Broker Note: Weipai Ge Invests in PCB Micro Drill; Helin Micro-Nano Sees NV Order Inflection

Bullish

What Happened

Weipai Ge will invest RMB 50 million to acquire a 51.02% controlling stake in Anhui Timan, entering the PCB micro drill bit market. Separately, Helin Micro-Nano is expected to see an order inflection point starting in October, driven by NVIDIA orders.

Bottom Line

Weipai Ge's strategic move into PCB micro drills and Helin Micro-Nano's upcoming NVIDIA-driven order surge present bullish catalysts for both companies.

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