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KRANESHARES SSE STAR MARKET 50 INDEX ETF Newsroom
Jinkosolar: Steady progress in signing orders in 2025, obvious trend of component prices rebounding, direct hit on the earnings conference.
①The company has already invested in 2GW of module production capacity in the USA, is expected to complete the capacity ramp-up by the end of this year, and is expected to increase production next year. The Saudi project is in the promotion execution phase, planning to start infrastructure construction in the first half of next year, and is expected to reach production in the first half of 2026; ②Li Xiande said that next year, global (module) demand will remain stable and increase, with an estimated growth rate of 10-20%.
Trump sparks a rally in the US dollar! US stocks and bitcoin hit new highs, with the Dow rising 1500 points, small cap stocks surging, while US bonds and metals plummet.
Dow rises to the best level in two years, small cap index rises nearly 6%, banking stocks rise over 10%, oil, steel, and crypto stocks surge, European and American solar stocks all collapse, Trump media technology rises by almost 35% before closing up by about 6%, Tesla rises by nearly 15% to a two-year high, Qualcomm rises by 10% after the bell. Chinese concept stocks narrow their declines, NIO Inc and Zeekr drop over 5%. 10-year US Treasury yield rises the most by 20 basis points nearing 4.48%, reaching a four-month high along with a 1.7% rise breaking 105 in the USD index, Bitcoin rises by 9% nearing $0.076 million, offshore RMB drops by a thousand points to below 7.20, a three-month low, Euro and Yen once fell by 2%. Gold drops over 3%, London copper drops over 4%.
Market competition and other factors led to a decline in gross profit. shenzhen transsion holdings co., ltd. experienced a decrease in both revenue and net profit in Q3.
①Looking at the performance of shenzhen transsion holdings co., ltd., the company's performance fluctuates significantly. After maintaining high growth for multiple quarters in 2023, the net income in the second and third quarters of this year showed a year-on-year decline; ② Mainly affected by market competition and comprehensive impact of supply chain costs, the revenue and gross margin of the third quarter of 2024 decreased, leading to a year-on-year decrease in gross profit amount; ③ shenzhen transsion holdings co., ltd. slipped to sixth place in global smart phone shipments in the third quarter.
shenzhen transsion holdings co., ltd. Q3 revenue and net income both declined, with net income decreasing by over 40% year-on-year | Financial Report Watch
Due to market competition and the impact of supply chain costs, shenzhen transsion holdings co., ltd. experienced a 7.22% year-on-year decrease in revenue to 16.693 billion yuan in the third quarter; basic earnings per share decreased by 57.92% to 0.93 yuan.
Beijing Kingsoft Office Software, Inc. net profit attributable to the parent company increased by 16.41% year-on-year in the first three quarters, but domestic institutions' subscription services growth has stagnated.
① According to the financial report released by beijing kingsoft office software, inc, beijing kingsoft office software, inc achieved revenue of 3.627 billion yuan in the first three quarters of this year, a year-on-year increase of 10.90%, with a 16.41% year-on-year growth in net income attributable to the parent; ② The subscription business of personal office services in China remains the main driver of growth for beijing kingsoft office software, inc, with a year-on-year growth of 17.24% in the third quarter, while the growth of subscription and service business for domestic institutions is only 0.02%.
Leading explosive financial report confirms the hot demand for HBM, which semiconductor companies in A-shares are likely to benefit?
①sk hynix announced its third-quarter performance, with HBM sales up more than 330% year-on-year; ② Bank of America Merrill Lynch predicts that sk hynix's HBM sales in the next two years will reach $9.2 billion and $15.8 billion; ③ brokerage point of view, it is recommended to focus on new materials related to AI investment main line under computing power, storage, and advanced packaging.
Technology stocks are experiencing another outbreak igniting bullish sentiment in the market, seizing intraday rotation opportunities remains crucial.
Track the entire lifecycle of the main sector.
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.
Another meeting today! Leading the photovoltaic industry to discuss pricing mechanisms. The upstream has stabilized, but the downtrend of components has not stopped.
①China Photovoltaic Industry Association held a symposium to prevent industry vicious competition and early resolve overcapacity; ②Such meetings have been held many times, but the effectiveness is good. At present, the decline in component prices has not stopped, and the industry expects more specific production reduction plans.
US stocks closed: on the two-year anniversary of this bull market, the S&P and Dow hit new highs, while Chinese stocks collectively strengthened.
①The s&p 500 index welcomes the second anniversary of the bull market, historically breaking through the 5800-point integer mark for the first time on Friday; ②The nasdaq china golden dragon index has closed higher for two consecutive days; ③Tesla tumbled by 8%, while uber technologies and Lyft strengthened; ④Boeing announced a 10% workforce reduction.
Shenzhen Transsion Holdings Co., Ltd.: New products will be launched one after another in the second half of the year to continue to implement the shareholding plan | Direct hit at the earnings conference
①Shenzhen Transsion Holdings Co., Ltd. will launch new products in the second half of the year, building core capabilities in technologies such as imaging, gaming, AI, charging, and basic experience channels; ②Zhu Zhaojiang stated that the current shareholding plan of the company has not been fully implemented yet, and the shareholding entities will continue to carry out the relevant shareholding plan.
National silicon industry group: downstream customers of silicon wafers are still destocking | Earnings conference.
①In the first half of 2024, the global semiconductor market has seen some improvement overall, but the recovery is slower than expected, and the global silicon wafer shipments still show a year-on-year decline trend. ②Director and President Qiu Ciyun of the national silicon industry group stated that both customer-side and company's own inventory digestion are ongoing.
The 'King of African Mobile Phones' Transsion has survived a crisis.
The stock price is still in a low period.
Track Hyper | HarmonyOS NEXT official version is just around the corner.
Could it help Huawei Mate XT to explode? Android and iOS operating systems are facing competition from China.
2024 Service Trade Fair | Interview with Jinkosolar Vice President Qian Jing: Building a factory in Saudi Arabia is the breakthrough for Jinkosolar, and production is expected to start in early 2026.
① Service-oriented manufacturing is the next stage of the photovoltaic manufacturing industry; ② The Middle East market is growing significantly; ③ In the face of industry integration, building factories in Saudi Arabia is a breakthrough path for JingKe.
Physical intelligence has become the focus of attention in the field of AI. Humanoid robots are expected to be applied in various industries.
The 2nd China Embodied Intelligence and Humanoid Robot Innovation Development Conference will be held in Guangzhou, China from September 19th to September 20th, 2024. China International Capital Corporation's research reports indicate that the shipment volume of humanoid robots in China is expected to reach 0.35 million units by 2030, with a market space expected to reach 58.1 billion RMB. The 2024-30E CAGR is expected to exceed 250%.
shenzhen transsion holdings co., ltd.'s financial officer has been detained, serving for as long as 10 years.
①Xiao Yonghui has been the Chief Financial Officer of shenzhen transsion holdings co., ltd. since January 2014. The lawyer said that being placed under coercive measures means that the relevant parties may be subject to coercive measures by the supervisory authorities due to suspicion of illegal or criminal activities. ②Shenzhen Transsion Holdings Co., Ltd. has had outstanding performance in recent years, but it still faces challenges at present.
The Ministry of Industry and Information Technology plans to implement large-scale digital transformation and upgrading of equipment, which will catalyze the industrial software sector.
The Ministry of Industry and Information Technology is soliciting public opinions on the 'Implementation Plan for the Digital Transformation of Light Industry (Draft for Solicitation of Comments)'. It proposes to promote the application of programmable logic controllers (PLC), distributed control systems (DCS), and other industrial control systems, industrial robots, intelligent testing equipment, manufacturing execution systems (MES), and intelligent equipment automation.