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.
Changguang Huaxin: It is expected that this year's annual revenue will be on par with last year, actively developing laser medical and medical beauty related products|Directly focusing on the earnings conference
1. Changuang Huaxin's radar and optical communication business expansion may contribute revenue in Q4 this year; 2. The company has already laid out in the industrial laser and sensors field, actively developing laser medical and medical beauty related products.
Tesla's Robotaxi is about to debut, analyzing the core beneficiary symbols.
Tesla will hold the Robotaxi autonomous driving taxi unveiling event on October 11th Beijing time.
Jiangsu Zhongtian Technology: Global submarine cable demand enters a new cycle of prosperity. Semi-solid cell products have completed research and development | Direct hit earnings conference
① Director Xue Jiping of jiangsu zhongtian technology stated that the global submarine cable demand is entering a new cycle of prosperity, with a significant year-on-year increase in overseas orders. ② General Manager Lu Wei of jiangsu zhongtian technology stated that the company has developed 100Ah-230A semi-solid state cell products, mainly for large energy storage projects in the future.
Is baosheng science and technology innovation 'painfulletting go'? yangtze optical fibre and cable joint stock takes over multiple 'national champions' in domestic submarine cable assets | quick announcement
① Baosheng Submarine Cable will transfer 30% of its equity to Yangtze Optical Fibre and Cable, becoming a subsidiary and controlling shareholder of Yangtze Optical Fibre and Cable, with a transaction amount of 0.583 billion yuan; ② As an important subsidiary of Baosheng Science and Technology Innovation, Baosheng Submarine Cable has high standards and a total investment of 5 billion yuan, with multiple 'domestic best' project assets; ③ This year, the profit performance of many companies' submarine cable business has been under pressure due to factors such as the delay in the start of domestic offshore wind projects.
The Huawei 5G Core Network Summit is about to be held, and 5G infrastructure is expected to see a simultaneous rise in quantity and price.
According to the official account of Huawei Cloud Core Network, the 9th 5G Core Network Summit will be held in Dubai on September 10-11, 2024. Huachuang Securities believes that with the launch of 5.5G construction, the domestic 5G infrastructure sector is expected to usher in another wave of growth in both quantity and price after the evolution from 4G to 5G.