Public Fund Research Focuses on AI Industry Chain, Electronics Sector Gains Popularity

Why is AI at Jingchen Co., Ltd.'s layout attracting intensive research from public funds?

【Global Network Finance Comprehensive Report】Since March, public fund institutions have been exploring the future market layout through intensive research. According to data from Public Fund Paimai, more than 140 institutions participated in research on A-share listed companies this month, totaling over 1,200 visits. Companies related to the AI industry chain have become the focus of attention.

（Image / Oriental IC）

In terms of the number of research visits, Jingchen Co., Ltd., an electronics industry stock, ranks first, attracting 48 public funds for concentrated research in a single day. The institutions mainly focus on its progress in AI layout. Additionally, related stocks such as Shennan Circuit, Shenghong Technology, and Desay SV also rank among the top ten in research interest. The research content shows close attention from institutions to everything from AI computing infrastructure’s impact on PCB business, PCB technological advantages, to new businesses like the robot intelligent platform AICube.

Shennan Circuit stated that by 2025, its PCB business will benefit from the accelerated release of demand for AI servers and related supporting products in data centers, with orders significantly increasing year-on-year; demand for high-speed switches and optical modules has grown notably, with products related to wired communications continuously increasing; and it is seizing growth opportunities in ADAS and new energy vehicle three-electric systems, leading to rapid revenue growth in automotive electronics. Under the influence of these factors, the company’s revenue scale has increased, capacity utilization has improved, and product structure has been optimized, driving the gross profit margin of PCB business upward.

It is worth noting that 28 stocks in the electronics industry have been researched more than 250 times in total. Among them, Harvest Fund focuses on electronics, machinery, and electrical equipment industries; Bosera Fund concentrates on electronics and biomedicine; and China Asset Management, besides focusing on electronics, also keeps an eye on traditional industries. Additionally, public fund institutions have conducted research around fields such as computers and machinery equipment. (Wen Hui)