Brokerage morning meeting highlights: The construction of a national unified electrical utilities market is accelerating, bullish on three main lines.

In today's brokerage morning meeting, htsc stated that the construction of a national unified electrical utilities market is accelerating, with a bullish outlook on three main lines; Galaxy Securities indicated that 5G applications are expected to develop on a large scale, selecting high-quality symbols with improved marginal prosperity; haitong sec expressed a bullish view on the steady rise of rare earth prices.

cls.cn19:29 ET

shenzhen transsion holdings co., ltd.: Currently in negotiations with patent holders on patent rights. Emerging markets are still in the trend of transitioning from feature phones to asia vets. | Earnings conference direct hit

① Zhu Zhaojiang stated that overall, the penetration rate of smart devices in emerging markets is lower compared to North America, Western Europe, and developed economies in the Asia-Pacific region and the china market. Replacing feature phones with smart devices remains an important factor driving smart device market growth in emerging markets; ② He mentioned that Transsion is currently negotiating with patent holders to promote the establishment of reasonable licensing fees within the framework of fairness, reasonableness, and non-discrimination principles.

cls.cnDec 3 06:09 ET

The State-owned Assets Supervision and Administration Commission and the National Development and Reform Commission jointly issued significant venture capital policies, and the equity market is expected to enter a period of development and prosperity.

① The State-owned Assets Supervision and Administration Commission (SASAC) and the National Development and Reform Commission jointly issued policy measures to promote the high-quality development of venture capital funds by central enterprises, supporting these enterprises to initiate and establish venture capital funds, focusing on early-stage, small-scale, long-term investments, and hard technology. ② Citic sec research reports indicate that in the context of the secondary market entering a valuation expansion cycle, with the increasing linkage effect between the primary and secondary markets, the equity market will also move towards a prosperous period of high-quality development.

cls.cnDec 2 19:02 ET

Hymson Laser Technology Group: Solid state batteries are in the early stages of development but have considerable gross margin. Orders for 3C business are steadily increasing | Focus on earnings conference

①Regarding existing orders, as of the end of September, the company has approximately 7.5 billion in existing orders, with lithium batteries accounting for 80%, and the rest for 3C and photovoltaics; It is expected that there will be a significant increase in new signed orders this year, especially in the photovoltaic field; ②The mass production orders of solid state batteries are currently in the final stage of technical solution confirmation; ③Currently, solid state batteries are in the early stage of technical development, and the company's gross margin for related business is about 10 percentage points higher than traditional technologies.

cls.cnDec 2 18:41 ET

Autel intelligent technology corp.,ltd.: The overseas market is the main force for the digital energy business, and the siasun robot&automation business may land very soon | Directly covering the earnings conference.

In the second to third quarter of 2024, the company's digital energy business has made significant progress in the usa market's self-operated e-commerce and major client expansion, with a relatively stable gross margin. The subsidiary focuses on smart inspection, smart security, and other application scenarios, using generative AI 'brain' (Digital AI) as the core, with drones, anti-counteraction systems, and various ground siasun robot&automation (Physical AI) as executors.

cls.cnDec 1 23:50 ET

November electric vehicle delivery report: BYD's electric vehicle sales exceeded 0.5 million, Xiaopeng broke through 0.03 million for the first time, and Chongqing Sokon Industry Group Stock saw a year-on-year sales growth of 54.58%.

Last month, the delivery volume of the Xiaomi SU7 continued to exceed 20,000 units, and Xiaomi expressed confidence in achieving the new delivery target of over 130,000 units for the year.

wallstreetcnDec 1 18:06 ET