Zhenhua Fengguang: Expanding new markets, some products in the commercial aerospace sector have already formed orders | Directly hitting the earnings conference
①The person in charge of Zhenhua Fengguang said that the company currently has a wide variety of products, with more than 700 customers, generating new orders every month, and the backlog of orders is in line with industry trends; ②The company has launched more than 60 new products this year, with 49 new products already in trial use and supply; in the commercial aerospace field, more than 30 new products have completed experiments, with some products already forming orders.
The rise of the domestic substitution concept! ZTE's straight rise exceeds 10%, semiconductors stocks are soaring one after another.
ZTE's stock price hit the daily limit, reaching a new high of more than 1 year, with over 1.5 million shares blocked. Lately, companies whose names start with the middle letter have frequently seen a bullish trend. Previously, China Greatwall Technology Group had consecutive trading limit up, China National Software & Service has also been consistently bullish, and Dawning Information Industry hit a historical high.
China has made significant progress in the photon industry, with a broad future development space for silicon photonics technology.
①The "Photon Technology Frontier Blue Book" jointly released by the Xi'an Institute of Optics and Precision Mechanics of the Chinese Academy of Sciences and China Innovation Star shows that from 2014 to 2023, China has made significant progress in multiple fields in the global photon industry development. ②According to the Open Source Securities research reports, silicon photonics technology with CMOS process compatibility, high integration, and waveguide characteristics has great development potential in areas such as asia vets, optical computing, and consumer electronics.
[Market Data] The trading volume of multiple quanshangetf has increased significantly. china greatwall technology group was jointly sold by four institutional investors, with sales exceeding 1.5 billion.
①The brokerage sector saw a significant rise, with the trading volume of multiple brokerage ETFs surging, among which the e fund csi hongkong bond investment theme etf (513090) saw a 149% increase in trading volume compared to yesterday. ②China Greatwall Technology Group faced selling pressure from four institutional investors, with a total sell-off exceeding 1.5 billion, of which three institutions had relatively low rankings on the sales list previously.
Xiaomi's 'end-to-end' smart driving will start internal testing at the end of November, accelerating the development of domestic smart driving.
Lei Jun, Chairman of Xiaomi Group, stated on the 29th that on October 30, Xiaomi autos' nationwide navigation system that can be used in all cities will start full push, while Xiaomi Smart Driving with end-to-end + VLM visual language large model will achieve "spot to spot", with targeted invitation for internal testing at the end of November, and pioneer version push at the end of December.
Approaching a 20cm limit down! This week, 10 listed companies announced that the company or related parties are under investigation by the CSRC, with popular chip stock infotmic co.,ltd included.
①infotmic co.,ltd announced on October 23 that the personnel of the restructuring related parties were filed for suspected insider information disclosure. This week, a total of 10 listed companies announced that the company or related parties had been filed by the China Securities Regulatory Commission (see table); ②The filing notice dealt a blow to multiple stocks, with Nanwei Corporation, Noitai Biology, and china harzone industry corp. respectively falling by 5.53%, 8.11%, and 11.79% the day after the announcement.