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.

cls.cnDec 4 08:29

Twelve departments issued the "5G Large-Scale Application 'Set Sail' Action Upgrade Plan"; the industry chain is expected to welcome new opportunities.

12 ministries including the Ministry of Industry and Information Technology issued the "5G Large-scale Application 'Sailing' Action Upgrade Plan", aiming to achieve large-scale application of 5G by the end of 2027. Galaxy Securities believes that the focus on 5.5G is gradually increasing, with new application scenarios driving the base station industry chain, and key links such as antennas, filters, power amplifiers, and PCBs are expected to usher in new opportunities.

cls.cnNov 26 07:58

[Data Analysis] Institutions and speculative funds rush to buy financial stocks, with three quantitative seats jointly buying CIG Shanghai.

①Many financial stocks were bought by institutions and speculative funds, with First Capital receiving institutional purchases of 0.118 billion and orient Shanghai Yuanshen Road branch buying 0.272 billion. ②Cig Shanghai, a concept stock of CPO, was bought by three algo fund seats, with a total purchase amount exceeding 0.23 billion.

cls.cnNov 5 17:55

nvidia zhongji innolight enters the market! The high-speed rate optical module shipments drive the demand for optical chips to double. Which domestic manufacturers can get a share?

①AI drives demand for high-speed optical modules, leading to a shortage of optical chips, with international major factories announcing price hikes; ②The demand for optical chips is expected to continue to rise, guangdong, Wuxi, nvidia, and others have recently announced investments or support for the development of optical chips; ③Currently, the high-speed optical chip market is still mainly dominated by overseas manufacturers, with domestic 100G EML optical chips still not shipping in large quantities.

cls.cnOct 26 14:43

High demand for high-speed optical modules in the AI era! Zhongji Innolight's net income in the third quarter increased by over 100% | Financial Report Insights

With the continuous development of AI technology by major technology companies, there is a significant increase in demand for high-speed optical modules as the underlying hardware. As a global leader in high-speed optical modules, zhongji innolight has a high market share in optical communication modules, with the shipment volume of 5G and 800G optical communication modules ranking at the forefront of the market.

wallstreetcnOct 22 19:24

Henan Shijia Photons Technology: AI-related demand continues to grow strongly, Thai subsidiary is ramping up production capacity | Direct hit earnings conference

①The company stated that henan shijia photons technology's subsidiary in Thailand has started operation in August 2024, engaging in the production and sale of optoelectronic devices, indoor optical cable products, and other products of the parent company. It is currently in the stage of capacity ramp-up; ②Ge Haiquan stated that in terms of the market structure of optical chips, with the continuous expansion of the market size, competition intensifies, promoting the increase in market concentration.

cls.cnOct 18 16:08