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Why is Wingtech Technology undergoing a strategic transformation at this time? | K Commentary
The effect of Wingtech Technology's recent Business adjustment will be how, and what kind of company it will be in the future is worth our continued attention.
NVIDIA releases the general robot model RVT-2, accelerating the implementation of humanoid robot intelligence.
① NVIDIA has released the robot's Hardware solution Jetson Orin series chips and Software solution Isaac platform, which can be used for the training, development, simulation, and deployment of robots throughout the process. ② Changjiang Securities stated that NVIDIA, being a core manufacturer of AI computing power, has entered the field of humanoid robots, and is expected to provide strong technical support for downstream robot software manufacturers, accelerating the iteration of AI model training.
How do domestic semiconductors industry chain grow against the wind? At this closed-door event, many "little giant" companies shared their insights and advice.
① The release of a new round of export control entity lists has fostered the consensus within the industry to cultivate and develop a domestic supply chain system. ② Several emerging companies in the semiconductors field recently stated at an industry event that the domestic market for semiconductor equipment and memory chips is vast, and small and medium-sized enterprises possess the resilience for growth and development.
The intensive release of new products represented by the Huawei Mate 70 marks the arrival of the traditional Q4 peak season in the consumer electronics industry.
① According to media reports, Huawei's terminal BG CEO He Gang stated in an interview on the evening of December 4 that the pre-orders for the Huawei Mate70 series have exceeded 6.7 million, and due to high demand, the initial supply is still slightly insufficient. ② Shanxi stated that the fourth quarter, being the peak season for consumer electronics, will see a wave of device replacements and drive inventory stocking in related supply chains.
Unreasonable suppression! The Biden administration announced the latest semiconductor export restrictions to China. How will this affect various aspects?
1. The usa Biden administration has issued new controls on semiconductor exports to china, with over one hundred chinese entities being included in the 'entity list'; 2. The U.S. Department of Commerce has also introduced 'long-arm jurisdiction,' restricting third-party countries from providing products containing U.S. technology or chips to Chinese companies listed on the entity list, but the Netherlands, japan, and over 30 other countries are exempted; 3. The Chinese Ministry of Commerce and Ministry of Foreign Affairs respond: China will take necessary measures to resolutely defend its legitimate rights and interests.
6 years after acquiring ANSYS semiconductors, Zhongwen Jintai's "operation abnormalities", Wingtech Technology responds: the company has no actual business.
① Zhongwen Jintai has been included in the list of abnormal operations by the Market Supervision Administration of Hefei High-tech Development Zone due to being unable to be contacted through its registered address or business location. ② A staff member from the Secretary Office of Wingtech Technology stated that the company currently has no actual business, and the legal department has communicated with the local market supervision to understand the situation.
The native hongmong system has expanded to the tablet sector, and the huawei hongmong ecosystem is expected to experience accelerated development.
On the morning of November 21, following the release of smartphones, Huawei's terminal announced on its official social platform that a tablet equipped with the native Hongmeng OS will soon debut at the Mate brand event. This marks Huawei's first expansion of the native Hongmeng OS to the tablet track.
Biwei Storage: Market demand in Q4 has somewhat recovered month-on-month and will actively focus on opportunities for industry chain integration | Direct coverage of earnings conference.
In the earnings conference of Baiwei Storage, the company’s chairman Sun Chengsi stated that downstream customers slowed down the pace of goods picking in the third quarter. As inventory is digested and enters the peak season for consumer electronics, market demand in the fourth quarter has somewhat recovered compared to the third quarter; Sun Chengsi also indicated that with the update of inventory structure, the company’s gross margin is expected to gradually return to the central level, and the increase in localization rate provides ample space for the company's revenue growth.
Semiconductor giant Wingtech Technology's Q3 performance is improving, with the price of convertible bonds rising by over 50% from the low point of the year.
①In the third quarter, the net income attributable to shareholders of the listed company was 0.274 billion yuan, turning from a loss to a profit compared to the second quarter, showing significant improvement, and the performance recovery may drive the continuous rise of 'Wentai Convertible Bonds'. ②It is worth noting that the company's net profit attributable to equity holders in the first three quarters still decreased by 80.26% year-on-year, and the company's shares have frequently experienced shareholder reductions this year.
The convergence of big finance and technology may continue to lead the bullish trend.
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High stock-based compensation leads Baiwei Storage to turn losses in Q3, with product prices recovering during the year.
1. BW storage's total revenue in the first three quarters of this year was 5.025 billion yuan, a year-on-year increase of 136.76%; net income attributable to shareholders was 0.228 billion yuan, a year-on-year increase of 147.13%; 2. It stated that the storage industry has recovered in the first three quarters of this year, and the company has achieved growth breakthroughs in both market and business, while product prices have also rebounded year-on-year.
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.
Industry, policy, and education are all launching three initiatives. Institutions recommend focusing on the symbol of the HarmonyOS industry chain.
Huawei Developer Official Website announces the Hongmeng Native Application Developer Incentive Program. Zhongtai Securities pointed out that the Hongmeng native application ecosystem is maturing. In 2024, the Hongmeng large-scale commercialization is imminent, expected to drive a large number of application software vendors to adapt, migrate, and develop work, benefiting the Hongmeng industry chain symbols. The recommendation is to focus on industry chain operating system partners, application partners, and hardware integration partners.
Meta unveils AR glasses Orion, this category is expected to become the next 1 billion-level consumer electronics product.
①At the annual developer conference held in Menlo Park, California on September 25th, Meta's CEO Mark Zuckerberg showcased a prototype product called Orion AR glasses. ②Western Securities stated that AR glasses are expected to become the optimal solution for edge AI landing. With the active layout of the industry chain and the gradual maturity of the technological path, combined with edge AI empowerment, accelerated shipments of AR glasses are expected.
Loongson: The first independent graphics card chip will complete code freeze at the end of the year, and will accelerate its development through mergers and acquisitions, etc. | Earnings conference
① The director of the company revealed that it is expected to enter a new round of growth in the second half of 2024 and enter a new round of expansion in 2025. ② The display performance of 9A1000 is overall on par with the RX550 graphics card, with an additional 32TOPS AI computing power. The company strives to complete the physical design by the end of the year. ③ It is expected that within 2 to 3 years, more than 10 companies will launch SoC chip products based on the Dragon architecture.