Kersen(SH:603626) Sou Hu Cai Jing·2025-08-21 06:13Core Viewpoint - Kosen Technology has experienced a significant stock surge, with a five-day consecutive increase, reflecting strong market interest in specific thematic concepts [1][2]. Group 1: Stock Performance - Kosen Technology's stock price rose by 9.99% to 13.87 CNY per share, with a trading volume of 1.12 billion CNY and a turnover rate of 14.60% [1][2]. - Since August 15, the stock has seen a maximum increase of 61.09%, reaching a new high of 13.87 CNY [1][3]. Group 2: Market Themes - The market speculation around Kosen Technology is driven by several hot concepts, including its role as a supplier for major brands like Apple and Huawei, benefiting from the anticipated mass production of iPhone 17 and new Huawei foldable phones [2][3]. - Despite clarifications that Kosen Technology does not produce robots, the market continues to associate it with the robotics concept, alongside emerging tech applications like AI glasses and drone components [2][3]. Group 3: Financial Updates - Kosen Technology's subsidiary, Kunshan Yuancheng Electronic Materials Co., Ltd., has received a compensation of 118 million CNY for asset recovery, with an assessed value of 69.06 million CNY as of April 5, 2025 [3]. - The company anticipates a loss of 90 million to 122 million CNY for the first half of 2025, indicating a significant narrowing of losses compared to the same period last year, suggesting operational improvements [3].