Core Viewpoint - The company, Yingweike (002837), has noted increased market attention on AI, computing equipment, and data center industries, particularly regarding its liquid cooling business, but has confirmed no undisclosed significant information affecting stock prices [1] Group 1: Company Operations - The company is leveraging its technological advantages in air cooling and liquid cooling to expand its customer base in domestic and international data center and computing equipment sectors [1] - The company has established a relatively complete liquid cooling technology, product, and solution capability [1] - Current production and operational conditions of the company are normal, with no significant changes in its main business or external operating environment [1]

Core Viewpoint - The stock of Invec (002837.SZ) experienced an abnormal fluctuation, with a cumulative price increase of over 20% on July 30 and 31, 2025, attributed to market interest in AI, computing power equipment, and data centers [1] Group 1: Company Information - Invec has not identified any undisclosed significant information that could have impacted its stock price following a review of public media [1] - The company aims to leverage its technological advantages in air cooling and liquid cooling to expand its customer base in the domestic and international data center and computing power equipment sectors [1] - Invec has developed a relatively complete liquid cooling technology, product, and solution chain [1]

英维克：已构建相对完整的液冷全链条技术、产品和解决方案的能力 智通财经7月31日电，英维克(002837.SZ)发布异动公告，公司发现近期市场对AI、算力设备、数据中心 等行业动态较为关注，对公司的液冷相关业务有较多关注和讨论，经核查，未发现近期公共传媒报道了 可能或已经对公司股票交易价格产生较大影响的未公开重大信息。随着AI算力的持续发展，公司希望 凭借在风冷和液冷的技术创新优势，持续展开国内外的数据中心及算力设备等行业客户的拓展，并已构 建相对完整的液冷全链条技术、产品和解决方案的能力。目前公司生产经营情况正常，主营业务未发生 重大变化，内外部经营环境未发生重大变化。 ...

Core Viewpoint - The company Zhuhai Zhiditech Co., Ltd. is engaged in the research, production, and sales of computer peripherals, including keyboards and mice, and is benefiting from the depreciation of the RMB, with a significant portion of its revenue coming from overseas markets [3][8]. Company Overview - Zhuhai Zhiditech Co., Ltd. was established on August 28, 1996, and went public on July 17, 2023. The company primarily operates in the computer peripherals sector, with its main revenue sources being keyboards (48.72%), keyboard and mouse sets (23.76%), and mice (21.35%) [8]. - As of March 31, 2025, the company reported a revenue of 305 million yuan, representing a year-on-year growth of 32.90%, and a net profit attributable to shareholders of 27.48 million yuan, up 38.47% year-on-year [8]. Business Segments - The company’s main business includes the design, development, installation, and debugging of non-standard automation production lines and equipment through its subsidiary, Jierui Technology, which also focuses on robotics applications and software development [2]. - The company has developed an intelligent manufacturing system for molds and automated production lines for keyboards, which utilize robotics technology [2]. Market Performance - On July 31, the company's stock price decreased by 1.37%, with a trading volume of 39.21 million yuan and a market capitalization of 3.172 billion yuan [1]. - The average trading cost of the stock is 38.06 yuan, with the stock currently near a resistance level of 39.75 yuan, indicating potential for upward movement if this level is surpassed [7]. Shareholder Information - As of March 31, 2025, the number of shareholders decreased by 2.64% to 8,400, with an average of 3,866 shares held per shareholder, an increase of 2.71% [8]. - The company has distributed a total of 96.8 million yuan in dividends since its A-share listing [9].

Core Viewpoint - ARM's Q1 FY2026 earnings call highlighted significant growth in cloud computing, with over 70,000 enterprises running AI workloads on Arm Neoverse data center chips, a 40% year-over-year increase, and a 14-fold increase since 2021. The company's market share in large-scale data centers is expected to approach 50% this year, up from approximately 18% last year [1][4]. Cloud Computing - ARM is developing many small chips (chiplets) based on its intellectual property (IP) and is evaluating the feasibility of expanding beyond existing platforms into more subsystems and complete solutions [1][2]. - The growth in ARM's market share in large-scale data centers is driven by its ability to capture general workloads from x86 and dominate AI workloads with integrated Arm designs [4][6]. Financial Performance - The company's royalty revenue grew by 25%, slightly below the previous quarter's expectations of 25%-30%, primarily due to slower-than-expected growth in the smartphone segment [3][11]. - ARM's Q1 revenue from China accounted for 21%, an increase from 15% in the previous quarter and 14% year-over-year, aligning with global growth trends [1][13]. Strategic Developments - ARM is positioned uniquely to provide solutions across a wide range of devices, from small devices to large data centers, and is exploring further integration in its ASIC and complete terminal solutions strategy [2][10]. - The second generation of CSS (Compute Subsystem) transactions is expected to have royalty rates exceeding 10%, indicating potential for further revenue growth [8][11]. Market Dynamics - The increase in capital expenditures by large enterprises is expected to positively impact ARM's royalty revenue from existing ASIC designs and long-term CSS licensing opportunities [11]. - ARM's Chinese market is developing in sync with global trends, with no significant impact from recent GPU export controls [12][13]. Future Outlook - ARM's confidence in its market share growth beyond 50% is supported by its customizable architecture and the increasing adoption of AI in data centers [6][11]. - The company is actively pursuing opportunities in the automotive sector, particularly in ADAS applications, which are expected to drive future growth [16].

Core Viewpoint - Zhaolong Interconnect's stock price closed at 49.12 yuan on July 30, 2025, reflecting a decline of 1.17% from the previous trading day, with a trading volume of 651 million yuan [1] Group 1: Company Overview - Zhaolong Interconnect specializes in the research and manufacturing of data cables, specialized cables, and connection products, with applications in data centers, industrial automation, and communication networks [1] - The company's product range includes copper cable high-speed connections and optical communication modules, covering multiple technological fields [1] Group 2: Recent Developments - The company recently announced on its investor interaction platform that its products, such as robot cables, Fakra coaxial components, and single-pair Ethernet cables, are applicable in the robotics sector [1] - Zhaolong Interconnect has become a core partner for a leading international interconnect solutions provider in the active cable domain [1] Group 3: Market Activity - On July 30, 2025, Zhaolong Interconnect experienced a net outflow of main funds amounting to 44.78 million yuan, which represents 0.36% of its circulating market value [2]

Core Views - The company achieved record revenue of RMB 1.763 billion in Q2 2025 and RMB 3.224 billion in the first half of 2025, with a net profit of RMB 486 million, marking a historical high for both quarterly and semi-annual results [1][2] - The company is transitioning from a traditional "product provider" to a "value creator," focusing on emerging markets such as AI applications, automotive electronics, and data centers [1][6] - The company emphasizes innovation and has established multiple manufacturing technology platforms to support its product matrix and horizontal expansion capabilities [1][5] Financial Performance - Revenue for the first half of 2025 increased by 19.80% compared to the same period last year, while net profit attributable to shareholders rose by 32.87% [2][6] - The company reported a basic earnings per share of RMB 0.62, up 31.91% year-on-year [2] - Total assets increased by 5.13% year-on-year, reaching RMB 13.358 billion [2] Business Overview - The company specializes in the research, design, production, and sales of precision electronic components, with applications in communication, consumer electronics, automotive electronics, and data centers [6][9] - The company has developed a comprehensive product line, including magnetic devices, sensors, microwave devices, and precision ceramics, which are essential for signal processing and power management [6][9] - The company is recognized as a "demonstration enterprise of the first batch of manufacturing champions in China" and has been listed among the top 100 electronic component companies for 18 consecutive years [3][4] Market Trends - The electronic components industry is experiencing a shift towards miniaturization, high power density, and integration, driven by advancements in communication technology and the increasing demand for high-performance electronic devices [6][8] - The company is well-positioned to benefit from the growth in AI applications, automotive electronics, and data centers, with significant orders in the data center business during the first half of 2025 [1][6] Technological Development - The company has invested heavily in foundational technology research, establishing various manufacturing technology platforms to enhance production capabilities [5][6] - The company has developed advanced materials and manufacturing processes, enabling the production of high-performance components for various applications, including AI servers and automotive electronics [6][9] Product Strategy - The company offers a wide range of products tailored to meet the needs of different application scenarios, including precision inductors, transformers, and circuit protection components [9][10] - The company is actively developing new products to address market demands, particularly in the fields of AI, automotive electronics, and renewable energy [8][14]

Group 1 - The article highlights significant announcements in the stock market from Sunday to Thursday, including "suspensions and resumption of trading, shareholding changes, investment wins, acquisitions, earnings reports, unlocks, and high transfers" to help investors identify investment hotspots and prevent black swan events [1] - A leading domestic printed circuit board (PCB) company is mentioned, with Huawei as its largest customer, indicating a strong partnership and potential growth in the PCB sector [1] - Another company is noted for its products and services that provide foundational security support for stablecoins, linking it to digital currency, blockchain, and tax digitalization [1] - A company involved in optical devices for lithography machines is highlighted, with applications in AI glasses, chips, and autonomous driving, showcasing its role in advanced technology sectors [1]

华金证券股份有限公司熊军,宋鹏近期对生益科技（600183）进行研究并发布了研究报告《AI浪潮下，PCB&覆铜 板业务有望持续增长》，给予生益科技增持评级。 生益科技 投资要点 覆铜板营收增加&子公司生益电子业绩大幅增长，共促公司业绩提升。根据公司2025年半年度业绩预增公告， 2025H1，预计公司实现归母利润14.00亿元-14.50亿元，较去年同期将增长4.68亿元-5.18亿元，同比增长 50%-56%；实现扣除非经常性损益净利润13.50亿元-14.00亿元，较去年同期将增长4.41亿元-4.91亿元，同比增长 49%-54%；2025Q2，预计公司实现归母利润8.36亿元-8.86亿元，环比增长48.38%-57.25%，同比增长 54.77%-64.02%；实现扣除非经常性损益净利润7.90亿元到8.40亿元，环比增长41.26%%-50.20%，同比增长 51.26%-60.83%；2025H1，公司覆铜板销量同比上升，覆铜板产品营业收入增加，同时持续优化产品结构提升毛利 率，推动盈利水平提升。下属子公司生益电子紧抓行业发展机遇，持续优化产品结构、稳步推进产能布局调整， 着力提升高附加值产品占 ...

人民财讯7月30日电，顺络电子（002138）7月30日晚间披露半年度报告，公司2025年上半年实现营业收 入为32.24亿元，同比增长19.8%；归母净利润4.86亿元，同比增长32.03%；基本每股收益0.62元。2025 年第二季度，顺络在手机通讯、消费电子等传统市场应用领域保持了稳步成长，在AI+应用、汽车电 子、数据中心等新兴战略市场实现了持续强劲的高速增长。 ...