Performance continues to decline in search of breakthroughs. Leading flame retardant company Zhejiang Wansheng takes the first step in building factories overseas | Quick read of the announcement.
① The leading flame retardant company Zhejiang Wansheng intends to invest in a factory in Thailand, with an annual production capacity of 0.032 million tons of flame retardants; ② The company's performance has been under pressure in recent years, especially with the greatest impact on overseas Business; ③ Building a factory in Thailand will fill the company's overseas production capacity gap, as previous overseas layouts focused on marketing.
Anji Microelectronics Technology: Not engaging in single low stock price competition, will continue to strengthen the introduction of domestic products | Earnings conference
① The chairman of anji microelectronics technology, Wang Shumin, stated that the company's performance expectations for 2024 will continue the growth trend of the first three quarters; ② The secretary of the board of directors of anji microelectronics technology, Yang Xun, indicated that the company's capacity utilization rate is currently at a healthy level.
The optical communication chip company Youxun Co. has started IPO guidance, with investments from China Mobile Capital, sg micro corp, and others.
① Youxun Co., Ltd. is one of the first companies in china engaged in the design of high-speed transceiver chips for optical communication, and has shipped nearly 2 billion chips to date, with products covering core transceiver cells for optical communication rates from 155M to 800G. ② The founder, Ke Binglan, once taught in the law department at Xiamen University and has "crossed" into the field of communication chip design; among the institutional shareholders of the company, Shenzhen Capital, Fujian Electronic Information Industry Fund, and Xiamen High-tech Investment are state-owned capital.
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.
Huawei Mate 70 series is coming, which core suppliers of A-shares are worth paying attention to?
1. Huawei officially launched the Mate 70 series, starting at 5499 yuan; 2. The market expects that this series will become another important flagship product for Huawei, with many institutions predicting sales of over tens of millions; 3. Core suppliers such as boe technology group, visionox technology inc., lens technology, and ofilm group co., ltd are worth paying attention to.