Huawei's foldable phone pre-order has exceeded 3 million, and the industry has entered a period of stable growth.
Huawei Mate X Foldable Phone, which was available for pre-order on Huawei Store starting from September 7th, 12:08, has already received over 3 million reservations, reaching 3.137 million people. According to Debang Securities, mainstream smart phone manufacturers have largely completed the layout and iteration of their foldable screen product lines, and the foldable screen phone industry is gradually entering a stable growth period.
In the second quarter, Huawei ranked first in global wrist-wearing market shipments, and smart wearable devices may become a new frontier for AI implementation.
1. According to IDC data, Huawei shipped 8.883 million units in the global wearable device market in the second quarter of 2024, with 5.965 million units shipped in China, becoming the top player in both the global and Chinese wearable markets. 2. Shanxi believes that leading domestic consumer electronics manufacturers are bullish on the prospects of wearable devices. With the continuous maturation of edge AI technology, wearable devices will become a new outlet for AI applications.
Completely abandon LCD? Apple is reportedly planning to use OLED displays on all iPhones.
①Apple first introduced the OLED display on the iPhone X in 2017. Since then, Apple has popularized the use of OLED displays in its mid-to-high-end models, but the iPhone SE series still uses an LCD screen. ②Insiders said that Apple has started ordering OLED displays for the new generation of iPhone SE from jd.com and LG.
In August, 17 listed companies bid farewell to A shares! ST Xudian and other stocks received a pre-notice of termination of listing, * ST Yaxing will become the first voluntarily delisted company this year.
①*ST Weichuang, *ST Xudian, Guangdong Highsun Group have received notices of delisting this month; ②*ST Yazhou will become the first actively delisted listed company this year; ③In August, a total of 17 listed companies, including Pengdu Agriculture & Animal Husbandry and China Grand AutomotiveServices Group, have been delisted. Please refer to the list of A-share listed companies delisted in August (attached table).
Huawei, Apple, and Byte are all making big moves! The bullish trend in consumer electronics in September continues, and major technology events are coming up.
Today, the consumer electronics concept has sparked a surge in limit-up stocks, with companies like Shenzhen CDL Precision Technology and Kunshan Kersen Science & Technology hitting the limit. Major consumer electronics manufacturers will release new products in September, let's take a look at them.
Suzhou Maxwell Technologies' revenue increased by nearly 70% in the first half of the year, but there is now a "hidden concern" as the inventory book value exceeds 10 billion yuan. | Interpretation of financial statements
① The leading company in heterojunction devices saw both revenue and net income increase in the first half of the year, but the inventory's book value reached 10.983 billion yuan, accounting for 45.14% of the total assets for the period; ② With a high inventory scale, it is a common situation among many photovoltaic equipment manufacturers, and the risk of inventory backlog or price decline may have adverse effects on the company's operations and performance.