The 2024 World Consumer Electronics Expo is about to be held, and the smart phone market is expected to grow against the trend.
① The 2024 World Consumer Electronics Show will be held at the Shenzhen Convention and Exhibition Center from November 28 to 30, 2024. ② China Merchants believes that the flagship Android phones are entering a phase of intensive releases, with Xiaomi, OPPO, vivo, Honor, and Huawei all having released new flagship models, which focus on AI and optics as highlights. Continuous attention is paid to innovations in new machines and subsequent sales.
【Data Monitoring】 The trading volume of the chip etf has surged, with strong speculators exceeding 0.3 billion buying into grinm advanced materials.
① The sse science and technology innovation board 50 index increased significantly by 3.61% today, with many chip etfs experiencing a substantial increase in trading volume, among which the grinm advanced materials chip etf fund (588290) saw a 232% month-on-month increase in trading volume. ② The high-priced stock grinm advanced materials, which is hit with a trading halt, received a purchase of 0.309 billion from Huaxin Securities at the Shanghai Wanping South Road branch.
6 years after acquiring ANSYS semiconductors, Zhongwen Jintai's "operation abnormalities", Wingtech Technology responds: the company has no actual business.
① Zhongwen Jintai has been included in the list of abnormal operations by the Market Supervision Administration of Hefei High-tech Development Zone due to being unable to be contacted through its registered address or business location. ② A staff member from the Secretary Office of Wingtech Technology stated that the company currently has no actual business, and the legal department has communicated with the local market supervision to understand the situation.
Kangxi Communications plans to acquire 51% equity of Semiconductor Co. to expand its asia vets smart terminal.
①Kangxi Communications stated that the proposed acquisition of the target company will help enhance Kangxi Communications' existing Wi-Fi RF front-end chip products, and supplement the company's capabilities in terms of technology, revenue, etc. in the internet of things field; ②Industry investors stated that in terms of smart control modules, ChipInside can save the intermediate price difference by purchasing Kangxi Communications' Wi-Fi chips, thereby reducing the related product costs.
Nanshan Technology: This year, the automotive electronics business has grown rapidly. The BMS and Display Power product lines have achieved key breakthroughs. | Direct coverage of the earnings conference
① At the earnings conference of Nanxin Technology, the chairman and general manager Ruan Chenjie stated that the BMS and Display Power product lines have achieved key breakthroughs, with strong growth momentum, and the future business scale is expected to continue to increase rapidly. ② Ruan Chenjie stated that the company's net income and revenue in the first three quarters have exceeded the total level of the previous year, and it is anticipated that the overall revenue and profitability will achieve even better results this year.
Tuojing Technology: As of the end of Q3, the current orders on hand are full, with equipment already shipped to Japan. | Directly hitting the earnings conference
① The design of the PF-300T Plus and PF-300M further enhances the equipment's capacity, with machinery capacity increased by approximately 20% to 60%; the two new reaction chambers, pX and Supra-D, further improve the performance indicators of film deposition. ② Tuo Jing Technology has established a wholly-owned subsidiary in japan in the first half of 2024 and is currently actively expanding into other overseas markets.