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ZTE's stock in Hong Kong once surged over 9%. What happened? Quick look at the Institutions' interpretation.
ZTE has once again迎来了 a glorious moment!
This week, another 10 companies added! Hangzhou Hikvision Digital Technology and several other stocks have disclosed shareholding repurchase plans and renewed loan plans, a list of related A-shares is as follows.
① This week, the special loans for Share Buyback and Shareholding continue to surge. According to incomplete Statistics from Caixin, 10 A-share listed companies announced the relevant situation of Share Buyback and Shareholding related to re-loans (attached table); ② Hangzhou Hikvision Digital Technology plans to use its own funds and special loans for the largest amount of share buyback, with a maximum not exceeding 2.5 billion yuan.
Shanghai Friendess Electronic Technology Corporation: In Q4, downstream demand has rebounded sequentially and plans are underway to establish a presence in Europe | Direct coverage of the Earnings Conference.
① The Chairman of Shanghai Friendess Electronic Technology Corporation, Tang Ye, stated that the company's (Asia Vets welding) products are mainly aimed at the Steel structure Industry, with the downstream primarily consisting of Siasun Robot&Automation manufacturers and integrators. Since the beginning of the year, the number of customers forming Trade with the company has gradually increased; ② In terms of overseas channels, the company has already established a presence in South Korea and is preparing to set up a location in Europe.
How can the high cost problem be solved for humanoid siasun robot&automation to enter factories for work?
The humanoid robot industry is heating up, and the domestic humanoid robot MagicBot is "going to work in factories," but with a unit price of about 0.5 million yuan for a single humanoid robot, the cost is so high. When will large-scale deployment be possible?
Another celebrity semiconductor project "sells itself": 8.5 billion unicorn Yunying Valley is planned to be acquired by Shenzhen Goodix Technology, which had previously launched a sprint for IPO.
① Recently, Shenzhen Goodix Technology announced that it plans to acquire 100% of the shares of Yunying Valley Technology through the issuance of shares and cash payment. ② From the founding team's background, valuation status, and market position, Yunying Valley Technology can be considered a star project.
Hymson laser technology group: The solid state battery is in its early stages of development, but the gross margin is considerable. 3C business orders are steadily increasing | Directly hitting the earnings conference.
①In terms of existing orders, as of the end of September, the company had approximately 7.5 billion in existing orders, of which lithium batteries accounted for 80%, with the rest being 3C and photovoltaics; it is expected that new signed orders this year will also see a significant increase, especially in the photovoltaic sector; ②The mass production orders for solid state batteries are currently in the final confirmation stage of the technical solution; ③Currently, solid state batteries are in the early stages of technical development, with the company's gross margin in the related business being about 10 percentage points higher than traditional technologies.