Brokerage morning meeting highlights: The construction of a national unified electrical utilities market is accelerating, bullish on three main lines.
In today's brokerage morning meeting, htsc stated that the construction of a national unified electrical utilities market is accelerating, with a bullish outlook on three main lines; Galaxy Securities indicated that 5G applications are expected to develop on a large scale, selecting high-quality symbols with improved marginal prosperity; haitong sec expressed a bullish view on the steady rise of rare earth prices.
The four associations recommend cautious procurement of usa chips, while domestic chips face a catalytic opportunity.
On the evening of December 3, the China Internet Association, China Semiconductor Industry Association, China Automotive Industry Association, and China Communication Enterprise Association successively issued statements recommending cautious procurement of usa chips. East China Securities stated that the current domestic production rate of automotive chips in china is only about 10%, indicating significant growth potential.
Cancellation of high-tech enterprise qualification may require shanghai microport endovascular medtech(group)co.,ltd. to pay an additional 70 million in taxes.
shanghai microport endovascular medtech(group)co.,ltd. needs to pay up to 70 million yuan in back taxes due to the cancellation of its high-tech enterprise qualification certification, which is expected to account for more than 10% of the net income in the most recent fiscal year. shanghai microport endovascular medtech(group)co.,ltd. stated that it is currently communicating with relevant units regarding this matter; In addition, shanghai microport endovascular medtech(group)co.,ltd. previously revealed that without considering the impact of non-operating risk factors, the projected growth of the attributable net income in 2024 is around 0-10%.
Concept dynamic | The financial news agency's theme library has added "AI Programming".
①The combination of AI and low code is fundamentally changing the software development process. A recent survey released by Github shows that 97% of the developers surveyed have already used AI programming tools in their work. According to the latest forecast by Spherical Insights, the market size of AI coding tools may exceed 29.5 billion dollars by 2032. ②An overview of AI programming concepts stocks.
Anji Microelectronics Technology: Not engaging in single low stock price competition, will continue to strengthen the introduction of domestic products | Earnings conference
① The chairman of anji microelectronics technology, Wang Shumin, stated that the company's performance expectations for 2024 will continue the growth trend of the first three quarters; ② The secretary of the board of directors of anji microelectronics technology, Yang Xun, indicated that the company's capacity utilization rate is currently at a healthy level.
Autel intelligent technology corp.,ltd.: The overseas market is the block orders for digital energy business, and the siasun robot&automation business may soon be realized | Direct hit on the earnings conference.
From the second to third quarter of 2024, the company's digital energy business has made significant progress in self-operated e-commerce and major client expansion in the usa market, with a relatively stable gross margin. The subsidiary focuses on intelligent inspection and smart security applications, with generative AI "brain" (Digital AI) at its core, utilizing drones, anti-drone systems, and various ground siasun robot&automation (Physical AI) as executors.