The electronic sector continues to occupy the "C position" in securities research, and opportunities for layout in specific areas are highly valued when available at a low point.

date
30/05/2025
Wind data shows that as of May 28th, when the reporter of the China Securities Journal wrote the article, nearly one hundred listed companies in the electronics industry in A shares have received research visits from securities firms since May, ranking first in the number of visits among all industry sectors. This year, the electronics sector has consistently been in the spotlight and has become a favorite for securities research visits. Despite the overall market correction in the electronics sector since May, opportunities for positioning at low levels in various sub-sectors including PCB have gained attention from securities firms. Events such as the planned merger of Haiguang Information with Zhongke Shuguang in the industry are also expected to boost market enthusiasm for the sector.