Guoli Holdings: A cooperation agreement has been signed with leading domestic solid state battery companies, and the downstream semiconductor market continues to expand | Directly addressing the earnings conference.
① The chairman of Guoli Group, Yin Jianping, stated that Guoli Group will engage in deep cooperation with leading companies in solid state battery technology in areas such as technology research and development, market expansion, and brand collaboration; ② Yin Jianping mentioned that many clients' innovative projects will seek cooperation with Guoli Group, but the expansion of new business must also evaluate the risks of project development.
Lishui State-owned Assets Auctioning the shares of the wafer factory, Guoxinwei may become a holding subsidiary of shenzhen minde electronics technology. Latest post-investment valuation is 0.61 billion.
Shenzhen Minde Electronics Technology announced that it plans to use its own funds or self-raised funds to participate in the bidding for 4.9180% equity of Goshen Micro held by Lishui Green Fund, with a starting price of RMB 35.5 million; Goshen Micro has been established for just over three years, with a latest post-investment valuation of 0.61 billion yuan. The revenue and net income from January to July 2024 were 3.02 million yuan and -87.56 million yuan respectively.
Involved in a major restructuring! Plans to acquire assets of display driver chips. shenzhen yitoa intelligent control will suspend trading starting tomorrow | Quick read announcement.
① Shenzhen Yitoa Intelligent Control intends to acquire control of Aisens Company, with trading suspended starting tomorrow; this trade involves a significant restructuring. ② Aisens is an industry-leading display chip design company, and Shenzhen Yitoa Intelligent Control emphasizes the importance of the industrial synergy between both parties. ③ In recent years, Shenzhen Yitoa Intelligent Control has entered the display driver chip market.
Approaching a 20cm limit down! This week, 10 listed companies announced that the company or related parties are under investigation by the CSRC, with popular chip stock infotmic co.,ltd included.
① infotmic co.,ltd announced on October 23 that personnel related to the restructuring were investigated for suspected insider information leaks, with a total of 10 listed companies announcing this week that the company or related parties were investigated by the China Securities Regulatory Commission (see table); ② The notice of investigation dealt a heavy blow to multiple stocks, with Nanwei Stock, New Titan Biology, and china harzone industry corp. respectively dropping 5.53%, 8.11%, and 11.79% the following day.
Technology stocks are experiencing another outbreak igniting bullish sentiment in the market, seizing intraday rotation opportunities remains crucial.
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Ruikeda: Orders in the third quarter have increased compared to the previous quarter, and the flying car project is progressing. Earnings conference in progress.
①In terms of gross margin in the third quarter, the company's chairman stated that with the fall in prices of major raw materials, the continuous growth in revenue scale, and the reinforced control of various cost expenses, the company's cost pressure has been somewhat relieved, and the gross margin has rebounded somewhat; ②Ruike has solutions for high-speed copper cable products for high-speed data transmission, and is currently communicating with customers about the product plan.