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Wus printed circuit (002463.SZ): plans to invest 21.9715 million euros in Shengwei Strategy through debt-for-equity swaps.
Grain News on November 21st
Tianfeng: New AI momentum drives industry growth acceleration, bullish on the communication industry to continue high prosperity and accelerate growth each quarter.
In terms of net income, the overall net income of communications equipment in Q3 2024 increased by 18% year-on-year, a significant reversal compared to the -16% in Q3 2023, reflecting a rapid recovery in industry profitability amid the transition between old and new driving forces.
Minsheng Securities: Industry cloud merchants' capital expenditure steadily increasing, with continuous strong demand for electronic computing power.
The total capital expenditure of the four major cloud businesses in North America in CY3Q24 was $59.814 billion, a year-on-year increase of 61.7% and a quarter-on-quarter increase of 13.2%; market media unanimously expected the total capital expenditure of the four major cloud businesses in North America in CY2024 to be $222.6 billion, a year-on-year increase of 51.0%.
Wus Printed Circuit (002463): Q3 24 performance achieves high-speed growth, continuous R&D support optimizes product structure.
Event: On October 24th, the company released the third quarter report for 2024. In the first three quarters of 2024, the company achieved revenue of 9.011 billion yuan, a year-on-year increase of 48.15%; achieved a net income attributable to the parent company of 1.848 billion yuan.
wus printed circuit (002463): Performance fell below expectations, planning to further expand production of 0.29 million square meters of high-end PCB boards.
Event. The company's revenue in the first three quarters was 9.011 billion yuan, +48.15% year-on-year, net income attributable to the mother was 1.848 billion yuan, +93.94% year-on-year, gross margin was 35.86%, +5.28 percentage points year-on-year, net margin 20.
Foreign public fund latest hold positions exposure! Fund managers are bullish on china's stock market valuation repair.
With the disclosure of the third quarter report, public funds under international asset management giants such as BlackRock and Fidelity have all their holdings exposed.
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