Changguang HuaXin: Next year may be a crucial turning point for new businesses, has initiated the research and development of all-solid-state automotive lidar | Focus on earnings conference
①Chang Guanghua's Chairman and General Manager Min Dayong stated that the company's current majority of revenue still comes from the traditional industrial optical fiber laser field, but downstream demand is stabilizing, and the downward trend has basically been halted. ②The company, including the optical communication field, vehicle-mounted lidar, and other emerging fields, is still in the investment and introduction stage, and next year is expected to be a key turning point, at which time it is expected to achieve break-even.
[Data Analysis] Block orders of IM futures significantly increased their long positions, with funds from multiple sources joining hands to rush to subscribe to China Wafer Level CSP.
①The main contract for IM futures saw a significant increase in long positions by over 7,000 lots, with the number of additional positions clearly exceeding the short positions. ②Chip stock China Wafer Level CSP attracted institutions, speculative funds, and algo funds to buy in, with Huaxin Securities Shanghai Wanping South Road branch buying 0.26 billion.
Yuanjie Technology: bullish on multiple products' market demand next year, expanding overseas markets | Live coverage of earnings conference
①With the rapid development of the datacenter market this year, Yuanjie Technology expects that the revenue scale of CW light source products will continue to grow in the fourth quarter of this year and will further increase in the first quarter of next year; ②In recent years, Yuanjie Technology's overall gross margin has decreased significantly year by year. The company stated that it will start repairing the gross margin from two aspects: increasing investment in the datacenter field and market expansion, and further enhancing cost control.
Zhenhua Wind Power: Expanding into new markets. Some products in the commercial aerospace sector have already generated orders | Directly hit the earnings conference
①The person in charge of Zhenhua Fengguang stated that currently the company has a wide range of products, with over 700 customers, generating new orders every month. The backlog of orders is in line with industry trends; ②The company has launched more than 60 new products this year, with 49 new products already in trial use and supply. Over 30 new products in the commercial aerospace sector have completed experiments, with some products already having received orders.
Another semiconductor summit is about to be held, and the advanced packaging industry is expected to maintain a high level of prosperity.
①The 21st China International Semiconductor Exhibition (ICChina2024) will be held at the Beijing National Convention Center from November 18th to November 20th. ②Yole expects that the global advanced packaging market size is expected to increase from $46.83 billion in 2023 to $78.55 billion in 2028.
Megvii's founder appointed as the chairman of lifan technology, creating the second chongqing sokon industry group stock?
① Lifan Technology announced today the election of Yan Qi as the chairman of the sixth board of directors. Yan Qi, one of the four AI unicorns and co-founder & CEO of Megvii Technology. ② Combining Geely Group's online car-hailing service Caocao Travel, Megvii Technology's software and AI solutions, Lifan Technology is expected to build an industry chain loop and explore the commercial implementation of Robotaxi self-driving taxis.
