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AVIC Aviation High-Technology: The commercial engine composite materials field is a new business growth point for the company. | Earnings conference in focus.
1. The commercial aircraft engine composite materials field may become the company's new business growth point; 2. The honeycomb product has been certified by Airbus and has achieved exports, and the current order volume is stable.
How significant is the impact of a 30% production reduction by the photovoltaic glass giant? Flat Glass Group: The customer procurement intention is stable | Coverage of the earnings conference.
1. Market rumors: Xinyi Solar and Flat Glass Group, along with ten other photovoltaic glass giants, jointly reduce production by 30%. Ruan Hongliang, the director of Flat Glass Group, denied the joint production cut and emphasized that it was an individual company action; 2. The reduction in production by the giants did not boost demand. The company stated that the purchasing intention of downstream customers remained stable on a month-on-month basis; 3. The price reduction of photovoltaic glass has caused investors to worry about the company's performance in the second half of the year.
Completely abandon LCD? Apple is reportedly planning to use OLED displays on all iPhones.
①Apple first introduced the OLED display on the iPhone X in 2017. Since then, Apple has popularized the use of OLED displays in its mid-to-high-end models, but the iPhone SE series still uses an LCD screen. ②Insiders said that Apple has started ordering OLED displays for the new generation of iPhone SE from jd.com and LG.
The Ministry of Industry and Information Technology plans to implement large-scale digital transformation and upgrading of equipment, which will catalyze the industrial software sector.
The Ministry of Industry and Information Technology is soliciting public opinions on the 'Implementation Plan for the Digital Transformation of Light Industry (Draft for Solicitation of Comments)'. It proposes to promote the application of programmable logic controllers (PLC), distributed control systems (DCS), and other industrial control systems, industrial robots, intelligent testing equipment, manufacturing execution systems (MES), and intelligent equipment automation.
Star Evening News | Advanced Micro-Fabrication Equipment Inc. China's major shareholder equity changes, Willfar Information Technology won the bid for a 26.13 million yuan national grid procurement project.
1. The State Council: vigorously develop biomedical research and development outsourcing, digital manufacturing outsourcing; 2. Ministry of Industry and Information Technology: plans to implement large-scale equipment digital transformation and upgrading; 3. Shanghai: strive to become an internationally influential live-streaming economic hub by 2026.
Two shipbuilding stocks with market caps of hundreds of billions will undergo restructuring! china cssc plans to merge with china shipbuilding industry.
①The method of this merger is that China CSSC plans to issue A-share stocks to all shareholders of China Shipbuilding Industry for stock-for-stock absorption and merger. ②As of today's close, the total market value of China CSSC is 156.1 billion yuan, and the total market value of China Shipbuilding Industry is 113.6 billion yuan.