中新网北京10月24日电(记者 谢艺观)24日，A股三大股指高开高走，创业板指表现强势。 截至收盘，沪指涨0.71%报3950.31点，续创10年新高；深成指涨2.02%报13289.18点；创业板指涨 3.57%报3171.57点。沪深京三市全天成交额1.99万亿元，较前一交易日大幅放量。 消息面上，党的二十届四中全会近日召开。中银证券研报认为，对A股市场，本次全会的核心意义 在于明确中长期方向、强化结构性确定性。短期来看，政策底与经济底的共振正在形成，宏观政策持续 发力或将支撑A股运行中枢上移。中期来看，"十五五"规划的后续推出，有望重塑资本市场的投资主线 与估值体系。 责任编辑：袁浩 盘面上，电子元器件、半导体、电脑硬件等行业板块涨幅居前；概念板块方面，CPO(光模块)、存 储器、元件精选、高频PCB等表现亮眼。 ...

If you enjoyed this, consider Ian's Insider Corner to enjoy access to similar initiation reports for all the new stocks that we buy. Membership also includes an active chat room, weekly updates, and my responses to your questions.Electronic components maker Amphenol (NYSE: APH ) announced earnings on Wednesday. And, by all accounts, it was another tremendous report, with the company easily topping expectations and delivering another quarter of blistering growth.Ian leads the investing group Ian's Insider Co ...

If you enjoyed this, consider Ian's Insider Corner to enjoy access to similar initiation reports for all the new stocks that we buy. Membership also includes an active chat room, weekly updates, and my responses to your questions.Electronic components maker Amphenol (NYSE: APH ) announced earnings on Wednesday. And, by all accounts, it was another tremendous report, with the company easily topping expectations and delivering another quarter of blistering growth.Ian leads the investing group Ian's Insider Co ...

Core Viewpoint - Stoneridge, Inc. will host a live webcast for its third quarter 2025 earnings conference call on November 6, 2025, at 9:00 a.m. ET, featuring key executives [1]. Group 1: Company Overview - Stoneridge, Inc. is headquartered in Novi, Michigan, and is a global supplier of electronic systems and technologies that enhance vehicle intelligence and safety for both on- and off-highway transportation sectors [1]. Group 2: Upcoming Events - The third quarter 2025 earnings conference call will be led by president and CEO Jim Zizelman and CFO Matt Horvath [1]. - The webcast will be accessible on the Presentations & Events page of the company's website [1].

Japan’s exports rose for the first time in five months as shipments of chips and electronic parts advanced https://t.co/vp8BiExuv3 ...

Core Insights - M-tron Industries, Inc. is set to present at the Starting 5 Virtual Defense Conference, highlighting its ongoing momentum in the defense and aerospace sectors [1][2]. Company Overview - M-tron Industries, Inc. designs and manufactures highly engineered electronic components for aerospace, defense, avionics, and space industries, focusing on high reliability frequency and spectrum control products [4]. - The company has facilities in Orlando, Florida, Yankton, South Dakota, a sales office in Hong Kong, and a manufacturing facility in Noida, India [4]. Product Applications - M-tron’s products are utilized in precision guided munitions, radar, electronic warfare, airframes, drones/UAVs, and space and satellite systems, playing a crucial role in U.S. national security [2].

Accessibility StatementSkip Navigation The global leader in precision-engineered electronic components redefines innovation through partnership - delivering the right design, at the right time, at the optimal cost. FAIRFIELD, Ohio, Oct. 21, 2025 /PRNewswire/ -- Standex Electronics, a business segment of Standex International Corporation(NYSE:SXI) and a global leader in precision-engineered electronic components, has unveiled a refreshed brand identity that represents the next evolution of its engineering ex ...

Core Viewpoint - CTS Corporation is set to release its third quarter 2025 earnings on October 28, 2025, at 8:00 a.m. (ET) [1] Earnings Release Information - The earnings conference call will take place on October 28, 2025, at 10:00 a.m. (ET) [2] - Dial-in numbers for the conference call include +1-833-470-1428 (Toll-Free) and +1-646-844-6383 (Local) for U.S. callers, with additional global dial-in numbers available for international participants [2] Webcast Details - A live audio webcast of the conference call will be accessible from the Investors section of CTS Corporation's website and will be archived for one year [3] Company Overview - CTS Corporation is a leading designer and manufacturer of products that Sense, Connect, and Move, producing sensors, actuators, and electronic components across North America, Europe, and Asia [4] - The company serves various markets including aerospace/defense, industrial, medical, and transportation [4]

October 1, 2025 07:05 AM GMT Electronic Components | Japan Aug HDD/SSD Data: Ongoing Capacity Growth for DC use in Both HDD and SSD Nearline HDDs for DC use face production limits due to media and head capacity, keeping volume growth constrained. Watch whether TDK resumes head supply to vendors other than Toshiba. Key Takeaways August HDD output +1.6% YoY, +0.5% MoM: August HDD production volume announced by Techno Systems Research (TSR) on Sep 30 was 11.00mn units (10.83mn a year ago, 10.95mn a month ago). ...

Summary of Key Points from the Conference Call Industry Overview - **Industry**: Electronic Components in Japan - **Investor Engagement**: 29 individual meetings and one group meeting held with institutional investors in Singapore and Hong Kong from September 29 to October 3, focusing on stock selection and trends from July to September, as well as medium-term earnings projections for fiscal year ending March 2027 [1][2] Core Insights - **Investment Themes**: There is a growing emphasis on selecting stocks related to AI, data centers, and other specific themes rather than focusing solely on earnings. Strong interest was noted in several companies: - **Ibiden**: High market share in NVIDIA's GPU ABF package substrates - **Murata Manufacturing and Taiyo Yuden**: Increasing sales in the AI/data center segment within their main MLCC businesses - **TDK**: Ongoing expansion in rechargeable battery earnings and improvements in HDD-related business - **Meiko Electronics**: Geopolitical advantage due to primary production site in Vietnam [3] Company-Specific Highlights Ibiden - **Sales Growth**: Reported ¥75.1 billion in sales from NVIDIA in fiscal year 2025, a 138% year-over-year increase. Expected sales to rise to ¥130.0 billion in fiscal year 2026 and ¥192.7 billion in fiscal year 2027. - **New Product Launch**: Anticipated shipments of Rubin ABF package substrates starting March 2026, expected to significantly boost earnings. - **Operational Performance**: Projected operating profit of ¥12.0 billion for Q2 fiscal year 2026, with a total of ¥58.7 billion for fiscal year 2026 [4][8] Murata Manufacturing - **Market Conditions**: Not expecting tight supply-demand conditions for MLCCs in the near future. Global MLCC shipment value is projected to increase from $12.64 billion in 2023 to $14.84 billion in 2025 (+11.6% YoY). - **Operational Performance**: Forecasting operating profit of ¥269.9 billion for fiscal year 2026, with a significant impact from currency fluctuations [9][10] TDK - **Earnings Outlook**: Expected operating profit of ¥266.3 billion for fiscal year 2026, marking a sixth consecutive year of all-time high profits. - **Product Focus**: Mobile-device rechargeable batteries and HDD-related business are key profit drivers. Anticipated improvements in HDD-related business profitability [10][11] Meiko Electronics - **Long-term Growth**: Projected operating profit of ¥24.1 billion for fiscal year 2026, driven by strong sales to smartphone and gaming segments. - **Strategic Initiatives**: Forming a joint venture with Taiwan-based ACCL to enhance production capabilities for AI servers [13][21] Additional Insights - **MLCC Market Dynamics**: MLCCs are critical components across various electronic devices, with AI server-related business expected to contribute approximately 7% of MLCC shipment value in 2025. - **Currency Impact**: A single yen change against the USD is estimated to impact operating profit by approximately ¥4.5 billion for Murata and ¥900 million for Taiyo Yuden [9][14] Risks and Considerations - **Upside Risks**: High-value-added ABF package products may drive earnings beyond expectations for Ibiden. For TDK, potential growth in HDD heads earnings is not factored into the base case. - **Downside Risks**: Increased competition from Taiwanese peers in the automotive PCB market and potential downturns in auto production could negatively impact Meiko Electronics [19][24][30] This summary encapsulates the key points discussed during the conference call, highlighting the performance and outlook of major players in the electronic components industry in Japan.