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.

cls.cn19:02 ET

[Data Monitoring] The trading volume of honglietf has surged, and three leading funds have teamed up to sell off leo group co.,ltd. for nearly 0.6 billion.

① The trading volume of the two honglietf has significantly increased compared to yesterday, with the huatai-pb csi dividend low volatility etf (512890) seeing a 113% increase in trading volume. ② Several high-priced stocks were heavily sold by frontline speculators, with leo group co.,ltd. being sold off by three speculator seats totaling nearly 0.6 billion.

cls.cnDec 3 05:04 ET

Zhuhai Guanyu: solid state batteries are still in the laboratory sample stage and are currently interfacing with customers in the manned spacecraft field. | Directly hitting the earnings conference

①Currently, the company's solid state battery samples have good safety performance and cycle life. The company has participated in the Guangdong Provincial Department of Science and Technology's provincial key areas R&D program: the R&D and industrial application of quasi-solid state dynamic lithium battery. ②In the manned aircraft field, the company is also actively exploring and laying out, and is currently actively communicating with customers.

cls.cnDec 3 03:49 ET

Jiangsu has included mobile phones in the old-for-new exchange policy, which is expected to stimulate demand in consumer electronics.

① According to media reports, recently, the Jiangsu consumer subsidy was further expanded, adding 7 types of 3C products and 20 types of household appliances, which can subsidize 15% of the transaction price of the product. After the policy was released, citizens lined up for two hours to buy phones. ② According to the Tianfeng Securities Research Report, policies continue to stimulate, and the trade-in of consumer electronics products is expected to drive the release of consumer electronics demand.

cls.cnDec 2 19:03 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