goertek inc. plans to spin off its subsidiary for listing in Hong Kong, further deepening its long-term cooperation with international customers.| Speed read announcement
Goertek Inc. announced that it plans to spin off Goertek Micro and list it on the Hong Kong Stock Exchange's main board; Goertek Micro had previously attempted to list on the gem IPO in 2021, but terminated in May of this year; Goertek Inc. stated that the decision to list Goertek Micro in Hong Kong was a cautious decision made after comprehensive consideration, and it will have a positive interaction with Goertek Inc.'s business in the future.
Huawei's foldable phone pre-order has exceeded 3 million, and the industry has entered a period of stable growth.
Huawei Mate X Foldable Phone, which was available for pre-order on Huawei Store starting from September 7th, 12:08, has already received over 3 million reservations, reaching 3.137 million people. According to Debang Securities, mainstream smart phone manufacturers have largely completed the layout and iteration of their foldable screen product lines, and the foldable screen phone industry is gradually entering a stable growth period.
shenzhen transsion holdings co., ltd.'s financial officer has been detained, serving for as long as 10 years.
①Xiao Yonghui has been the Chief Financial Officer of shenzhen transsion holdings co., ltd. since January 2014. The lawyer said that being placed under coercive measures means that the relevant parties may be subject to coercive measures by the supervisory authorities due to suspicion of illegal or criminal activities. ②Shenzhen Transsion Holdings Co., Ltd. has had outstanding performance in recent years, but it still faces challenges at present.
Lenovo will showcase its new generation of AIPC products. It is expected that the shipment volume of AIPC will double next year.
① Lenovo's official WeChat account announced that it will participate in the 2024 Berlin Consumer Electronics Show (IFA) on September 5th, showcasing the new generation of AIPC products. ② Huaxi Securities believes that at the current stage, AIPC is in the stage of accelerated industry penetration, and 2024 is expected to be the year of large-scale AIPC shipments.
asia vets wearable device category is expanding rapidly, and the related industry chain is expected to experience explosive growth.
Huajin Securities stated that with the development of technology, the categories of wearable devices are also expanding rapidly. Wearable devices continue to evolve, and the related industry chain is expected to experience explosive growth.
Major industry players plan to increase the AI PC shipment volume to 40% next year, with the top three already releasing impressive financial reports. Institutions have stated that the future penetration rate of AI PC is promising.
① By the third quarter of 2025, Acer will increase the share of Copilot+ PC in delivery volume to 40%; In the second quarter of 2024, the global shipments of AI PC were 8.8 million units, accounting for 14% of the total PC shipments; ② Canalys predicts that the shipment volume of AI PC in 2024 will reach 44 million units, and it is expected to reach 0.103 billion units in 2025.
The Huawei Mate 70 is expected to be released in November. There is hope for a new wave of phone upgrades.
①According to media reports, informed sources said that Huawei's flagship phone Mate 70 is expected to be released around November this year. ②Ping An Securities released a research report stating that Android phone manufacturers will follow Apple's lead in launching new AI phones. AI phones are expected to become the next wave of phone replacement after 5G, and related industry chain companies are expected to continue to benefit.
Shenzhen Transsion Holdings Co., Ltd. released its semi-annual report: Q2 performance declined compared to the previous quarter, planning to generously distribute a mid-term dividend of 1.7 billion yuan.
In the first half of the year, Shenzhen Transsion Holdings Co., Ltd. achieved revenue of 34.56 billion yuan, a year-on-year increase of 38.07%, and a net income attributable to the parent company increased by 35.70% year-on-year. However, both the revenue and net income of Q2 decreased compared to Q1. Shenzhen Transsion Holdings Co., Ltd. plans to distribute a cash dividend of 1.694 billion yuan for the year, the highest total dividend among the star companies that have announced their mid-term dividend plans for 2024.
Industry giants continuously catalyze new products, and the sentiment of the consumer electronics sector is expected to be further strengthened.
Apple will hold its largest product launch event of the year on September 9th local time, where the company will unveil its latest iPhone, watch, and AirPods. Consumer electronics giants are expected to release new products in September, which will further catalyze sector sentiment. Huafu Securities stated that consumer electronics are currently experiencing a short-term stabilization and recovery, with the AI-driven industry innovation cycle approaching and the continuous catalyst of new products from industry leaders.
AI phone drive thermal material upgrade, related products are expected to see simultaneous increase in volume and price.
①One of the world's largest consumer electronics exhibitions, the Berlin Consumer Electronics Show (IFA) 2024, will open on September 6th. This year marks the 100th anniversary of the event. ②Minsheng Securities believes that the localized running of large models poses new challenges for the power management and heat dissipation efficiency of AI terminals, driving the upgrade of heat dissipation materials.
Operating costs total nearly one billion yuan, Guangzhou Shiyuan Electronic Technology's revenue increased in the first half of the year but did not increase profit | Interpretation of financial report
①Guangzhou Shiyuan Electronic Technology's first-half revenue increased but did not increase profit, with total operating costs rising by over 20% to reach 9.663 billion yuan compared to the previous year. ②The net cash flow from operating activities in H1 was negative, the company stated that this was mainly due to preparing for price increases and increasing raw material inventory as well as increasing finished goods inventory to meet peak season deliveries.
ODM and OEM business driving the company's sales scale growth. Lens Technology's net income in the first half of the year increased by 55% YoY. | Interpretations
① The consumer electronics industry has shown a clear trend of recovering terminal demand, with lens technology's net income in the first half of the year increasing by more than fifty percent year-on-year. ② With the continuous innovation of AI smartphones by major mobile phone brands, it may drive the arrival of a new round of replacement cycles, and companies related to the industry chain are expected to benefit.
Guoguang Electric's Q2 net profit increased by over 159% QoQ, with speakers and amplifiers being the main source of revenue. Interpretations of the financial report.
Guoguang Electric's net income increased by more than 60% year-on-year in the first half of this year, and audio speakers accounted for more than 80% of revenue. The company stated that the increase in H1 revenue was due to the increase in revenue from audio and sound business. Its Q2 2024 net income increased by 159% compared to the previous quarter. A person from Guoguang Electric's securities department said that the second and third quarters are usually the company's peak season.
Various AI applications in different categories are constantly emerging domestically, and the prosperous AI ecosystem may drive related companies' explosive performance.
On August 19, the jointly established "AIGC (Generative Artificial Intelligence) Joint Innovation Laboratory" by the China Central Broadcasting and Television General Station and Zhejiang University was unveiled. Hao Jin Securities' Ni Shuang said that the pace of large-model releases is gradually slowing down, and the development of AI applications in various categories is intense and gradually showing advantages in overseas markets, which may promote the construction of the AI ecosystem.
A-share "Wood Brother" released a quarterly report, Liu Yuanhai's "Fanhua" may not be understandable to everyone.
Ranked in the top ten of the same category in the past three years.
The Shanghai and Shenzhen Exchange announced that the IPOs of Goerwei and Ola shares were terminated
On the evening of May 27, the Shenzhen Stock Exchange and the Shanghai Stock Exchange respectively terminated the IPO reviews of Goerwei and Ola shares.
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