The International Low Altitude Economic Development Conference is about to be held. Institutions suggest paying attention to the subsequent sector market trends.
The 2024 China (Xi'an) International Low Altitude Economic Development Conference will be held from November 22 to 24 at the Xi'an International Convention and Exhibition Center. Open Source Securities' Yin Shenglu stated that the low altitude economy has already experienced a vertical implementation from macro (national level industry planning) to meso (local subsidies) and then to micro (infrastructure mainframe bidding, application scenario creation), suggesting to pay attention to the subsequent sector market of the low altitude economy.
Increasing investment in machine vision, Lingyun Guang plans to acquire industrial camera assets for 0.1 billion euros with a valuation appreciation rate of 416%.
①Lingyun Guang stated that the company's acquisition of JAI's industrial camera business can stimulate synergies between the two companies in machine vision technology, products, markets, supply chain, etc.; ②In 2022 and 2023, JAI's net income was 50.42 million yuan and 34.27 million yuan respectively, showing a declining trend.
Apple plans to launch wall-mounted smart home devices, which may be released as early as March next year.
①Apple plans to launch a wall-mounted display in March next year, which can control smart home devices, participate in video calls, etc., similar to Amazon's Echo Hub; ②Renowned Apple analyst Ming-Chi Kuo revealed that Apple will debut in the smart home IP camera market for the first time, with production expected in 2026.
Tianma Microelectronics' MicroLED production line will be fully integrated by the end of the year! Several projects will enter mass production in 2025, with automotive scenarios becoming the next focus.
1. Multiple manufacturers have announced progress in MicroLED production lines, with 2025 being the first production year for multiple manufacturers. 2. Analysis shows that in scenarios such as automotive and AR, MicroLED is irreplaceable. 3. The industry believes that there are still difficulties in the large-scale application of MicroLED.
BeiZeng and Micro-Plate indexes hit record highs, with the csi 300 index and HongKong Technology Index falling, wisesoft co.,ltd. up 9%, black futures falling, offshore RMB dropping 700 points.
Lithium battery, flying autos, military industry, siasun robot&automation and other sectors led the gains; reits, insurance, banks, diversified finance and other sectors led the declines;
China has made significant progress in the photon industry, with a broad future development space for silicon photonics technology.
①The "Photon Technology Frontier Blue Book" jointly released by the Xi'an Institute of Optics and Precision Mechanics of the Chinese Academy of Sciences and China Innovation Star shows that from 2014 to 2023, China has made significant progress in multiple fields in the global photon industry development. ②According to the Open Source Securities research reports, silicon photonics technology with CMOS process compatibility, high integration, and waveguide characteristics has great development potential in areas such as asia vets, optical computing, and consumer electronics.