Guangdong Huicheng Vacuum Technology Co Ltd: Market Activity and Investor Interest in September 2025
Stock Identification
- Ticker: 301392.SZ
- Exchange: Shenzhen Stock Exchange
- Last Close (2025‑09‑16): ¥178.05
- Market Capitalisation: ¥17,805,000,305
1. Trading Performance on 2025‑09‑16
On the trading day of 16 September 2025, Guangdong Huicheng Vacuum Technology recorded a trading volume of 10.03 亿元, the highest since 17 June 2024. The share price closed 11.41 % higher than the previous session, bringing the daily turnover to ¥10.03 billion and a turnover ratio of 13.90 %.
The price move lifted the stock to ¥199, the 52‑week high set on 21 August 2025, while remaining above the 52‑week low of ¥38.31 (23 September 2024). The upward momentum was reflected in the price‑earnings ratio of 342.32, indicating a high valuation relative to earnings.
2. Financing Activity
- Net financing inflow on 16 September: ¥7,888.94 million (≈ 47 % of total buy‑in amount).
- Current financing balance: ¥3.40 billion, representing 5.22 % of the floating market value, above the 90th percentile of historical levels.
The substantial financing inflow suggests that institutional investors are allocating capital to the stock in anticipation of continued growth.
3. Sector Context – AI Glass and Advanced Photolithography
On 17 September, a broader market rally in technology shares, particularly those linked to AI glasses and photolithography equipment, created a supportive backdrop for Guangdong Huicheng Vacuum Technology:
- AI‑glass concept stocks such as Wave Length Optoelectronics, Yongxin Optics, and Kesen Technology reached daily limits, while Huicheng Vacuum and Changying Precision rose over 11 %.
- The AI‑glass narrative was reinforced by Meta’s announcement of its Meta Connect 2025 event, where CEO Mark Zuckerberg highlighted the strategic importance of smart glasses integrating AI and AR.
- IDC forecasted that the global smart‑glass shipment volume for 2025 would be 1.451 million units, with China accounting for 290.7 thousand units.
In the same week, the photolithography segment saw a surge in shares related to semiconductor manufacturing equipment, with companies such as Shu Da Weig and Huicheng Vacuum achieving gains above 10 %. Analysts cited the expected growth in advanced‑process capacity (7 nm and below) and the corresponding increase in capital expenditure (projected to rise by 94 % from 2024 to 2028) as key drivers.
4. Company Profile
Guangdong Huicheng Vacuum Technology Co., Ltd. is a manufacturer and distributor of machinery equipment, specialising in vacuum coating equipment, electronic production equipment, photovoltaic equipment, and power battery equipment. The company’s product portfolio positions it to benefit from the expanding demand in semiconductor fabrication, renewable energy, and battery production sectors.
5. Implications for Investors
- The strong daily trading volume and price appreciation indicate heightened market interest, likely linked to the broader technology rally.
- Significant financing inflows suggest that institutions are confident in the company’s potential to capitalize on the growing demand for vacuum and advanced manufacturing equipment.
- The alignment of the company’s core products with the semiconductor and renewable energy sectors, both of which are experiencing projected growth, provides a favourable backdrop for future revenue expansion.
Investors should monitor the company’s earnings announcements and any strategic initiatives that may enhance its market position within the semiconductor and photovoltaic equipment segments.