Brokerage morning meeting highlights: The construction of a national unified electrical utilities market is accelerating, bullish on three main lines.
In today's brokerage morning meeting, htsc stated that the construction of a national unified electrical utilities market is accelerating, with a bullish outlook on three main lines; Galaxy Securities indicated that 5G applications are expected to develop on a large scale, selecting high-quality symbols with improved marginal prosperity; haitong sec expressed a bullish view on the steady rise of rare earth prices.
Zhuhai Guanyu: The solid state battery is still in the laboratory sample stage and is interfacing with customers in the crewed spacecraft field | Directly covering the earnings conference.
① Currently, the company's solid state battery samples have demonstrated good safety performance and cycle life. The company is participating in Guangdong Provincial Department of Science and Technology's provincial key R&D program: the research and industrial application of quasi-solid-state power lithium batteries. ② In the field of manned spacecraft, the company is also actively exploring and laying out, currently actively engaging with customers.
Cancellation of high-tech enterprise qualification may require shanghai microport endovascular medtech(group)co.,ltd. to pay an additional 70 million in taxes.
shanghai microport endovascular medtech(group)co.,ltd. needs to pay up to 70 million yuan in back taxes due to the cancellation of its high-tech enterprise qualification certification, which is expected to account for more than 10% of the net income in the most recent fiscal year. shanghai microport endovascular medtech(group)co.,ltd. stated that it is currently communicating with relevant units regarding this matter; In addition, shanghai microport endovascular medtech(group)co.,ltd. previously revealed that without considering the impact of non-operating risk factors, the projected growth of the attributable net income in 2024 is around 0-10%.
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.
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.
Autel intelligent technology corp.,ltd.: The overseas market is the block orders for digital energy business, and the siasun robot&automation business may soon be realized | Direct hit on the earnings conference.
From the second to third quarter of 2024, the company's digital energy business has made significant progress in self-operated e-commerce and major client expansion in the usa market, with a relatively stable gross margin. The subsidiary focuses on intelligent inspection and smart security applications, with generative AI "brain" (Digital AI) at its core, utilizing drones, anti-drone systems, and various ground siasun robot&automation (Physical AI) as executors.