Why did Zhongjin and Silver once again become the "main characters of rumors" after the overnight announcement denying the merger?
"The truth and falsehood of 'stock swap mergers.'"
Overall shipment volume growth, Shenzhen Transsion Holdings Co., Ltd. experienced a rebound in performance in Q4 2024, but the gross margin declined for the entire year.
① After experiencing performance declines for two consecutive quarters, Shenzhen Transsion Holdings Co., Ltd. showed growth in both year-on-year and quarter-on-quarter performance in the fourth quarter of 2024. However, there was a year-on-year decline in non-recurring net income and EPS; ② Recently, Shenzhen Transsion Holdings Co., Ltd. announced it will launch smart glasses, flagship smartphones, and laptops at MWC 2025. According to projects disclosed by the Shenzhen Municipal Bureau of Industry and Information Technology, the company is expanding its industrial land.
Haiguang Information's revenue and net profit are expected to grow by 50% in 2024, and domestic computing Hardware may benefit from major AI investments.
① Haiguang Information achieved a total revenue of 9.162 billion yuan in 2024, with a year-on-year growth of 52.40%, and the Net income attributable to shareholders grew by 52.73% year-on-year; ② Haiguang Information announced this month that its computing power chip products have completed the adaptation and optimization for the DeepSeek-Janus-Pro multimodal large model.
Tongwei Co., Ltd. has launched a new "granular silicon" production project, which it refers to as an independent technological pathway.
① Tongwei Co.,Ltd has made its first move into "granular silicon," adding a new set of silane method production pilot devices for granular silicon, which can achieve an additional granular silicon production capacity of 0.01 million tons per year; ② The photovoltaic Industry is currently still at the bottom of the cycle, and for Polysilicon companies, there remains intense pressure to reduce costs.
Semiconductor Manufacturing International Corporation has again faced a significant Shareholding, with the mystery lying in the large redemption of the ChinaAMC STAR50 ETF. How to view the market divergence.
① Recently, China Asset Management reduced its holdings of Semiconductor Manufacturing International Corporation by 2.8103 million shares, lowering its shareholding ratio to below 5%; ② In February, the ETFs linked to the SSE Science and Technology Innovation Board 50 Index have experienced a total net outflow of 20.123 billion yuan, making it the core broad-based Index with the highest net redemption during the same period.
Goldman Sachs: In the era of intelligent driving, each car in China is equipped with 5 cameras this year, and in 5 years, each car will be equipped with 10 cameras.
Goldman Sachs expects that the vehicle camera shipments in China will reach 0.126 billion by 2025 and increase to 0.343 billion by 2030. In addition to the increase in quantity, Goldman Sachs also anticipates that the trend of intelligent driving will drive upgrades in vehicle camera specifications, with cameras of 8MP (8 million pixels) and above accounting for 14% and 59% of total shipments in 2025 and 2030, respectively.