Core Points - Egide Group's shares will return to normal trading on Euronext Growth Paris as of July 2, 2025, ending their temporary status on the "Penalty Bench" since May 16, 2025 [2][3] - The normalization of trading allows shareholders and investors to conduct transactions without restrictions from account-holding institutions [3] - Egide Group expresses gratitude to its shareholders and investors for their continued confidence during the transitional period [4] Financial Calendar - 2025 Half-Year Revenue announcement is scheduled for July 30, 2025 [5] - Combined General Meeting will take place on September 10, 2025, at the head office in Bollène [5] - 2025 Half-Year Results will be released on October 20, 2025 [5] Company Overview - Egide Group specializes in the manufacture of hermetic packages and heat dissipation solutions for sensitive electronic components, operating in high-tech markets with significant barriers to entry [6] - The company is recognized as the only pure player in its niche market, with manufacturing bases located in France and the United States [6]

Company Announcement - CTS Corporation has appointed Mark Pacioni as Chief Legal & Administrative Officer and Corporate Secretary, effective July 1, 2025 [1] - Mark Pacioni previously served as Chief Legal Officer and Secretary of CareerBuilder, LLC and has held senior legal roles at Boeing, Molex, and Knowles [2] Leadership Insight - CTS Chairman and CEO, Kieran O'Sullivan, expressed confidence in Mark Pacioni's ability to contribute to the company's future success and global strategy [3] Company Overview - CTS is a leading designer and manufacturer of products that Sense, Connect, and Move, with operations in North America, Europe, and Asia [3] - The company provides engineered products to various markets including aerospace/defense, industrial, medical, telecommunications/IT, and transportation [3]

Core Viewpoint - The event "I am a Shareholder" organized by Dongfang Securities showcased the operational achievements and future potential of Huanxu Electronics, emphasizing its leadership in the global electronic design and manufacturing industry [1][2]. Company Overview - Huanxu Electronics, established in 1976 in Taiwan, officially listed on the Shanghai A-share main board in 2012 and is a leading global manufacturer in the System in Package (SiP) module sector [1]. - The company provides design, miniaturization, material procurement, manufacturing, logistics, and after-sales services for electronic devices/modules across various sectors, including communications, cloud and storage, consumer electronics, industrial, medical, and automotive electronics [1]. Operational Performance - Since its listing, Huanxu Electronics has seen continuous revenue growth, reaching a historical high of $10.1 billion in 2022, up from approximately $2 billion at the time of its IPO [2]. - The company ranks twelfth among global peers in its industry, attributed to its efforts in technological innovation, customer expansion, and global layout [2]. Industry Trends and Challenges - The global supply chain is undergoing reconstruction due to geopolitical factors, prompting companies to focus on supply chain security and stability [2]. - Huanxu Electronics is optimizing its global production layout and enhancing collaboration with clients to improve competitiveness in response to potential market risks [2]. Technological Advancements - The company showcased its SiP module technology, which integrates multiple functional chips into a compact module, widely used in consumer electronics like smartwatches and Bluetooth headsets, highlighting its strong technical capabilities in miniaturization [3]. Future Strategy - Huanxu Electronics aims to combine localized operations with a global framework to leverage regional resource advantages, reduce operational costs, and enhance customer service quality [2]. - The company is committed to innovation-driven and customer-centric principles to continuously enhance its capabilities and create greater value for shareholders [3].

Core Points - Egide Group has made its 2024 Annual Financial Report available to the public and filed it with the French Financial Markets Authority (AMF) [2][3] - The statutory auditors have expressed reservations regarding the 2024 financial statements, leading to an inability to certify them [3][4] - The report includes the 2024 activity report, consolidated financial statements, annual financial statements, and statutory auditors' reports [7] Financial Calendar - The 2025 Half-Year Revenue will be reported on July 30, 2025 [5] - The Combined General Meeting is scheduled for September 10, 2025 [5] - The 2025 Half-Year Results will be released on October 20, 2025 [5] Company Overview - Egide Group specializes in hermetic packages and heat dissipation solutions for sensitive electronic components, operating in high-tech markets with significant barriers to entry [6][9] - The company has manufacturing bases in France and the United States, positioning itself as a unique player in its market niche [9]

Core Insights - Kitron has secured an order worth EUR 11 million for advanced military communication products aimed at the European market, enhancing its position as a key manufacturing partner in this sector [1] - The production will utilize Kitron's existing European manufacturing capacity, with deliveries expected to commence in 2026 [2] Company Overview - Kitron is a prominent Scandinavian electronics manufacturing services provider, operating in sectors such as Connectivity, Electrification, Industry, Medical devices, and Defence/Aerospace [2] - The company has a workforce of approximately 2,400 employees and reported revenues of EUR 647 million in 2024 [2]

Group 1 - The core point of the article is that Lian De Equipment has won a bid for the BOE's 8.6-generation AMOLED production line project with a total bid amount of 157 million yuan [1] Group 2 - The winning bid confirms Lian De Equipment's position in the AMOLED production line sector, which is a significant area of growth in the display technology industry [1] - The project is expected to enhance Lian De Equipment's revenue and market presence in the competitive AMOLED manufacturing landscape [1]

Core Viewpoint - Egide Group has updated its 2024 financial statements following audit work, resulting in a restatement of the financial results under French GAAP instead of IFRS, with notable changes in revenue and net results [1][2][3]. Financial Results Summary - The updated 2024 revenue for Egide Group is €30.01 million, a decrease from the previously published €30.04 million, and down from €36.71 million in 2023 [3][4]. - The EBITDA (gross) for 2024 is reported at -€0.44 million, an improvement from -€0.49 million in the previous publication and -€1.02 million in 2023 [4]. - The operating result is -€2.02 million, slightly worse than the previously reported -€1.95 million, but an improvement from -€2.74 million in 2023 [4]. - The net result for the group is -€2.38 million, an improvement from -€2.48 million previously reported and -€3.07 million in 2023 [4]. Adjustments and Variances - Revenue adjustments include a decrease of €0.03 million for Egide SA due to deferred revenue adjustments [5][13]. - Personnel costs decreased by €0.15 million, primarily at Egide USA, from €3.9 million to €3.8 million [5][13]. - The exceptional result improved by €0.14 million, attributed to changes in the share of subsidies recognized in the income statement [8]. Auditor's Position - The statutory auditors have expressed reservations regarding the updated 2024 financial statements, leading to an inability to certify them [15]. - The main areas of uncertainty involve the availability of the 2024 annual financial report, which is scheduled for publication on June 30, 2025 [15][16]. Financial Calendar - The 2024 Annual Financial Report will be published on June 30, 2025, after the French market closure [17]. - Other key dates include the 2025 HY Revenue on July 30, 2025, and the 2025 HY Results on October 20, 2025 [17].

Core Viewpoint - The company, 联得装备, has become the first candidate for the bid of BOE's 8.6-generation AMOLED production line project, with a bid for automatic laminating machines at a price of 157 million yuan [1] Group 1 - The company has been selected as the first candidate for the bid related to BOE's AMOLED production line project [1] - The equipment involved in the bid is an automatic laminating machine (D-lami) [1] - The bid amount is 157 million yuan, indicating a significant contract value [1] Group 2 - The public announcement period for the bid is from June 23, 2025, to June 26, 2025 [1] - If the formal contract is signed and successfully implemented, it will have a positive impact on the company's future operating performance [1]

Core Viewpoint - Dazhu CNC, a PCB equipment supplier, is planning to list on the Hong Kong Stock Exchange just three years after its A-share listing, raising questions about its financial health and the timing of this move [3][9]. Company Overview - Dazhu CNC was established in 2002, focusing on the PCB sector, particularly in the core drilling process [3][4]. - The company successfully raised over 3.2 billion yuan during its A-share IPO in February 2022, achieving a high issuance price of 76.56 yuan per share [5][7]. Financial Performance - After a record revenue of over 4 billion yuan in 2021, Dazhu CNC's performance declined significantly, with revenues dropping by 31.72% to 2.786 billion yuan in 2022 and further down to 1.634 billion yuan in 2023 [9][10]. - The net profit also fell from 699 million yuan in 2021 to 435 million yuan in 2022, and further to 136 million yuan in 2023 [9][10]. Market Dynamics - The global drilling equipment market slightly decreased from 1.397 billion USD in 2021 to 1.38 billion USD in 2023, impacting Dazhu CNC's sales [10][13]. - The company's main revenue source, drilling equipment, accounted for over 60% of its income, but sales plummeted by over 73% from 2021 to 2023 [10][13]. Capital Structure and Control - Dazhu CNC's actual controller, Gao Yunfeng, has a high proportion of pledged shares, raising concerns about the stability of the company's control [3][21]. - Dazhu CNC has substantial cash reserves of 2.208 billion yuan as of March 31, 2025, and has generated over 1.2 billion yuan in operating cash flow from 2022 to 2024 [9][10]. Future Prospects - The upcoming Hong Kong listing aims to raise funds for building a factory in Singapore, expanding overseas marketing, and developing AI servers and PCBs for electric vehicles [7][9]. - Despite having sufficient liquidity, the rationale behind the decision to pursue additional fundraising through a Hong Kong listing remains questionable [9][18].

在夏季达沃斯论坛期间，对于公司下半年AI服务器方面的增长情况方面，工业富联轮值CEO刘宗长告 诉智通财经记者，"增势很好，肯定会维持现有的增势，我们认为会加速、倍速成长。"对于GB200的出 货情况，刘宗长表示，"（出货）很好，现在客户都是要很多的。" ...