Huawei Shengsi Artificial Intelligence Framework Summit will soon be held to accelerate the prosperity of AI applications

① According to media reports, on December 14, the Shengsi Artificial Intelligence Framework Summit will be held in Beijing. ② CITIC Securities said that the model ecosystem is booming rapidly, and it is expected that in 2025, with the support of upgrading model capabilities and lowering the threshold for industrialization, combined with the implementation of applications such as agents, the commercialization of AI will continue to accelerate.

cls.cnDec 11 19:10 ET

The new Huawei foldable screen phone sold out in seconds after its release, and its market penetration rate is expected to rise rapidly.

① On December 6, Huawei officially launched the foldable screen phone Mate X6 at its global flagship store in Nanshan. After the X6 went on sale at 10:08, it sold out quickly online at the Huawei store, with all models temporarily out of stock. ② Haitong sec believes that foldable screen phones are expected to continue to improve in quality, slimness, price, and other aspects, achieving an increase in penetration rate.

cls.cnDec 8 19:04 ET

The intensive release of new products represented by the Huawei Mate 70 marks the arrival of the traditional Q4 peak season in the consumer electronics industry.

① According to media reports, Huawei's terminal BG CEO He Gang stated in an interview on the evening of December 4 that the pre-orders for the Huawei Mate70 series have exceeded 6.7 million, and due to high demand, the initial supply is still slightly insufficient. ② Shanxi stated that the fourth quarter, being the peak season for consumer electronics, will see a wave of device replacements and drive inventory stocking in related supply chains.

cls.cnDec 5 19:02 ET

Multiple billion-dollar private equity funds are conducting research on Hangzhou Hikvision Digital Technology, Luxshare Precision Industry, with Feng Liu, Deng Xiaofeng, and Lin Peng never absent.

① The proportion of hundreds of billions of private equity firms in the top ten of the private equity research ranking has decreased, with the top position being held by Zhengyuan Investment, the only private equity firm with over a thousand research visits this year; ② Overall, private equity is more focused on stocks in the star; ③ Several hundred billion private equity firms are still clustered around researching hangzhou hikvision digital technology and luxshare precision industry; ④ This year, Feng Liu has researched hangzhou hikvision digital technology three times, and Deng Xiaofeng has researched luxshare precision industry four times.

cls.cnDec 1 01:51 ET

Bestechnic (Shanghai) Co., Ltd.: Some asia vets glasses customer projects are in the import stage, and the rise of cloud-based large models is bringing new requirements to chips. | Directly hit the earnings conference

① In the first three quarters, bestechnic (shanghai) co., ltd. saw smartwatches and wristband products account for approximately 29%, a significant year-on-year increase. Looking ahead to the fourth quarter and 2025, bestechnic (shanghai) co., ltd. stated that the gross margin from sales is expected to continue improving; ② The company's inventory in the third quarter was 0.672 billion yuan, of which raw materials and work-in-progress accounted for approximately 60%, while finished products accounted for about 40%.

cls.cnNov 28 05:33 ET

The 2024 World Consumer Electronics Fair is about to open, and the smart phone market is expected to grow against the trend.

①The 2024 World Consumer Electronics Exhibition will be held at the Shenzhen Convention and Exhibition Center from November 28th to 30th, 2024. ②China Merchants Securities believes that the Android flagship phones have entered an intensive release stage, with Xiaomi, OPPO, vivo, Honor, and Huawei all having released flagship new phones in this round, all highlighting AI and optical features. Pay attention to the innovation of new phones and subsequent sales.

cls.cnNov 27 19:03 ET