000852 CSI 1000 Index
- 5048.48
- -7.66-0.15%
Institutions claim that the global simulation chip industry has clearly reached its bottom, and the turning point of domestic manufacturers' income has appeared.
According to a research report by Citic Securities, based on the year 2024, the global analog chip industry has reached the bottom, and downstream industries are gradually recovering. Domestic analog chip manufacturers have already seen a turning point in revenue, and some have even seen a turning point in profits. At the current point in time, it is more important to pay attention to the pace of the industry turning point and the elasticity of the next cycle than to focus on the valuation level of the year.
What is the pain in the entire industry? Shanghai Medicilon Inc. replied to the annual report inquiry: intensified competition and noticeable decrease in customer unit price in 2023.
1. Since its listing, Shanghai Medicilon Inc. has suffered its first annual loss, with customer unit prices of its two main businesses declining by 36.81% and 23.59% respectively; 2. The company's operation reflects the survival situation of the entire CRO industry, where declining profitability is common; 3. Shanghai Medicilon Inc. employees have told reporters that the entire CRO industry has been under pressure since entering 2024.
After nearly a year of layout, Rui Feng Banks has finally become the major shareholder of the local rural commercial bank. Why did it expand against the trend?
After acquiring shares through auction recently, Rui Feng Bank now holds 7.58% of the shares of Cangnan Rural Commercial Bank and has become the main shareholder. According to the information from AiQicha, Rui Feng Bank's 7.58% shareholding will become the largest shareholder. Against the background of emphasizing the resolution of risks in small and medium-sized financial institutions, it is a good choice for listed banks to invest in rural financial institutions with obvious regional advantages but dispersed equity.
Net profit doubled in the first half of the year! Fast-charging chip leader Nanxin Technology pre-releases with strong signals of terminal demand rebounding.
Nanxin Technology released the performance forecast for the first half of 2024, with operating income increasing by 86.51% to 97.11% compared to the same period of last year, and net income attributable to shareholders is expected to increase by 101.28% to 119.16% year-on-year; Nanxin Technology stated that in the first half of this year, the company's business scale has expanded due to the recovery of terminal demand, and there are full orders in hand.
Orient Group Incorporation's deposit of over 1.6 billion is restricted from large withdrawals. Shanghai Stock Exchange quickly sends a letter: Is the fund being embezzled by the controlling shareholder? | Speed reading announcement
1. Orient Group Incorporation announced today that the controlled shareholder Dongfang Finance Company has restrictions on withdrawing deposits exceeding 1.6 billion yuan. 2. The Shanghai Stock Exchange quickly issued a regulatory letter, requesting the company to investigate whether related funds have been embezzled by the controlling shareholder and related parties, whether it constitutes non-operating fund occupation, and etc. 3. Previously, the controlling shareholder of Orient Group failed to repay bank loans within the stipulated period, and Dongfang Group's guarantee was overdue.
Foshan Yowant Technology proves its performance rebounded, and its anchor Jia Nailiang won the title of "number one salesman" among its affiliates.
During the e-commerce mid-year promotion from May 20th to June 18th, the top-selling position on the Douyin platform was mainly held by Guangdong couples, Yuhui Tongxing, Jia Nailiang, and Mr. Dong in turn. The 618 promotion data showed that a total of 153 anchors from Foshan Yowant Technology participated in the promotion, and there were frequent appearances of breaking 100 million viewerships in each live broadcast room, with more than a dozen broadcasts breaking 10 million viewerships.
Express News | CNI mid-small cap. index is fluctuating. Keep an eye on CSI 1000 index ETF (159633), E Fund Growth Enterprises Board 200 ETF (159572), and other products' developments in the future.
[Data Market Watch] Northbound funds increased investment in technology and reduced investment in hakuba stock. The turnover of multiple csi 1000 index ETFs increased significantly.
① Northbound Capital bought many technology stocks such as Lixun Precision and Xinyisheng, and net sold many weighted white horse stocks such as Kweichow Moutai and Yili Co., Ltd. ② Among the top ten ETFs with month-on-month turnover growth, there were many ETFs related to the China Securities 1000 Index. Among them, the turnover of the China Securities 1000 ETF (159845) increased 76% month-on-month compared to yesterday.
Jiayue Xingchen and Shanghai Film have initiated an 'AI+' cooperation. Huang Renxun is reducing shareholdings in Nvidia again. Musk: Developing the fourth chapter of the grand plan. | AI daily morning news
① Douyin and Bona Film jointly released the first AIGC sci-fi short series "Sanxingdui: Future Revelation"; ② WeChat Video plans to restrict the sale of goods by digital celebrities; ③ Tencent Hybrid Yuan, together with Hong Kong University of Science and Technology and Tsinghua University, has launched a portrait animation generation framework.
The AI wave is driving a boom in consumer electronics, and this subdivision of semiconductors is quietly strengthening.
Track the entire lifecycle of the main sector.
The worst time has passed, institutions are bullish on the recovery of the power semiconductor industry's business environment.
According to interviews with multiple power semiconductor companies, the worst moment for power semiconductor has passed as the production capacity of major wafer fabs approaches full capacity and the issue of price hikes become a hot topic in the industry. Mao Zheng from Huaxin Securities believes that with the gradual improvement of delivery time and inventory, as well as the gradual recovery of downstream demand, we can see the signal of the recovery of the prosperity of the power semiconductor industry.
AI innovation empowers the new future of consumer electronics. China's consumer electronics market is expected to continue to recover.
According to the latest data released by IDC, the shipment of wearable devices in China in the first quarter of 2024 was 33.67 million units, a year-on-year increase of 36.2%. With the increase in sales volume, the market shipment pace has obviously accelerated. The leading companies in the industry chain have jointly invested in AI technology, and AI-side innovation is accelerating. Seize the investment opportunities brought by continuous innovation on the AI-side.
Hubei Yihua Chemical Industry has partnered with Do-Fluoride New Materials to build a Central China Fluorosilicon Industry Park, seizing the fluorine chemical market. | Speed reading announcement
1. Yihua Chemical Industry in Hubei announced that the company has signed a framework cooperation agreement with the Management Committee of Yichang High-tech Zone and Do-Fluoride New Materials. 2. In fact, Yihua Chemical Industry in Hubei has long aimed to use fluorine resources associated with phosphorus ore. Since this year, its wholly-owned subsidiary has conducted the first public announcement of the environmental impact assessment for a total of 1.4 billion yuan in fluorine chemical projects.
Zhejiang Communications Technology won the 6.8 billion yuan innovation and entrepreneurship park project. The number of successful bids in Q2 continued to grow. | Read the announcement quickly
① Zhejiang Communications Technology's subsidiary company won a project worth about 6.8 billion yuan; ② In recent years, the company has won many big orders in the field of urban construction; ③ The high prosperity of regional infrastructure is expected to support the release of the company's performance.
The first domestic photonics chip trial production line will be debugged at the end of the month, continuously accelerating the localization process of the industrial chain.
According to media reports, at the end of this month, the first domestic photon chip trial line will enter the equipment debugging sprint stage. Open source securities pointed out that as the silicon photonics industry chain gradually improves, silicon photonics technology is widely used in multiple fields such as optical communication, optical sensing, and optical computing. Silicon photonics technology is gradually ushering in a historical period of opportunity.
Sunshine and cold winter weather have hit the prices of pigs and chickens, with prices hitting a two-and-a-half-year low. What happened to the promise of "walking with pigs"?
① Since April, the price of live pigs has been rising continuously, while the selling price of white feather chickens has instead hit a two-and-a-half-year low; ② Insiders and analysts in the industry believe that a resonating effect between chickens and pigs needs a certain trigger. There have been changes in the supply and demand pattern of white feather chickens, and there are still variables as to whether this pig cycle can drive the chicken cycle; ③ White feather chicken companies are fighting against the industry's winter by increasing exports, extending the industry chain and other measures.
Why do insurance companies buy shares in A-share companies frequently this year? China Great Wall Life Insurance Co., Ltd. holds 5 seats alone after 6 times of shareholding in A-share companies this year.
Among the six acquisitions in the insurance industry since the beginning of the year, only Changcheng Life Insurance won five positions; In the first quarter of 2024, Changcheng Life Insurance recorded a net loss of 355 million yuan; High cost liabilities may force the company to maintain a radical investment strategy on the asset side.
German eVTOL giant landed in China's market, and it is expected to speed up the industrialization of low-altitude economy.
On June 10, Lilium, a well-known German electric vertical takeoff and landing (eVTOL) company, announced the establishment of Lilium Aviation (Shenzhen) Co., Ltd. ('Lilium Aviation') in China, serving as its Asia-Pacific headquarters. As a representative of new productive forces, the development prospects of the low-altitude economy are broad, with a potential market size of trillions in the industry chain, according to Sinolink Securities.
Can MENGNIU's cheese be revitalized as the 'top market leader' with its delayed integration after being renamed 'Miaoke'? | Quick Announcement Reading
1. Shanghai Milkground Food Tech plans to acquire 100% equity of Mengniu Cheese held by the controlling shareholder for CNY 448 million. 2. This acquisition is to fulfill the commitment to avoid competition in the same industry, which was previously postponed for one year. 3. The cheese revenue of Shanghai Milkground Food Tech will decline in 2023, and Mengniu Cheese is in deficit.
Rapid iteration and updates in the AI+ siasun robot&automation field, with bullish institutions expecting explosive market growth.
The first all-weather intelligent laser weeding robot in China, developed by Harbin Institute of Technology's Robot Laboratory in collaboration with Huagong Tech, is currently undergoing field trials in Aihui District, Heihe City. Soochow Securities believes that with the background of the great improvement in global computing power algorithms, the rapid iteration and update in the AI+robot field is expected to generate explosive incremental markets in the robot sector.