Mild recovery as the main theme, A-share semiconductor sector welcomes a wave of earnings forecasts. How will the future industry prosperity evolve?
①15 semiconductor companies have announced their performance for the first three quarters, with 11 forecasting growth and 2 reversing losses; ② The moderate recovery of the industry and the rebound in market demand have become the main theme of this round of performance forecasts; ③ Some interviewees believe that only the market for mid- to high-end chips may do well in the second half of the year.
Industry, policy, and education are all launching three initiatives. Institutions recommend focusing on the symbol of the HarmonyOS industry chain.
①Huawei Developer Official Website releases the HarmonyOS native application developer incentive plan. ②Zhongtai Securities pointed out that the HarmonyOS native application ecosystem is becoming mature. In 2024, the commercialization of HarmonyOS on a large scale is imminent, which is expected to drive a large number of application software vendors to carry out adaptation, migration, and development work. The HarmonyOS industry chain symbol will benefit from this. It is recommended to pay attention to the industry chain operating system partners, application partners, and hardware integration partners.
The world's first humanoid siasun robot&automation factory has started production, and companies in the component sector are expected to benefit first.
According to media reports, Agility Robotics announced last year the establishment of the world's first humanoid robot factory, RoboFab. It is reported that the factory has officially started assembling robots. Guotou Securities stated that robots' learning capabilities on the software algorithm side are continuously strengthened, industrial application scenarios are constantly being breakthrough, humanoid robots are expected to enter the mass production stage relatively quickly.
Hyperscience's upcoming IPO: planning to raise 0.783 billion yuan, continuous price reduction of energy storage products suppresses gross margin.
①In the first half of the year, the company achieved energy storage system revenue of 3.65 billion yuan, a 24.50% increase compared to the same period in 2023. ②In the first half of the year, the company's procurement amount of Yiwei power cell increased significantly, reducing the risk of purchasing from a single supplier. However, the concentration of its suppliers remains high, mainly due to a few leading companies dominating the market supply of upstream cells. ③As of the date of the prospectus signing, Haibo Sichuang has six significant impact lawsuits pending.
Toyota's director general warns: Transitioning to pure electric vehicles will lead to a large number of Japanese people losing their jobs.
①Akio Toyoda stated that if electric vehicles simply become the only option, including for our suppliers, those people's jobs will be lost; ②Akio Toyoda pointed out that the market share of pure electric vehicles will at most reach 30%, with the rest being taken over by hybrid cars, hydrogen fuel cell vehicles, and rbob gasoline cars.
[Data Analysis] Stocks at high levels plunged, speculative funds collectively selling off. jiangsu hoperun software was dumped by four speculative funds, selling nearly 1 billion.
1. Several high-priced stocks that have experienced significant declines have been heavily sold off by first-tier institutional investors, with jiangsu hoperun software being collectively sold by four institutional investors for nearly 1 billion. 2. The trading volume of the infrastructure ETF (516950) increased by 236% month-on-month.