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Tesla's Robotaxi is about to debut, analyzing the core beneficiary symbols.
Tesla will hold the Robotaxi autonomous driving taxi unveiling event on October 11th Beijing time.
Star Market Evening News | The second IPO application after the eight regulations on the Science and Technology Innovation Board has been accepted. The total amount of orders in hand by Shengmei Shanghai exceeds 6.7 billion yuan.
1. The Ministry of Industry and Information Technology: The revenue of the software industry's integrated circuit design in the first 8 months was 239.3 billion yuan; 2. Peking: Strive to achieve a low-altitude economic industry scale of 100 billion yuan within three years; 3. Guangdong: Accelerate technological breakthroughs and industrialization in large-scale models, embodied siasun robot&automation, future intelligent terminals, and intelligent unmanned systems.
National Silicon Industry Group: downstream customers of silicon wafers are still destocking | A closer look at the earnings conference
In the first half of 2024, the global semiconductor market overall showed some improvement, but the recovery was slower than expected, and the global silicon wafer shipments still demonstrated a year-on-year decline. Director and CEO of the national silicon industry group, Qiu Ciyun, stated that both customer-side and company's own inventory digestion are ongoing.
SITAWEI: Some of the products under development will be gradually applied to L2+ intelligent driving. The capacity expansion of advanced 50 million pixel products is proceeding smoothly | Focus on earnings conference
The company will focus on the layout of high-end flagship CIS products. In the first half of the year, the company's high-end 50 million pixel products accounted for over 50% of the revenue in the smart phone business. The CIS products used in the intelligent driving assistance system (ADAS) have received the first commercial production order.
Intends to acquire medical instruments dealer micro-tech for 0.29 billion, accelerating its overseas expansion.
①CME is a channel company for the sale of medical equipment products located in Europe, with sales advantages in products such as endoscopy. ②In recent years, to offset the domestic impact, micro-tech's overseas income has gradually increased, reaching 0.624 billion yuan in the first half of 2024, accounting for 46.78% of the overall income.
Guobin Electronics: It is expected that the demand for RF devices will increase significantly, and the company is actively deploying 6G mobile communication applications. Direct coverage of the earnings conference.
①Affected by some factors in the industry and the pace of orders, Guobo Electronics' revenue and net income attributable to the parent company in the first half of this year decreased by 32.21% and 20.77% year-on-year, respectively, both reaching a near two-year low. ②The company's relevant person in charge stated that its new generation metal ceramic packaging GaN RF modules have been mass applied in 4G and 5G base station equipment, and actively deployed in 6G mobile communication applications.