This week, 14 more companies have been added! Goertek Inc. and several other stocks have disclosed their shareholding repurchase and refinancing plans, here is a list of the relevant A-shares.
① The Share Buyback and Shareholding via re-loan continues to be implemented. According to incomplete Statistics, as of the time of writing, 14 listed companies have disclosed relevant information on Share Buyback and Shareholding via re-loan (attached table); ② The related Shareholders of Goertek Inc. and China Northern Rare Earth received the highest special loan amount, with the loan amount not exceeding 0.9 billion yuan.
Xiaomi and Huawei have entered the running fray; where is the "battle of a hundred mirrors" headed?
① There is ongoing speculation in the market about major companies entering the AI glasses segment, making AI glasses a hot field; ② Analysis suggests that with AI support, the shipment volume of AR glasses is expected to exceed 30 million by 2030; ③ Multiple interviews with reporters have revealed that there are challenges to be solved in both software and Hardware aspects of AI + AR glasses.
Apple entering the foldable smartphone market is expected to bring significant incremental Orders to related manufacturers.
Market news indicates that Apple plans to finalize the supply chain for the foldable iPhone by April this year and expects to begin large-scale production of related components in the second half of this year. This phone is expected to be released in the second half of 2026.
The Indonesian government has signed an investment agreement with Apple, and the ban on selling the iPhone 16 will be lifted.
① The Indonesian government has signed an investment agreement with Apple to pave the way for the resumption of iPhone 16 sales in Indonesia; ② The agreement includes the establishment of a factory on Batam Island to produce AirTags, operated by Luxshare Precision Industry; ③ This investment agreement is a victory for Indonesia, as the country's tough strategy has yielded results.
Overall shipment volume growth, Shenzhen Transsion Holdings Co., Ltd. experienced a rebound in performance in Q4 2024, but the gross margin declined for the entire year.
① After experiencing performance declines for two consecutive quarters, Shenzhen Transsion Holdings Co., Ltd. showed growth in both year-on-year and quarter-on-quarter performance in the fourth quarter of 2024. However, there was a year-on-year decline in non-recurring net income and EPS; ② Recently, Shenzhen Transsion Holdings Co., Ltd. announced it will launch smart glasses, flagship smartphones, and laptops at MWC 2025. According to projects disclosed by the Shenzhen Municipal Bureau of Industry and Information Technology, the company is expanding its industrial land.
Multiple manufacturers have collectively launched new AIPC products, and the PC Industry Chain is expected to continue benefiting.
① Lenovo will launch the YOGA 2025 series new products on February 25, and Xiaomi will release the Redmi Book Pro 16 2025 on February 27, positioned as a "professional office notebook for the AI era." ② GTJA's Shu Di believes that with the explosive demand for higher specification local model deployment, AIPC shipments are expected to grow rapidly, driving the overall PC industry toward a mid-to-high-end upgrade.