Focus Stocks》Nanzi Electric: Impressive revenue in October, hitting the daily limit at the opening

PCB factory Nanzi Electric (2316) posted impressive results in October, with an annual growth rate of 38.5%, which inspired its stock price to rise strongly today (11th). It hit the upper limit of 126.5 yuan shortly after the opening, becoming the focus of the market.

Nanzi Electric announced yesterday (10th) that its consolidated revenue in October was 502 million yuan, a monthly increase of 1.2% and an annual increase of 38.5%. The cumulative consolidated revenue for the first ten months of this year reached 4.129 billion yuan, an increase of 38.5% over the same period last year. The revenue continued to maintain a high growth trend.

Encouraged by the positive revenue, Nanzi Electric opened at 123 yuan today, an increase of 8 yuan from the previous trading day. Subsequently, with the active influx of buying orders, the stock price continued to rise, and the daily limit was turned on at about 9:05 am, reaching 126.5 yuan. As of 9:30, the trading volume has exceeded 1,800 contracts, and the number of contracts bought by the daily limit committee has exceeded 6,500. The market has a clear willingness to pursue prices.

Nanzi Electric is mainly engaged in the manufacturing, processing, assembly and sales of various types of printed circuit boards. Its product applications cover communications, industrial equipment and AI-related fields. From the perspective of operating performance, monthly revenue from June to October 2026 showed an annual increase of more than 20%, including an annual increase of 38.5% in October, and has remained relatively high for three consecutive months, indicating that the business can continue to extend.

In terms of industry, as the demand for AI servers, high-speed network communications and industrial automation continues to heat up, driving the development of PCB-related applications, the demand for Southeast Asian markets and AI-related terminal equipment has also become an important observation direction for the subsequent growth of the industry.

Looking forward to the market outlook, the market will pay attention to Nanzi Electric's progress in receiving plate orders in emerging application fields such as humanoid robots and AI servers, and whether revenue growth can be further converted into profits. Subsequent gross profit margin, profitability and order visibility will be important indicators for observing the company's fundamental performance.