Electronic Components

Avary Holding

Avary Holding released FY2026 Q1 earnings on April 29 During-Market (BJT), actual revenue CNY 7.986 B (forecast CNY 8.227 B), actual EPS CNY 0.2 (forecast CNY 0.2432)

Avary Holding to Release FY2026 Q1 Earnings on April 30 During-Market (BJT), Forecast Revenue CNY 8.227 B, EPS CNY 0.2432

Avary Holding to Release FY2025 Annual Earnings on March 31 During-Market (BJT), Forecast Revenue CNY 40.48 B, EPS CNY 1.7821

Avary Holding released FY2025 Q4 earnings on March 12 During-Market (BJT), actual revenue CNY 12.29 B (forecast CNY 12.81 B), actual EPS CNY 0.568 (forecast CNY 0.6919)

Avary Holding released FY2025 earnings on March 12 During-Market (BJT), actual revenue CNY 39.15 B (forecast CNY 40.48 B), actual EPS CNY 1.61 (forecast CNY 1.7878)

Avary Holding released FY2025 Q3 earnings on October 30 After-Market (BJT), actual revenue CNY 10.48 B (forecast CNY 10.48 B), actual EPS CNY 0.5124 (forecast CNY 0.5789)

Avary Holding released FY2025 9 Months Earnings on October 30 After-Market (BJT), actual revenue CNY 26.86 B, actual EPS CNY 1.0423

Avary Holding to Release FY2025 Q3 Earnings on October 31 After-Market (BJT), Forecast Revenue CNY 13.12 B, EPS CNY 0.6803

Avary Holding released FY2025 Semi-Annual Earnings on August 12 During-Market (BJT), with actual revenue of CNY 16.38 B and EPS of CNY 0.53

Avary Holding released FY2025 Q2 earnings on August 12 During-Market (BJT), actual revenue CNY 8.288 B (forecast CNY 8.288 B), actual EPS CNY 0.3199 (forecast CNY 0.2805)

Pegatron Holdings July Revenue Up 12.28% to 3.002 Billion Yuan

Avary Holding to Release FY2025 Semi-Annual Earnings on August 13, 2025 (BJT)

China Securities Analyst Report Gives Buy Rating to Pembond Holding

Pegatron Holding Actively Lays Out AI Full Scene Product Matrix and Industrial Chain

Pengding Holding's Revenue and Profit Increased in H1 2025

Pegatron Accepts Institutional Survey on AI Server Expansion Plans

Zhongyoub Securities Wu Wenji Maintains Buy Rating for Pengding Holding

Pengding Holding's Net Profit Expected to Grow Over 50% in H1 2025

China Post Securities Issues Buy Rating Report on Pengding Holdings

Pengding Holding's Net Profit Forecast for H1 2025

06088

HNHPF

300433

002938

512480

512760

588780

Foxconn has commenced trial production of Apple's first foldable iPhone, with a launch expected in the second half of the year. The demand for the device is anticipated to be strong, contingent on pricing. Key suppliers, including Lens Technology and Avary Holding, are involved in providing components and ensuring high manufacturing standards. The foldable phone market is expected to see increased competition with Apple's entry, potentially boosting adoption rates among existing iPhone users. Advances in display technology are also expected to enhance the supply chain dynamics.

Yicai

FIT HON TENG

Hon Hai Precision Industry Co., Ltd.

Lens

Ping An CSI Consumer Electronic Theme ETF

VanEck Semiconductor ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

Guotai CES Semiconductor Chip Industry ETF

First Trust Nasdaq Food & Semicon

Invesco Semiconductors ETF

iShares Semiconductor ETF

GraniteShares 2x Long AAPL Daily ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

Invesco S&P 500 Equal Weight Tech ETF

SPDR S&P Semicon

T-Rex 2X Long Apple Daily Target ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

Guotai CSI All Share Integrated Circuit ETF

Direxion Daily AAPL Bull 2X Shares

Direxion Semicon Bull 3X

Direxion Daily AAPL Bear 1x Shares

Kurv Yield Premium Strategy Apple Aapl ETF

YieldMax AAPL Option Income Strategy ETF

Apple

China's Foxconn Starts Trial Production of First Foldable iPhone, Report Says

NVDA

300476

002463

002579

605006

The PCB and glass fiber industries are launching a new round of expansion due to surging demand from NVIDIA. The AI hardware supply chain rose sharply in early trading, with companies like CEE and SDF hitting their daily limits. VGT, WUS, and Avary Holding have announced large-scale investment and expansion plans. Meanwhile, products like those from Mitsubishi Gas Chemical will see a 30% price hike starting April 1. Institutional analysis indicates that the data center PCB market will continue to grow, with its market size expected to reach $23 billion by 2030

Wallstreetcn

NVIDIA

PCB, Glass Fiber: NVIDIA Ignites New Industry Demand, Leading Companies Launch New Round of Expansion; Key Materials to Rise in Price Starting Today

Avary Holding, the world's largest printed circuit board supplier, plans to invest CNY11 billion (USD1.5 billion) to expand high-end PCB production in Huai'an, China, in response to rising demand from the AI sector. Following the announcement, Avary's shares rose 6.6% to CNY54.90. This expansion, approved by the board, aims to enhance production for AI, smart vehicles, and optical communications. This marks Avary's third major investment in six months, following previous investments in Huai'an and Thailand. Avary has maintained its position as a global PCB market leader for eight years.

China's Avary Jumps on Plan to Invest USD1.5 Billion Boosting High-End PCB Capacity Amid Growing AI Demand

002636

603256

002815

001389

002141

The A-share PCB concept has risen again, with Avary Holding and Suntak hitting the daily limit, GDM and INFUND HOLDING previously locked, CEE, Grace, and DELTON reaching the daily limit

Grace

Suntak

DELTON

INFUND HOLDING

Avary Holding, the world's largest PCB supplier, will invest USD609.5 million to expand high-end PCB production at its Thai plant to meet growing AI demand. The project, located in SAHA Industrial Park, will enhance production capacity for AI products, servers, and satellites. Avary aims to improve its global production layout and better serve overseas customers. The company saw 80% of its revenue from US customers in H1 2023. Avary's stock rose 1.6% to CNY48.64.

China's Avary to Boost High-End PCB Capacity at Thai Plant for USD609.5 Million

Avary Holding announced that its revenue for the third quarter was 10.48 billion yuan, a year-on-year increase of 1.15%; net profit was 1.175 billion yuan, a year-on-year decrease of 1.30%. Revenue for the first three quarters was 26.855 billion yuan, a year-on-year increase of 14.34%; net profit was 2.408 billion yuan, a year-on-year increase of 21.95%

Zhitong

Avary Holding: Net profit in the third quarter was 1.175 billion yuan, a year-on-year decrease of 1.30%

603327

300968

002632

A-share AI smartphone concept stocks experienced a surge, with DAOMING hitting the limit up, Siquan New Materials rising over 10%, and Avary Holding, FRKJ, and GCPC following suit

FRKJ

GCPC

DAOMING

002384

002916

603618

002436

The A-share PCB sector fluctuated and weakened, with Jiangnan New Materials hitting the limit down, and companies such as SCC, Hangzhou Cables, DSBJ, Avary Holding, FASTPRINT, and WUS following suit

DSBJ

Hangzhou Cables

FASTPRINT

Avary Holding(002938.SZ)