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Nanshui sold more than 0.3 billion yuan of Maotai, while Beishui further bought more than 0.4 billion Hong Kong dollars of Tencent.
Track the latest trends of north-south directional funds.
Zhongji Innolight (300308.SZ): The company's domestic factories have not experienced idle capacity and are still in full production.
Zhongji Innolight (300308.SZ) stated in a conference call on July 22 that its domestic factories are not experiencing idle capacity and are still at full production capacity. In addition to fulfilling overseas orders, there is also significant demand and orders from the domestic market. It is expected that capital expenditures for overseas production capacity will further increase.
Zhongji Innolight (300308.SZ): In June, the company's overall revenue and shipment volume continued to increase compared to the previous month.
During a phone conference attended by Zhongji Innolight (300308.SZ) on July 22nd, regarding investors' questions on the June shipment data of optical modules, the company replied: 1. In June, the overall company revenue and shipment volume continued to maintain a month-on-month growth and did not show a decrease. 2. In June, the shipment volume of optical modules from the company to overseas markets decreased slightly, but the shipment volume of the company's overseas factories continued to increase month-on-month, and 800G and 400G were the main products. At present, overseas customer demand is strong, and the company has not experienced a decrease in orders or shipment volume.
CICC: Resonance of High AI Prosperity at Home and Abroad. Will Pay Attention to the Structural Upgrading of Traditional Telecommunications Business in the Second Half of the Year.
Looking forward to the second half of 2024, it is recommended to pay attention to five major opportunities in the communications equipment industry.
Zhongji Innolight Set to Benefit From Solid AI Networking Demand -- Market Talk
Zhongji Innolight Target Price Raised to CNY200.00 From CNY149.29 by Nomura >300308.SZ
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