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Yuanjie Technology: bullish on multiple products' market demand next year, expanding overseas markets | Live coverage of earnings conference
①With the rapid development of the datacenter market this year, Yuanjie Technology expects that the revenue scale of CW light source products will continue to grow in the fourth quarter of this year and will further increase in the first quarter of next year; ②In recent years, Yuanjie Technology's overall gross margin has decreased significantly year by year. The company stated that it will start repairing the gross margin from two aspects: increasing investment in the datacenter field and market expansion, and further enhancing cost control.
Zhenhua Wind Power: Expanding into new markets. Some products in the commercial aerospace sector have already generated orders | Directly hit the earnings conference
①The person in charge of Zhenhua Fengguang stated that currently the company has a wide range of products, with over 700 customers, generating new orders every month. The backlog of orders is in line with industry trends; ②The company has launched more than 60 new products this year, with 49 new products already in trial use and supply. Over 30 new products in the commercial aerospace sector have completed experiments, with some products already having received orders.
The first domestically produced independently controllable vehicle-grade MCU chip has been released, and the semiconductor industry is expected to continue growing.
On November 9, dongfeng automobile led the establishment of the Hubei Province Vehicle-Grade Chip Industry Technology Innovation Consortium to release a high-performance vehicle-grade MCU chip - DF30, filling the domestic gap. Huafu Securities stated that the semiconductor industry is growing rapidly, with revenue recovery at all levels, and driven by innovation in AI, HPC, edge AI/foldable screens, the semiconductor industry is expected to continue its growth trend.
Jiangsu GoodWe Power Supply Technology Co.,Ltd.: Inventory clearance in Europe has reached a relative bottom, accelerating expansion into emerging markets | Direct coverage of the earnings conference
Jiangsu Goodwe Power Supply Technology Co., Ltd. stated that the company's own finished product inventory is at a reasonable level, and the destocking of inventory in Europe has currently reached a relative bottom. They will actively expand domestic and international markets, especially further accelerating the expansion into various emerging markets.
Historic comeback! An amazing transformation has occurred.
Unprecedented and unparalleled "index fever"
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.