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Tianfeng: New AI momentum drives industry growth acceleration, bullish on the communication industry to continue high prosperity and accelerate growth each quarter.
In terms of net income, the overall net income of communications equipment in Q3 2024 increased by 18% year-on-year, a significant reversal compared to the -16% in Q3 2023, reflecting a rapid recovery in industry profitability amid the transition between old and new driving forces.
Henan Shijia Photons Technology: AI-related demand continues to grow strongly, with the production capacity of the Thai subsidiary ramping up|Live coverage of the earnings conference
①The company stated that henan shijia photons technology's subsidiary in Thailand has started operation in August 2024, engaged in the production and sale of optical devices, indoor optical cable products, as well as other products of the parent company. It is currently in the stage of increasing production capacity. ②Ge Haiquan pointed out that in terms of the market structure of optical chips, with the continuous expansion of the market size, competition intensifies, promoting an increase in market concentration.
SHIJIA KOTOKO: THIRD QUARTER REPORT 2024
Third Quarter Report 2024
Henan Shijia Photons Technology (688313.SH): Not involved in AI glasses related business.
Henan Shijia Photons Technology (688313.SH) stated on the investor interaction platform on August 21 that the company has relevant technology reserves, but due to market and other reasons, it is currently not involved in AI glasses related business.
Half-year report for the year 2024.
