The 2024 World Consumer Electronics Fair is about to open, and the smart phone market is expected to grow against the trend.
①The 2024 World Consumer Electronics Exhibition will be held at the Shenzhen Convention and Exhibition Center from November 28th to 30th, 2024. ②China Merchants Securities believes that the Android flagship phones have entered an intensive release stage, with Xiaomi, OPPO, vivo, Honor, and Huawei all having released flagship new phones in this round, all highlighting AI and optical features. Pay attention to the innovation of new phones and subsequent sales.
taiwan semiconductor's CoWoS packaging capacity is in short supply, and the advanced packaging industry remains highly prosperous.
taiwan semiconductor has obtained nvidia's consent to increase prices next year, with the possibility of a maximum 5% price increase for the 3nm process and a price increase of approximately 10% to 20% for CoWoS packaging. citic sec believes that advanced packaging technology has become an important path beyond the 'post-Moore era' and 'Moore's Law'. Focus on manufacturers and assembly and testing companies deploying advanced packaging technology, as well as supply chain related equipment manufacturers.
It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.
①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.
Long-established state-owned developer says goodbye to real estate.
Ten years ago, Dong Mingzhu, then chairman of Gree Group, said that Gree should not focus on real estate business, but should focus on home appliances; ten years later, this became true. Gree Real Estate, which has separated from Gree Group, has decided to withdraw from real estate development business. On July 7th, Gree Real Estate announced that it will gradually withdraw from real estate development business in Shanghai, Chongqing, Sanya and other places, and plans to sell corresponding assets and liabilities; at the same time, it has updated its restructuring plan for Zhuhai Duty-Free Group, planning to buy no less than 51% of the equity of Zhuhai Duty-Free Group and promote Gree Real Estate's main business transformation to duty-free business.
Dongjiang Environmental's January-September Profit Slides on Increased Expenses
Analysis of the limit of development in Guangzhou on September 27: natural gas, combustible ice, thermal power concept hot stocks
Securities Star data Center News, Guangzhou Development limit closed, closing price 8.95 yuan. The stock rose by the limit at 10:00 and opened the limit five times. The closing order capital was 20.2963 million yuan, accounting for 0.08% of its current market value. In terms of capital flow data, the net inflow of main funds on the same day was 98.583 million yuan, the net inflow of hot capital was 83.3852 million yuan, and the net outflow of retail funds was 54.7188 million yuan. In the past 5 days, the capital flow is shown in the following table: this unit is a concept hot stock of natural gas, combustible ice and thermal power. The investment logic of the stock is as follows: 1. Guangzhou Gas Group Co., Ltd., a wholly owned subsidiary of the company.