Consumer electronics are warming up, AI server demand is rising, and the MLCC industry is experiencing a moderate recovery.
According to media reports, after experiencing a prolonged two-year downturn, MLCC has begun to see a relatively mild recovery, with total shipments from related manufacturers increasing by 5.4% in the second quarter.
Jiangsu Zhongtian Technology: Global submarine cable demand enters a new cycle of prosperity. Semi-solid state cell products have been successfully developed. | Directly at the earnings conference
① Chairman Xue Jiping of jiangsu zhongtian technology stated that the global submarine cable demand has entered a new cycle of prosperity, with a significant year-on-year growth in overseas orders; ② General Manager Lu Wei of jiangsu zhongtian technology stated that the company has developed 100Ah-230A semi-solid cell products, which will mainly be used in large-scale energy storage projects.
"Golden September and Silver October" peak season, car companies boost sales by "lowering prices and adding features".
①The advanced driving assistance system has been extended to models priced below 0.2 million yuan, leading to an increase in brand sales. ②In multiple areas, the 'trade-in for new' subsidy for automobiles has been launched, and the brand and dealer stores have followed up with corresponding discounts and car purchase policies.
MLCC continues to rebound! Nov inc Q2 net profit increased by 80% quarter-on-quarter. With the promotion of AI, the future market for high-capacity products is still call. | Interpretations of financial statements
① The price of MLCC continues to rise, and Q2 net income and gross margin of Guangdong Fenghua Advanced Technology both increased significantly year-on-year and quarter-on-quarter, reaching the highest point in nine quarters. ② There is differentiated demand in the downstream market, and the growth of high-end business is an important driver for the improvement of Guangdong Fenghua Advanced Technology's profitability. ③ Analysis believes that the MLCC market will continue to show differentiated demand, and continuous improvement of product structure is still an important issue for relevant manufacturers.
A 'auto giant' with a valuation of hundreds of billions is born, trademark registration is synchronous. Is Changan's investment in Huawei a continuation of its aspirations?
On August 20th, Asia Vets Technology signed the Equity Transfer Agreement with Huawei in Chongqing, agreeing to purchase 10% equity of Shenzhen Yinyin Intelligent Technology Co., Ltd. owned by Huawei for RMB 11.5 billion. According to the Trademark Office of the State Intellectual Property Office, since 2024, Huawei has applied for registration of dozens of 'Yinyin' related trademarks, which are currently in various stages of examination.
Huawei's Car BU has completed its first equity cooperation! AVIC, a subsidiary of Changan, plans to acquire a 10% stake.
After this transaction, Avita Technology holds a 10% stake in Yingwang, while Huawei holds a 90% stake. The transaction amount is RMB 11.5 billion yuan.