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Huachuang Securities' investment strategy for the communications industry in 2025: focusing on computing power, satellite communications/military industry communications, and telecommunications operators as the three main investment directions.
Market investment logic will be further added on top of emotional repair and expectation improvement, with the communication sector demonstrating solid and positive fundamental performance as well as the growth attributes of macro storytelling. It is expected to remain as a preferred configuration with excess returns in the future.
Tianfeng: New AI momentum drives industry growth acceleration, bullish on the communication industry to continue high prosperity and accelerate growth each quarter.
In terms of net income, the overall net income of communications equipment in Q3 2024 increased by 18% year-on-year, a significant reversal compared to the -16% in Q3 2023, reflecting a rapid recovery in industry profitability amid the transition between old and new driving forces.
Some shareholders of range intelligent computing technology group (300442.SZ) collectively reduced their shareholding by 0.2383% in the company.
range intelligent computing technology group (300442.SZ) announced that the company recently received notices from Ningbo Fengwen, Pingsheng Ankang, Shanghai Weiguan...
Solid Earnings May Not Tell The Whole Story For Range Intelligent Computing Technology Group (SZSE:300442)
Runze Technology: Report for the third quarter of 2024
range intelligent computing technology group (300442.SZ): the net income for the first three quarters was 1.514 billion yuan, a year-on-year increase of 35.13%.
On October 29, Gelonhui announced its third quarter report for 2024, with the company achieving revenue of 6.41 billion yuan in the first three quarters, a year-on-year increase of 139.11%; net income attributable to shareholders of listed companies was 1.514 billion yuan, a year-on-year increase of 35.13%; net income attributable to shareholders of listed companies after deducting non-recurring gains and losses was 1.494 billion yuan, a year-on-year increase of 33.65%; and basic earnings per share was 0.88 yuan.
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