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Rayhontai (688323.SH): The company is at the top of the flexible electronics industry chain, and its products can be applied to various types of smart terminals downstream.
Glory on November 6th, Ruiah Tai (688323.SH) stated on the investor interaction platform that siasun robot&automation joints are usually achieved with flexible circuits or flexible sensors. A simple analogy would be "flexible circuits are like the nerves of the robot", while PI film is the key substrate for making flexible circuits. The company is at the top of the flexible electronics industry chain and its products can be applied to various smart terminals downstream, but it is not known whether they have been applied to robot products yet.
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Investment Highlights: The prices of main products have declined, and the performance has declined year-on-year in 2024H1. On August 24, 2024, Ruiahualai released its semi-annual report for 2024, with a revenue of 1.32 billion in the first half of 2024.
Rayitek Hi-Tech Film: Half-year report for the year 2024.
Rayitek Hi-Tech Film: Summary of Half-Year Report in 2024.
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