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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.
Tesla's Robotaxi is about to debut, analyzing the core beneficiary symbols.
Tesla will hold the Robotaxi autonomous driving taxi unveiling event on October 11th Beijing time.
After three consecutive years of losses, suzhou jinfu technology sold assets to change tracks. Can they turn the tables with a 'survival by cutting off the arm' strategy? | Speed reading announcement
1. Suzhou Jinfu Technology sold 53.42% of its shares in Shenjie Environmental Protection for 0.507 billion yuan. The performance of this subsidiary did not meet expectations and lacked synergy with the main business. 2. Recently ventured into the electrochemical materials business, the company increased its capital in Jintianchi by 71 million yuan, claiming it aligns with the company's global strategy. 3. The net income has been continuously incurring losses since 2021, and the company previously stated it would increase investment in differentiated niche product categories.
Consumer electronics are warming up, AI server demand is rising, and the MLCC industry is experiencing a moderate recovery.
According to media reports, after experiencing a prolonged two-year downturn, MLCC has begun to see a relatively mild recovery, with total shipments from related manufacturers increasing by 5.4% in the second quarter.
Huawei's foldable phone pre-order has exceeded 3 million, and the industry has entered a period of stable growth.
Huawei Mate X Foldable Phone, which was available for pre-order on Huawei Store starting from September 7th, 12:08, has already received over 3 million reservations, reaching 3.137 million people. According to Debang Securities, mainstream smart phone manufacturers have largely completed the layout and iteration of their foldable screen product lines, and the foldable screen phone industry is gradually entering a stable growth period.
In the second quarter, Huawei ranked first in global wrist-wearing market shipments, and smart wearable devices may become a new frontier for AI implementation.
① According to data released by IDC, in the second quarter of 2024, Huawei shipped 8.883 million units in the global wrist device market and 5.965 million units in the Chinese market, making it number one in the global and Chinese wristband markets. ② Shanxi Securities believes that leading domestic consumer electronics manufacturers are optimistic about the future of wearable devices. As end-side AI technology continues to mature, wearable devices will become a new frontier for AI implementation.
Foldable screen phones catalyze the maturity of titanium alloy 3d printing technology, which is expected to become the next trend in consumer electronics.
Open source securities machinery team believes that, on the one hand, 3d printing is a confirmed industrial trend, with 2024-2026 being a stage of accelerated volume expansion. On the other hand, the pullback range of 3d printing core symbol has approached 40%, and the next thematic direction for consumer electronics may be "titanium alloy 3d printing".
The Huawei Mate 70 is expected to be released in November. There is hope for a new wave of phone upgrades.
①According to media reports, informed sources said that Huawei's flagship phone Mate 70 is expected to be released around November this year. ②Ping An Securities released a research report stating that Android phone manufacturers will follow Apple's lead in launching new AI phones. AI phones are expected to become the next wave of phone replacement after 5G, and related industry chain companies are expected to continue to benefit.
A new foldable screen phone has been exposed, and institutions believe that foldable terminals have the potential to open up a larger market space.
①Transsion's brand Tecno recently showcased the Phantom Ultimate 2 foldable phone, equipped with 2 hinges, 3 panels, and a thickness of 11 millimeters when folded. ②East Money Information Securities stated that with the gradual iteration and updates of technologies such as Huawei's tri-fold screen patent, foldable terminals are expected to open up a larger market space.
TCL Corporation is making a comeback.
Performance is improving.
Industry giants continuously catalyze new products, and the sentiment of the consumer electronics sector is expected to be further strengthened.
Apple will hold its largest product launch event of the year on September 9th local time, where the company will unveil its latest iPhone, watch, and AirPods. Consumer electronics giants are expected to release new products in September, which will further catalyze sector sentiment. Huafu Securities stated that consumer electronics are currently experiencing a short-term stabilization and recovery, with the AI-driven industry innovation cycle approaching and the continuous catalyst of new products from industry leaders.
AI phone drive thermal material upgrade, related products are expected to see simultaneous increase in volume and price.
①One of the world's largest consumer electronics exhibitions, the Berlin Consumer Electronics Show (IFA) 2024, will open on September 6th. This year marks the 100th anniversary of the event. ②Minsheng Securities believes that the localized running of large models poses new challenges for the power management and heat dissipation efficiency of AI terminals, driving the upgrade of heat dissipation materials.
The game "Black Myth: Wukong" continues to be popular and is expected to drive increased demand for cloud gaming.
gtja believes that on August 20, 2024, the game "Black Myth: Wukong" produced by Game Science will be launched, and the topic of the product will continue. It is expected to break through the circle and attract more non-traditional console game players who do not have hardware requirements to experience cloud gaming.
ODM and OEM business driving the company's sales scale growth. Lens Technology's net income in the first half of the year increased by 55% YoY. | Interpretations
① The consumer electronics industry has shown a clear trend of recovering terminal demand, with lens technology's net income in the first half of the year increasing by more than fifty percent year-on-year. ② With the continuous innovation of AI smartphones by major mobile phone brands, it may drive the arrival of a new round of replacement cycles, and companies related to the industry chain are expected to benefit.
TCL Huaxing shakes up the esports display market.
Esports displays now account for more than half of the market.
JD Is Seriously Undervalued? DCF, PE, P/GMV Valuations Tell You the Answer.
December 24 review: With sufficient reserve momentum this week, next week saw a substantial increase in trading volume as block orders targeted 5 stocks.
On December 24th, the three major indices opened higher and then fell back, with the Shanghai Composite Index maintaining a low consolidation, while the ChiNext Price Index led the decline in the two cities. In terms of sectors, the medical sector collectively surged, with traditional Chinese medicine stocks leading the gains, while food processing, retail, and other consumer stocks were active against the trend; new energy sectors such as lithium batteries, photovoltaics, and energy storage all fell across the board, with the heavyweight Contemporary Amperex Technology dropping over 9% intraday. The indices continued to weaken in the afternoon, with the ChiNext Price Index's decline expanding to 2.7% at one point. Stocks related to nurturing diamonds and the non-fungible token (NFT) concept surged, while sectors like autos, rare earths, fluorine chemicals, and digital currency remained sluggish. Overall, market sentiment is cooling, and individual stocks are showing a general downward trend in the two cities
Market Chatter: TCL Unit Earmarks $1.6 Billion to Develop Next-Generation Displays