AI empowers multi-field intelligent terminals to drive optical Hardware to usher in a new round of growth.
① According to media reports, the World Display Industry Innovation Development Conference opened in Chengdu, SiChuan. ② Soochow stated that AI empowers intelligent terminals in multiple fields, driving various terminal optical Hardware to start a new round of innovation cycle, opening long-term growth space.
Siasun Robot&Automation + Asia Vets dual drive Lidar market is expected to grow rapidly.
① According to reports, Hesai Technology will launch its latest product at the upcoming CES - a mini high-performance 3D Lidar specifically designed for the robotics and industrial markets. ② Lidar, known as the "eye of the machine," has become an important tool for robots to perceive their environment due to its high precision, wide range, and strong stability, making the robotics Industry a significant growth engine for the Lidar market in the future.
Beijing Roborock Technology: The European market is shifting to a self-operated sales model, and online sales of washing and drying machines surged during the Singles' Day Sales | Insights from the Earnings Conference.
① The Chairman and General Manager Chang Jing stated that the year-end promotions combined with national subsidy policies this year have supported the overall development of the Industry, and the company's related sales are continuing steadily. ② Beijing Roborock Technology stated that the impact of tariffs in the USA has begun to show in the third quarter, but currently, the effect on the company's overall financial statements is relatively minor.
Changguang Satellite's star IPO has been terminated. It is a commercial remote sensing satellite company covering the entire industry chain, planning to raise 2.683 billion yuan.
① The IPO application for Changguang Satellite was accepted on December 23, 2022, and after nearly two years, the company and its sponsor withdrew the application for issuance and listing; ② Data shows that Changguang Satellite incurred a total loss of 1.208 billion yuan during the disclosure period, with a cumulative net cash flow from operating activities of -0.299 billion yuan.
Traffic control technology: The truck platooning system has completed the development of its main functions but has not yet generated revenue in the low-altitude economy sector | Directly at the earnings conference.
① Traffic control technology provides flight management systems and related services based on drones, entering the low-altitude economy field. With its virtual grouping technology, it is entering hot market areas such as vehicle networking and integrated vehicle-road-cloud applications; ② The chairman of traffic control technology, Gao Chunhai, stated that as of the end of the third quarter of this year, revenue has not yet been generated in the low-altitude economy sector; in terms of integrated vehicle-road-cloud, the truck convoy system has completed the development of major functions and is currently undergoing testing on closed roads.
The International Low Altitude Economic Development Conference is about to be held, and institutions suggest paying attention to the subsequent sector market trends.
The 2024 ****'an) International Low-altitude Economic Development Conference will be held from November 22 to 24 at the Xi'an International Convention and Exhibition Center. Open source securities Yin Shenglu stated that the low-altitude economy has already seen a vertical implementation from the macro (national level industry planning) to the meso (local subsidies across regions) and finally to the micro (infrastructure main machine bidding and application scenario creation), and it is recommended to pay attention to the subsequent sector trends of the low-altitude economy.