The rise of the domestic substitution concept! ZTE's straight rise exceeds 10%, semiconductors stocks are soaring one after another.
ZTE's stock price hit the daily limit, reaching a new high of more than 1 year, with over 1.5 million shares blocked. Lately, companies whose names start with the middle letter have frequently seen a bullish trend. Previously, China Greatwall Technology Group had consecutive trading limit up, China National Software & Service has also been consistently bullish, and Dawning Information Industry hit a historical high.
Star evening news | Sikang Technology's IPO on the STAR Market has passed. Hai Tian Rui Sheng, Ge Ling Shen Tong and others have announced their shareholding reduction plans.
1. Innotek and Yoozcar Technology plan to buyback; 2. Maider Medical Industry Equipment Co. Ltd. chairman proposed share repurchase; 3. Jinglight Technology and Iray Technology shareholders plan to reduce shareholding; 4. Yuanjie Technology, Kexing Biopharm, and Asia Vets have received administrative regulatory measures decision.
Strong inflow of foreign capital is another trend vane: Middle Eastern tycoons increase their presence in China, and multinational sovereign wealth funds continue to lay out A-shares
① The Abu Dhabi Investment Authority and the Kuwait Investment Authority held a large number of A-share listed companies in the first quarter; ② the Middle East Sovereign Fund also stepped up research on A-shares ③ Other overseas sovereign wealth funds are increasing their layout in the Chinese market.
Prodelight --- ICT-Link SIP terminal “Yealink” sales partner case study released
Prodelight <5580> revealed ICT-Link's Yealink introduction and sales partner case study on the 30th. The company provides the cloud telephone system “INNOVERA,” and is taking on the challenge of developing innovative systems. Yealink is a global IP communication equipment manufacturer that focuses on the IP communication area and makes use of high quality, high flexibility, wide compatibility, and speedy specialized technical support. ICT-Link is a good friend
Humanoid robots became a key topic at the Nvidia GTC conference, and the industry has huge potential for growth
① The Nvidia GTC conference will be held from March 18 to 21. At this year's GTC, there are many robot-related conferences, covering various aspects such as robot manipulation, navigation, perception, and computational simulation/synthetic data generation. ② According to an analysis by Zheshang Securities, humanoid robots have a humanoid form, can adapt to the human working environment, and have great application potential in fields such as old-age and disability assistance, medical care, and domestic service.
Affected by adjustments in customer demand, Haitian Ruisheng's pre-loss in 2023 exceeded 27 million yuan
① During the reporting period, the company's overseas revenue declined year-on-year due to phased layoffs from some overseas customers, cyclical adjustments in business direction and R&D pace, etc.; ② Haitian Ruisheng said that since the second half of 2023, demand for voice data has clearly picked up. Currently, the company has received tens of millions of inquiries and procurement requests from many international customers about the intelligent voice product library.