Policy stimulus for 3C and home appliance demand release. Will the multiplier effect of the "trade-in" policy continue in 2025? | Year-end review.

In 2024, the implementation of the "national subsidy" policy for the exchange of old for new will effectively stimulate the demand for home appliances and Consumer Electronics. Market analysis suggests that related subsidies for the exchange of old for new are expected to continue next year, with mobile phones and more home improvement categories likely included, while the future policy-driven effects still remain to be observed.

cls.cnDec 29, 2024 10:17 ET

【Illustration of Bull and Bear Stocks】The Copper cable high-speed connection Concept is performing strongly against the trend, with ZTE's Block Orders net Inflow reaching 6.198 billion yuan.

① This week, the three major A-share Indices continued the pullback trend from last week, and the market Volume has noticeably shrunk; ② The WeChat small store Concept stocks had significant gains, with Hunan Friendship & Apollo Commercial's weekly increase at 61.30%; ③ Domestic companies are increasingly demanding high-speed Copper cables in the fields of Asia Vets connected Autos, industrial automation, and Datacenter.

cls.cnDec 22, 2024 05:26 ET

The Volcano Engine creates an AI voice toy, which may become one of the first applications of AI Hardware.

① It is understood that Volcano Engine has collaborated with Shanghai Fortune Techgroup to create AI voice toys, with its Wi-Fi module provided by Bestechnic (Shanghai) Co., Ltd. Tuya Inc. also participated in providing relevant modules and integration platforms. ② GF SEC analyst pointed out that the AI toy sector combines Education and companionship attributes, representing a real demand direction for AI Hardware, and is Bullish about the market potential for AI toys.

cls.cnDec 19, 2024 19:01 ET

Jointly developing Solid State Battery, Sunwoda Electronic partners with Xiamen Tungsten New Energy | Quick Read Announcement.

1. Sunwoda Electronic and Xiamen Tungsten New Energy have signed a "Global Strategy Cooperation Framework Agreement" focused on the research and development of Solid State Battery electrolytes and related materials; 2. Currently, Sunwoda Electronic's Solid State Batteries are in the laboratory stage, and Xiamen Tungsten New Energy is collaborating with battery companies to develop a brand new structure for Cathode Material.

cls.cnDec 12, 2024 09:55 ET

Multiple billion-dollar private equity funds are conducting research on Hangzhou Hikvision Digital Technology, Luxshare Precision Industry, with Feng Liu, Deng Xiaofeng, and Lin Peng never absent.

① The proportion of hundreds of billions of private equity firms in the top ten of the private equity research ranking has decreased, with the top position being held by Zhengyuan Investment, the only private equity firm with over a thousand research visits this year; ② Overall, private equity is more focused on stocks in the star; ③ Several hundred billion private equity firms are still clustered around researching hangzhou hikvision digital technology and luxshare precision industry; ④ This year, Feng Liu has researched hangzhou hikvision digital technology three times, and Deng Xiaofeng has researched luxshare precision industry four times.

cls.cnDec 1, 2024 01:51 ET

Nanchip Technology: This year, the auto electronics business has grown rapidly, with key breakthroughs in the BMS and Display Power product lines | Highlights from the earnings conference.

At the Nanxin Technology earnings conference, the director and general manager, Ruan Chenjie, stated that the BMS and Display Power product lines have achieved key breakthroughs, with strong growth momentum, and the future business scale is expected to continue to rise rapidly. Ruan Chenjie mentioned that the company's revenue and net income in the first three quarters have all exceeded last year's full-year level, and it is expected that the annual revenue and profitability situation will achieve better results.

cls.cnNov 25, 2024 06:44 ET