BK0022 Consumer Electronics
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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.
CEE Asia Consumer Electronics Expo is about to be held. The prosperity of the consumer electronics industry chain may have bottomed out and rebounded.
The 22nd CEE Asia Consumer Electronics Show will be held in Beijing from June 28th to 30th, 2024. The conference consists of five major theme summits and six industry forums, covering hot topics, development trends, and excellent cases in the fields of consumer electronics, AI, and other industries. China Merchants Yan Fan believes that the prosperity of the consumer electronics industry chain has bottomed out and rebounded.
A-share market sees another "mini" private placement capital increase, and small fast financing is favored.
Simple program private placement is a fast and flexible way of financing. According to the secretary of the board of directors of Yunzhong Technology, the simple program is just "a little smaller in amount"; Since the beginning of this year, more than 500 listed companies have issued announcements requesting shareholder meetings to authorize the board of directors to issue stocks to specific targets through simple programs.
Terrifying! Rare plunge of 98%, 2 stocks will also "take the plunge" tomorrow.
① The financial situation in the annual report did not meet the standards for two consecutive years. *ST Tongda, *ST Yuancheng, and *ST Carbon Yuan were delisted simultaneously; ② The cumulative decline reached 90%! 3 shares officially entered the delisting period today; ③ Attention! Tomorrow, 2 more shares will enter the delisting period.
Concept Update | Caixin Theme Library Adds 'Vehicle Road Cloud'
Autos-to-Cloud technology refers to the direct communication between cars, cars and roads, and other traffic elements. The recent intensive release of policies indicates that new energy vehicles are evolving from individual breakthroughs to multi-industry collaboration, and the integrated ecosystem of 'car-road-cloud' is accelerating. Concept stocks in the field of Autos-to-Cloud.
Science and Technology Innovation Board Evening News | Microguided Nano: Plans to issue convertible bonds to raise no more than 1.17 billion yuan Guangfeng Technology: once again becoming Cyrus's automotive optical solutions supplier
① State Council: Accelerate the promotion of advanced processes such as next-generation ionic membrane electrolyzers; ② Three departments including the Central Network Information Office: Promote the development of computing power infrastructure standards.
Three “financial withdrawals” in one day! *ST Carbon, *ST Tongda, *ST Yuancheng will bid farewell to the A-share market
① The listing of three companies, *ST Tongda, *ST Carbon, and *ST Yuancheng, was terminated by the Shanghai Stock Exchange due to financial issues. ② In addition, another stock to be delisted will be traded on the ST Market* during the delisting period.
Is the spin-off listing not working? PE Capital waited 3 years for Goertek Microelectronics, which had a valuation of over 18 billion dollars, to terminate its IPO
① In 2021, Goertek Microelectronics plans to increase capital and expand shares and introduce 15 investors, with a pre-investment valuation of 18.5 billion yuan. Investors include local state-owned capital, as well as PE bosses such as CITIC Construction Investment Capital, CICC Qichen, Cornerstone Capital, and CCB International. ② After the Shenzhen Stock Exchange recently raised the growth requirements for GEM listed companies, it is difficult for Goertek Microelectronics to meet the current operating data standards.
Giants are planning to ship 170 million AI phones this year
① According to industry media reports, there is news that Honor will integrate Google's artificial intelligence (AI) functions into its upcoming smartphone to provide a generative AI experience. ② IDC predicts that in 2024, global shipments of next-generation AI phones will reach 170 million units, accounting for about 15% of total smartphone shipments.
New Managing Partner of Qiming Venture Capital
① Qiming Venture Capital announced the promotion of Zhou Zhifeng as managing partner. This “promotion” has formed a top management team led collectively by Kuang Ziping, Liang Yuyu, Hu Xubo, and Zhou Zhifeng. ② In the next 10 years, Qiming Venture Capital believes that the “deep technology” sector of the Chinese investment market will develop very well, and hopes to match corresponding talents in this field.
Concept News | Financial Federation adds “electromagnetic shielding” to the theme library
① Electromagnetic shielding materials are widely used in consumer electronics, automobiles, aerospace, communications and other fields. With the comprehensive development of 5G, cloud computing, AI and other industries, it has provided a large amount of market demand for the electromagnetic shielding materials industry. ② List of electromagnetic shielding concept stocks.
Goertek Microelectronics IPO “ended” Goertek shares: the spin-off and termination of the spin-off are normal capital operations
① Goertek Microelectronics's spin-off listing was terminated. Goertek said it was “a decision made after fully considering various factors such as the current market environment, valuation level, and policy orientation”; ② The IPO review is getting stricter. Recently, many GEM participating companies, such as Jingchuang Technology, Liuchun Intelligence, and Huayi Co., Ltd., have terminated their listing, and over 8 companies planning to split the listing this year.
Northbound Capital Purchase Report: IFF received net sales of 215 million yuan
Northbound Capital sold a net sale of 1,967 billion yuan today.
Communication Holdings: Demand for structural improvements in smart phone products in emerging markets is high, and the market is expected to experience a moderate rebound this year | Direct performance
① Regarding this year's market outlook, Zhu Zhaojiang, chairman of Communication Holdings, quoted a third party agency predicting and answering the “Science and Technology Innovation Board Daily” reporter's question, saying that the global smartphone market will usher in a moderate rebound in 2024; ② Communication Holdings said that with the continuous development of emerging markets, the share of smartphones will continue to increase, and there is a large demand for structural improvements.
Northbound Capital Purchase Report: IFF received a net purchase of 468 million yuan
On May 16, Northbound Capital made a significant net purchase of 6.067 billion yuan throughout the day.
A number of Silicon Valley funds have funded Dr. Stanford's AI startup project and raised nearly 10 million US dollars
① Recently, AI medical imaging company Shenzhen Zhi Tu Medical completed a B+ round of financing of nearly 10 million US dollars. Investors include the new US dollar fund Jiajia Capital; ② Gong Enhao, co-founder of Shenzhen Zhi Tou Medical, is also a serial entrepreneur who previously co-founded the professional retouching software Polarr.
The computing power section has “exploded”! Is IFF preparing for a new wave of rising and stopping markets?
The agency said that with the general trend of artificial intelligence development, computing power has once again become the clearest direction, and demand is expected to continue to be booming.
“King of Africa” Communication Holdings's net profit in the first quarter more than tripled, optimistic about the market recovery trend throughout the year
① The company said that revenue growth mainly benefits from continuing to explore emerging markets and promote product upgrades, and overall shipment volume growth. ② Regarding the 2024 full-year performance forecast, the aforementioned staff said that judging from the overall mobile phone market trend, the market recovery since this year is expected to be better than last year.
Sales of Huawei phones increased by nearly 70% in the first quarter, institutions predict a moderate recovery in the mobile phone market
According to Counterpoint's mobile phone sales report data, smartphone sales in China increased 1.5% year on year in the first quarter of 2024, achieving positive year-on-year growth for the second consecutive quarter. Huawei stood out from all mobile phone brand manufacturers in the first quarter, with a year-on-year increase of 69.7%.
New Consumer Daily | Outdoor brand Archaeopteryx promises to achieve zero emissions by 2050 or earlier; Quanjie's new M5 was launched in 24 hours with a cumulative total of 4,031 units; Chuanyin Holdings' Q1 net profit to mother increased 210.3% year-on-y
New Consumer Daily, April 24. The main contents of today's New Consumer Daily include: PepsiCo invested 1.3 billion yuan to establish a food base in the northwest region; the Yangtze River Delta Railway is expected to send more than 27 million passengers during the “May 1st” holiday.