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Industry, policy, and education are all launching three initiatives. Institutions recommend focusing on the symbol of the HarmonyOS industry chain.
Huawei Developer Official Website announces the Hongmeng Native Application Developer Incentive Program. Zhongtai Securities pointed out that the Hongmeng native application ecosystem is maturing. In 2024, the Hongmeng large-scale commercialization is imminent, expected to drive a large number of application software vendors to adapt, migrate, and develop work, benefiting the Hongmeng industry chain symbols. The recommendation is to focus on industry chain operating system partners, application partners, and hardware integration partners.
Thunder Software Technology (300496.SZ): The company already has relevant orders in the robotics field.
Gelonghui October 8th, Thunder Software Technology (300496.SZ) stated at an investor relations event that the company's siasun robot&automation business is developing very rapidly. The current robot products are mainly a full range of mobile robots (AMR, unmanned forklifts, multi-joint composite robots) targeting the industrial sector. The company has launched the stealth lifting AMR_X150; tray handling FMR_G2200; lifting and transferring MCR_C75S1 and other latest full range AMR products, as well as the software platform RSP specifically designed and developed for AGV.
Thunder Software Technology (300496.SZ): developed a lightweight smart AR glasses solution based on AR1.
Thunder Software Technology (300496.SZ) stated at an investor relations event on October 8 that edge intelligence is also driving the continuous iterative innovation of internet of things products, greatly enriching user interaction experiences and building a strong platform support for the expansion of edge intelligence application scenarios. Taking specific products as examples, as a provider of full-stack products and technologies in the AIPC industry, the company maintains extremely close cooperation relationships with microsoft and qualcomm. At the Microsoft Build developer conference, qualcomm announced the launch of the Snapdragon? development kit for Windows.
Thunder Software Technology (300496.SZ): Driven by major brand manufacturers, AI smartphones have begun to show a trend of increasing sales volume this year.
On October 8th, Thunder Software Technology (300496.SZ) stated during an investor relations event that smart phones are one specific scenario of edge intelligence. The mobile phone industry has become relatively mature after many years of development, but looking at the development of the smart phone industry, it is expected to see a resurgence in the future, with strong market growth potential. According to the latest report from IDC, the growth of the mobile phone market in the second half of the year is mainly driven by Android models, with the growth of Android phones expected to reach 7.1% this year. AI phones, as an industry innovation direction, have injected growth vitality into the market across major brands.
Thunder Software TechnologyLtd (SZSE:300496) Earnings and Shareholder Returns Have Been Trending Downwards for the Last Three Years, but the Stock Soars 35% This Past Week
Meta unveils AR glasses Orion, this category is expected to become the next 1 billion-level consumer electronics product.
①At the annual developer conference held in Menlo Park, California on September 25th, Meta's CEO Mark Zuckerberg showcased a prototype product called Orion AR glasses. ②Western Securities stated that AR glasses are expected to become the optimal solution for edge AI landing. With the active layout of the industry chain and the gradual maturity of the technological path, combined with edge AI empowerment, accelerated shipments of AR glasses are expected.