Everbright Securities: It is expected that the A-share profit growth rate will recover to over 10% in 2025.
Everbright Research reports pointed out that it is expected that by 2025, the sse a share index profit growth rate will recover to over 10%, the continued policy support and the inflow of funds brought about by the earnings effect are expected to further boost market valuation, and the performance of the sse a share index is still worth looking forward to.
Expand the high-end instrument and equipment category. Hexin Instruments is planning to acquire Liangxi Technology. The core product of the target company has unclear commercialization prospects.
①Some market analysts believe that, in terms of application areas, the target company belongs to the cutting-edge technology sector, and the future market space will depend on the implementation of quantum computing; ②Founder of Quantity Technology, Wu Ming, stated that the company has recently completed the production and delivery of core equipment for quantum computing.
China has made significant progress in the photon industry, with a broad future development space for silicon photonics technology.
①The "Photon Technology Frontier Blue Book" jointly released by the Xi'an Institute of Optics and Precision Mechanics of the Chinese Academy of Sciences and China Innovation Star shows that from 2014 to 2023, China has made significant progress in multiple fields in the global photon industry development. ②According to the Open Source Securities research reports, silicon photonics technology with CMOS process compatibility, high integration, and waveguide characteristics has great development potential in areas such as asia vets, optical computing, and consumer electronics.
Costs for 90% of pig enterprises have dropped to the range of 14 yuan: many companies say there is still room for cost reduction. Will profits stabilize next year? | Industry Observation
① 90% of the listed pork enterprises have reduced their costs to the range of 14 yuan per kilogram, including 5 enterprises such as Sunlon, Muyuan Foods, and Wens Foodstuff Group have reduced to the range of 13 yuan per kilogram; ② Many listed pork enterprises have indicated that there is still some room for cost reduction in the fourth quarter and next year; ③ Industry insiders believe that the cost reduction achievements have become the moat for the long-term development of pig enterprises. While helping companies expand profit margins, it also enhances the resilience of the companies against risks.
Bestore Co.,Ltd. urgently clarified the "falsification of ingredient list"! Law enforcement agencies have intervened and thoroughly investigated the outsourcing factories behind the scenes.
①Bestore co.,ltd. officially announced that, after preliminary investigation, the relevant products have passed all indicators in multiple batches of inspections conducted by our company and the manufacturer this year. ②Currently, Bestore co.,ltd. is still in the price transformation and adjustment stage, and as time goes by, the pressure faced by the company is increasing.
Aiwei Electronics: The recovery of consumer electronics, AI demand, and other factors are driving the growth in earnings. Camera motor business is expanding rapidly, directly impacting the earnings conference.
①The company's camera motor drive business revenue achieved accelerated volume growth, and it is the first company in China to break through optical image stabilization OIS technology and achieve mass production; ②In terms of DC-DC products, they have successively introduced to many industrial Internet customers in the 5G redcap direction, achieving large-scale production and breaking through key Tier1 customers in the automotive industry.
