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Shanghai Friendess Electronic Technology Corporation: In Q4, downstream demand has rebounded sequentially and plans are underway to establish a presence in Europe | Direct coverage of the Earnings Conference.
① The Chairman of Shanghai Friendess Electronic Technology Corporation, Tang Ye, stated that the company's (Asia Vets welding) products are mainly aimed at the Steel structure Industry, with the downstream primarily consisting of Siasun Robot&Automation manufacturers and integrators. Since the beginning of the year, the number of customers forming Trade with the company has gradually increased; ② In terms of overseas channels, the company has already established a presence in South Korea and is preparing to set up a location in Europe.
Brokerage morning meeting highlights: The construction of a national unified electrical utilities market is accelerating, bullish on three main lines.
In today's brokerage morning meeting, htsc stated that the construction of a national unified electrical utilities market is accelerating, with a bullish outlook on three main lines; Galaxy Securities indicated that 5G applications are expected to develop on a large scale, selecting high-quality symbols with improved marginal prosperity; haitong sec expressed a bullish view on the steady rise of rare earth prices.
The optical communication chip company Youxun Co. has started IPO guidance, with investments from China Mobile Capital, sg micro corp, and others.
① Youxun Co., Ltd. is one of the first companies in china engaged in the design of high-speed transceiver chips for optical communication, and has shipped nearly 2 billion chips to date, with products covering core transceiver cells for optical communication rates from 155M to 800G. ② The founder, Ke Binglan, once taught in the law department at Xiamen University and has "crossed" into the field of communication chip design; among the institutional shareholders of the company, Shenzhen Capital, Fujian Electronic Information Industry Fund, and Xiamen High-tech Investment are state-owned capital.
INTERIM FINANCIAL STATEMENTS
CMP product market share expands, Huahai Qingsi Q3 net profit increases by more than 50% year-on-year.
①Huahaiqingke stated that the company's key consumables and maintenance services and other business scales are gradually increasing, while wafer regeneration and wet equipment income are gradually increasing, and the company's revenue has grown compared to the same period; ②The company's 12-inch wafer thinning film laminating machine Versatile-GM300 has been sent to domestic leading packaging and testing enterprises for verification.
Q3 revenue growth rate dropped to 1%. Can the next approved botox product in China be featured on imeik technology development? | Interpretations
①In the first three quarters, imeik technology development's performance has shown some growth, but the revenue and net income attributable to shareholders have slowed down. ②In order to seek new growth points, imeik technology development's research and development expenses continue to rise, focusing on the layout of weight management drugs, botulinum toxin and other fields.