Dongshan Precision (002384.SZ) — market event timeline

NashNova tracks 3 market events mentioning Dongshan Precision (002384.SZ) between 2026-06-24 and 2026-07-08, each with a dated one-line analysis of how the event relates to the asset.

  1. Chinese PCB Makers' Capex Hits Record Highs, Driven by AI Server Demand

    Named in the report as a PCB expansion player, with its high-end HDI and substrate production lines directly benefiting from the explosion in AI server board demand.

  2. Wall Street: "GlassBridge" Has Limited Impact Within Two Years, but FAU Vendors Face Long-Term Substitution Pressure

    Core competitiveness lies in active optical chips rather than FAU. Citi assesses that it is essentially unaffected by GlassBridge substitution.

  3. Citi: Optical Interconnect Market to Reach $92B by 2028 with 3-Year CAGR of 65%

    Citi raised its target price by 56% to RMB 350, bullish on its market share expansion in 800G/1.6T optical modules and EML/CW laser chips.

For research and information only — not investment advice.

Dongshan Precision (002384.SZ) — News & AI Analysis · NashNova