No Data
No Data
Bestechnic (Shanghai) Co., Ltd.'s (SHSE:688608) 4.4% Gain Last Week Benefited Both Retail Investors Who Own 29% as Well as Insiders
Bestechnic (Shanghai) Co., Ltd. (688608.SH): BES2800 has achieved mass production in the second quarter and is expected to gradually increase in quantity from the second half of this year to next year.
According to the investor relations event record disclosed by bestechnic (shanghai) co., ltd. (688608.SH) on August 1, BES2800 has achieved mass production in the second quarter and was first launched on Samsung Galaxy Buds3 Pro headphones, while other client projects are also being imported in succession, and are expected to gradually ramp up from the second half of this year to next year.
Bestechnic (Shanghai) Co., Ltd. (688608.SH): It is expected that the gross margin will continue to stabilize and gradually recover in the second half of the year.
Hengxuan Technology (688608.SH) disclosed the investor relations activity record on August 1st, according to which the company's gross margin continued to stabilize and rebound for two consecutive quarters. According to the semi-annual performance forecast, the Q2 gross margin is expected to be about 33.40%. Overall, this year's upstream costs have declined somewhat, and the industry competition pattern is relatively stable. The company's new products continue to iterate, which has a certain positive effect on the gross margin improvement. It is expected that the gross margin will remain stable in the second half of the year and gradually recover.
Bestechnic (Shanghai) Co., Ltd. (688608.SH): The smart watch/wristband chip is the fastest growing business of the company in the first half of the year.
On August 1st, GeLonghui reported that the investor relations activity record of bestechnic (shanghai) co., ltd. (688608.SH) showed that the wearable and smart home markets had shown good growth trends in the first half of the year. Downstream, TWS earphones, smart watches/wristbands, and smart home fields have all grown relatively quickly, among which smart watch/wristband chips were the fastest-growing business for the company in the first half of the year. This is mainly because the company has continuously developed new customers and products in the watch/wristband market over the past two years, and its market share has rapidly increased.
Open Source Securities: Continuous recovery of downstream demand, various SoC companies are expected to start a new phase of growth.
Affected by factors such as destocking and weak downstream demand, the performance of various SoC companies in Q2 2023 was at a low point. The destocking phase of the SoC industry is gradually ending in 2024, and downstream demand continues to recover, resulting in a significant year-on-year growth in performance in Q2 2024.
Xie Zhiyu, Feng Mingyuan, and Cui Chenlong's portfolio adjustment moves are here! Who is all in on semiconductors?
Fund managers undergo major changes!
No Data