Rice Information: A batch of major projects will soon be accepted in the second half of the year, and the integrated vehicle-road cloud solution is being implemented. Stay tuned for the earnings conference.
1. Mr. Yan Yongjie, General Manager of Lai Information, stated that a number of major projects in various fields will soon be accepted in the second half of the year, and the overall performance in the second half of the year is expected to be stable and improving; 2. The company's 'Car-Road-Cloud Integration' networked equipment products have been used in Xiong'an and inner mongolia erdos resources, and will continue to promote the landing of practical projects for the overall solution in the second half of the year; 3. The company is working with local governments to plan the overall low-altitude development plan, and has achieved phased results in some areas.
Huawei's foldable phone pre-order has exceeded 3 million, and the industry has entered a period of stable growth.
Huawei Mate X Foldable Phone, which was available for pre-order on Huawei Store starting from September 7th, 12:08, has already received over 3 million reservations, reaching 3.137 million people. According to Debang Securities, mainstream smart phone manufacturers have largely completed the layout and iteration of their foldable screen product lines, and the foldable screen phone industry is gradually entering a stable growth period.
The latest holding positions of the retirement fund have been exposed: In the second quarter, there were 61 new stocks in the top ten shareholders list, with Zhejiang Weixing Industrial Development and other stocks held by 2 shareholders.
① With the completion of the semi-annual report disclosure of listed companies, the top ten circulating shareholders of 188 stocks in the retirement fund appeared frequently; ② Among them, among the top ten circulating shareholders of 61 new stocks, Zhejiang Weixing Industrial Development, National Investment Intelligence and other 5 stocks each obtained 2 new shareholdings from the retirement fund; ③ Attached is the number of new shareholding institutions and A-share list in the second quarter of the retirement fund (see attached table).
Apple is stepping up the development of household robots. The development of the robot industry is entering an accelerated period.
According to media reports, Apple's R&D team is intensively developing a household robot that combines iPads and robotic arms, with the project codenamed J595. The innovation aims to create a product that combines smart home control and video conferencing functions. Zhonghang Securities estimated that the accumulated demand for humanoid robots in 2030 is expected to reach about 2 million units, corresponding to a market space of about 570 billion yuan.
AI server revenue increased by over 230% year-on-year, Foxconn Industrial Internet's H1 performance reaches a new high | Interpretations.
① Foxconn Industrial Internet's H1 revenue and profits both hit a new high in the same period since it went public; ② The company's AI server business revenue continues to grow and increased by 230% in the first half of the year; ③ Regarding the next generation AI servers for customers, Foxconn Industrial Internet stated in its financial report that the company's production capacity is sufficient and downstream order visibility is high.
Concept Trend | Caixin Theme Library Adds "AI Glasses"
With the explosive development of generative AI technology and the rapid development of MR technology, AI glasses have become an important landing scenario. According to public statistics, major companies such as Apple and Meta are laying out AI glasses products. Here is an overview of concept stocks related to AI glasses.