In the second quarter, Huawei ranked first in global wrist-wearing market shipments, and smart wearable devices may become a new frontier for AI implementation.
① According to data released by IDC, in the second quarter of 2024, Huawei shipped 8.883 million units in the global wrist device market and 5.965 million units in the Chinese market, making it number one in the global and Chinese wristband markets. ② Shanxi Securities believes that leading domestic consumer electronics manufacturers are optimistic about the future of wearable devices. As end-side AI technology continues to mature, wearable devices will become a new frontier for AI implementation.
The Ministry of Industry and Information Technology plans to implement large-scale digital transformation and upgrading of equipment, which will catalyze the industrial software sector.
The Ministry of Industry and Information Technology is soliciting public opinions on the 'Implementation Plan for the Digital Transformation of Light Industry (Draft for Solicitation of Comments)'. It proposes to promote the application of programmable logic controllers (PLC), distributed control systems (DCS), and other industrial control systems, industrial robots, intelligent testing equipment, manufacturing execution systems (MES), and intelligent equipment automation.
Internet security vendors are experiencing widespread losses, and the industry's downward trend is difficult to conceal due to seasonal factors. It is urgent to find new sources of revenue.
①In the first half of the year, only 3 out of the top 20 companies in the csi information security industry achieved profitability, and all of the top 10 suffered losses. ②According to interviews conducted by Cailian Press reporters, the losses were mainly caused by the periodic nature of projects and seasonal factors affecting receivables. ③Analysts believe that in the context of downstream customers, especially those in the government sector, facing significant financial pressures and declining purchasing power, the network security industry needs to expand its market-oriented customer base.
Gross margin halved and investment income is poor luoyang xinqianglian slewing bearing H1 turned to a loss|interpretations
①The revenue declined year-on-year, the investment target's stock price fell, and the assets shrank. Luoyang Xinqianglian, a former star stock in the wind power industry, reported even greater losses in the interim report compared to the first quarter. ②In response, the company stated that it will further increase research and development for new product technologies, and deepen its market expansion and optimize supply chain management.
[Data Analysis] Multiple bank stocks have experienced significant net outflows of block orders. Institutions have been continuously buying up wuhan p&s information technology.
①Several banks are among the top ten institutions with the largest net outflow of funds, with Agricultural Bank of China leading the way. ②Huawei Hisilicon Concept Stock Wuhan P&S Information Technology received buying orders from institutions for nearly 50 million, and the stock was bought by institutions on both Monday and Tuesday when it experienced a significant decline.
Core business revenue and gross margin both declined, with Apichope Pharmaceutical's net profit in the first half of the year significantly reduced. Interpreting financial reports.
Affected by changes in the external market environment and internal business adjustments, apichope pharmaceutical's revenue and net profit both declined in H1. Previously, the company was fined by the medical insurance bureau for false labelling, in addition to returning a large amount of funds, it was also suspended from participating in national procurement qualifications for 6 months.