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Guosheng Securities: AI drives high growth of Analog Chips, domestic substitution has entered a deep water zone.
The current inventory in the Analog Chip Industry is gradually normalizing. Coupled with the recovery of downstream customer demand, the industry has gradually emerged from the cyclical bottom. Domestic Analog Chip companies are thriving, focusing on breakthroughs in high-end material numbers, and domestic substitution has entered a deep water zone.
Huafu Securities: Geely Autos (00175) takes the lead in promoting equity smart driving, lowering prices and increasing configurations to accelerate the penetration of smart driving.
Price reductions and increased features, Geely Autos (00175) accelerates the equality of intelligent driving.
Southwest Securities: The electronic Industry is expected to recover and prosper in 2025, it is advisable to hold stocks, Consumer + AI should be emphasized.
AI computing power and edge devices are the main growth lines for 2025, among which high multi-layer PCBs, Switch PCBs, and general IoT, especially AI glasses, have the greatest changes and the most catalyzing effects.
These 4 Measures Indicate That SG Micro (SZSE:300661) Is Using Debt Safely
Should You Investigate SG Micro Corp (SZSE:300661) At CN¥88.54?
Shengbang Co., Ltd.: 2024 performance forecast