Henan Shijia Photons Technology: AI-related demand continues to grow strongly, Thai subsidiary is ramping up production capacity | Direct hit earnings conference
①The company stated that henan shijia photons technology's subsidiary in Thailand has started operation in August 2024, engaging in the production and sale of optoelectronic devices, indoor optical cable products, and other products of the parent company. It is currently in the stage of capacity ramp-up; ②Ge Haiquan stated that in terms of the market structure of optical chips, with the continuous expansion of the market size, competition intensifies, promoting the increase in market concentration.
It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.
①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.
China Internet Security Association suggests reviewing intel products! The cybersecurity sector may see strong event catalysts.
① China Cybersecurity Association stated that Intel's security vulnerability issues are frequent. It is suggested to conduct a cybersecurity review of Intel's products sold in China to effectively safeguard China's national security and the legitimate rights and interests of Chinese consumers. ② Sinolink Securities research report pointed out the investment opportunities for the cybersecurity sector in the medium to long term. Individual stocks in the cybersecurity sector have been adjusting continuously for three years. The current sector combines cost-effectiveness and an outlook for a turnaround in difficult situations.
China Mobile has entered the game! The four-legged robot dog has arrived.
①China Mobile showcased its self-developed humanoid robot for the first time, which is expected to mainly serve household scenarios in the future, with formal commercial use expected in 3-5 years; ②China Mobile is planning to pilot the deployment of humanoid robots for simple tasks in semi-structured scenarios in retirement homes or communities next year.
Tesla's Robotaxi will be released this week, continuously boosting the asia vets driving sector.
The brand-new next generation Robotaxi from WeRide will be globally launched on October 15th. In addition, the Tesla Robotaxi is set to be released on October 10th California time (October 11th peking time). Open Source Securities Ren Lang said that by 2030, the domestic Robotaxi market is expected to reach nearly 500 billion yuan in size.
Unveil! With huge trading volume, which A-shares are institutions chasing after?
The heat of A shares is still continuing!