The stock price of Ping Tou Ge's partners reached a nearly four-year high during trading, and Institutions expect that the number of RISC-V chips will reach 25 billion by 2027. Here is a list of companies laying out in this field.
① Beijing Watertek Information Technology's stock price hit a four-year high during intraday trading on February 28, following a strategic cooperation agreement reached by its subsidiary with Pingtouge; ② By 2027, the number of chips containing at least some RISC-V technology is expected to grow at an annual rate of 73.6%, with approximately 25 billion AI Chips to be produced, generating revenue of 291 billion dollars.
Henan Yicheng New Energy lists its subsidiary for sale, with liabilities exceeding 0.2 billion and receivables likely difficult to recover | Quick read announcement
① Henan Yicheng New Energy transferred 100% of its shares in Hengrui. Previously, Pingmei Longji had been "relieved of burden" by the listed company; ② Due to significant losses in the Solar Cells business of Pingmei Longji and other reasons, Henan Yicheng New Energy expects a net loss attributable to the parent company of 0.6 billion to -0.7 billion yuan in 2024.
Xiaomi and Huawei have entered the running fray; where is the "battle of a hundred mirrors" headed?
① There is ongoing speculation in the market about major companies entering the AI glasses segment, making AI glasses a hot field; ② Analysis suggests that with AI support, the shipment volume of AR glasses is expected to exceed 30 million by 2030; ③ Multiple interviews with reporters have revealed that there are challenges to be solved in both software and Hardware aspects of AI + AR glasses.
Apple entering the foldable smartphone market is expected to bring significant incremental Orders to related manufacturers.
Market news indicates that Apple plans to finalize the supply chain for the foldable iPhone by April this year and expects to begin large-scale production of related components in the second half of this year. This phone is expected to be released in the second half of 2026.
US stock market closed | The three major Indexes all fell, with the NASDAQ dropping nearly 3%; Growth Tech stocks collectively declined, with NVIDIA falling over 8% after earnings, and Tesla dropping over 3%.
The Nasdaq had its largest daily drop since the DeepSeek impact; Tesla fell 3%, marking a six-day decline; the index of Chinese concept stocks retreated, with Li Auto dropping 3%, while NIO and Xpeng Autos rose over 1%. The European Autos Sector fell nearly 4%. After Trump mentioned tariffs, the Mexican Peso, Canadian Dollar, and Euro hit at least two-week lows, while the offshore RMB declined by over 300 points, nearing 7.30. Gold retreated nearly 2% during the trading period.
Photovoltaic silver paste companies are generally under pressure. Wuxi Dk Electronic Materials Co., Ltd. will increase revenue but not profit in 2024 | Interpretations
① Despite revenue growth and increased sales of main products last year, Wuxi Dk Electronic Materials Co., Ltd.'s Net income and gross margin still declined year-on-year; ② The company has laid out on technologies such as photovoltaic N-type TOPCon, HJT, BC, and perovskite stacks, investing heavily in research and development expenses; ③ The profitability of the three major Silver paste companies has declined, facing adverse situations including rising costs, intense competition in the photovoltaic Industry Chain, and pressure for technological upgrades.