Xiaomi Concept
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- +7.033+0.52%
The share transfer price for Feiwo Tai shareholders has been preliminarily determined, discounting 14.68% from the market price, with 8 institutional investors participating in the acquisition.
①Institutions investment bankers stated that the shareholding method of inquiry transfer was an innovation in the design of the star market at that time, which can serve as a way to mitigate the impact of shareholding reduction; ②Private equity analysts stated that the electronic component sector where the company is located has outperformed the stock price increase of Feith in the same period since the beginning of the year, and at a relatively low price point for the company's stock, offering discounted inquiry transfer of shares is relatively objective and reasonable.
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.
[Data Analysis] Trading volume of honglietf surges, three first-tier institutional investors jointly sell leo group co.,ltd., nearly 0.6 billion.
①The trading volume of two dividend ETFs increased significantly compared to yesterday, with the trading volume of Huatai-PB CSI Dividend Low Volatility ETF (512890) increasing by 113% compared to the previous day. ②Several high-priced stocks were heavily sold by first-tier hedge funds, with Leo Group Co., Ltd. facing a total sell-off of nearly 0.6 billion by three hedge funds.
Zhuhai Guanyu: The solid state battery is still in the laboratory sample stage and is interfacing with customers in the crewed spacecraft field | Directly covering the earnings conference.
① Currently, the company's solid state battery samples have demonstrated good safety performance and cycle life. The company is participating in Guangdong Provincial Department of Science and Technology's provincial key R&D program: the research and industrial application of quasi-solid-state power lithium batteries. ② In the field of manned spacecraft, the company is also actively exploring and laying out, currently actively engaging with customers.
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.
The stock of AI marketing has doubled and is prominently listed! A summary of the most popular stocks in November that received the most institutional research visits.
① The concept stock of AI marketing, Yidian Tianxia, has seen a maximum cumulative increase of 123% in its stock price since the low point in November; ② A list of the top ten stocks that received institutional research during the period from November 1 to November 30, including the number of institutional research visits and the latest research situation of hot stocks over the past month (attached table).
bestechnic (shanghai) co., ltd.: Some customers' smart glasses projects are in the introduction stage. The rise of cloud-based large models presents new demands for chips | Highlights from the earnings conference.
①In the first three quarters of the year, bestechnic (shanghai) co., ltd. asia vets watches and wristbands accounted for approximately 29% of the total, a significant year-on-year increase. Looking ahead to the fourth quarter and 2025, bestechnic (shanghai) co., ltd. asia vets stated that the gross margin is expected to continue to improve; ②The company's inventory in the third quarter was 0.672 billion yuan, with raw materials and work in progress accounting for approximately 60%, and finished products accounting for approximately 40%.
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.
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.
Nanshan Technology: This year, the automotive electronics business has grown rapidly. The BMS and Display Power product lines have achieved key breakthroughs. | Direct coverage of the earnings conference
① At the earnings conference of Nanxin Technology, the chairman and general manager Ruan Chenjie stated that the BMS and Display Power product lines have achieved key breakthroughs, with strong growth momentum, and the future business scale is expected to continue to increase rapidly. ② Ruan Chenjie stated that the company's net income and revenue in the first three quarters have exceeded the total level of the previous year, and it is anticipated that the overall revenue and profitability will achieve even better results this year.
The Hang Seng Index quarterly review is finalized! The csi consumer 360 index share has increased. Who is likely to be included in the Hong Kong Stock Connect in the future?
New Oriental and Kuaishou are included in the Hang Seng Index, new world dev is excluded; PICC P&C is included in the Hang Seng SOE, Longfor Group is excluded; Midea is included in the Hang Seng technology, Weibo is excluded.
The daily sales of the product reached 18 million GMV. E-commerce concept stocks achieved three consecutive board limits this week, with institutions conducting intensive research on related listed companies.
①Nanji E-commerce released institutional research notes on Friday, stating that Nanji Ren's luxury series has a daily sales volume of 18 million GMV recently. A hundred good brands have already expanded to channels such as Douyin, Alibaba, vipshop, etc. In terms of the secondary market, Nanji E-commerce closed with a 3-day consecutive limit up on Friday.
Suspended! Shenzhen Goodix Technology plans to acquire the display driver chip assets. The target company previously planned an IPO | Quick read announcement.
① Shenzhen Goodix Technology plans to acquire control of Yunyinggu, entering the display driver chip field; ② Yunyinggu's AMOLED display driver chip sales are leading domestically and previously had an IPO plan; ③ Shenzhen Goodix Technology's profitability has significantly declined in recent years, and finding new growth is an important task.
Key stock indices in Hong Kong, major adjustments! 570 billion funds, embracing "change"!
Hang Seng Index latest adjustment! Today, Hang Seng Indexes Company Limited announced that Kuaishou Technology, new oriental education technology group will be included in the Hang Seng Index, while New World Development Company will be removed. The number of constituent stocks in the Hang Seng Index will increase from 82 to 83; China people's property insurance co., ltd. will be included in the Hang Seng H-Share Index ETF, while Longfor group holdings limited will be removed. The number of constituent stocks in the Hang Seng H-Share Index ETF will remain at 50; Midea Group Co., Ltd will be included in the Hang Seng Tech Index, while Weibo Co., Ltd. will be removed. The number of constituent stocks in the Hang Seng Tech Index will remain at 40. Hang Seng Indexes Company Limited stated that all changes will take effect in 2024.
Shengke Nano's star IPO has been approved, intending to raise 0.297 billion yuan, making it a "full-service hospital" for chips.
① Wintech Nano is a well-known third-party testing and analysis laboratory in the semiconductors industry, with analysis capabilities covering advanced processes of 3nm, leading in the industry; ② The company stated that following the Fabless model, the Labless model of outsourcing testing to third-party laboratories has become a new trend in industry development.
The native Hongmeng system extends to the tablet track, and the Huawei Hongmeng ecosystem is expected to accelerate development.
On the morning of November 21st, following the mobile phone, Huawei's terminal announced on its official social media platform that the tablet with the native Hongmeng system will soon debut at the Mate brand ceremony. This is also the first time Huawei has extended the native Hongmeng system to the tablet arena.
The Ministry of Commerce has once again provided significant policy support, and the cross-border e-commerce industry is expected to take advantage of this opportunity.
On November 21, the Ministry of Commerce issued a notice on promoting the stability and growth of foreign trade with various policy measures. The notice points out the promotion of cross-border e-commerce development and the continuous advancement of overseas smart logistics platform construction. dongxing research reports pointed out that under the global inflation background, consumers' consumption behavior will become more rational, providing good development opportunities for the online shift of consumption and the premium quality domestic brands at affordable prices. Bullish on the overall growth of the cross-border e-commerce industry.
Is the lithium battery industry chain about to bottom out? Industry insiders expect prices to rebound next year, with leaders emphasizing a global layout.
Zhang Xiaofei, the chairman of Gaogong Lithium Battery, expects that the first quarter of next year will be the lowest point for prices, while the prices of battery main materials will begin to rise in the second quarter of next year.
Stiwi: The shipment volume of high-end mobile phone products has increased significantly, layout of a multi-regional supply chain to ensure production capacity | Direct hit to the earnings conference.
① In terms of customer customization needs, Stetwei participates in product solution design for clients and implements it into product customization and development, launching new products with better performance and more alignment with customer needs through rapid iteration in a short period. ② The company's automotive electronic products have deepened cooperation with several major manufacturers, significantly increasing the number of vehicle model projects covered, and the CIS products applied to ADAS have received their first commercial mass production order.
Energy storage, semi-solid, solid - "I want them all"? Guangzhou Great Power Energy and Technology plans to invest 5 billion in building a new battery factory | Quick announcement
1. guangzhou great power energy and technology plans to invest 5 billion yuan in building a 10GWh energy storage cell and energy storage system manufacturing plant; 2. Since this year, guangzhou great power energy and technology has announced multiple battery production lines and industrial fund investment plans, involving amounts exceeding 3 billion yuan.