This week, another 10 companies added! Hangzhou Hikvision Digital Technology and several other stocks have disclosed shareholding repurchase plans and renewed loan plans, a list of related A-shares is as follows.
① This week, the special loans for Share Buyback and Shareholding continue to surge. According to incomplete Statistics from Caixin, 10 A-share listed companies announced the relevant situation of Share Buyback and Shareholding related to re-loans (attached table); ② Hangzhou Hikvision Digital Technology plans to use its own funds and special loans for the largest amount of share buyback, with a maximum not exceeding 2.5 billion yuan.
Multiple billion-dollar private equity funds are conducting research on Hangzhou Hikvision Digital Technology, Luxshare Precision Industry, with Feng Liu, Deng Xiaofeng, and Lin Peng never absent.
1. The proportion of the top ten private equity funds in the private equity research list with assets under management exceeding 10 billion yuan has decreased. CFMCC Wealth Management, the top-ranked firm, is the only one that has been researched more than a thousand times this year. 2. Private equity funds are generally more focused on stocks listed on the STAR Market. 3. Many top private equity funds with assets under management exceeding 10 billion yuan are still focusing on researching Hangzhou Hikvision Digital Technology and luxshare precision industry. 4. So far this year, Feng Liu has conducted research on Hangzhou Hikvision Digital Technology three times, while Deng Xiaofeng has conducted research on luxshare precision industry four times.
Guobor Electronics: High linear control device business has been mass supplied. Multiple satellite communication products have been introduced to customers. | Direct hit at earnings conference
①Mei Bin, Chairman of Guobo Electronics, stated that the company's Q3 revenue and profits declined mainly due to industry factors and the pace of orders, resulting in a decrease in revenue from source phased array T/R components and RF module business; ②Multiple RF integrated circuits have been applied in 5G-A sensing integrated stations, for bulk supply of business high-linearity control components for the new generation of smart antennas in stations.
Twelve departments issued the "5G Large-Scale Application 'Set Sail' Action Upgrade Plan"; the industry chain is expected to welcome new opportunities.
12 ministries including the Ministry of Industry and Information Technology issued the "5G Large-scale Application 'Sailing' Action Upgrade Plan", aiming to achieve large-scale application of 5G by the end of 2027. Galaxy Securities believes that the focus on 5.5G is gradually increasing, with new application scenarios driving the base station industry chain, and key links such as antennas, filters, power amplifiers, and PCBs are expected to usher in new opportunities.
Apple is expected to launch AI-based smart home products, which are expected to drive the industry into a new growth cycle.
①According to insiders, apple is expected to launch ai-based smart home devices as early as March. ②Huajin Securities points out that currently, the software and hardware systems of the smart home industry are becoming more mature, and the entire market is expected to usher in a new growth cycle driven by AI technology.
TR components and RF module business revenue decreased, Guobo Electronics' Q3 net profit dropped by more than fifty percent year-on-year.
1. The company has begun delivering multiple T/R component products to customers, and multiple RF integrated circuits have been applied to 5.5G multimodal base stations; 2. In the field of mobile terminals, its switches and antenna tuners are in mass production, multiple RF switches have been introduced and delivered in bulk by customers, and DiFEM related chips are in mass production and delivery.