China has made significant progress in the photon industry, with a broad future development space for silicon photonics technology.
①The "Photon Technology Frontier Blue Book" jointly released by the Xi'an Institute of Optics and Precision Mechanics of the Chinese Academy of Sciences and China Innovation Star shows that from 2014 to 2023, China has made significant progress in multiple fields in the global photon industry development. ②According to the Open Source Securities research reports, silicon photonics technology with CMOS process compatibility, high integration, and waveguide characteristics has great development potential in areas such as asia vets, optical computing, and consumer electronics.
Sinofibers Technology's senior management 'earthquake': the general manager was dismissed after revealing conflicts with the director, and accused the director of violating laws and disciplines. | Speed read announcement
①Sinofibers Technology announced that Wen Yuefang is no longer suitable for the position of company general manager and decided to dismiss her from the position of general manager; ②This afternoon, a Douyin account named 'Wen Yuefang' released multiple content directly pointing out the contradictory differences with Chairman Yang Yonggang, and also accused Yang Yonggang of violating laws and regulations; ③The proposal to dismiss Wen Yuefang had 2 opposing votes, and the company also claimed that due to poor management at the operational level, the company's seal and the legal representative's seal were lost.
Trading volume remains weak, with several listed payment institutions still experiencing declining performance in the first three quarters, with some companies forecasting signs of stabilization in the scale of QR code payments.
①According to the currently disclosed data, the payment company's revenue and net income for the first three quarters showed a year-on-year decline; ② The payment company's payment transaction volume for the first three quarters decreased year-on-year; ③ Some payment companies stated in their quarterly report that there are signs of stabilization in their scan-to-pay transaction volume.
Concept Dynamics | Cailian News Theme Library Adds "Zhipu AI"
① On October 25, 2024, Zhipu AI launched AutogLM, an autonomous smart device. AutoGLM is a mobile phone operation assistant that simulates users clicking on the screen and a browser assistant that clicks on the web. Currently, it can be used with 8 well-known applications including WeChat, Taobao, Meituan, and Xiaohongshu. ② A list of Smart Spectrum AI concept stocks.
Leading explosive financial report confirms the hot demand for HBM, which semiconductor companies in A-shares are likely to benefit?
①SK Hynix announced its third-quarter performance, with HBM sales increasing by more than 330% year-on-year; ②Bank of America expects that SK Hynix's HBM sales in the next two years will reach $9.2 billion and 15.8 billion respectively; ③Brokerage view suggests focusing on new materials related to AI investment themes such as computing power, storage, and advanced packaging.
Non-conventional business continues to drag down Yiqiao Shenzhou's performance. The cumulative stock repurchase has exceeded 0.4 billion yuan | Interpretations
①Affected by factors such as the decline in unconventional business income and fluctuations in cash management income, Yiqiao Shenzhou's third quarter revenue and net income attributable to the parent both declined; ②The increase in investment in CRO services and conventional reagents business resulted in a year-on-year increase in the company's cost of goods sold by over 30%; ③This year, Yiqiao Shenzhou has repurchased the company's shares in two phases, with a total amount exceeding 0.4 billion yuan.