yantai eddie precision machinery joined hands with Kawasaki Heavy Industries to establish a subsidiary, accelerating the capture of high-end market share.
"Top Venture Capital" makes a move! Hefei State-owned Assets plans to invest 0.66 billion to acquire wenyi trinity technology, expanding its footprint in the semiconductor investment sector.
Analysts believe that Hefei Chant Investment Holdings equity transfer wenyi trinity technology is to fill a key link in its semiconductor industry investment chain; wenyi trinity technology has changed its controlling shareholder 6 times since its listing in 2002, plus this equity transfer, the company may change hands for the 7th time.
Mild recovery as the main theme, A-share semiconductor sector welcomes a wave of earnings forecasts. How will the future industry prosperity evolve?
①15 semiconductor companies have announced their performance for the first three quarters, with 11 forecasting growth and 2 reversing losses; ② The moderate recovery of the industry and the rebound in market demand have become the main theme of this round of performance forecasts; ③ Some interviewees believe that only the market for mid- to high-end chips may do well in the second half of the year.
Huawei television's complete machine shipment volume in the third quarter increased by more than 50% against the trend, with the industry chain possibly welcoming investment opportunities.
Industry media reports, according to the latest data from Loto Technology (RUNTO), in the third quarter of 2024, the total shipment volume of television brands in China was 8.115 million units, a decrease of 6.6% compared to the same period in 2023. Among them, Huawei performed the best, with a shipment volume of approximately 0.3 million units in the third quarter, a year-on-year increase of over 50%.
Industry, policy, and education are all launching three initiatives. Institutions recommend focusing on the symbol of the HarmonyOS industry chain.
①Huawei Developer Official Website releases the HarmonyOS native application developer incentive plan. ②Zhongtai Securities pointed out that the HarmonyOS native application ecosystem is becoming mature. In 2024, the commercialization of HarmonyOS on a large scale is imminent, which is expected to drive a large number of application software vendors to carry out adaptation, migration, and development work. The HarmonyOS industry chain symbol will benefit from this. It is recommended to pay attention to the industry chain operating system partners, application partners, and hardware integration partners.
The world's first humanoid siasun robot&automation factory has started production, and companies in the component sector are expected to benefit first.
According to media reports, Agility Robotics announced last year the establishment of the world's first humanoid robot factory, RoboFab. It is reported that the factory has officially started assembling robots. Guotou Securities stated that robots' learning capabilities on the software algorithm side are continuously strengthened, industrial application scenarios are constantly being breakthrough, humanoid robots are expected to enter the mass production stage relatively quickly.