In 2024, the touch display industry has emerged from its low point, and Landai Technology Group Corp. has turned a profit | Interpretations.
① The touch display Industry is expected to show a recovery trend in 2024, combined with the growth of the company's power transmission Business, Landai Technology Group Corp. has turned a profit; ② With the rapid development of edge AI devices and Smart Automobile, display panels are expected to continue to grow in the future; ③ Landai Technology Group Corp. is currently focusing on the Siasun Robot&Automation field to seek new growth points for performance.
The Index may return to adjustment in the short term, with a focus on the Diffusion opportunities in the Marine Economy as the theme rotation accelerates.
Track the entire lifecycle of the main Sector.
Large L orders frequently emerge in the low-altitude economy industry, and policies are driving the Industry into a period of rapid development.
①According to reports, Wuhan city has approved 24 low-altitude flight routes, including 8 manned routes and 16 Drone routes, fully covering various fields such as short-distance transportation, aerial tours, and Logistics Transportation. ②Ping An Securities pointed out that the low-altitude economy is one of the typical representatives of new productive forces, and current policies are driving the low-altitude economy into a period of rapid development.
The "hot battle" of humanoid robots has begun: frequent release of new products. Is the year of mass production really here? | Industry observation
① Siasun Robot&Automation and Zhiyuan Robot both launched new humanoid robots, and related Concept stocks rose in response; ② mass production of humanoid robots still faces challenges, and domestic manufacturers aim to produce thousands of units this year; ③ there are also disputes within the Industry regarding the implementation scenarios.
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.
Another celebrity semiconductor project "sells itself": 8.5 billion unicorn Yunying Valley is planned to be acquired by Shenzhen Goodix Technology, which had previously launched a sprint for IPO.
① Recently, Shenzhen Goodix Technology announced that it plans to acquire 100% of the shares of Yunying Valley Technology through the issuance of shares and cash payment. ② From the founding team's background, valuation status, and market position, Yunying Valley Technology can be considered a star project.