The main theme is a mild recovery. The A-share semiconductor sector ushers in the trend of pre-increase. How will the future industry prosperity develop?

①15 semiconductor companies have forecasted their performance in the first three quarters, with 11 companies expecting growth and 2 turning losses around; ② The industry is gradually recovering, market demand is picking up, becoming the main theme of this round of performance optimism; ③ Some interviewees believe that in the second half of the year, perhaps only the market for mid-to-high-end chips is still doing well.

cls.cnOct 15 21:40 ET

Apple's shipment volume reached a historical high for the same period, and the consumer electronics market continues to be promising.

① According to the Canalys Research Report, in the third quarter of 2024, global smartphone shipments increased 5% year-on-year, achieving growth for four consecutive quarters. With a market share of 18%, Apple is in second place. ② According to the Huaan Securities Research Report, all new iPhone products already have hardware capabilities to support Apple Intelligence, and it is expected that implementation will begin one after another.

cls.cnOct 14 20:14 ET

The world's first humanoid siasun robot&automation factory has started production. Companies in the component segment are expected to benefit first.

According to media reports, Agility Robotics announced last year the construction of the world's first humanoid robot factory, RoboFab. It is reported that the factory has officially started assembling robots. National Investment Securities stated that the learning ability of robots in software algorithms is constantly strengthening, industrial application scenarios are constantly breaking through, and humanoid robots are expected to enter the mass production stage quickly.

cls.cnOct 13 19:58 ET

Nvidia's stock price hits a new high, and the prosperity of computing power industry chain continues to improve.

Nvidia's stock price rose more than 4%, hitting the highest intraday level since July 11th. Previously, Hon Hai Group revealed that there is a huge demand for Nvidia's Blackwell platform.

cls.cnOct 8 20:22 ET

The 2024 solid state battery industry conference is about to be held, accelerating the industrialization process of the industry comprehensively.

To promote the higher quality and faster development of the solid state battery industry, TrendBank, in conjunction with Hefei Xinzhan High-tech Zone and ningbo solartron technology, will hold the 2024 Solid State Battery Industry Conference in Hefei Xinzhan High-tech Zone from October 14th to October 15th. China Securities Co.,Ltd. analysis points out that if the performance and cost of solid state batteries improve significantly, their market space will expand and become a key technological route for lithium batteries.

cls.cnOct 7 20:02 ET

Semiconductor Manufacturing International Corporation's Hong Kong stocks surged nearly 60% during the holiday, with the semiconductor sector showing high elasticity and possibly welcoming a big rebound opportunity.

①The Hang Seng Tech Index hit a new high since February 2022, with Semiconductor Manufacturing International Corporation rising nearly 60% since October. ②Guangfa strategy chief analyst Liu Chenming believes that during the National Day holiday, the most vigorous rise in Hong Kong stocks is the technology sector represented by semiconductors. "I think when we come back from the National Day, the focus should also be on sectors represented by the Star Market in the A-share market."

cls.cnOct 7 20:02 ET