Dramatic drop of nearly 15%! In the past month, 12 listed companies announced the termination of mergers and acquisitions, with the popular Superconductivity Concept Jiangxi Lianchuang Opto-electronic Science&Technology notably among them.

① This week, four listed companies including Zhongying Technology, Jiangxi Huangshanghuang Group Food, Argus, and Chengdu Qinchuan Iot Technology Co., Ltd. announced the failure of their merger and reorganization, with incomplete Statistics indicating that 12 listed companies have announced the termination of mergers and reorganizations in the past month (see attached table). ② The termination of mergers and reorganizations delivered a heavy blow to many stocks; on the day after the announcement, Shenzhen Yitoa Intelligent Control, Hang Zhou Radical Energy-Saving Technology, and Chengdu Qinchuan Iot Technology Co., Ltd. saw declines of 8.66%, 9.62%, and 14.63% respectively.

cls.cnDec 21 15:48

Debang Technology: Multiple chip-level packaging materials have been introduced and are expected to increase in volume. It is anticipated that the domestication rate of semiconductor materials will steadily grow this year | Focus on the earnings conferenc

① The company's integrated circuit sector currently generates sales mainly from a series of products including UV films, die attach materials, thermal conductive materials, and other chip packaging materials; ② Jie Haihua stated that the domestic production rate of semiconductor materials is still at a low level, with great potential, and many products are in the certification and expansion stages, expecting a steady growth trend this year.

cls.cnDec 9 21:29

The Huawei Mate 70 represents a series of new product launches, as the consumer electronics industry welcomes the traditional Q4 peak season.

According to media reports, He Gang, the CEO of Huawei's terminal BG, stated during an interview on the evening of December 4 that reservations for the Huawei Mate70 series have exceeded 6.7 million, and due to overwhelming demand, there will be a slight initial shortage in supply. Shanxi stated that the fourth quarter, being the peak season for consumer electronics, will witness a wave of replacements and drive relevant supply chain stocking.

cls.cnDec 6 08:02

Jiangsu has included mobile phones in the old-for-new exchange policy, which is expected to stimulate demand in consumer electronics.

① Media reports indicate that recently, jiangsu has expanded consumer subsidies, adding 7 categories of 3C products and 20 categories of household appliances, with subsidies covering 15% of the fill price of the products. After the policy was announced, citizens lined up for two hours to buy mobile phones. ② tianfeng's research reports point out that the continuous stimulation of policies, along with the trade-in for new consumer electronics, is expected to drive the release of demand for consumer electronics.

cls.cnDec 3 08:03

Anji Microelectronics Technology: Not engaging in single low stock price competition, will continue to strengthen the introduction of domestic products | Earnings conference

① The chairman of anji microelectronics technology, Wang Shumin, stated that the company's performance expectations for 2024 will continue the growth trend of the first three quarters; ② The secretary of the board of directors of anji microelectronics technology, Yang Xun, indicated that the company's capacity utilization rate is currently at a healthy level.

cls.cnDec 2 19:56

Nanshan Technology: This year, the automotive electronics business has grown rapidly. The BMS and Display Power product lines have achieved key breakthroughs. | Direct coverage of the earnings conference

① At the earnings conference of Nanxin Technology, the chairman and general manager Ruan Chenjie stated that the BMS and Display Power product lines have achieved key breakthroughs, with strong growth momentum, and the future business scale is expected to continue to increase rapidly. ② Ruan Chenjie stated that the company's net income and revenue in the first three quarters have exceeded the total level of the previous year, and it is anticipated that the overall revenue and profitability will achieve even better results this year.

cls.cnNov 25 19:44