The adjustments to the MSCI Chinese Index have been announced! Verisilicon Microelectronics (Shanghai) Co., Ltd. (688521.SH) and 5 other constituent stocks have been newly included.
On May 14, the international Index compilation company MSCI announced the quarterly adjustment results for its Index for May 2025, which will take effect after the market closes on May 30, 2024.
The latest developments of Apple's first foldable iPhone have been revealed, and domestic supply chain manufacturers are expected to benefit.
① Recently, a reporter learned from sources in the supply chain that Apple has set a shipping target for suppliers to launch its first foldable screen phone in the second half of 2026, which is a "large foldable screen iPhone." ② According to IDC's forecast, the shipment volume of foldable screen phones in China is expected to grow at a CAGR of 19.8% over the next five years. The Industry Chain for foldable screen phones is becoming increasingly mature, with new components benefiting the most.
Direct coverage of the Earnings Conference for the Siasun Robot&Automation Industry: The localization rate of the supply chain is accelerating, while the industrial sector still faces fierce competition.
① Many companies participating in the performance briefing stated that currently, the core or most supply chain links have been localized, while a small number of links that require imports are actively planning localization solutions; ② From the perspective of the overall Siasun Robot&Automation Industry, the competition in the industrial robot industry is fierce, and in 2024, a situation of "growth in quantity without growth in revenue, and growth in revenue without growth in profit" may occur.
The Shanghai VR/AR Industry Expo will be held next week, and the AI glasses sector is expected to welcome a catalyst.
① The 2025 China Shanghai VR/AR Industry Expo will be held on May 15-16, 2025, at the Shanghai International Procurement and Exhibition Center / Banshuhe International Conference Center. ② Huaxi pointed out that looking ahead, AI glasses are expected to become the next consumer electronics terminal with sales exceeding 100 million units, and the potential market size in the future is enormous.
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