The convergence of big finance and technology may continue to lead the bullish trend.
Track the entire lifecycle of the main sector.
Aiwei Electronics: The recovery of consumer electronics, AI demand, and other factors are driving the growth in earnings. Camera motor business is expanding rapidly, directly impacting the earnings conference.
①The company's camera motor drive business revenue achieved accelerated volume growth, and it is the first company in China to break through optical image stabilization OIS technology and achieve mass production; ②In terms of DC-DC products, they have successively introduced to many industrial Internet customers in the 5G redcap direction, achieving large-scale production and breaking through key Tier1 customers in the automotive industry.
21 more additions this week! digital china group and many other stocks have disclosed plans for shareholding repurchases and refinancing, here is a list of relevant A-share names.
①This week, the acceleration of share buyback and shareholding loans landing, according to incomplete statistics from Caixin, 21 A-share listed companies announced the disclosure of repurchase and shareholding loan-related situations (see table); ②Pingdingshan Tianan Coal Mining obtained the highest special loan amount, close to 0.7 billion yuan; Guangdong HEC Technology Holding, China Energy Construction, and others, following the disclosure of repurchase or shareholding plans, successively disclosed obtaining loan fund support this week.
[Market Data] The trading volume of multiple quanshangetf has increased significantly. china greatwall technology group was jointly sold by four institutional investors, with sales exceeding 1.5 billion.
①The brokerage sector saw a significant increase, with the trading volume of several brokerage ETFs soaring, among which the e fund csi hongkong bond investment theme ETF (513090) saw a 149% increase in trading volume compared to yesterday. ②China Greatwall Technology Group faced selling pressure from four institutional investors, with a total sell-off exceeding 1.5 billion, three of which had relatively less presence on the top seatings in the past.
Lenovo sues ZTE for infringement in the United Kingdom! Industry insiders: using litigation to promote reconciliation is quite common.
①Lenovo filed a lawsuit against zte for patent infringement in the High Court of the United Kingdom on October 21, 2024. zte's official response stated, "We always respect any company's legal actions within the framework of the law, but we are very disappointed in Lenovo's actions."; ②Patent disputes in the mobile industry are not uncommon. Overall, most lawsuits end in reconciliation after going through the process of confrontation.
verisilicon microelectronics (shanghai) co., ltd. narrowed its Q3 loss by nearly 30% to 0.111 billion, while gross profit continued to be under pressure.
verisilicon microelectronics (shanghai) co., ltd. stated that the decrease in production business revenue is mainly due to factors such as some downstream customers being affected by destocking cycle; In the first three quarters of 2024, the company achieved a gross profit of 0.702 billion yuan, a decrease of 8.43% year-on-year.