How do domestic semiconductors industry chain grow against the wind? At this closed-door event, many "little giant" companies shared their insights and advice.
① The release of a new round of export control entity lists has fostered the consensus within the industry to cultivate and develop a domestic supply chain system. ② Several emerging companies in the semiconductors field recently stated at an industry event that the domestic market for semiconductor equipment and memory chips is vast, and small and medium-sized enterprises possess the resilience for growth and development.
The Huawei Mate 70 represents a series of new product launches, as the consumer electronics industry welcomes the traditional Q4 peak season.
According to media reports, He Gang, the CEO of Huawei's terminal BG, stated during an interview on the evening of December 4 that reservations for the Huawei Mate70 series have exceeded 6.7 million, and due to overwhelming demand, there will be a slight initial shortage in supply. Shanxi stated that the fourth quarter, being the peak season for consumer electronics, will witness a wave of replacements and drive relevant supply chain stocking.
6 years after acquiring ANSYS semiconductors, Zhongwen Jintai's "operation abnormalities", Wingtech Technology responds: the company has no actual business.
① Zhongwen Jintai has been included in the list of abnormal operations by the Market Supervision Administration of Hefei High-tech Development Zone due to being unable to be contacted through its registered address or business location. ② A staff member from the Secretary Office of Wingtech Technology stated that the company currently has no actual business, and the legal department has communicated with the local market supervision to understand the situation.
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.
The native Hongmeng system extends to the tablet track, and the Huawei Hongmeng ecosystem is expected to accelerate development.
On the morning of November 21st, following the mobile phone, Huawei's terminal announced on its official social media platform that the tablet with the native Hongmeng system will soon debut at the Mate brand ceremony. This is also the first time Huawei has extended the native Hongmeng system to the tablet arena.
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.