Shenzhen CDL Precision Technology's three major fundraising projects are simultaneously "braking," with the reason pointing to "low demand." The gross margin has dropped sharply by 13 percentage points over four years | Read the announcement.
① Shenzhen CDL Precision Technology announced the termination of three major fundraising projects simultaneously, which had been postponed several times previously; ② In recent years, Shenzhen CDL Precision Technology's performance has clearly declined, experiencing net income losses for three consecutive years.
The latest developments of Apple's first foldable iPhone have been revealed, and domestic supply chain manufacturers are expected to benefit.
① Recently, a reporter learned from sources in the supply chain that Apple has set a shipping target for suppliers to launch its first foldable screen phone in the second half of 2026, which is a "large foldable screen iPhone." ② According to IDC's forecast, the shipment volume of foldable screen phones in China is expected to grow at a CAGR of 19.8% over the next five years. The Industry Chain for foldable screen phones is becoming increasingly mature, with new components benefiting the most.
The Siasun Robot&Automation industry is experiencing a rise with a noticeable increase in entrants, and the Sector is expected to continue to be in the spotlight.
① According to Statistics from the new strategy humanoid robot research institute, as of December 2024, the number of Global humanoid robot Ontology companies has surpassed 220. Among them, companies from China account for half, exceeding 110. ② Shanghai Securities stated that the Industry Chain for humanoid robots has entered a phase of "a hundred flowers bloom, a hundred schools of thought contend," and the commercialization of humanoid robots is promising. It is recommended to pay attention to domestic component manufacturers that will benefit.
TCL Huaxing's performance has reached a new high in three years.
In the first quarter, Tcl Corporation's net income increased by 322% year-on-year.
Domestic Semiconductors equipment manufacturers discuss how to break through in the Industry: The prosperity of end terminals like AI is being transmitted to the equipment sector, and tariff policies do not change the opportunities for growth overseas.
① Many semiconductor equipment manufacturers have stated that their product demand in this year's market is driven by growth in AI, 5G, Internet of Things, New energy Fund vehicles, and other emerging applications, leading to a continued rebound in the overall industry situation; ② Despite the intense changes in international trade policies, domestic semiconductor equipment manufacturers remain bullish on growth opportunities in overseas markets, and strengthen cooperation with domestic and foreign peers, customers, suppliers, etc. to jointly mitigate risks.
BOE Technology Group's Q1 performance saw double growth: Net income surged by 64%, and R&D investment continued to increase | Earnings Reports insights.
In the first quarter, BOE's revenue reached 50.6 billion yuan, a year-on-year increase of 10.27%. More significantly, the company's net income attributable to the parent reached 1.614 billion yuan, a substantial increase of 64.06% year-on-year, while the net income after deducting non-recurring gains and losses was 1.352 billion yuan, surging 126.56% year-on-year, indicating a significant improvement in the profitability of the company's core business.