Changguang HuaXin: Next year may be a crucial turning point for new businesses, has initiated the research and development of all-solid-state automotive lidar | Focus on earnings conference

①Chang Guanghua's Chairman and General Manager Min Dayong stated that the company's current majority of revenue still comes from the traditional industrial optical fiber laser field, but downstream demand is stabilizing, and the downward trend has basically been halted. ②The company, including the optical communication field, vehicle-mounted lidar, and other emerging fields, is still in the investment and introduction stage, and next year is expected to be a key turning point, at which time it is expected to achieve break-even.

cls.cnNov 13 19:16

[Data Analysis] Block orders of IM futures significantly increased their long positions, with funds from multiple sources joining hands to rush to subscribe to China Wafer Level CSP.

①The main contract for IM futures saw a significant increase in long positions by over 7,000 lots, with the number of additional positions clearly exceeding the short positions. ②Chip stock China Wafer Level CSP attracted institutions, speculative funds, and algo funds to buy in, with Huaxin Securities Shanghai Wanping South Road branch buying 0.26 billion.

cls.cnNov 12 18:05

Semiconductor giant wingtech technology's Q3 performance is improving, with convertible bond prices rising by over 50% from the low point of the year.

①In the third quarter, the net income attributable to shareholders of the listed company was 0.274 billion yuan, turning from a loss to a profit compared to the second quarter, with significant improvement. The performance recovery may drive the continuous rise of 'Wentai Convertible Bonds'. ②It is worth noting that the net income attributable to the mother company in the first three quarters still decreased by 80.26% year-on-year, and the company's shares have frequently encountered shareholder shareholding this year.

cls.cnNov 12 10:55

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

The first domestically produced independent controllable vehicle-grade MCU chip has been released, and the semiconductor industry is expected to continue growing.

On November 9th, dongfeng automobile led the establishment of the Hubei Province Vehicle-Grade Chip Industry Technology Innovation Alliance, releasing a high-performance vehicle-grade MCU chip - DF30 to fill the domestic gap. Huafu Securities stated that the semiconductor industry is experiencing rapid performance growth, with revenue recovery at all levels, and under the drive of innovation such as AI, HPC, edge AI/foldable screens, the semiconductor industry is expected to continue its growth trend.

cls.cnNov 11 08:03

In October, the retail sales of new energy vehicles hit a new high, with a consecutive four-month market share exceeding 50%. China Association of Automobile Manufacturers: It is expected to grow by nearly 40% for the whole year.

①Caixin reporter's statistics show that in October, 14 A/H-listed vehicle companies achieved year-on-year growth, with 10 companies accounting for over 70%. ②Cui Dongshu predicts that the domestic sales volume of new energy passenger vehicles in the fourth quarter is expected to be 3.55 million units, a 39% year-on-year increase. The cumulative sales volume in 2024 is expected to be 10.68 million units, a 38% year-on-year increase.

cls.cnNov 8 18:43