In the latest week, BOE Technology attracted a swarm of 238 institutions for research, making it the most popular listed company for institutional research that week. Participating institutions included well-known names such as CITIC Securities, GF Securities, ICBC, China Asset Management, China Southern Asset Management, China Universal Asset Management, and JPMorgan, as well as prominent private equity firms like Greenwoods Asset Management, Hillhouse Capital, Springs Capital, Chongyang Investment, China Europe Asset Management, and Panjing Investment. During the research, BOE Technology stated that its collaboration with Corning has entered a substantive phase, with both parties set to jointly advance technological breakthroughs and commercialization in areas such as glass-based packaging substrates, optical interconnects, perovskites, and foldable glass. Since the start of this market rally, BOE Technology's share price has doubled in just over a month, with its total market capitalization reaching 307.9 billion yuan as of the close on July 3. Additionally, HC Semitek and Crystal Optoelectronics also received research visits from over 200 institutions in the past week, while Valiant Co., Ltd., Xin Guang Yi, and Beijing StarNeto Technology each attracted over 50 institutions. Looking at the overall picture for June, the electronics sector was highly favored by private equity, which conducted 455 research visits to the sector during the month, accounting for 30.21% of total research activity. The 72 electronics stocks that were researched posted an overall gain of 25.11%.
BOE Technology Group Co LtdBOE Technology attracted 238 institutions for research and announced collaboration with Corning on technological breakthroughs in glass-based packaging substrates, optical interconnects, perovskites, and foldable glass.
Zhejiang Crystal Optech Co Ltd
Valiant Co Ltd
HC Semitek Corp
Beijing Navigation Control Technology Co. Ltd.