Institutional Buying Momentum Bolsters Shenzhen Lihexing Co. Ltd

On 27 May 2026, the Shenzhen Stock Exchange witnessed a notable surge in institutional activity across the A‑share market. Among the 35 listed stocks that appeared on the “龙虎榜” (trading spotlight) that day, Shenzhen Lihexing Co. Ltd (301013.SZ) emerged as a key beneficiary of net institutional buying.

Quantifying the Flow

  • Net institutional inflow for the day reached CNY 80 744.67 million, driven largely by three large‑cap names: Huata Tech, Lihexing, and Jingfang Tech.
  • Lihexing’s institutional net purchase accounted for the third‑largest tranche among the 18 stocks that received net buying. Although the absolute purchase figure is not disclosed, the relative ranking underscores a strong confidence from qualified investors.

Why Lihexing Draws Attention

Lihexing operates at the nexus of power automation and electronic component manufacturing:

  • Product portfolio includes detection automation equipment, process automation equipment, auxiliary automation equipment, and a range of special accessories.
  • The company’s market capitalization stands at CNY 10 060 000 000, placing it within the mid‑cap tier of the Shenzhen market.
  • Despite a negative price‑earnings ratio of –53.08, Lihexing’s underlying earnings potential is buoyed by the accelerating demand for high‑performance electronic components, especially in the AI server segment.

Macro‑Demand Catalyst: AI Servers and MLCC

Recent market commentary on MLCC (multilayer ceramic capacitors)—the “electronic rice” essential to power management—highlights a 40‑fold surge in AI server consumption. The scenario is twofold:

  1. High‑performance AI servers (e.g., NVIDIA’s GB200) require tens of thousands of MLCCs per node, far exceeding the demand of conventional servers.
  2. The global server market is projected to grow by 12.8 % in 2026, with AI servers alone expanding 28.3 %, implying a robust expansion in MLCC needs.

Lihexing’s manufacturing capabilities align with this trend, positioning the company to capture a growing slice of the supply chain. Its focus on power‑automation equipment dovetails with the power‑management demands of AI data centers, potentially amplifying the company’s relevance as server power densities climb.

Forward‑Looking Implications

  • Institutional confidence on 27 May indicates a broader market belief in Lihexing’s positioning within the expanding AI and data‑center ecosystem.
  • The company’s mid‑cap scale offers a balance between growth potential and operational flexibility, allowing it to scale production in response to rising MLCC and automation equipment demand.
  • While the negative P/E reflects current valuation challenges, the impending acceleration of AI workloads and server deployments could deliver a significant earnings turnaround in the coming quarters.

Conclusion

Shenzhen Lihexing Co. Ltd has surfaced as a compelling candidate for institutional portfolios, buoyed by its strategic product mix and alignment with the AI server boom. The recent institutional net buying on 27 May serves as a tangible endorsement of the company’s prospects, suggesting that investors view Lihexing as a conduit to the burgeoning power‑automation and high‑performance component markets that underpin next‑generation data centers.