Adcok-KY (1590) is optimistic about this year's industry outlook and aims to increase its market share for pneumatic components in China, with analysts predicting a rise to 35% within three years, challenging the top market position. Additionally, the company is actively entering the promising robotics sector. Shidene (1503) has reported record-high dividend payouts and strong demand in the heavy electrical market, with analysts forecasting operational growth exceeding expectations.

Although Adcok-KY's May revenue was negatively impacted by the appreciation of the New Taiwan Dollar, the company's cumulative revenue for the first five months reached CNY 3.24 billion, an 8.88% year-on-year increase; in New Taiwan Dollar terms, it amounted to NT$14.348 billion, also showing a 9.38% year-on-year growth. The second quarter is traditionally the peak sales season for pneumatic components, and since May, shipments in the battery and automotive sectors have been increasing. The company is actively developing new products such as electric cylinders and ball screws to prepare for market demand in robotics and similar industries.

Shidene's heavy electrical product orders have visibility until 2027, and they are already planning orders for 2028. Analysts expect both profits and revenues this year to grow compared to last year, possibly exceeding target goals. Last year, Shidene's overseas sales exceeded NT$10 billion for the first time and are expected to sustain double-digit growth driven by overseas demand. The company plans to expand two large transformer plants in Hsinchu, which is projected to increase production capacity by 30% to 40% to meet market needs until 2035. At the same time, Shidene is exploring opportunities to establish a small transformer production line in the United States to expand its overseas business opportunities.