Decrease in revenue but increase in profits! Contemporary Amperex Technology will generate over 50 billion in 2024|Interpretations
① In 2024, Contemporary Amperex Technology's performance will see a decrease in revenue but an increase in profit, with a Net income reaching 50.7 billion yuan; ② The Battery Business remains the largest source of revenue for Contemporary Amperex Technology; ③ The inventory impairment reserve of Contemporary Amperex Technology has significantly increased compared to the previous year.
The "King Ning" is heading towards a new battlefield.
Reconstruct the Global Industry Chain.
New Phase Micro plans to acquire 100% equity of AiXieSheng Technology. The target company's revenue is expected to exceed 1.2 billion yuan in 2024. Shenzhen Yitoa Intelligent Control had previously intended to make an acquisition.
① New Xiangwei plans to acquire 100% equity of Shenzhen Ai Xie Sheng Technology Co., Ltd. through the issuance of shares, convertible bonds, and cash payment; ② New Xiangwei will form a positive synergistic and complementary relationship with the symbol company in product categories, Technology research and development, customer resources and sales channels, and supply chain integration.
Track Hyper | Zhejiang Sanhua Intelligent Controls: Tesla "T-chain" Bright Card.
Similar to Ningbo Tuopu Group, but there are risks.
New themes are gradually emerging as market styles shift between high and low, but the strength of the Technology mainline's recovery remains crucial.
Yesterday, the market continued to adjust, and all three major Indexes fell, returning to a consolidation structure in the short term.
Brokerage morning meeting highlights: It is recommended to pay attention to companies in the humanoid robot industry that have the capability for low stock price bulk supply of components.
In today's Brokerage morning meeting, China Securities Co.,Ltd. suggested focusing on companies in the humanoid robot Industry that have the capacity for low stock price mass supply of components; Tianfeng stated that the wind turbine Sector will undergo a value reassessment; Galaxy Securities believes that the peak season de-stocking turning point in the non-ferrous Industry is emerging, and the spring market is expected to unfold.