Full Sato Maruka HD - Although there will be a decrease in revenue for the fiscal year ending December 2024, both the Construction Machinery and IoT solution segments are expected to see double-digit revenue growth and substantial profit increases.

On the 14th, Fulsato Marca Holdings <7128> announced its consolidated financial results for the fiscal year ending December 2024. Revenue decreased by 6.5% compared to the previous period, totaling 161.716 billion yen, operating profit fell by 32.3% to 3.86 billion yen, ordinary profit decreased by 30.0% to 4.659 billion yen, and net income attributable to shareholders of the parent company declined by 1.8% to 4.613 billion yen. The revenue in the machinery and tools segment was 104.767 billion yen (a decrease of 10.6% year-on-year), and the operating profit was 1.999 billion yen (compared to the previous period).

Fisco Japan01:08 ET

DeepSeek has changed everything! Goldman Sachs has proposed a new framework for investing in the Chinese stock market.

First, Goldman Sachs divides the total market value of 14 trillion dollars of China Stocks into two main categories: AI Technology and non-Technology. Second, within the AI Technology sector, the 6 trillion dollars in market value is further subdivided into Semiconductors (including Software design), Infrastructure (Hardware, Data Storage, Cooling System), Data and Cloud (such as Internet platform companies), and Software and Applications (self-driving, Biotechnology, humanoid Robots, Internet service providers, etc.). Third, in the non-Technology sector, the 7 trillion dollars in market value is classified into income enhancers and productivity enhancers. Finally, Goldman Sachs ranks various sub-industries and thematic groups according to their relative price sensitivity to NVIDIA and META, allowing for a better understanding of China's Industry and the level of Trade of AI agents in the two dominant trends in the Technology world - capital expenditure and application.

wallstreetcn20:40 ET

The short-term differentiation of the DeepSeek Concept may continue, focusing on the rotation opportunities between high and low in AI.

Track the entire lifecycle of the main Sector.

cls.cn20:21 ET

Jiewater plans to list on the Hong Kong Stock Exchange to accelerate its Global Strategy and overseas Business layout.

① Juhua Te announced that the company has resolved to authorize the management to initiate preparations for the overseas issuance of shares (Listed in Hong Kong) and the listing on the Hong Kong Stock Exchange; ② DrMOS from 30A to 90A and multi-phase controllers such as 6-phase, 8-phase, and 12-phase have all achieved production ramp-up. Currently, the company has formed a complete product matrix of DrMOS + multi-phase in application fields such as PC, Server, AI, and autonomous driving.

cls.cn19:14 ET

Huawei Pura 80 may be equipped with a dual-layer OLED, which is expected to drive innovation and growth in the OLED Industry Chain.

Continuous revelations about Huawei's upcoming new devices have emerged, including the Pura 80 series, Pocket 3 small folding screen, and Nova 14 series. Industry insiders claim that the Huawei Pura 80 series will upgrade to a dual-layer OLED panel.

cls.cn18:34 ET

Yandongwei's over 4 billion fixed increase has been accepted. Company representatives said that the 28nm production line of Beidian Integrated Circuit started construction at the end of last year and is currently still sorting out the equipment procuremen

① Yandong Micro's plan to raise 4.02 billion yuan through a Private Placement directed at its actual controller, Peking Electronic Control, has been accepted by the Exchange, with the total investment amount for the North Electric Integration project expected to reach 33 billion yuan; ② A representative from Yandong Micro stated that the current supply surplus in the Industry, which mainly focuses on power products, is more pronounced, and the products from the North Electric Integration project will not primarily focus on power products, so the expected impact on the supply side of the Industry will be limited.

cls.cnFeb 17 09:42 ET