. Since the market usually pay for a company's lo
China Galaxy Securities: 24Q1 PCB demand is picking up, AI is still the main driving force
Looking ahead to the second quarter, although TSMC lowered its annual growth forecast for global foundry, it also indicated that demand for AI is very strong. Some A-share PCB company products have entered the global supply chain system and are expected to benefit from AI development in the future.
Debon Securities: The 24Q1 component sector's boom has clearly rebounded, focusing on consumer electronics and AI related targets
Since 23Q3, the consumer electronics industry has begun to recover moderately. The wave of AI set off by LLM continues. The iteration of AI terminals such as AI phones and AIPC has begun a new cycle of consumer electronics innovation, and AI computing power infrastructure is still growing rapidly.
Revenue Beat: Wus Printed Circuit (Kunshan) Co., Ltd. Beat Analyst Estimates By 6.5%
It's been a pretty great week for Wus Printed Circuit (Kunshan) Co., Ltd. (SZSE:002463) shareholders, with its shares surging 11% to CN¥33.16 in the week since its latest quarterly results. Resu
Calculating The Fair Value Of Wus Printed Circuit (Kunshan) Co., Ltd. (SZSE:002463)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Wus Printed Circuit (Kunshan) fair value estimate is CN¥31.59 Wus Printed Circuit (Kunshan)'s CN¥30.24 share price indicates it is trading at
Shanghai Electric Power Co., Ltd. (002463.SZ): In 2023, Q4 Shengweize's P2pack products used in 48v light-hybrid systems have been mass-produced
Gelonghui, April 12 | Shanghai Electric Power Co., Ltd. (002463.SZ) said on the investor interactive platform that in 2023 Q4 Shengweize's P2Pack products used in 48v light-hybrid systems have been mass-produced. For commercial and policy reasons, it is not convenient for companies to disclose specific customer information without the customer's permission.
Shanghai Electric Power Co., Ltd. (002463.SZ): The company's products currently do not involve packaging substrates
Gelonghui, April 12 | Shanghai Electric Power Co., Ltd. (002463.SZ) said on the investor interactive platform that the company's products currently do not involve packaging substrates.
WUS Printed Circuit Chairman Resigns
Wu Ligan has stepped down as chairman of WUS Printed Circuit (Kunshan) (SHE:002463), due to old age, according to a Shenzhen Stock Exchange filing on Friday. He will also step down as a director and m
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