SHENGYI ELECTRONICS CO.(SH:688183) Zheng Quan Ri Bao Wang·2025-10-24 07:36Company Performance - Shengyi Electronics Co., Ltd. expects revenue for the first three quarters of 2025 to be between 6.614 billion and 7.034 billion yuan, representing a year-on-year growth of 108% to 121% [1] - The net profit attributable to shareholders is projected to be between 1.074 billion and 1.154 billion yuan, showing a year-on-year increase of 476% to 519% [1] - The stock price of Shengyi Electronics closed at 88.94 yuan per share, with a rise of 19.99% on the announcement day [1] Industry Overview - The PCB industry is showing a positive trend this year, with companies like Dongshan Precision and Zhongjing Electronics reporting strong performance in their third-quarter results [2] - Dongshan Precision achieved 27.071 billion yuan in revenue, a year-on-year increase of 2.28%, and a net profit of 1.223 billion yuan, up 14.61% [2] - Zhongjing Electronics reported revenue of 2.401 billion yuan, a year-on-year growth of 15.75%, and turned profitable with a net profit of 25.61 million yuan [2] Market Drivers - The growth in PCB companies' performance is attributed to the rapid development of the artificial intelligence industry, which has increased demand for high-performance computing, data centers, and communication equipment [2] - China's PCB industry has strengthened its global competitive position, with companies enhancing profitability through technology upgrades and product iterations [2] - The global PCB market is expected to maintain steady growth in the coming years, with Chinese companies holding a dominant position in manufacturing [2]