Flexible Screen
- 666.570
- +11.163+1.70%
A hefty price paid for insider trading! Brokerage personnel built positions before the announcement of a major assets restructuring, and were fined even after losing money.
①Everbright Securities' former investment bank employee Zhao Yuanjun bought Jiangxi Firstar Panel Technology in advance for 11.4122 million yuan, but ended up losing 5.3258 million yuan. ② From the perspective of Jiangxi Firstar Panel Technology's stock price at that time, the stock price fell by more than 50% from February 25, 2020 to August 19, 2021.
Huawei's foldable phone pre-order has exceeded 3 million, and the industry has entered a period of stable growth.
Huawei Mate X Foldable Phone, which was available for pre-order on Huawei Store starting from September 7th, 12:08, has already received over 3 million reservations, reaching 3.137 million people. According to Debang Securities, mainstream smart phone manufacturers have largely completed the layout and iteration of their foldable screen product lines, and the foldable screen phone industry is gradually entering a stable growth period.
In the second quarter, Huawei ranked first in global wrist-wearing market shipments, and smart wearable devices may become a new frontier for AI implementation.
1. According to IDC data, Huawei shipped 8.883 million units in the global wearable device market in the second quarter of 2024, with 5.965 million units shipped in China, becoming the top player in both the global and Chinese wearable markets. 2. Shanxi believes that leading domestic consumer electronics manufacturers are bullish on the prospects of wearable devices. With the continuous maturation of edge AI technology, wearable devices will become a new outlet for AI applications.
The stock price has seriously deviated from the company's fundamentals. A risk warning announcement for the 9 consecutive trading days of the folding screen concept bullish stock is disclosed. | Post-market announcement highlights.
Ways Electron, which has experienced four consecutive trading limits, does not produce its own VR terminal products.
Completely abandon LCD? Apple is reportedly planning to use OLED displays on all iPhones.
①Apple first introduced the OLED display on the iPhone X in 2017. Since then, Apple has popularized the use of OLED displays in its mid-to-high-end models, but the iPhone SE series still uses an LCD screen. ②Insiders said that Apple has started ordering OLED displays for the new generation of iPhone SE from jd.com and LG.
The company's folding screen hinge assembly business has a single customer, 7 consecutive boards. Huawei concept stock disclosed abnormal announcement | After-market announcement summary.
Triumph Science & Technology, which has had 7 consecutive days of daily limit increase, with the revenue from ultra-thin flexible glass accounting for less than 3% of the total revenue so far.
Foldable screen phones catalyze the maturity of titanium alloy 3d printing technology, which is expected to become the next trend in consumer electronics.
Open source securities machinery team believes that, on the one hand, 3d printing is a confirmed industrial trend, with 2024-2026 being a stage of accelerated volume expansion. On the other hand, the pullback range of 3d printing core symbol has approached 40%, and the next thematic direction for consumer electronics may be "titanium alloy 3d printing".
In August, 17 listed companies bid farewell to A shares! ST Xudian and other stocks received a pre-notice of termination of listing, * ST Yaxing will become the first voluntarily delisted company this year.
①*ST Weichuang, *ST Xudian, Guangdong Highsun Group have received notices of delisting this month; ②*ST Yazhou will become the first actively delisted listed company this year; ③In August, a total of 17 listed companies, including Pengdu Agriculture & Animal Husbandry and China Grand AutomotiveServices Group, have been delisted. Please refer to the list of A-share listed companies delisted in August (attached table).
Huawei, Apple, and Byte are all making big moves! The bullish trend in consumer electronics in September continues, and major technology events are coming up.
Today, the consumer electronics concept has sparked a surge in limit-up stocks, with companies like Shenzhen CDL Precision Technology and Kunshan Kersen Science & Technology hitting the limit. Major consumer electronics manufacturers will release new products in September, let's take a look at them.
The Huawei Mate 70 is expected to be released in November. There is hope for a new wave of phone upgrades.
①According to media reports, informed sources said that Huawei's flagship phone Mate 70 is expected to be released around November this year. ②Ping An Securities released a research report stating that Android phone manufacturers will follow Apple's lead in launching new AI phones. AI phones are expected to become the next wave of phone replacement after 5G, and related industry chain companies are expected to continue to benefit.
A new foldable screen phone has been exposed, and institutions believe that foldable terminals have the potential to open up a larger market space.
①Transsion's brand Tecno recently showcased the Phantom Ultimate 2 foldable phone, equipped with 2 hinges, 3 panels, and a thickness of 11 millimeters when folded. ②East Money Information Securities stated that with the gradual iteration and updates of technologies such as Huawei's tri-fold screen patent, foldable terminals are expected to open up a larger market space.
Xiamen Hongxin Electronics Technology Group Inc. contributed over 0.1 billion yuan in profit from its computing power business. The company's performance in the first half of the year turned losses into profits year-on-year | Interpretations of Financial
In the first half of this year, xiamen hongxin electronics technology group inc.'s revenue increased by 105.46% year-on-year to 3.038 billion yuan, and its net income turned losses into profits. The mining business has become a key driver of growth for the company's performance, contributing a profit of 0.129 billion yuan in the first half of the year. xiamen hongxin electronics technology group inc. stated that the mining services and related technology comprehensive services business have obtained a certain scale of orders, which will provide good support for the performance in the second half of the year.
Industry giants continuously drive new products, and the sentiment in the consumer electronics sector is expected to further strengthen.
①Apple will hold its largest product launch event of the year on September 9th local time, when the company will unveil the latest iPhone, watch, and AirPods. ②New products from major consumer electronics manufacturers will be released in September, further catalyzing sector sentiment. Huafu Securities stated that the consumer electronics industry is currently at a triple turning point of short-term stabilization, AI-driven industry innovation cycle, and continuous catalysis from industry giants' new products.
AI smartphones drive the upgrade of heat dissipation materials, related products are expected to see an increase in both quantity and price.
① One of the world's largest consumer electronics exhibitions, the IFA Berlin Consumer Electronics Exhibition will open on September 6, 2024. This year marks the 100th anniversary of the event. ② Minsheng Securities Fangjing believes that the localized operation of large models presents new challenges for the power management and heat dissipation efficiency of AI terminals, driving the upgrade of heat dissipation materials.
The game "Black Myth: Wukong" continues to be popular, and is expected to drive an increase in demand for cloud gaming.
gtja securities believes that on August 20, 2024, the game science company's product "Black Myth: Wukong" went online, and the topic of the product continued, with the potential to break through the circle and attract more non-traditional console gamers who do not have hardware conditions to experience cloud gaming.
ODM and OEM business drive the company's sales growth. Lens Technology's net income in the first half of the year increased by 55% year-on-year. | Interpretations
① The consumer electronics industry is showing obvious signs of a recovery in terminal demand, with lens technology's net income increasing by more than 50% in the first half of the year. ② With the continuous innovation of AI phones by major mobile phone brands, a new round of replacement cycles may be initiated, and companies in the industry chain are expected to benefit.
The Hong Kong stock market is strong, with a stock soaring over 123% during intraday trading! What happened?
With the rise in market activity, the Hong Kong stock market has also seen frequent appearances of "monster stocks".
Yue'an New Materials withdraws the application for private placement due to "changes in market environment", and these STAR Market companies have announced termination since this year. | Inventory
According to the Star Mining data, the total amount of refinancing on the STAR market since 2024 is 1.531 billion yuan, a decrease of more than 90% compared to the same period in 2023. Yuean New Material stated that there were many reasons for terminating the placement, including the fact that since the placement was launched in November last year, the audit agency Dahua, which was responsible for the project, was subject to regulatory penalties and other internal and external factors, leading to the decision to withdraw the placement application.
ByteDance's XR headset manufacturer will release new VR/AR wearable devices, expected to achieve a breakthrough in sales.
According to media reports, PICO, the XR head-mounted display manufacturer under ByteDance, officially announced that it will hold a PICO 2024 new product communication meeting at 14:00 on August 20. Huafu Securities stated that AI+AR glasses are expected to achieve a million shipments in the short term and tens of millions of shipments in the medium term.
Concept Trend | Caixin Theme Library Adds "AI Glasses"
With the explosive development of generative AI technology and the rapid development of MR technology, AI glasses have become an important landing scenario. According to public statistics, major companies such as Apple and Meta are laying out AI glasses products. Here is an overview of concept stocks related to AI glasses.