market analysis

Analysis Report on the Industrial Robot Industry

by
Analysis Report on the Industrial Robot Industry

Industrial Robots (Industrial robots) Also known as industrial robots, are a type ofautomatically controlled, reprogrammable, multifunctional, multi-degree-of-freedom manipulator, mainly used toreplace manual labor in flexible production processes, such as handling materials, parts, or tools to complete various tasks. Classification of Industrial Robots by Function Handling Robots:Handling robots, palletizing robots, sorting robots Processing Robots:Forging robots, stamping … Read more

PCB vs CCL: Which Has Greater Investment Value?

by
PCB vs CCL: Which Has Greater Investment Value?

In previous articles, we focused on PCBs and the upstream and midstream industries related to PCBs (such as copper-clad laminates, electronic resins, copper foil, electronic fiberglass, etc.), and we have also introduced key targets in this area. Recently, a friend asked me: with so many technology targets and industrial chains, which has a higher investment … Read more

Daily Highlights

by
Daily Highlights

Hanwei Technology is a leading high-quality enterprise in China. The following is an overview of its market position, financial performance, latest plans, and technical strength from four aspects: 1. Company Market Position Hanwei Technology is a top player in the Chinese gas sensor market, holding the number one market share domestically for several consecutive years … Read more

The Great Wall of Computing: Exploring the Sustainable Moat of the Edge AI Chip Industry in A-Share Market

by
The Great Wall of Computing: Exploring the Sustainable Moat of the Edge AI Chip Industry in A-Share Market

The Great Wall of Computing: Exploring the Sustainable Moat of the Edge AI Chip Industry in A-Share Market Disclaimer: This article does not constitute any investment advice. Core Summary The Chinese edge artificial intelligence (Edge-AI) inference ASIC accelerator card industry is experiencing a golden development period driven by both policy and real demand. The “domestic … Read more

Mainland China Remains the World’s Largest Semiconductor Equipment Market

by
Mainland China Remains the World's Largest Semiconductor Equipment Market

On September 16, Shanghai Securities released a research report stating that the SEMI report shows that the global semiconductor equipment shipment value reached $33.07 billion in Q2 2025, a year-on-year increase of 24%. The sales in mainland China amounted to $11.36 billion, a year-on-year decline of 2%, but a quarter-on-quarter increase of 11%, maintaining approximately … Read more

In-Depth Analysis of Founder Technology (600601): A ‘Pseudo-Leader’ in the PCB Sector? Beware of Speculative Capital!

by
In-Depth Analysis of Founder Technology (600601): A 'Pseudo-Leader' in the PCB Sector? Beware of Speculative Capital!

In a mature market, there will always be bearish institutions. The U.S. has Muddy Waters, and in the future, China must have its own Muddy Waters. Without disruption, mainstream capital will succeed in every scheme it sets up. Only when more people stand up to disrupt the speculative capital’s schemes can we force the capital … Read more

Market Review: Fluctuations at High Points, AI Hardware (PCB) / Storage Chips

by
Market Review: Fluctuations at High Points, AI Hardware (PCB) / Storage Chips

The Shanghai Composite Index fell by 0.26%, while the ChiNext Index rose by 1.52%. 【1. In the afternoon, the index retreated, with the Shanghai Composite weekly analysis showing support at 3836 points. The ChiNext had a long shadow, and the rapid rise above 3100 points is certainly too fast (not in line with the requirements … Read more

The Chip War Resurfaces, Fearless of Adjustments Tomorrow!

by
The Chip War Resurfaces, Fearless of Adjustments Tomorrow!

Tomorrow the market opens. Ever since entering a bull market, I have increasingly disliked weekends, always looking forward to Monday arriving sooner.This weekend, there was some good news related to our holdings, and the chip war has begun again.Do you remember the last semiconductor chip war? It caused the semiconductor sector index to soar fivefold, … Read more