Institutional Research | Data Centers + Smart Grids + New Materials: This company's order demand is strong, with overseas and high-end businesses showing rapid growth.

On March 10th, several listed companies released investor relations activity record announcements, disclosing their business communication content with institutions, revealing many progress and highlights in their business layouts.

Fuda Alloys: Plans to Increase Overseas + High-End Business Share to 45% in Five Years

Fuda Alloys recently received research visits from 11 institutions including Western Securities, Zhaoshun Fund, and Bank of China International.

During the research, Fuda Alloys stated that the gross profit margin of its overseas business is generally more than double that of domestic business. Increasing the sales proportion of overseas + high-end businesses will significantly improve the company’s overall gross profit margin. Future growth will focus on expanding “overseas + high-end” businesses, aiming to raise the sales share from the current 10% to 45% by 2030.

According to Fuda Alloys, the company has established a dedicated customer project department, which will focus on breakthroughs through customer project development, leveraging competitive advantages to further expand sales among internationally renowned top-tier companies.

Fuda Alloys also mentioned that in recent years, its “overseas + high-end” business has been growing rapidly. If further breakthroughs are achieved, the performance contribution elasticity will far exceed that of revenue scale.

“By 2025, benefiting from the expansion of global power infrastructure investment, downstream data centers, wind and solar energy storage, new energy vehicles, and other emerging application fields will flourish, with strong order demand.”

In the data center sector, Fuda Alloys stated that this business has a gross profit margin significantly higher than other domestic products, with rapid growth, making it one of the company’s key future development areas. Downstream clients mainly include Schneider and Siemens. Currently, the data center industry maintains high growth momentum, and there is huge room for improvement in supporting industry products.

Fuda Alloys centers its development around the “Electric Contact+” strategy, building a development system of “Basic Material Innovation - Application Technology Breakthrough - Industry Standard Leadership,” continuously consolidating its industry position in electric contact materials.

China Securities recently pointed out that as a leader in electric contact materials, the company is strengthening its traditional downstream advantages while actively exploring new fields such as data centers, new energy vehicles, and 5G communications. The electric contact materials business is expected to continue stable growth.

In the secondary market, Fuda Alloys’ stock price rose 4.92% today, with an increase of 78% year-to-date.

Minxin Co.: Actively Expanding Human Robot Sensor Track, Pressure Products Will Be More Diversified

Minxin Co. recently received research visits from Tianfeng Securities, Guohai Securities, and six other institutions.

During the research, Minxin Co. stated that the company is actively developing the human robot sensor track, initiating R&D projects for six-degree-of-freedom force sensors, robot-specific IMUs, glove-type pressure and temperature sensors, among others. It continues to engage in deep technical exchanges with industry-related manufacturers, steadily advancing product validation and market application.

Minxin Co. said that by 2026, its pressure products will become more diversified, extending from wearable devices to the mobile phone sector. Based on existing cooperation, it will continue to expand its share among well-known brands and focus on mobile phone altimeter applications, achieving a leap from wearable to downstream mobile phone fields. For micro-differential pressure, the company is actively developing new-generation products, pushing main products toward higher gross profit margin structures, and building a “technology + market” dual barrier through rapid technological iteration.

According to Minxin Co., the company is actively meeting major clients’ pre-research needs in new product fields, focusing on R&D of bone conduction microphones for AI glasses, IMUs for vehicles and robots, and other new products and technologies. All related projects are progressing smoothly as planned.

“Sales of our main acoustic products are steadily increasing, and the performance of new high-margin products is also noteworthy. Additionally, orders are gradually coming in from fields such as medical, automotive, and IMU.”

Minxin Co. stated that so far, the company’s profitability continues to improve. As a company with full industry chain R&D capabilities for MEMS and rare domestic multi-category MEMS product R&D and manufacturing abilities, it has been committed to building a comprehensive MEMS enterprise. Multiple product lines have been gradually introduced and mass-produced in their respective markets.

Guohai Securities previously pointed out that benefiting from the AI era trend, Minxin Co. is expected to continue enhancing its market position through technological accumulation and R&D investment. The company’s revenue structure shows balanced development, successfully branching out from a “single product” development path to second and even third growth poles, further confirming its positioning as a platform-based MEMS company.

(Article source: Oriental Fortune Research Center)