The upper limit doubles! Linkage Software Co., Ltd. plans to raise the repurchase price range, and several A-share companies have also taken action.
On the afternoon of December 9, linkage software co., ltd. announced that it plans to adjust the maximum repurchase price from 9.6 yuan/share to 21 yuan/share. Industry insiders have stated that the proactive increase in the maximum repurchase price by the listed company reflects the improvement in market conditions and the enhancement of investor confidence, while also helping to stabilize market expectations and further strengthen the stock price.
Jiangsu has included mobile phones in the old-for-new exchange policy, which is expected to stimulate demand in consumer electronics.
① According to media reports, recently, the Jiangsu consumer subsidy was further expanded, adding 7 types of 3C products and 20 types of household appliances, which can subsidize 15% of the transaction price of the product. After the policy was released, citizens lined up for two hours to buy phones. ② According to the Tianfeng Securities Research Report, policies continue to stimulate, and the trade-in of consumer electronics products is expected to drive the release of consumer electronics demand.
Anji Microelectronics Technology: Will not engage in single low stock price competition, will continue to strengthen the introduction of domestic products | Directly hit earnings conference
① Wang Shumin, chairman of Anji Technology, said that the company's 2024 performance expectations will continue the growth trend of the first three quarters; ② Yang Xun, secretary of the board of directors of Anji Technology, said that the company's capacity utilization rate is currently at a healthy level.
Bestechnic (Shanghai) Co., Ltd.: Some asia vets glasses customer projects are in the import stage, and the rise of cloud-based large models is bringing new requirements to chips. | Directly hit the earnings conference
① In the first three quarters, bestechnic (shanghai) co., ltd. saw smartwatches and wristband products account for approximately 29%, a significant year-on-year increase. Looking ahead to the fourth quarter and 2025, bestechnic (shanghai) co., ltd. stated that the gross margin from sales is expected to continue improving; ② The company's inventory in the third quarter was 0.672 billion yuan, of which raw materials and work-in-progress accounted for approximately 60%, while finished products accounted for about 40%.
The 2024 World Consumer Electronics Fair is about to open, and the smart phone market is expected to grow against the trend.
①The 2024 World Consumer Electronics Exhibition will be held at the Shenzhen Convention and Exhibition Center from November 28th to 30th, 2024. ②China Merchants Securities believes that the Android flagship phones have entered an intensive release stage, with Xiaomi, OPPO, vivo, Honor, and Huawei all having released flagship new phones in this round, all highlighting AI and optical features. Pay attention to the innovation of new phones and subsequent sales.
Biwei Storage: Market demand in Q4 has somewhat recovered month-on-month and will actively focus on opportunities for industry chain integration | Direct coverage of earnings conference.
In the earnings conference of Baiwei Storage, the company’s chairman Sun Chengsi stated that downstream customers slowed down the pace of goods picking in the third quarter. As inventory is digested and enters the peak season for consumer electronics, market demand in the fourth quarter has somewhat recovered compared to the third quarter; Sun Chengsi also indicated that with the update of inventory structure, the company’s gross margin is expected to gradually return to the central level, and the increase in localization rate provides ample space for the company's revenue growth.