Market Overview - On May 28, the Shanghai Composite Index decreased by 0.02%, the CSI 300 fell by 0.08%, the STAR 50 dropped by 0.23%, the CSI 1000 declined by 0.4%, the ChiNext Index decreased by 0.31%, and the Hang Seng Index fell by 0.51% [3][4] - The best-performing industries on May 28 were textiles and apparel (+1.17%), environmental protection (+0.89%), coal (+0.74%), transportation (+0.71%), and communications (+0.62%). The worst-performing industries were basic chemicals (-0.79%), agriculture, forestry, animal husbandry, and fishery (-0.78%), national defense and military industry (-0.72%), automotive (-0.72%), and real estate (-0.68%) [3][4] - The total trading volume of the A-share market on May 28 was 10,338.73 billion yuan, with a net inflow of 3.578 billion Hong Kong dollars from southbound funds [3][4] Key Recommendations - The report highlights the deep dive into Robotech (300757), which has successfully acquired ficonTEC, a global leader in coupling packaging equipment, positioning itself in the silicon photonics and CPO (Chip-on-Package) market, projected to be worth hundreds of billions [2][5] - The recommendation logic indicates that the accelerating penetration rates of silicon photonics modules and CPO technology will drive the demand for precision coupling packaging equipment, benefiting the company from industry upgrades [5] - The company is expected to see revenue growth from 1,218 million yuan in 2025 to 1,724 million yuan in 2027, with a revenue growth rate of 10.1%, 26.8%, and 11.7% respectively. The net profit attributable to the parent company is projected to grow from 136 million yuan in 2025 to 317 million yuan in 2027, with growth rates of 112.9%, 87.7%, and 24.2% respectively [5]
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