399803 CSI Industry 4.0 Index
- 3909.06
- +26.63+0.69%
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.
Multiple billion-dollar private equity funds are conducting research on Hangzhou Hikvision Digital Technology, Luxshare Precision Industry, with Feng Liu, Deng Xiaofeng, and Lin Peng never absent.
1. The proportion of the top ten private equity funds in the private equity research list with assets under management exceeding 10 billion yuan has decreased. CFMCC Wealth Management, the top-ranked firm, is the only one that has been researched more than a thousand times this year. 2. Private equity funds are generally more focused on stocks listed on the STAR Market. 3. Many top private equity funds with assets under management exceeding 10 billion yuan are still focusing on researching Hangzhou Hikvision Digital Technology and luxshare precision industry. 4. So far this year, Feng Liu has conducted research on Hangzhou Hikvision Digital Technology three times, while Deng Xiaofeng has conducted research on luxshare precision industry four times.
Zhejiang Hangke Technology Incorporated: Equipment for the semi-solid state battery field has been successively delivered and plans to build a factory in Malaysia|Live coverage of the earnings conference
① The company has currently partnered with multiple relevant manufacturers both domestically and internationally to develop experimental or pilot lines for solid state batteries, and equipment has been continuously delivered; ② The contract signed with Volkswagen in the second half of the year is the largest single order in the company's history, and due to the significant amount of this order, deliveries are expected to start gradually in the first half of 2025; ③ The plan is to build a large manufacturing plant in Malaysia.
The humanoid robot industry end is experiencing intensive catalysis, and commercialization in the industry is expected to land soon.
① Media reported on November 25 that the humanoid siasun robot&automation venture MagicLab is developing a third generation humanoid robot product and is currently testing its assembly line capabilities in an electrical factory. ② Liu Yangdong from shanghai Securities pointed out that there has been a surge of catalysts in the industry lately, further accelerating the development of the humanoid siasun robot&automation industry chain. The entry of humanoid siasun robot&automation into industrial scenarios has become a highly certain application trend both domestically and internationally.
Huawei Mate 70 series is coming, which core suppliers of A-shares are worth paying attention to?
1. Huawei officially launched the Mate 70 series, starting at 5499 yuan; 2. The market expects that this series will become another important flagship product for Huawei, with many institutions predicting sales of over tens of millions; 3. Core suppliers such as boe technology group, visionox technology inc., lens technology, and ofilm group co., ltd are worth paying attention to.
The 2024 Quantum Technology and Industry Conference is about to be held, accelerating the commercialization of the quantum computing market.
①On November 29th-30th, 2024, the Quantum Technology and Industry Conference will be held in Hefei City, with the theme of "Quantum Leap, Future Prospects." ②China Great Wall Securities believes that China's quantum information technology is gradually breaking through the global leading position, the core system is gradually achieving independent controllability, and in the future, with the continuous evolution of policies and industries, remains bullish on the continuous expansion of the quantum computing industry.
bse's second IPO application was withdrawn after passing the review, yonyou network technology's subsidiary failed to go public through spin-off, with 54 withdrawn applications within the year being six times the total for the previous year.
① Since the normalization of IPO reviews in May, performance issues have become one of the key concerns for companies going public. Nearly 90% of the companies going public have been asked about related issues; ② It is worth noting that the number of IPO companies whose reviews were terminated after passing the review has increased significantly this year.
Suspended! Shenzhen Goodix Technology plans to acquire the display driver chip assets. The target company previously planned an IPO | Quick read announcement.
① Shenzhen Goodix Technology plans to acquire control of Yunyinggu, entering the display driver chip field; ② Yunyinggu's AMOLED display driver chip sales are leading domestically and previously had an IPO plan; ③ Shenzhen Goodix Technology's profitability has significantly declined in recent years, and finding new growth is an important task.
Major players are stepping in, and the siasun robot&automation industry is expected to experience a surge.
①With companies like Huawei and Contemporary Amperex Technology increasing their investments, local policies are being successively introduced, accelerating the industrialization process of intelligent humanoid robots in China. ②According to recent research reports by Kaiyuan Securities, Huawei has similar capabilities to Tesla and possesses core competitive advantages in developing the humanoid robot industry.
Stimulated by the dual demand of electric vehicles and low-altitude economy, the solid state battery industry is accelerating its development.
1. Tailun New Energy announced that the company's research and development project on "membrane-free semi-solid-state lithium-ion battery large-scale preparation" has smoothly passed the technology achievement appraisal organized by the China Light Industry Federation. 2. Citic Securities research reports indicate that besides recent progress in the solid-state battery field led by complete vehicle manufacturers, the aviation sector is gradually becoming an important practical scenario for solid-state batteries, and lithium battery equipment manufacturers are expected to explore the second growth curve in the solid-state battery field.
Dawning Information Industry frankly admits that the competition in computing power industry is intensifying. Some investors are dissatisfied with the performance in the first three quarters. | Direct hit on earnings conference
①Despite the continuous growth in high-performance computing and datacenter demand, Dawning Information Industry acknowledged that the competition for computing power is intensifying. ②Several investors are comparing Dawning Information Industry's performance with that of peer company Inspur Electronic Information Industry. ③Dawning Information Industry has invested in multiple assets such as Haiguang Information, Geovis Technology Co.,Ltd., Shuoguang Shuchuang, etc., with a year-on-year increase of up to 407.43% in external investment in the first half of the year.
Huawei's global embodied asia vets industry innovation center has been launched, institutions suggest paying attention to the Huawei siasun robot&automation ecosystem.
On November 15, a conference will be held in Qianhai, Shenzhen, and Bao'an to release innovative achievements in ai applications. At that time, Huawei (Shenzhen) global embodied intelligence industry innovation center will start its operation and hold a preferred partner signing ceremony. The open-source securities machinery team believes that Huawei possesses capabilities similar to Tesla, and has already made early investments in the siasun robot&automation field, initially establishing an ecosystem. Currently, it has advantages in global ai and large model software.
The rise of the domestic substitution concept! ZTE's straight rise exceeds 10%, semiconductors stocks are soaring one after another.
ZTE's stock price hit the daily limit, reaching a new high of more than 1 year, with over 1.5 million shares blocked. Lately, companies whose names start with the middle letter have frequently seen a bullish trend. Previously, China Greatwall Technology Group had consecutive trading limit up, China National Software & Service has also been consistently bullish, and Dawning Information Industry hit a historical high.
Express News | Hong Kong-listed zte surged in the short term, now up nearly 9%; A-share zte straight up hit the limit, stock price hit a new high of over 1 year, with more than 1.4 million shares sealed off.
Wuhan Huazhong Numerical Control has been listed on the SDN list. The company stated that it may have an impact on forex settlement, etc. | Quick reading announcement
①Wuhan Huazhong Numerical Control has been listed in the SDN list, this listing may have an impact on the company's forex settlement and other aspects. ②The company stated that OFAC's sanctions are unilateral actions, and the reasons and specific circumstances for the company being listed on the SDN list are yet to be verified.