hunan sokan new materials plans to establish 2 new subsidiaries in the usa to further expand its automotive coating business.

①Regarding the layout of the automotive coating materials business, Hunan Sokan New Materials stated that the company has achieved a layout of "from interior to exterior" and "from small parts to large parts" starting from the auto parts coating market; ②In recent years, Hunan Sokan New Materials has been increasing its application and promotion efforts in the passenger autos market while developing the main business of high-end consumer electronics.

cls.cnSep 29 21:04 ET

In the second quarter, Huawei ranked first in global wrist-wearing market shipments, and smart wearable devices may become a new frontier for AI implementation.

① According to data released by IDC, in the second quarter of 2024, Huawei shipped 8.883 million units in the global wrist device market and 5.965 million units in the Chinese market, making it number one in the global and Chinese wristband markets. ② Shanxi Securities believes that leading domestic consumer electronics manufacturers are optimistic about the future of wearable devices. As end-side AI technology continues to mature, wearable devices will become a new frontier for AI implementation.

cls.cnSep 5 19:39 ET

The State Tobacco Monopoly Administration has released new regulations on electronic cigarettes, and there is expected to be further improvement in market share for leading companies.

The State Tobacco Monopoly Administration issued a notice on the revision and implementation of the Regulations on the Management of Electronic Cigarette Transactions. The notice mentions that the competent administrative department of tobacco monopoly of the State Council will establish a nationwide unified electronic cigarette trading management platform. Caitong Securities' Lv Mingzhang pointed out that in the long term, non-compliant products will gradually be cleared, and market share is expected to further concentrate, which is bullish for leading companies in production, brand and other aspects.

cls.cnSep 2 19:47 ET

AI phone drive thermal material upgrade, related products are expected to see simultaneous increase in volume and price.

①One of the world's largest consumer electronics exhibitions, the Berlin Consumer Electronics Show (IFA) 2024, will open on September 6th. This year marks the 100th anniversary of the event. ②Minsheng Securities believes that the localized running of large models poses new challenges for the power management and heat dissipation efficiency of AI terminals, driving the upgrade of heat dissipation materials.

cls.cnAug 26 19:57 ET

Arcsoft Corporation discloses its semi-annual report: PSAI products are expanding into the international market, with a year-on-year decrease of 130.82% in operating cash flow net amount.

1. During the reporting period, PSAI products successively settled in alibaba's taobao qian niu merchant workstation and 1688 platform, douyin webservice, and douyin service market; 2. arcsoft corporation's cash flow from operating activities was -62.8463 million yuan, and arcsoft corporation explained that it was mainly due to some customers paying sales funds in advance in the previous year to deepen cooperation with the company, leading to a decrease in the collection of sales funds in the current period.

cls.cnAug 26 10:58 ET

The Low-Altitude Economy Expo is coming, and the industry is entering a golden development period.

① The first 2025 Low Altitude Economy Expo (Shanghai) will be held at the National Convention and Exhibition Center (Shanghai) from July 23 to 26, 2025. With the theme of “Launching the Low-altitude Economy and Empowering Thousands of Industries”, the expo is planned to have an overall scale of 0.1 million square meters. ② Guojin Securities believes that next-generation communication/navigation/surveillance peripherals and information processing systems are core components of air traffic control systems and are expected to benefit significantly.

cls.cnAug 21 20:46 ET