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Macquarie: Demand for industrial automation and Siasun Robot&Automation in China is recovering, and domestic substitution is rapidly breaking through.
The trend of intelligent upgrading in China's manufacturing industry is irreversible, and domestic manufacturers are moving from "replacement" to "leading," bringing long-term investment value to the Industry Chain upstream and downstream.
Domestic Semiconductors equipment manufacturers discuss how to break through in the Industry: The prosperity of end terminals like AI is being transmitted to the equipment sector, and tariff policies do not change the opportunities for growth overseas.
① Many semiconductor equipment manufacturers have stated that their product demand in this year's market is driven by growth in AI, 5G, Internet of Things, New energy Fund vehicles, and other emerging applications, leading to a continued rebound in the overall industry situation; ② Despite the intense changes in international trade policies, domestic semiconductor equipment manufacturers remain bullish on growth opportunities in overseas markets, and strengthen cooperation with domestic and foreign peers, customers, suppliers, etc. to jointly mitigate risks.
Shenzhen Keda: 2024 Annual Report
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2024 ANNUAL REPORT
Shenzhen S-king Intelligent Equipment Co., Ltd. (SHSE:688328) Shares Fly 31% But Investors Aren't Buying For Growth
