The delivery in the second half of the year has entered the peak season, and institutions believe that the performance of power grid enterprises is expected to be further released.
①In the first half of 2024, the performance of power grid enterprises generally showed a steady growth trend, and in the second half of the year, with the delivery entering the peak season, the performance elasticity is expected to further increase. ②According to the data from the National Energy Administration, from January to July, the investment in power generation projects of major power generation enterprises across the country reached 415.8 billion yuan, an increase of 2.6% year-on-year; the investment in grid projects reached 294.7 billion yuan, an increase of 19.2% year-on-year.
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.
The recovery of consumer electronics has spread to the upstream of the industry chain. Jiangsu Boqian New Materials Stock's performance has continued to increase for consecutive quarters. Interpretations.
①The recovery of consumer electronics has spread to the upstream raw material companies, and the performance of jiangsu boqian new materials stock in the first half of the year increased by 223.67%; ②Reporters noticed that since the fourth quarter of last year, jiangsu boqian new materials has shown a continuous growth trend in performance; ③Industry insiders said that in the second half of the year, with the increase in the volume of consumer electronics such as AIPC and AI smartphones, the performance of upstream raw material companies is expected to continue to improve during the peak season for consumer electronics.
The demand for ai is growing rapidly in the field of artificial intelligence, and high-end MLCC products continue to be sold in large quantities.
Nvidia's next-generation Blackwell GB200 server and WoA AI-enabled laptops will enter mass production and shipment in the third quarter of the year, driving up the shipment volume of high-capacity multilayer ceramic capacitors (MLCC) and further pushing up the average selling price of MLCCs.
Huawei is about to release new overcharging products, and the overcharging industry is expected to welcome technological upgrades and value increases
① According to the official website of Huawei, on the afternoon of April 24, Huawei Digital Energy will host the 2024 Smart Electric & Smart Charging Network Strategy and New Product Launch Ceremony and Overcharge Alliance. ② Tianfeng Securities said that 24 was the first year of domestic overcharged pile applications. Leading manufacturers have advantages in terms of overcharged pile product strength and cost due to scale effects, and their revenue growth rate is expected to significantly exceed the industry average.
Hong Kong stocks and A shares burst out of nowhere! How credible is this rumor?
Today is another day dominated by rumors!