Arcsoft Corporation: The delivery status of mobile products affects Q3 revenue. It has already laid out AR, siasun robot&automation positioning and navigation related visual technology|Focus on earnings conference
①On the VisDrive product side, the company is promoting the delivery and penetration of driver monitoring systems, 360-degree surround view functions, and more vehicle models. New features include enhanced product quality and health monitoring, covering designated demands quickly for models that have been designated but not yet delivered, as well as new models. ②In the third quarter, the PSAI product business has been in discussions with brands focused on outdoor and sportswear for customized collaborations.
Yuanjie Technology: Bullish on the market demand for multiple products next year, actively expanding overseas markets | Live coverage of the earnings conference
①With the rapid development of the datacenter market since this year, Yuanjie Technology expects that the revenue scale of CW light source products will continue to grow in the fourth quarter of this year and further increase in the first quarter of next year; ②In recent years, Yuanjie Technology's overall gross margin has significantly decreased year by year, the company stated that it will start to repair the gross margin from two aspects: increasing investment in the datacenter field and market expansion, and further enhancing cost control.
Trina Solar Co., Ltd.: The 'deceleration strategy' is correct and awaits observation. Energy storage will become a new profit growth point. Directly hit the earnings conference.
①In the third quarter, the price of photovoltaic modules continued to decline, but the gross margin of the energy storage business improved, and energy storage will become a new profit growth point; It is expected that by the end of the year, silicon wafer capacity will be 55GW, module capacity 120GW, N-type battery capacity 70GW, and P-type battery capacity to be determined; ②The industry is facing positive changes, and the profitability of the industry chain will definitely be restored, but in the future, there will be more and more differentiation space in terms of brands, channels, and customers.
Zhenhua Fengguang: Expanding new markets, some products in the commercial aerospace sector have already formed orders | Directly hitting the earnings conference
①The person in charge of Zhenhua Fengguang said that the company currently has a wide variety of products, with more than 700 customers, generating new orders every month, and the backlog of orders is in line with industry trends; ②The company has launched more than 60 new products this year, with 49 new products already in trial use and supply; in the commercial aerospace field, more than 30 new products have completed experiments, with some products already forming orders.
Resumed trading with a one-character limit up, cabio biotech(wuhan) intends to acquire 65% equity of Eurobio symbol company with high debts.
1. Eurobio achieved a turnaround in profitability starting in 2023. From the first three quarters of 2022 to 2024, the target company achieved revenues of 0.265 billion yuan, 0.309 billion yuan, and 0.267 billion yuan respectively; 2. Xinda Securities stated that considering the closely related multiple group testing of the target company with cabio biotech(wuhan)'s existing synthetic biology research and development, it is expected that the two will form a strong synergistic effect.
Just ten days after the failed trade with Deppon Technology, Huawai Electronics plans to acquire 100% equity of Huahai Chengke.
1. Deppon Technology previously announced that the pricing range for the preliminary negotiation of 100% equity of Huawei Electronics is between 1.4 billion yuan and 1.6 billion yuan; 2. At that time, Huawei Electronics made performance commitments, expecting to achieve a net income of not less than 53 million yuan in 2024; 3. Huawei Electronics has undergone two rounds of financing, invested by China Merchants Venture Capital and Wynn Group respectively.