Market Cap 10.5 billion Hong Kong dollars! Iflytek Co.,ltd. Medical enters the Hong Kong stock market, and Liu Qingfeng from Iflytek Co.,ltd. expands the capital territory with another success.
① Iflytek Co.,ltd. Medical is derived from Iflytek Co.,ltd. Focusing on the field of AI, Liu Qingfeng's Iflytek Co.,ltd. has made arrangements in multiple areas, including Education, Medical, Siasun Robot&Automation, and other fields. ② However, the AI Medical Business involves patient information, and the 'Iflytek Xiaoyi' application developed by Iflytek Medical has issues with collecting personal information beyond the scope, as reported by the Ministry of Industry and Information Technology.
Policy stimulus for 3C and home appliance demand release. Will the multiplier effect of the "trade-in" policy continue in 2025? | Year-end review.
In 2024, the implementation of the "national subsidy" policy for the exchange of old for new will effectively stimulate the demand for home appliances and Consumer Electronics. Market analysis suggests that related subsidies for the exchange of old for new are expected to continue next year, with mobile phones and more home improvement categories likely included, while the future policy-driven effects still remain to be observed.
[Market Data] The trading volume of the Hang Seng Internet Plus-Related ETF surged tenfold as five major funds teamed up to bid for Foshan NationStar Optoelectronics.
① The trading volume of several Hang Seng Index-related ETFs has significantly increased, with the Hang Seng Internet ETF (513330) showing a 1037% increase in trading volume compared to the previous trading day. ② The AI glasses concept stock Foshan NationStar Optoelectronics has received a total buy of over 0.26 billion from five leading funds.
Trina Solar Co., Ltd. collaborates with AMEA Power to implement a large-scale energy storage project in Egypt.
① This project is Egypt's first public utility-scale Battery storage system project; ② The Elementa2 platform (5MWh) has multiple advanced technological advantages, aiming to optimize performance, ensure safety, and reduce costs.
The 2025 CES Global Consumer Electronics Show is about to open, and a new round of opportunities in the Consumer Electronics Industry is on the way.
① According to media reports, the highly anticipated Technology event - the 2025 CES Global Consumer Electronics Show will grandly open in Las Vegas, USA from January 7 to 10, 2025. ② China International Capital Corporation released a Research Report stating that looking ahead to 2025, the implementation of AI across multiple terminals at the end-user side, moderate growth in the mobile phone market, and gradual upgrades in certain aspects will lead the growth of the Consumer Electronics Industry.
The Volcano Engine creates an AI voice toy, which may become one of the first applications of AI Hardware.
① It is understood that Volcano Engine has collaborated with Shanghai Fortune Techgroup to create AI voice toys, with its Wi-Fi module provided by Bestechnic (Shanghai) Co., Ltd. Tuya Inc. also participated in providing relevant modules and integration platforms. ② GF SEC analyst pointed out that the AI toy sector combines Education and companionship attributes, representing a real demand direction for AI Hardware, and is Bullish about the market potential for AI toys.