Machine Vision
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Jiangsu has included mobile phones in the old-for-new exchange policy, which is expected to stimulate demand in consumer electronics.
① Media reports indicate that recently, jiangsu has expanded consumer subsidies, adding 7 categories of 3C products and 20 categories of household appliances, with subsidies covering 15% of the fill price of the products. After the policy was announced, citizens lined up for two hours to buy mobile phones. ② tianfeng's research reports point out that the continuous stimulation of policies, along with the trade-in for new consumer electronics, is expected to drive the release of demand for consumer electronics.
Sungrow Power Supply with a valuation of 19 billion, the subsidiary will 'take over' Hefei Taihe Intelligent Technology Group, the board of directors collectively resigns to welcome restructuring.|Speedy Reading Announcement
①The board of directors of Hefei Taihe Intelligent Technology Group is composed of 7 directors. The new board of directors will be recommended by Sunshine New Energy, including 3 non-independent directors and 3 independent directors, including the chairman. ②Sunshine New Energy is valued at over 19 billion yuan. After the acquisition plan was announced, Hefei Taihe Intelligent Technology Group experienced nine consecutive trading limit up sessions, with a maximum increase of 135.77% during this period.
Multiple billion-dollar private equity funds are conducting research on Hangzhou Hikvision Digital Technology, Luxshare Precision Industry, with Feng Liu, Deng Xiaofeng, and Lin Peng never absent.
1. The proportion of the top ten private equity funds in the private equity research list with assets under management exceeding 10 billion yuan has decreased. CFMCC Wealth Management, the top-ranked firm, is the only one that has been researched more than a thousand times this year. 2. Private equity funds are generally more focused on stocks listed on the STAR Market. 3. Many top private equity funds with assets under management exceeding 10 billion yuan are still focusing on researching Hangzhou Hikvision Digital Technology and luxshare precision industry. 4. So far this year, Feng Liu has conducted research on Hangzhou Hikvision Digital Technology three times, while Deng Xiaofeng has conducted research on luxshare precision industry four times.
The humanoid robot industry end is experiencing intensive catalysis, and commercialization in the industry is expected to land soon.
① Media reported on November 25 that the humanoid siasun robot&automation venture MagicLab is developing a third generation humanoid robot product and is currently testing its assembly line capabilities in an electrical factory. ② Liu Yangdong from shanghai Securities pointed out that there has been a surge of catalysts in the industry lately, further accelerating the development of the humanoid siasun robot&automation industry chain. The entry of humanoid siasun robot&automation into industrial scenarios has become a highly certain application trend both domestically and internationally.
The global data cross-border flow cooperation initiative has been released. The cni data factor index industry is expected to undergo a qualitative change.
According to the WeChat official account of China's Cyberspace Administration, china's State Internet Information Office has proposed a global initiative for cross-border data flow cooperation, aiming to balance the relationship between technological innovation and security, economic development, and personal privacy protection. tianfeng believes that with the implementation of the top-level detailed rules for cni data factor index, the accelerated promotion of typical application cases, the industry is expected to undergo a qualitative change.
Stiwi: The shipment volume of high-end mobile phone products has increased significantly, layout of a multi-regional supply chain to ensure production capacity | Direct hit to the earnings conference.
① In terms of customer customization needs, Stetwei participates in product solution design for clients and implements it into product customization and development, launching new products with better performance and more alignment with customer needs through rapid iteration in a short period. ② The company's automotive electronic products have deepened cooperation with several major manufacturers, significantly increasing the number of vehicle model projects covered, and the CIS products applied to ADAS have received their first commercial mass production order.
Major players are stepping in, and the siasun robot&automation industry is expected to experience a surge.
①With companies like Huawei and Contemporary Amperex Technology increasing their investments, local policies are being successively introduced, accelerating the industrialization process of intelligent humanoid robots in China. ②According to recent research reports by Kaiyuan Securities, Huawei has similar capabilities to Tesla and possesses core competitive advantages in developing the humanoid robot industry.
Huawei's global embodied asia vets industry innovation center has been launched, institutions suggest paying attention to the Huawei siasun robot&automation ecosystem.
On November 15, a conference will be held in Qianhai, Shenzhen, and Bao'an to release innovative achievements in ai applications. At that time, Huawei (Shenzhen) global embodied intelligence industry innovation center will start its operation and hold a preferred partner signing ceremony. The open-source securities machinery team believes that Huawei possesses capabilities similar to Tesla, and has already made early investments in the siasun robot&automation field, initially establishing an ecosystem. Currently, it has advantages in global ai and large model software.
Lishui State-owned Assets auction of the wafer factory equity, Guangxinwei may become a holding subsidiary of shenzhen minde electronics technology, latest post-investment valuation 0.61 billion.
shenzhen minde electronics technology announced that it plans to use its own funds or self-raised funds to participate in the bidding of 4.9180% equity of Gansu Huaxin Microelectronics held by Lishui Green Fund, with a starting price of 35.5 million RMB. Gansu Huaxin Microelectronics has just completed its third year since its establishment, with a latest post-investment valuation of 0.61 billion yuan. The revenue and net income for January to July 2024 were 3.02 million yuan and -87.56 million yuan respectively.
Arcsoft Corporation: The delivery status of mobile products affects Q3 revenue. It has already laid out AR, siasun robot&automation positioning and navigation related visual technology|Focus on earnings conference
①On the VisDrive product side, the company is promoting the delivery and penetration of driver monitoring systems, 360-degree surround view functions, and more vehicle models. New features include enhanced product quality and health monitoring, covering designated demands quickly for models that have been designated but not yet delivered, as well as new models. ②In the third quarter, the PSAI product business has been in discussions with brands focused on outdoor and sportswear for customized collaborations.
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.
One word drop stop! This week, 7 listed companies announced that the company or related parties are under investigation by the China Securities Regulatory Commission, with popular pv concept stock j.s. corrugating machinery included in the list.
①J.S. Corrugating Machinery announced on Friday that the company received a "Notice of Filing" from CSRC. This week, a total of 7 listed companies announced that the company or related parties have been investigated by CSRC (see table). ②The notice of filing dealt a heavy blow to multiple stocks, with *Special Treat Ningke hitting the limit down the next day and shenzhen zqgame falling by 17.4%.
Concept Dynamics | Cailian News Theme Library Adds "Zhipu AI"
① On October 25, 2024, Zhipu AI launched AutogLM, an autonomous smart device. AutoGLM is a mobile phone operation assistant that simulates users clicking on the screen and a browser assistant that clicks on the web. Currently, it can be used with 8 well-known applications including WeChat, Taobao, Meituan, and Xiaohongshu. ② A list of Smart Spectrum AI concept stocks.
Jiangsu Beiren Smart Manufacturing Technology's Zhu Zhenyou: In the first year of going global, secured a large order exceeding 0.4 billion yuan. From intelligent manufacturing to intelligent 'quality' manufacturing|Dialogue with Innovation and Entreprene
①The production line delivered by jiangsu beiren smart manufacturing technology can achieve product completion in 21 days, with a product manufacturing qualification rate of over 95%; ②2023 is the first year of the company's layout in the energy storage business, and it is expected that this business will have a positive impact on the company's performance in 2025; ③In the new energy field, the company plans to extend its layout to wireless charging products. The wireless charging product prototype has been designed, tested, and is currently progressing through the commercialization process.
Geling Shentong's revenue in the first three quarters decreased by 72.99% year-on-year, planning to acquire controlling rights of Guoke Yidao to expand into the military industry.
①Regarding the performance changes, Glintsun expressed that due to Agricultural Bank of China's comprehensive requirements for digital transformation, the company's products need to complete localization adaptation and testing, resulting in delayed product delivery; ②Market analysts believe that in this acquisition, Glintsun pays more attention to the target company's customer resources in the military industry sector, which can complement Glintsun's existing computer vision technology, achieving synergy between channel resources and technology.
What happened to Soterway with a year-on-year increase in net profit of over 141 times in Q3?
① The shipment volume of several high-end 50 million-pixel products applied to flagship phone main, wide-angle, telephoto, and front cameras has significantly increased; ② In August this year, Tevit design and development successfully trial-produced the 0.18 billion pixel full-frame CIS product.
"Repurchase, shareholding, and re-lending" is quickly implemented! The scale has exceeded 10 billion yuan, with central enterprises leading the trend.
①Yesterday, the first batch of 23 listed companies have disclosed information on shareholding, repurchasing, and additional financing, with the total amount involved exceeding one billion yuan; ②Among central state-owned enterprises, two major shipping giants, China Merchants Group and cosco shp sg, have multiple companies involved, while private enterprises are represented by industries such as aquaculture, photovoltaics, and semiconductors; ③Market participants believe that the new policy on additional financing has received enthusiastic responses, which will help further activate the market and bring more liquidity.
It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.
①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.
PCI Technology Group's latest winning bid exceeded 1.3 billion yuan, will the situation of consecutive net losses be reversed? | Quick read announcement
①pci technology group has recently issued multiple winning bid announcements. A post-market announcement today stated that the latest contract award exceeded 1.3 billion yuan; ②Is it possible for the company to reverse the trend of sustained net loss in the past two years, worth paying attention to; ③Cloud From Technology-UW's stock price fluctuations led to a fair value change in profit and loss of -0.267 billion yuan in the first half of the year, resulting in a significant change in profit.
Mild recovery as the main theme, A-share semiconductor sector welcomes a wave of earnings forecasts. How will the future industry prosperity evolve?
①15 semiconductor companies have announced their performance for the first three quarters, with 11 forecasting growth and 2 reversing losses; ② The moderate recovery of the industry and the rebound in market demand have become the main theme of this round of performance forecasts; ③ Some interviewees believe that only the market for mid- to high-end chips may do well in the second half of the year.