The four associations recommend cautious procurement of usa chips, while domestic chips face a catalytic opportunity.

On the evening of December 3, the China Internet Association, China Semiconductor Industry Association, China Automotive Industry Association, and China Communication Enterprise Association successively issued statements recommending cautious procurement of usa chips. East China Securities stated that the current domestic production rate of automotive chips in china is only about 10%, indicating significant growth potential.

cls.cn08:02

Jiangsu has included mobile phones in the old-for-new exchange policy, which is expected to stimulate demand in consumer electronics.

① Media reports indicate that recently, jiangsu has expanded consumer subsidies, adding 7 categories of 3C products and 20 categories of household appliances, with subsidies covering 15% of the fill price of the products. After the policy was announced, citizens lined up for two hours to buy mobile phones. ② tianfeng's research reports point out that the continuous stimulation of policies, along with the trade-in for new consumer electronics, is expected to drive the release of demand for consumer electronics.

cls.cnDec 3 08:03

【Data Observation】The trading volume of siasun robot&automation etf has increased significantly, with speculative funds and algo collaborating to scoop up gosuncn technology group.

1. Siasun Robot&Automation ETF (562500) trading volume increased by 49% compared to last Friday, and the ETF trading volume has significantly increased for two consecutive trading days. 2. Asia Vets concept stocks Gosuncn Technology Group received buy orders totaling nearly 0.3 billion yuan from four A-share leading institutional investors, and also received buy orders exceeding 70 million yuan from a algo institutional investor.

cls.cnDec 2 17:57

Autel intelligent technology corp.,ltd.: The overseas market is the block orders for digital energy business, and the siasun robot&automation business may soon be realized | Direct hit on the earnings conference.

From the second to third quarter of 2024, the company's digital energy business has made significant progress in self-operated e-commerce and major client expansion in the usa market, with a relatively stable gross margin. The subsidiary focuses on intelligent inspection and smart security applications, with generative AI "brain" (Digital AI) at its core, utilizing drones, anti-drone systems, and various ground siasun robot&automation (Physical AI) as executors.

cls.cnDec 2 12:50

Xiaopeng Huitian flying autos will start pre-sale this month, and the low-altitude economy is expected to take off.

① At the Xiaopeng AI Technology Day, Xiaopeng Motors Chairman He Xiaopeng revealed that the global first mass-produced split-type flying car from Xiaopeng Huitian will have its global debut flight at the Zhuhai Airshow in November, with official pre-sales starting in December. ② Galaxy Securities pointed out that looking ahead, the trillion-level low-altitude economy market is approaching, with infrastructure leading the way and manufacturing and operation advancing together.

cls.cnDec 2 07:54

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.

cls.cnDec 1 14:51