ZJK is a high-margin AI-and-EV precision components supplier trading at a steep discount, but its upside depends on navigating customer concentration, China compliance issues, dilution risk, and speculative U.S. expansion.
Overview
ZJK Industrial is a Shenzhen-based precision hardware manufacturer producing custom screws, turned parts, stamping parts, and liquid-cooling connectors for AI servers, EVs, wearables, drones, and electronics. FY2025 revenue was dominated by mainland China, but the company is expanding through Hong Kong, Vietnam, and a proposed U.S. joint venture. Customers include major technology leaders such as NVIDIA, Tesla, Meta, and DJI. Its appeal lies in high-tolerance engineering, rapid prototyping, proprietary automation, and exposure to high-growth AI infrastructure and electrification markets.