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.
Zhejiang Dahua Technology's H1 net profit declined, with overseas revenue exceeding domestic revenue for the first time | Interpretations
①Zhejiang Dahua Technology achieved a net income of 1.81 billion yuan in the first half of the year, a year-on-year decrease of 8.42%; ②Overseas income increased by 9.08% year-on-year, accounting for 50.35% of revenue; ③The gross margin of smart IoT products and solutions, as well as innovative business, all decreased compared to the same period last year.
Business expansion is affected, with Beijing Supermap Software's net profit falling by over 30% in the first half of the year. The company is "very optimistic" about the low-altitude market. | Interpretations
①In the first half of this year, Beijing Supermap Software achieved revenue of 0.637 billion yuan, a decrease of 7.76% year-on-year, and net income attributable to shareholders of 0.034 billion yuan, a decrease of 35.99%; ②The company attributes the decline in performance to the macro environment and the progress of business expansion, and the proportion of the second half of the year's revenue is higher than that of the whole year; ③The company previously announced that it is cooperating with Sichuan Jiuzhou Electric Investment Holding Group Co., Ltd., and is optimistic about the market for low-altitude flying.
Various AI applications in different categories are constantly emerging domestically, and the prosperous AI ecosystem may drive related companies' explosive performance.
On August 19, the jointly established "AIGC (Generative Artificial Intelligence) Joint Innovation Laboratory" by the China Central Broadcasting and Television General Station and Zhejiang University was unveiled. Hao Jin Securities' Ni Shuang said that the pace of large-model releases is gradually slowing down, and the development of AI applications in various categories is intense and gradually showing advantages in overseas markets, which may promote the construction of the AI ecosystem.
The curtain opens for the large-scale construction of integrated vehicle-road cloud with a series of approved demonstration projects.
In the past few months, many local governments have launched "vehicle-road-cloud integration" projects one after another. The first batch of pilot cities, including Beijing, Wuhan, Changchun, Fuzhou, and Inner Mongolia Erdos Resources, have successively approved demonstration projects. Huaxin Securities pointed out that the prelude to the large-scale construction of vehicle-road-cloud integration has been opened, and the industry is about to usher in a period of rapid development.
CoStar Group Stock Sinks 6% After Hours as EPS Falls Year Over Year