In the first half of 2025, Changchuan Technology appeared to be thriving, with revenue soaring to 2.167 billion, a 41.8% increase; net profit grew to 427 million, nearly doubling, with a year-on-year increase of 98.73%. In the domestic semiconductor equipment sector, this growth rate is indeed impressive. For comparison, the net profit growth rate of … Read more
>> Behind a server PCB worth 12,000 yuan lies a hidden story of breakthroughs in domestic high-end manufacturing equipment. The global PCB industry is undergoing a technological revolution driven by AI computing power. In 2024, the total global PCB output value is expected to reach $73.346 billion, a year-on-year increase of 5.8%, with the market … Read more
In the ongoing wave of technological advancement, the technology sector on August 13, 2025, once again became the market focus. Multiple fields are showing strong development momentum, bringing numerous surprises and opportunities for investors and technology enthusiasts. On that day, the A-share technology sector saw a pleasing increase. As of 11:28 AM, the communication equipment … Read more
In the wave of intelligent transformation in the manufacturing industry, Nanhai is accelerating industrial transformation and upgrading through technological innovation, promoting Nanhai manufacturing to elevate to a “world brand”. Recently, Foshan City released the “Outstanding Products Empowered by Artificial Intelligence and Intelligent Robotics in Key Industries (First Batch)”, and the AI robot for aquatic product … Read more
1. Core Industry Logic 1. High-End Upgrade Drive AI computing power demand: The value of the PCB in a single cabinet of the NVIDIA GB200 server reaches $171,000, with a surge in demand for multilayer boards with more than 24 layers, and processing fees at a premium of 30%. The value of high-end HDI boards … Read more
Precision Reducers Core “Joints” of Humanoid Robots Domestic Substitution Opens New Investment Opportunities With the continuous impact of technological waves, the field of embodied intelligence is experiencing a period of rapid development. As the key to achieving precise movement in embodied intelligent devices, precision reducers, with their “speed reduction and torque increase” function, have become … Read more
Hello everyone! I am the strategic logic deducer, Hongling Road. First, I would like to thank all my fans for their continued support. However, I have been very busy these days and haven’t had time to produce any public works. Recently, I have been deeply studying commercial aerospace, so I haven’t had time to write. … Read more
01 A “100% + 15%” bill has amused the global market. Last week, Washington quietly issued a new bill: 1. A 100% tariff on any non-American advanced chips sold in the U.S.; 2. Any American chip company exporting to China must pay a 15% “technology royalty” to the Department of Commerce. Upon hearing the news, … Read more
Against the backdrop of a surge in demand for AI servers and switches, the PCB (Printed Circuit Board) sector became the leading force in technology stocks on July 3. Companies such as Zhongjing Electronics, Bomin Electronics, and Industrial Fulian saw over ten stocks hit the daily limit, with the sector’s trading volume reaching a new … Read more
Click the blue text Follow us In November 2018, the Shanghai Stock Exchange established the Science and Technology Innovation Board (STAR Market); in July 2019, the STAR Market officially opened, with the first batch of 25 companies ringing the bell for listing. At the inception of the STAR Market, it coincided with a time of … Read more