The new Huawei foldable screen phone sold out in seconds after its release, and its market penetration rate is expected to rise rapidly.

① On December 6, Huawei officially launched the foldable screen phone Mate X6 at its global flagship store in Nanshan. After the X6 went on sale at 10:08, it sold out quickly online at the Huawei store, with all models temporarily out of stock. ② Haitong sec believes that foldable screen phones are expected to continue to improve in quality, slimness, price, and other aspects, achieving an increase in penetration rate.

cls.cnDec 9 08:04

bestechnic (shanghai) co., ltd.: Some customers' smart glasses projects are in the introduction stage. The rise of cloud-based large models presents new demands for chips | Highlights from the earnings conference.

①In the first three quarters of the year, bestechnic (shanghai) co., ltd. asia vets watches and wristbands accounted for approximately 29% of the total, a significant year-on-year increase. Looking ahead to the fourth quarter and 2025, bestechnic (shanghai) co., ltd. asia vets stated that the gross margin is expected to continue to improve; ②The company's inventory in the third quarter was 0.672 billion yuan, with raw materials and work in progress accounting for approximately 60%, and finished products accounting for approximately 40%.

cls.cnNov 28 18:33

The 2024 World Consumer Electronics Expo is about to be held, and the smart phone market is expected to grow against the trend.

① The 2024 World Consumer Electronics Show will be held at the Shenzhen Convention and Exhibition Center from November 28 to 30, 2024. ② China Merchants believes that the flagship Android phones are entering a phase of intensive releases, with Xiaomi, OPPO, vivo, Honor, and Huawei all having released new flagship models, which focus on AI and optics as highlights. Continuous attention is paid to innovations in new machines and subsequent sales.

cls.cnNov 28 08:03

The daily sales of the product reached 18 million GMV. E-commerce concept stocks achieved three consecutive board limits this week, with institutions conducting intensive research on related listed companies.

①Nanji E-commerce released institutional research notes on Friday, stating that Nanji Ren's luxury series has a daily sales volume of 18 million GMV recently. A hundred good brands have already expanded to channels such as Douyin, Alibaba, vipshop, etc. In terms of the secondary market, Nanji E-commerce closed with a 3-day consecutive limit up on Friday.

cls.cnNov 24 20:51

BaWei Storage: Q4 market demand has shown some recovery compared to the previous quarter, will actively focus on industry chain integration opportunities|Direct coverage of the earnings conference

①At the earnings conference of Bawei Storage, the company's chairman Sun Chengsi stated that downstream customers slowed down their pace of delivery in the third quarter, and as inventory is digested and enters the peak season for consumer electronics, market demand in the fourth quarter is expected to recover compared to the third quarter; ②Sun Chengsi mentioned that with the renewal of the inventory structure, it is expected that the company's gross margin will gradually return to the central level, and the increase in the localization rate provides a broad space for the company's revenue growth.

cls.cnNov 20 12:32

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.

Brokers in ChinaNov 11 11:22