Zhong Guo Zheng Quan Bao·2025-05-28 20:35Group 1 - The electronic sector has become the most favored area for broker research, with 97 companies receiving attention, the highest among all sectors [1] - Despite a market pullback in May, several sub-sectors, including PCB, are seen as having opportunities for investment, with significant events like the merger of Haiguang Information and Zhongke Shuguang expected to boost market interest [1][3] - Companies such as Anji Technology and Shenzhen South Circuit have highlighted their competitive advantages and R&D investments during broker meetings, indicating a focus on enhancing product stability and competitiveness [2] Group 2 - The stock performance of the 97 electronic companies has been mixed, with many experiencing negative returns, while some, like Luyuan Technology, have seen significant gains, rising 34.70% since May [3] - The semiconductor market is expected to maintain optimistic growth through 2025, with specific segments like AI SoC chips and ASIC chips projected to benefit from increasing demand and new product releases [4] - Analysts recommend focusing on low-entry opportunities in sectors such as PCB, ODM, AIOT, and AIDC, especially in light of recent market corrections [4]