The short-term differentiation of the DeepSeek Concept may continue, focusing on the rotation opportunities between high and low in AI.

Track the entire lifecycle of the main Sector.

cls.cnFeb 17 20:21 ET

Overseas giants continue to increase investment, and Institutions expect that by 2025, the penetration of AI smartphones will further accelerate.

According to reports, Samsung continues to intensify its investment in AI smartphones, and recently the Chinese version of the Galaxy S25 series was officially released, including the S25, S25+, and S25 Ultra models. According to Canalys data, the penetration rate of AI smartphones may reach 17% in 2024, and it is expected that the penetration of AI smartphones will further accelerate in 2025.

cls.cnFeb 12 18:58 ET

DeepSeek has sparked a local deployment boom of large models, and AIPC is expected to lead the way.

① With the rise in popularity of DeepSeek, there has been a surge in local deployment of large models and edge-side AI. Several AIPC-related companies have officially announced their integration with DeepSeek. ② GTJA's latest report indicates that compared to Other terminals, PCs possess productivity tool attributes, and users are more focused on performance experience, making them the preferred terminals for larger-scale local models.

cls.cnFeb 10 19:00 ET

The losses in the main business of FPC have narrowed, and the AI business has contributed to performance. Xiamen Hongxin Electronics Technology Group Inc. is expected to turn a profit in 2024 | Interpretations.

① After three consecutive years of performance losses, Xiamen Hongxin Electronics Technology Group Inc. expects a Net income of 45 million yuan to -67.5 million yuan in 2024, turning losses into profits; ② Regarding the reasons for the performance changes, the company's securities department staff stated, "The losses in the FPC segment have significantly narrowed, and the AI Business has brought in new growth."

cls.cnJan 23 09:45 ET

Shengyi Electronics: Expected to turn a profit in 2024, with a record high net profit in Q4.

① In the PCB field, leading company Siying Electronics is expected to turn profitable in 2024, with a net income attributable to the parent company of 0.113 billion to 0.171 billion yuan in the fourth quarter, setting a new quarterly high in nearly four years; ② In the growing PCB market demand, AI and HPC Servers are important driving forces.

cls.cnJan 23 09:27 ET

The PC market has achieved growth for five consecutive quarters. Institutions say the moment of AIPC transformation will begin in 2025.

According to Canalys' latest data, the PC market has achieved growth for five consecutive quarters in the fourth quarter, with total shipments of desktops, laptops, and workstations reaching 67.4 million units, a growth of 4.6%. Aixin Securities believes that AIPC Software and Hardware are co-evolving, and over the past year, major global manufacturers have continuously explored aspects such as AI enablement, product forms, and user experience, with the transformation moment opening in 2025.

cls.cnJan 14 18:48 ET