Boe Technology Group is expected to turn a profit in non-recurring net profit for the first time in three years. Can the panel industry maintain its growth trend in 2025? | Interpretations
① Boe Technology Group released its performance forecast for 2024, expecting a positive Net income for the first time in three years; ② The company stated that demand-based production of LCDs, policy incentives, and the continuous growth of OLED shipments are the main reasons for the company's performance growth; ③ Analysts believe that in 2025, LCD production will primarily focus on "controlling production and stabilizing prices," while OLED will continue to penetrate the market.
The Doubao platform has launched a new AI programming feature, and the AI + low-code platform is expected to open up growth potential.
① The Doubao official WeChat account shows that the Doubao desktop and web versions have launched new AI programming features. ② Lyu Wei from Minsheng Securities stated that from 2021 to 2025, there will be an addition of 0.5 billion applications globally, and by 2024, 65% of applications worldwide will be developed using low-code platform models.
Aerosun Corporation, which had six consecutive limit-up days, is expected to report a loss of 0.4 billion, potentially marking the largest annual loss since its listing | Quick read of the announcement.
① Aerosun Corporation has accumulated a net income of approximately 0.4 billion yuan over the last 13 years, and may incur losses in 2024; ② this would set a record for the largest annual loss since the company went public; ③ last year, Aerosun Corporation experienced a continuous rise in stock prices due to the commercial spaceflight concept.
The International Low Altitude Economic Development Conference is about to be held. Institutions suggest paying attention to the subsequent sector market trends.
The 2024 China (Xi'an) International Low Altitude Economic Development Conference will be held from November 22 to 24 at the Xi'an International Convention and Exhibition Center. Open Source Securities' Yin Shenglu stated that the low altitude economy has already experienced a vertical implementation from macro (national level industry planning) to meso (local subsidies) and then to micro (infrastructure mainframe bidding, application scenario creation), suggesting to pay attention to the subsequent sector market of the low altitude economy.
Huawei will hold the global Ultra Broadband Summit Forum next week, with related sectors expected to take advantage of the opportunity.
①The 10th Global Ultra-Broadband Summit will be held in Istanbul, Turkey from October 31 to November 1. The summit is jointly organized by the United Nations Broadband Commission and Huawei. ②Wang Tao, Executive Director of Huawei and Director of the ICT Infrastructure Business Management Committee, stated that upgrading ultra-broadband networks, accelerating the popularization and application of digital technology, will bring about a leap in digital productivity.
Huawei's new asia vets smartwatch is about to be released, poised to become a new outlet for AI landing.
①According to the official news from Huawei Terminal, the new extraordinary exploration smartwatch from Huawei will be released at the Huawei Full-Scene New Product Launch Event on October 22. ②Shanxi Securities believes that the launch of the new TruSense system by Huawei indicates that leading domestic consumer electronics manufacturers are bullish on the future of wearable devices. With the continuous maturation of edge AI technology, wearable devices will become a new outlet for AI implementation.