This week, 14 more companies have been added! Goertek Inc. and several other stocks have disclosed their shareholding repurchase and refinancing plans, here is a list of the relevant A-shares.
① The Share Buyback and Shareholding via re-loan continues to be implemented. According to incomplete Statistics, as of the time of writing, 14 listed companies have disclosed relevant information on Share Buyback and Shareholding via re-loan (attached table); ② The related Shareholders of Goertek Inc. and China Northern Rare Earth received the highest special loan amount, with the loan amount not exceeding 0.9 billion yuan.
Overall shipment volume growth, Shenzhen Transsion Holdings Co., Ltd. experienced a rebound in performance in Q4 2024, but the gross margin declined for the entire year.
① After experiencing performance declines for two consecutive quarters, Shenzhen Transsion Holdings Co., Ltd. showed growth in both year-on-year and quarter-on-quarter performance in the fourth quarter of 2024. However, there was a year-on-year decline in non-recurring net income and EPS; ② Recently, Shenzhen Transsion Holdings Co., Ltd. announced it will launch smart glasses, flagship smartphones, and laptops at MWC 2025. According to projects disclosed by the Shenzhen Municipal Bureau of Industry and Information Technology, the company is expanding its industrial land.
TCL has entered the Olympic "TOP Program."
Provide key support for TCL to build a world-class brand.
The demand for AI Education Hardware is expected to continue to grow as educational companies intensively integrate with the DeepSeek large model.
① Recently, leading companies such as Xueersi, NetEase Youdao, Offcn Education Technology, Yuanfudao, and Zuoyebang have announced the integration of the DeepSeek large model. ② Zheshang pointed out that, empowered by AI and other Asia Vets applications, the demand for Consumer Hardware in education is expected to continue growing, thereby driving the sustained growth of the learning machine market size.
DeepSeek accelerates the deployment of AI glasses, which may become the next terminal to exceed 100 million units in shipment.
1. Research Reports from Institutions indicate that DeepSeek is accelerating the application of AI glasses. 2. Huaxi states that AI glasses are flourishing, and the future market potential is enormous. General AI smart glasses (AI audio/video glasses + AR glasses) are expected to be comparable to smartphone shipments in the long term.
Xiaomi is taking the stage! DeepSeek ignites the "Hundred Mirrors War" as Consumer Electronics welcomes a new opportunity.
① The official Weibo of Xiaomi glasses has been launched, but no content has been published so far; ② Lei Jun expects the product's shipment volume to be "over 300,000 units." ③ Brokerages point out that AI glasses are likely to become a scenario where AI applications first take root.