Workflow
背光源模组
icon
Search documents
股价大涨!成为任天堂供应商,数十家机构扎堆调研
证券时报· 2025-06-22 06:09
Market Overview - The A-share market experienced a decline last week, with the Shanghai Composite Index dropping by 0.51% to close at 3359.9 points [1] Industry Performance - Among the Shenwan first-level industries, only a few sectors such as banking, telecommunications, and electronics saw gains, while sectors like beauty care, textiles, and medical biology faced significant declines [2] - Notably, sub-sectors like stablecoins, PCB (Printed Circuit Board), and solid-state batteries showed active performance [2] Company Highlights - A total of 208 listed companies released investor research summaries, with around 50 institutions reporting positive returns. Companies like Yishijingmi and Yuanhang Precision saw weekly gains exceeding 20%, while Lin Tai New Materials and others achieved gains over 10% [2] - The electronics sector garnered the highest attention, with companies like Lexin Technology receiving over 250 institutional inquiries, and Nanjiguang hosting more than 60 [2] Nanjiguang's Performance - Nanjiguang's stock surged due to its status as the only certified backlight module supplier for Nintendo, coinciding with the impressive sales of the newly launched Switch 2, which sold over 3.5 million units within four days of release [2][4] - The successful mass production of the Switch 2 project validates Nanjiguang's core technological capabilities and quality control systems, potentially driving further orders in various sectors including gaming and automotive displays [4] PCB Market Insights - The PCB sector has shown strong performance, with CITIC PCB reporting a cumulative increase of 6% in stock prices. The market is expected to enter a new phase of capacity expansion driven by demand from emerging markets and AI technology [4] - Companies like Huidian and Shennan Circuit confirmed high capacity utilization rates, with expectations of increased demand for high-performance PCB products due to the accelerating evolution of AI technology [5] Energy Market Impact - The Middle East situation has influenced global energy market trends, with companies like Jereh and Huarong focusing on strategic market expansions in the region. Jereh plans to explore more collaboration opportunities while Huarong emphasizes the long-term nature of oil investments despite short-term price fluctuations [6]
南极光潘连兴:撬开游戏主机巨头供应链
Core Viewpoint - Nintendo Switch 2 has been officially launched globally, receiving positive market feedback during the pre-sale phase, which has drawn attention to the related supply chain [2] Group 1: Company Overview - Nanji Guang, the manufacturer of the backlight module for Switch 2, has achieved stable mass delivery of its products, which is expected to positively impact the company's development [2] - The company has maintained a research and development expense ratio of over 5% of its revenue in recent years, with a total of 320 patents, including 28 invention patents, by the end of 2024 [7] Group 2: Technical Challenges and Innovations - The development of the ultra-thin light guide plate required by Nintendo posed significant technical challenges, with initial yield rates as low as 5% [4][5] - After nearly five years of intense technical development, Nanji Guang achieved a breakthrough with a product yield rate below 0.4%, setting a record for Nintendo [6] Group 3: Market Position and Future Prospects - The company reported a revenue of 186 million yuan, a year-on-year increase of 265.54%, with net profit and gross margin reaching new highs [8] - Market research predicts that Switch 2 sales could reach 14.7 million units in 2025, supported by a strong user base of 105 million active Switch consoles [8] - Nanji Guang is expanding its product matrix to cover various fields, including tablets, laptops, gaming, automotive displays, and healthcare displays, and has entered the supply chains of major companies like Lenovo and Huawei [8][9]