Jingzhida (688627) has conducted 138 institutions surveyed, including 30 fund companies, 20 securities companies, 12 private equity companies, 7 insurance companies, etc. The company issued an announcement on the evening of September 24, saying that it had recently delivered the first high-speed test machine to key domestic customers. This device is mainly used in semiconductor memory testing links to solve the needs of high-speed testing. The company has basically completed the comprehensive layout of the main products of semiconductor memory device testing equipment, and can provide customers with systematic solutions, initially form full-site service capabilities, and show strong comprehensive competitive advantages.
The company said that the delivery of the equipment will further consolidate and enhance the company’s core competitiveness and have a positive impact on the company’s future development.
Jingzhida also revealed in an institutional survey that the company has long-term strategic technical reserves for SoC testing machines. In the AI era, the combination of computing power chips and memory chips will be closer, and equipment manufacturers and test factories need to provide complete solutions, and there are huge business opportunities. The company will work closely with downstream customers to provide high-end computing power chip testing solutions.
Jingzhida has the most popular memory chips and robot concepts, and its stock price has frequently hit historical highs recently, with a cumulative increase of more than 138% this year.
Stocks such as Hanggao Group, Wald, Xinlitai, and Dingtong Technology have been surveyed by more than 50 institutions.
Wald said that in the first half of 2025, more than 15 terminal customers of core components such as lead screws and RV reducers were newly developed, and the order amount exceeded 4 million yuan, an increase of about 240% year-on-year. At present, the operating income generated by the above-mentioned businesses is relatively small and will not have a significant impact on the company’s current operating performance. Investors are advised to pay full attention and carefully evaluate the relevant investment risks.
During an institutional survey, Dingtong Technology stated that the company’s liquid-cooled products are mainly used to heat dissipate the signal transmission contact surface of the connector and optical module, and are mainly supplied to customers with supporting Cage. The company has received customer notifications to prepare capacity for Cage and liquid-cooled products simultaneously.
Juguang Technology revealed that the company is actively promoting strategic transformation, focusing on three high-growth tracks with great development potential, including optical communications, consumer electronics and pan-semiconductors, and accelerating this transformation process with the help of two key mergers and acquisitions.
