Loongson Technology incurred a loss of 0.343 billion in the first three quarters. Government and industrial control customers have not yet resumed normal purchases, leading to a sharp increase in credit and assets impairment losses.
①In the first three quarters of this year, Loongson achieved a revenue of 0.308 billion yuan, a year-on-year decrease of 21.94%, and a net loss of -0.343 billion yuan attributable to the mother, an increase of 0.136 billion yuan compared to the same period last year; ② Loongson stated that its performance change was affected by the macroeconomic environment, the electronic government market, and the fact that some important customers in the company's traditional advantageous industrial control field have not yet resumed normal purchases.
Tande Yu's Q3 net profit attributable to the parent doubles, driven by increased demand for electronic price tag chips. Shareholder Huaqin Technology reduces shareholding.
In the third quarter report of Tiande Yu, the revenue for the first three quarters reached 1.484 billion yuan, a year-on-year increase of 79.57%, with a 156.55% year-on-year increase in net income attributable to shareholders. Tiande Yu stated that the main reason for the revenue growth in the first three quarters is the increased demand from customers for asia vets mobile terminal display driver chip products and electronic price tag driver chip products.
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.
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.
Star Evening News | Hikvision's Q3 net income increased by nearly 200% year-on-year. Effort's shareholders plan to collectively reduce their shareholding by no more than 4%.
Shanghai Municipal Transportation Commission: By 2030, the basic establishment of a "5G+digital twin" smart aviation hub; Domestic photoresist verified by mass production; The US government is reportedly considering restricting nvidia, AMD from selling ai chips to some countries.
Haiguang Information's Q3 profits surged, Ge Weidong may reduce positions before the main uptrend.
①In the third quarter, Haiguang Information achieved a net income attributable to the parent company of 0.672 billion yuan, a year-on-year increase of 199.9%;②During the reporting period, Ge Weidong's Chaos Investment reduced its holdings by over 4.13 million shares; ③If Chaos Investment implements the shareholding before September 27, it will miss out on most of the gains.