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.cnDec 3 19:29 ET

The four associations suggest cautious procurement of usa chips, while domestic chips welcome a catalytic opportunity.

On the evening of December 3rd, the China Internet Association, China Semiconductor Industry Association, China Auto Industry Association, and China Communication Enterprises Association successively released statements, recommending caution in purchasing usa chips. East Sea Securities stated that the current domestic production rate of automotive chips in china is only about 10%, indicating significant growth potential.

cls.cnDec 3 19:02 ET

Expanding internet of things asia vets terminals, Kangxi Communication plans to acquire 51% of the shares in Chip Zhongxin.

Kangxi Communication stated that the planned acquisition of the target company will help improve Kangxi Communication's existing Wi-Fi RF front-end chip products, supplementing the company's capabilities in terms of technology, revenue, etc. in the internet of things industry. Industry investors stated that in terms of smart control modules, Chip Inside could save on the intermediate price difference by purchasing Kangxi Communication's Wi-Fi chips, thereby driving down the costs of related products.

cls.cnNov 25 23:55 ET

Twelve departments issued the "5G Large-scale Application 'Set Sail' Action Upgrade Plan," and the industry chain is expected to welcome new opportunities.

① The Ministry of Industry and Information Technology and eleven other departments issued the "5G Scale Application 'Set Sail' Action Upgrade Plan," aiming to fully achieve 5G scale application by the end of 2027. ② Galaxy Securities believes that the attention on 5.5G is gradually increasing, and new application scenarios are driving the industry chain for base stations, with key components such as antennas, filters, power amplifiers, and PCBs expected to embrace new opportunities.

cls.cnNov 25 18:58 ET

Amlogic: It is expected that the annual revenue will increase year-on-year, with inventory consisting mainly of short-term aged products | Directly focus on the earnings conference.

①Based on the new ARM V9 architecture and self-developed edge AI capabilities, the 6nm chip of the company's next-generation product improves CPU performance by more than 60%, GPU performance by more than 230%, and reduces power consumption by 50% compared to the previous generation 12nm chip; ②This year is dedicated to improving operational efficiency for the company. A series of operational efficiency improvement initiatives have been identified, and the improvement effects will gradually be reflected in the second half of the year.

cls.cnNov 18 05:07 ET

Kangxi Communication: Some potential overseas customers are in a wait-and-see state due to the 337 investigation, increasing investment in the research and development of Star Flash products. | Direct hits on the earnings conference

①With the deepening cooperation of SoC manufacturers, the overseas business is gradually opening up. In the first three quarters of 2024, the company's overseas revenue accounts for approximately 15% of total revenue; ②The Star Flash RF front-end solutions are mainly used in fields such as IoT, and the products have been included in the reference designs of domestic Star Flash related SoC main chip manufacturers.

cls.cnNov 11 02:04 ET