A股异动丨电子元器件板块走强 本川智能20cm涨停
Ge Long Hui A P P·2025-10-29 06:26

Core Insights - The electronic components sector is experiencing significant growth, with multiple companies reaching their daily price limits and showing substantial year-to-date gains [1] Company Performance - Benkwan Intelligent reported revenue of approximately 614 million yuan for the first three quarters of 2025, a year-on-year increase of 43.11%, and a net profit of about 33.08 million yuan, up 56.23% [1] - Shengyi Technology achieved revenue of 6.829 billion yuan in the first three quarters, marking a 114.79% year-on-year growth, with a net profit of 1.115 billion yuan, an increase of 497.61% [1] - Keleke's revenue for the first three quarters was 4.105 billion yuan, reflecting a year-on-year growth of 24.86%, with a net profit of 232 million yuan, up 52.51% [1] Market Trends - NVIDIA's CEO Jensen Huang highlighted a global labor shortage, suggesting that robots will represent a significant opportunity in consumer electronics, emphasizing that jobs are not being taken by robots but by those who can utilize artificial intelligence [1]