goertek inc. plans to spin off its subsidiary for listing in Hong Kong, further deepening its long-term cooperation with international customers.| Speed read announcement
Goertek Inc. announced that it plans to spin off Goertek Micro and list it on the Hong Kong Stock Exchange's main board; Goertek Micro had previously attempted to list on the gem IPO in 2021, but terminated in May of this year; Goertek Inc. stated that the decision to list Goertek Micro in Hong Kong was a cautious decision made after comprehensive consideration, and it will have a positive interaction with Goertek Inc.'s business in the future.
August electric vehicle sales: BYD sold nearly 0.38 million units, sokon industry group stock surged nine-fold year-on-year.
①After surpassing a 50% market penetration rate in July, the market penetration rate of new energy vehicles further increased in August, achieving a steady and robust development with a "step-by-step" approach. ②In August, BYD not only broke its own monthly sales record, but also achieved the highest year-on-year growth rate of the year. ③Chery Automobile and Chongqing Sokon Industry Group Stock achieved year-on-year retail sales growth of 251.5% and 912.3% in August respectively.
In August, the penetration rate of new energy exceeded 50% again, with byd company limited and chongqing sokon industry group stock leading the way. China Association of Automobile Manufacturers: Adjusting the annual sales volume expectations upwards.
①The China Passenger Car Association released data showing that the narrow definition of passenger vehicle retail sales in August was 1.905 million units, a year-on-year decrease of 1.0%. ②Looking ahead for the whole year, the China Passenger Car Association will provide specific numbers for the expected increase in the electric vehicles market after comprehensive assessment.
Si Linjie plans to acquire Ke Kai Electronics, but the latter's gem IPO fails.
① Kejie Electronics' revenue in the first half of 2023 reached 0.161 billion, with a net income of 96.9473 million. ② The controlling shareholders of Kejie Electronics are Wang Jianhui, Wang Jiangang, Wang Xin, and Wang Kexi, who have signed a "Joint Action Agreement". ③ Kejie Electronics has implemented significant cash dividends, with cash dividends of 4.5 million yuan and 87.2 million yuan in 2020 and 2021 respectively.
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.
Lenovo will showcase its new generation of AIPC products. It is expected that the shipment volume of AIPC will double next year.
① Lenovo's official WeChat account announced that it will participate in the 2024 Berlin Consumer Electronics Show (IFA) on September 5th, showcasing the new generation of AIPC products. ② Huaxi Securities believes that at the current stage, AIPC is in the stage of accelerated industry penetration, and 2024 is expected to be the year of large-scale AIPC shipments.