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Open source securities: The national subsidies for Consumer Electronics and AI terminals resonate, which is expected to lead to an increase in both volume and price along the mobile phone supply chain.
The continuous improvement of the AI ecosystem will continually enhance consumer experience and drive growth in the demand for AI smartphone upgrades.
Express News | Star closing review: SSE Science and Technology Innovation Board 50 Index closed down 1.25%, with the Biopharmaceutical and Semiconductors Sectors performing poorly.
Express News | Aiwei Electronics: Company Directors and executives plan to collectively reduce their shareholding by no more than 0.95 million shares.
Open Source Securities: Focus on Supply Chain Autonomy and Control, Domestic IC Design Chips May Soon Launch a Counterattack
In the "14th Five-Year Plan" of 2020, it is proposed that by 2025, the self-sufficiency rate of domestic chips should reach 70%.
Aiwei Electronics (688798.SH): The company disposed of some trading financial assets and no longer holds stocks of tongfu microelectronics.
Gelonghui November 15th | Aiwei Electronics (688798.SH) announced that as of the date of this announcement at the beginning of 2024, the company sold 1,506,390 shares of Tongfu Microelectronics stocks through the centralized auction trading system, with a transaction amount of 50.3968 million yuan. The target of this transaction is listed in the company's financial statements as 'trading financial assets', and this financial asset is measured at fair value and its changes are included in the current period's profit and loss. This transaction has generated accumulated income of 24.0724 million yuan (net of tax effects), including (1) the fair value that the company has confirmed from 2022 to 2023.
Express News | Aiwei Electronics: Sold tongfu microelectronics stocks, accumulated profit of 24.0724 million yuan.
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