Open Source Securities: Focus on Supply Chain Autonomy and Control, Domestic IC Design Chips May Soon Launch a Counterattack

In the "14th Five-Year Plan" of 2020, it is proposed that by 2025, the self-sufficiency rate of domestic chips should reach 70%.

Zhitong FinanceDec 4 13:33

The optical communication chip company Youxun Co. has started IPO guidance, with investments from China Mobile Capital, sg micro corp, and others.

① Youxun Co., Ltd. is one of the first companies in china engaged in the design of high-speed transceiver chips for optical communication, and has shipped nearly 2 billion chips to date, with products covering core transceiver cells for optical communication rates from 155M to 800G. ② The founder, Ke Binglan, once taught in the law department at Xiamen University and has "crossed" into the field of communication chip design; among the institutional shareholders of the company, Shenzhen Capital, Fujian Electronic Information Industry Fund, and Xiamen High-tech Investment are state-owned capital.

cls.cnNov 29 17:58

Guoyuan: The new round of development opportunities for autonomous driving has arrived. Pay attention to the investment opportunities in related electronic component manufacturers.

Tesla expects the Robotaxi to be produced in 2026 and mass-produced in 2027. If approved by China and Europe in Q1 2025, the Model 3/Y will be the first to experience self-driving functionality and may become a self-driving taxi.

Zhitong FinanceNov 15 14:12

SG Micro Corp Just Missed Earnings - But Analysts Have Updated Their Models

Simply Wall StOct 30 06:28

sg micro corp (300661): In Q3 2024, the performance increased significantly year-on-year, and the product layout is becoming more complete.

In Q3 2024, the company's performance increased significantly year-on-year, maintaining a 'buy' rating. The company released the third quarter report for 2024, achieving revenue of 2.445 billion yuan in the first three quarters of 2024, a year-on-year increase of +29.96%; net income attributable to shareholders was 2.85 billion yuan.

Open Source SecuritiesOct 28 18:52

sg micro corp (300661) 3Q24: Demand continues to improve

sg micro corp released its third quarter report, achieving revenue of 0.868 billion yuan in Q3 2024 (yoy +18.52%, qoq +2.48%), net profit attributable to mother of 0.1 billion yuan (yoy +102.74%, qoq -14).

htscOct 27 00:00