In the second quarter, Huawei ranked first in global wrist-wearing market shipments, and smart wearable devices may become a new frontier for AI implementation.
① According to data released by IDC, in the second quarter of 2024, Huawei shipped 8.883 million units in the global wrist device market and 5.965 million units in the Chinese market, making it number one in the global and Chinese wristband markets. ② Shanxi Securities believes that leading domestic consumer electronics manufacturers are optimistic about the future of wearable devices. As end-side AI technology continues to mature, wearable devices will become a new frontier for AI implementation.
Zhejiang Lante Optics: The micro prism production line is operating at full capacity, and the AR glasses project research is underway. | Directly focus on the earnings conference.
①As of the end of the reporting period, zhejiang lante optics' micro-prism industrial base expansion project has cumulatively raised 13.7 billion yuan in funds, and the expansion project has reached the designated available status and has been put into use as a whole in July 2024; ②In the first half of the year, zhejiang lante optics added a large amount of fixed asset investment, a substantial increase in the number of employees, and the increase in equipment depreciation and employee compensation have certain impacts on the profit level of the optical prism business.
In August, 17 listed companies bid farewell to A shares! ST Xudian and other stocks received a pre-notice of termination of listing, * ST Yaxing will become the first voluntarily delisted company this year.
①*ST Weichuang, *ST Xudian, Guangdong Highsun Group have received notices of delisting this month; ②*ST Yazhou will become the first actively delisted listed company this year; ③In August, a total of 17 listed companies, including Pengdu Agriculture & Animal Husbandry and China Grand AutomotiveServices Group, have been delisted. Please refer to the list of A-share listed companies delisted in August (attached table).
TCL Corporation is making a comeback.
Performance is improving.
Jilin oled material tech's net income in Q2 was a loss of 3.2 million yuan. The 8.6-generation linear evaporation source equipment is currently undergoing prototype testing and market development.
① Jilin OLED Material Tech's Q2 revenue decreased by 2.90% YoY, and its net income attributable to shareholders decreased by 219.75% YoY; ② Due to the impact of the construction cycle of the 6th generation production line, Jilin OLED Material Tech's revenue from evaporation source equipment business in the first half of this year decreased by 29.48% YoY; ③ By the end of the first half of this year, Jilin OLED Material Tech has completed the prototyping of an 8.6th generation linear evaporation source and is currently conducting performance, parameter testing, and market development.
TCL Huaxing shakes up the esports display market.
Esports displays now account for more than half of the market.