market analysis Articles - Page 9 of 20

Allwinner Technology: The Invisible Champion of Edge AI, Three Major Tracks Open New Growth Engines!

2026-05-06 by boardor

Allwinner Technology is an important enterprise in the domestic smart chip design field, focusing on the research and development of smart application processor SoCs and related chips. In this article, we will conduct a comprehensive analysis of Allwinner Technology (300458), covering the company overview, business layout, operational status, and financial analysis among other aspects. The … Read more

Back to 303,000

2026-05-04 by boardor

Back to 303,000 It is all due to heavy investment and leverage leading to huge losses, which is worth reflecting on. This month has been devastating, with not many opportunities in the first half. Staying in cash, taking a break, traveling, or delivering food are all good choices. Using a simulation account to avoid risks … Read more

Current Status, Competitiveness and Future Development Strategies of China’s Industrial Robot Industry

2026-04-22 by boardor

Welcome to cite: Wang Kunlun. Current Status, Competitiveness and Future Development Strategies of China’s Industrial Robot Industry[J]. Robot Technology and Application, 2024, No.219(03):8-13 Abstract To clarify the development direction of China’s industrial robot industry and find the key to industrial leapfrogging, it is necessary to identify the shortcomings and unresolved issues from the current state … Read more

Weekend Special: Rotation Patterns Since April, Favorable Conditions for Chips, and September Allocation Strategies

2026-02-20 by boardor

This weekend has brought a flurry of positive news, and I believe everyone is looking forward to next week, not just for next week, but indeed for September as well. The positives come from several aspects: on one hand, there are favorable policies, such as the statement from the China Securities Regulatory Commission (CSRC) to … Read more

Analysis of the Top 10 Core Leading Stocks Related to Computing Power Chips

2026-02-20 by boardor

Computing power chips refer to the core chips that provide computational capabilities for computer systems. They can quickly process massive amounts of data and execute complex computational tasks, serving as the key hardware foundation for efficient computing in fields such as artificial intelligence, big data, and cloud computing. They are like the “brain core” of … Read more

Xingsen Technology: An Underrated Dual-Driver of ‘PCB Prototypes + IC Carriers’

2026-02-19 by boardor

This article will analyze the stock we present today—Xingsen Technology (002436)—from the perspectives of company fundamentals, strategy and growth, risk factors, and technical trends. In the current semiconductor industry spotlight, investors are mostly focused on chip design and manufacturing, overlooking a materials company that has been deeply involved in the PCB and IC carrier fields … Read more

In-Depth Analysis of the Full Industry Chain of Edge Computing Power (2025 Edition)

2026-02-16 by boardor

Conclusion in one sentence: “Computing power is not only in the data center but also in your pocket and on your desk.” The explosion of edge SoCs (including NPUs) comes from three forces: Platform Barriers (Apple/Google/Microsoft embedding functional tickets into chip specifications), User Demand (privacy/low latency/offline), and Cost Optimization (cloud inference is too expensive). This … Read more

Research on the Chinese PCB (Printed Circuit Board) Market and Analysis of Listed Companies

2026-02-15 by boardor

The Chinese PCB (Printed Circuit Board) market is the largest producer globally, accounting for over 60% of global capacity. By 2024, the total output value of the global PCB industry is expected to reach $73.565 billion, with mainland China accounting for more than 55%. 1. Industry Status 1. Market Size In 2024, the global PCB … Read more

Exploring the Value Gap: The Logic of Recovery for Storage Power and Storage Chips Amidst the AI Computing Boom

2026-02-14 by boardor

Let’s first talk about the market. In the past, the A-shares were dominated by the “Big Four Banks,” but now it has transformed into a stronghold of technology stocks, and they are clinging together even more tightly than the Big Four. I remember mentioning last year that “the US stock market has the Seven Sisters, … Read more

A-Share: Core Beneficiaries of Low Earth Orbit Satellite Constellation Networking

2026-02-14 by boardor

This article will comprehensively analyze China Satellite (600118)‘s investment value through in-depth research on its market prospects, company fundamentals, institutional backtesting, and trend predictions to reveal the development trend of this stock. In 2025, with the acceleration of China’s satellite internet constellation networking and the explosion of commercial space demand, China Satellite will usher in … Read more