Brokerage morning meeting highlights: The construction of a national unified electrical utilities market is accelerating, bullish on three main lines.
In today's brokerage morning meeting, htsc stated that the construction of a national unified electrical utilities market is accelerating, with a bullish outlook on three main lines; Galaxy Securities indicated that 5G applications are expected to develop on a large scale, selecting high-quality symbols with improved marginal prosperity; haitong sec expressed a bullish view on the steady rise of rare earth prices.
The four associations suggest cautious procurement of usa chips, while domestic chips welcome a catalytic opportunity.
On the evening of December 3rd, the China Internet Association, China Semiconductor Industry Association, China Auto Industry Association, and China Communication Enterprises Association successively released statements, recommending caution in purchasing usa chips. East Sea Securities stated that the current domestic production rate of automotive chips in china is only about 10%, indicating significant growth potential.
The optical communication chip company Youxun Co. has started IPO guidance, with investments from China Mobile Capital, sg micro corp, and others.
① Youxun Co., Ltd. is one of the first companies in china engaged in the design of high-speed transceiver chips for optical communication, and has shipped nearly 2 billion chips to date, with products covering core transceiver cells for optical communication rates from 155M to 800G. ② The founder, Ke Binglan, once taught in the law department at Xiamen University and has "crossed" into the field of communication chip design; among the institutional shareholders of the company, Shenzhen Capital, Fujian Electronic Information Industry Fund, and Xiamen High-tech Investment are state-owned capital.
Contemporary Amperex Technology vigorously attacks the billion-dollar level "new track".
Accelerate the transformation.
The assistant general manager Huang Zhongheng is suspected of bribery. The Controlling shareholder of Chuangshi Technology received a notification from the procuratorate | Speed Reading Announcement.
① Today, Chuan Shi Technology announced that the controlling shareholder and actual controller Zhang Gengsheng received a notice from the procuratorial organ, and Zhang Gengsheng is involved in the case and is being sued. ② Director and Deputy General Manager Huang Zhongheng of Chuan Shi Technology was investigated and placed under detention in July this year.
The native hongmong system has expanded to the tablet sector, and the huawei hongmong ecosystem is expected to experience accelerated development.
On the morning of November 21, following the release of smartphones, Huawei's terminal announced on its official social platform that a tablet equipped with the native Hongmeng OS will soon debut at the Mate brand event. This marks Huawei's first expansion of the native Hongmeng OS to the tablet track.