Hu Shi Electronics submits application for high-end PCB, injecting new momentum into the Hong Kong stock technology sector

Hu Shi Electronics has submitted a listing application to the Hong Kong Stock Exchange, planning a secondary listing in Hong Kong. The company focuses on high-end application markets such as artificial intelligence servers and smart vehicles, driving strong revenue growth. In the first half of this year, Hu Shi Electronics' revenue increased by 57% year-on-year, and profit grew by 49%. This listing application comes just a week after its competitor DSBJ's application, marking an increasingly fierce competition for the title of "first stock of printed circuit boards" in Hong Kong

From Sheet Metal Factory to PCB Giant: The Expansion Path of DSBJ Alongside Debt

Dongshan Precision has transformed from a metal sheet processing company into the world's third-largest PCB supplier and has applied for a listing in Hong Kong. The company has expanded into the AI and automotive markets through mergers and acquisitions, with increased debt bringing financial risks. This IPO is led by UBS Group AG and CITIC Securities Co., Ltd., with an expected fundraising amount exceeding 100 million USD. Although the merger and acquisition strategy has been effective, expansion has brought management challenges and debt pressure

DSBJ may raise approximately $1 billion through an IPO in Hong Kong. (IFR International Financing Review)

The star managers of Ruiyuan Fund have revealed their holdings! Optimistic about the wave of artificial intelligence, they have increased their positions in Alibaba and others

Ruiyuan Fund disclosed its third-quarter report on October 28, with star managers Fu Pengbo, Zhu Lin, and Zhao Feng increasing their holdings in technology stocks such as Alibaba, believing that artificial intelligence is a significant technological transformation. The net value of the Ruiyuan Growth Value Mixed Fund rose by over 50% in the third quarter, with Class A shares increasing by 51.09%. Among the top ten holdings, Alibaba and DSBJ were increased, while Xinyi Technology and Shenghong Technology were reduced. The fund managers stated that they will continue to focus on areas such as internet technology, optical modules, and chips in the future

Xie Zhiyu's latest third-quarter holdings disclosure! Significantly increased positions in AI computing, Zhongji Innolight enters the top ten heavy holdings

Famous fund manager Xie Zhiyu's fund significantly increased its holdings in the AI computing power sector in the third quarter, adding Zhongji Innolight, Montage Technology, NAURA, and DSBJ as the top ten heavy positions. These companies hold leading positions in niche markets such as optical modules, high-speed interconnect chips, semiconductor equipment, and PCBs. At the same time, the fund reduced its holdings in several stocks, adjusting its investment strategy. In the third quarter, Xingquan Helun Mixed A and C shares rose by 36.16% and 35.96%, respectively, significantly outperforming the benchmark return