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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.
jilin oled material tech: Photoresist PSPI material is currently being tested by the top panel manufacturers to advance the transformation of 6th generation line evaporation source equipment|Direct coverage of earnings conference
① Jilin OLED Material Tech is laying out 8.6-generation AMOLED linear evaporation source equipment. Its chairman and general manager, Xuan Jingquan, stated that the promotion of high-generation equipment in the market is progressing in an orderly manner, with some revenue from the transformation of 6-generation evaporation source equipment already confirmed this year; ② In recent years, Jilin OLED Material Tech has extended its business into the fields of packaging materials and photoresists. Its photoresist PSPI material has begun to supply and is advancing testing work with leading panel companies.
The Huawei Mate brand ceremony will be held on November 26, and industry chain companies are welcoming development opportunities.
① Huawei Terminal announced that the Huawei Mate brand ceremony will be held on November 26 at 14:30. Meanwhile, the Huawei Mate 70 series of phones has officially debuted, and reservations for the new devices in the series are now open. ② Open-source securities pointed out that with the stabilization of the supply chain and breakthroughs in research and development, Huawei's phone shipment volume is expected to reach 80 million to -90 million units by 2025.
Another major battery player is entering the solid state battery industry, which may give birth to significant investment opportunities.
eve energy co.,ltd. expressed on the interactive platform that the company has already carried out technical layout in the field of solid state batteries and made relevant industrial planning. The company plans to achieve a technological breakthrough in 2026, launching high-power, high environmental tolerance, and absolutely safe all solid state batteries, mainly used in the hybrid power field.
Buffett Trims Apple, Bank of America; Picks Two New Favorites
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.
taiwan semiconductor's CoWoS packaging capacity is in short supply, and the advanced packaging industry remains highly prosperous.
taiwan semiconductor has obtained nvidia's consent to increase prices next year, with the possibility of a maximum 5% price increase for the 3nm process and a price increase of approximately 10% to 20% for CoWoS packaging. citic sec believes that advanced packaging technology has become an important path beyond the 'post-Moore era' and 'Moore's Law'. Focus on manufacturers and assembly and testing companies deploying advanced packaging technology, as well as supply chain related equipment manufacturers.
The convergence of big finance and technology may continue to lead the bullish trend.
Track the entire lifecycle of the main sector.
[Data Watching] Trading volume of multiple broad-based index ETFs surged, ofilm group co., ltd. was dumped by a "mysterious seat" nearly 1 billion.
①The trading volume of multiple csi 300 index, csi 500 index and csi 1000 index increased significantly compared to yesterday, with the trading volume of Guangfa300 ETF Fund (510360) increasing by 168% compared to the previous day. ②Consumer electronics concept stock ofilm group co., ltd was sold by the swhy anhui branch for 0.977 billion, and this branch had relatively few appearances on the previous list.
Technology stocks are experiencing another outbreak igniting bullish sentiment in the market, seizing intraday rotation opportunities remains crucial.
Track the entire lifecycle of the main sector.
Huawei's new asia vets smartwatch is about to be released, poised to become a new outlet for AI landing.
①According to the official news from Huawei Terminal, the new extraordinary exploration smartwatch from Huawei will be released at the Huawei Full-Scene New Product Launch Event on October 22. ②Shanxi Securities believes that the launch of the new TruSense system by Huawei indicates that leading domestic consumer electronics manufacturers are bullish on the future of wearable devices. With the continuous maturation of edge AI technology, wearable devices will become a new outlet for AI implementation.
Consumer electronics season accelerates recovery, lens technology Q3 net profit increases by more than 30% | Quick Read Announcement
1. In the second half of the consumer electronics industry entering the traditional peak season, Lens Technology achieved double growth in revenue and net income in the first three quarters. 2. This year, flagship phones will be intensively released in Q4, combined with AI applications to strengthen this round of replacement cycle, the industry chain prosperity is expected to continue to improve.
TCL Huaxing's new flagship is coming.
The first printed oled product is expected to be officially mass-produced by the end of the year.
It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.
①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.
The 'annual flagship battle' in the mobile phone industry is kicking off, and the industry chain is expected to usher in a revival of prosperity.
① The smartphone industry's “flagship battle of the year” has begun. In addition to Huawei, leading mobile phone brands such as vivo, OPPO, and Honor all released new flagship phones in October. ② Open Source Securities said that with supply chain stability and R&D breakthroughs, Huawei's mobile phone shipments are expected to reach 80-90 million units by 2025.
[Data Analysis] Short positions of IH and IF stock index futures reduced significantly, institutions and speculative funds collaborate to seize opportunities in ofilm group co., ltd.
1. Short positions in IH and IF main contract futures have reduced by nearly 3000 lots, with a significant reduction compared to long positions. 2. Consumer electronics concept stock ofilm group co., ltd. received buy orders from institutions exceeding 50 million, and also received a buy order of 0.257 billion from china securities co.,ltd. peking chaowai street business department.
Toread Holdings Group's net profit in the first three quarters is expected to more than double. Can the chip business bear the heavy responsibility? | Interpretations
1. Toread Holdings Group's net income for the first three quarters was 95.5021 million yuan to -0.108 billion yuan, a year-on-year increase of 107.23% to 133.27%; 2. The company stated that the core driver of the performance growth in the first three quarters was the implementation of the global strategy of developing dual main businesses in outdoor and chip sectors; 3. The company's chip products mainly include current products that focus on IC design for touch chips across all categories, as well as Mini LED display driver IC design.
One word limit up! tianjin jingwei huikai optoelectronic plans to increase its shareholding in Norcmicro to 17%, focusing on investment value or to help related parties "get rid of the rut"? The company responds in this way.
①Tianjin Jingwei Huikai Optoelectronic announced that it plans to acquire the equity of the partnership enterprise held by the 38th partner of Nouxinshi for 0.1203 billion yuan. After the transaction is completed, it will collectively control 17.1125% equity of Nousiwei Micro. ②Regarding the role of Nouxinshi between the two main companies, a staff member of the securities department of Tianjin Jingwei Huikai Optoelectronic said: "It is like a holding platform for related parties, company employees, and other parties."
The world's first humanoid siasun robot&automation factory has started production. Companies in the component segment are expected to benefit first.
According to media reports, Agility Robotics announced last year the construction of the world's first humanoid robot factory, RoboFab. It is reported that the factory has officially started assembling robots. National Investment Securities stated that the learning ability of robots in software algorithms is constantly strengthening, industrial application scenarios are constantly breaking through, and humanoid robots are expected to enter the mass production stage quickly.
Nvidia's stock price hits a new high, and the prosperity of computing power industry chain continues to improve.
Nvidia's stock price rose more than 4%, hitting the highest intraday level since July 11th. Previously, Hon Hai Group revealed that there is a huge demand for Nvidia's Blackwell platform.