Cable/equipment manufacturers generally believe that compared with notebook computers and other consumer markets, the visibility is lower, and trends such as electric vehicles, industrial control, and data centers are clear, and will become the main driving force for this year’s operating growth. Many manufacturers are optimistic regarding this year’s performance and are expected to continue the battle new highs.
Connection Harness Factory Trade Link – KY (3665-TW) believes that this year’s operating energy will come from electric vehicles, data centers, and semiconductor equipment. At present, the demand for the three major applications remains strong. In addition, the acquisition of INBG (formerly LEONI IN) will accelerate the expansion in semiconductor wiring harnesses, data center high-speed lines, industrial automation and Market layout of drive harnesses, etc.
The legal person believes that with the three major applications driving its own organic growth this year, and the contribution following the acquisition of INBG, Bizlink’s revenue is expected to increase by 20 billion yuan this year, an increase of nearly 70%, and the net profit per share will also jump from 20 yuan. will reach all-time highs.
Another connection harness factory Xinbang (3023-TW) is also optimistic regarding industrial control applications, including leading European semiconductor equipment customers and the related equipment wiring harness needs of leading US e-commerce companies; The green energy business will also return to strong growth this year.
Xinbang believes that the five major industries will have double-digit growth this year. It is estimated that the automotive application will increase by 20% annually, the green energy will also grow by 15%, the medical industry will grow by regarding 13-15%, and the communication and consumer applications will grow. More than 10%, the industry will also have significant growth, the overall revenue will grow by double digits, and the annual revenue will reach the 30 billion yuan mark.
In addition to the wiring harness factory optimistic regarding the operation this year, connector-related industry such as Quanxin (6205-TW), Vanguard (3526-TW), Hongzhi (3605-TW), Shinon (6126-TW), Hu Lian (6279-TW), Jian Hexing (3003-TW), etc. are also optimistic regarding the demand for automotive/electric vehicles, as well as data centers or industrial control this year, which will drive the operating performance to continue to rise.