Tianma Microelectronics' MicroLED production line will be fully integrated by the end of the year! Several projects will enter mass production in 2025, with automotive scenarios becoming the next focus.
1. Multiple manufacturers have announced progress in MicroLED production lines, with 2025 being the first production year for multiple manufacturers. 2. Analysis shows that in scenarios such as automotive and AR, MicroLED is irreplaceable. 3. The industry believes that there are still difficulties in the large-scale application of MicroLED.
[Data Watching] Trading volume of multiple broad-based index ETFs surged, ofilm group co., ltd. was dumped by a "mysterious seat" nearly 1 billion.
①The trading volume of multiple csi 300 index, csi 500 index and csi 1000 index increased significantly compared to yesterday, with the trading volume of Guangfa300 ETF Fund (510360) increasing by 168% compared to the previous day. ②Consumer electronics concept stock ofilm group co., ltd was sold by the swhy anhui branch for 0.977 billion, and this branch had relatively few appearances on the previous list.
Off-peak season! Shenzhen Goodix Technology's Q3 profits both declined compared to the previous quarter and the same period last year. How will fingerprint unlocking survive in the face of the trend of facial recognition dominance? | Interpretations
①Consumer electronics rebounded, shenzhen goodix technology's net income surged by 3499.3% in the first three quarters, but both quarter-on-quarter and year-on-year performance in Q3 declined; ②With the rise of facial recognition unlocking coupled with the downturn in consumer electronics, the fingerprint unlocking chip market experienced a slump, shenzhen goodix technology's gross margin declined by 20 percentage points over 5 years; ③Recently, the attention is drawn to ultrasonic under-screen fingerprint recognition.
It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.
①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.
[Data Analysis] Short positions of IH and IF stock index futures reduced significantly, institutions and speculative funds collaborate to seize opportunities in ofilm group co., ltd.
1. Short positions in IH and IF main contract futures have reduced by nearly 3000 lots, with a significant reduction compared to long positions. 2. Consumer electronics concept stock ofilm group co., ltd. received buy orders from institutions exceeding 50 million, and also received a buy order of 0.257 billion from china securities co.,ltd. peking chaowai street business department.
Zhuzhou Smelter Group: High proportion of external purchase materials suppresses gross margin of gold business, Kangjiawan Mine technical renovation project underway | Earnings conference coverage
①Due to the increased proportion of purchased gold-containing raw materials, the gross margin of the gold business has decreased. ②The trial production of the Shuikoushan Kangjiawan Mine technical transformation project of the company is progressing smoothly, and the production capacity will increase to 0.7 million tons per year.