After the concept divergence of DeepSeek intensifies, the market may enter a volatile rotation rhythm.

Track the entire lifecycle of the main Sector.

cls.cnFeb 13 20:27 ET

During the Spring Festival, the mobile phone market welcomes a surge in Consumer demand. Institutions are Bullish about the growth of domestic mobile phone shipments in 2025.

According to data from the Ministry of Commerce, from January 20 to February 1 this year, 14.704 million consumers have applied for subsidies for the purchase of 18.867 million mobile and other digital products. CITIC SEC pointed out that subsidies for Consumer Electronics are expected to boost downstream demand growth, leading to a shortened replacement cycle, with an estimated domestic mobile phone shipments reaching a scale of 0.31 billion to 0.32 billion units by 2025.

cls.cnFeb 5 18:55 ET

It is expected that in 2024, the non-deductible significant reduction in losses will be achieved, and Zhengbang Technology's 2025 target for sales is aimed at 7 million heads | Interpretations

1. Zhengbang Technology expects a net income loss of 0.32 billion to -0.38 billion yuan for 2024, compared to a loss of 4.883 billion yuan in the same period last year; 2. In 2024, the average price of Hog Sale is expected to increase by 1.2 yuan per kilogram year-on-year, with the average slaughter weight increasing by about 15 kilograms per head compared to the same period last year; 3. The company anticipates an overall slaughter quantity of over 7 million heads in 2025.

cls.cnJan 21 09:14 ET

Another AI model from the industry leader will be officially released, and domestic large models are expected to rise quickly.

① Iflytek Co.,ltd.'s Xunfei Spark deep reasoning model X1 is planned to be officially released on January 15. Previously, the company has released the Xunfei Spark large model V4.0, the Xunfei Spark large model 4.0 Turbo, and other large models. ② Dongguan Securities stated that as domestic companies such as Byte, Huanfang, and Xiaomi actively lay out in the AI field, domestic large models are expected to rise rapidly.

cls.cnJan 14 18:49 ET

Musk: The goal this year is to manufacture thousands of Optimus humanoid robots, aiming for a tenfold increase each year over the next two years.

Musk stated that if everything goes smoothly, the production of humanoid robots will increase tenfold by 2026, with the goal of producing between 0.05 million to 0.1 million humanoid robots next year, and then increasing it tenfold again the following year.

wallstreetcnJan 9 01:06 ET

Review of the A-share consecutive board leaders in 2024: Hainan Shuangcheng Pharmaceuticals and Guangdong Songfa Ceramics both achieved 14 consecutive boards, ranking first. Daqian Ecology & Environment Group and three other stocks followed closely with 1

① The 2024 A-share market has officially closed, with a number of stocks experiencing consecutive gains, among which Hainan Shuangcheng Pharmaceuticals and Guangdong Songfa Ceramics had the most days of consecutive price increases at 14; ② Attached is the ranking of the number of consecutive price increases of A-share listed companies in 2024 (attached table).

cls.cnDec 31 21:49 ET