BK0061 Communications Equipment
- 945.382
- -15.771-1.64%
Being targeted by the USA may affect forex settlement! What are the highlights of this listed company?
Before the official announcement of being listed on the SDN list by the U.S. Department of the Treasury's Office of Foreign Assets Control, Wuhan Tianyu Information Industry had an unfavorable year, not only being listed as special treatment (ST), but also being caught in internal disputes.
Dongguan Dingtong Precision Metal Co., Ltd.: Communication connector demand and orders are recovering, and there is greater pricing pressure for new energy auto products. | A direct report of the earnings conference.
1. In 2023, downstream customers' direct demand for Dongguan Dingtong Precision Metal Co., Ltd. was relatively weak. Today, the director of the company, Wang Chenghai, said at the earnings conference that demand for the company's communication connectors and components has gradually picked up this year, and orders have increased. 2. Wang Chenghai stated that there is significant competitive pressure for new energy vehicle products, and the company has gradually adjusted some of its business. In the future, the company will mainly focus on developing products in control systems and high-voltage products.
Four departments launch the pilot program of access and on-road test for Asia vets-connected autos. The arrival of autonomous driving is expected to accelerate.
The Ministry of Industry and Information Technology and four other departments are carrying out pilot tests for the access and on-road use of intelligent connected autos in an orderly manner. Through the pilot, intelligent connected autos will be put into mass production and application more quickly, driving the integration of the autos with new energy funds, ai, information communication and other industries, creating new and high-quality productive forces, and helping to promote the high-quality development of intelligent connected new energy autos.
After announcing that the impact would be small, it is now facing a loss of 3.3 billion yuan in revenue! Qingdao Topscomm Communication Inc. has been blacklisted by the State Grid for 2 years.
The final result of the State Grid's fuse-breaker incident involving Qingdao Topscomm Communication Inc. was announced tonight: a two-year ban, and the company is expected to lose about 3.3 billion yuan in revenue in the future. The severe punishment results indicate that the company's judgment on delaying the disclosure of relevant information because it expected the impact of the State Grid fuse-breaker incident on its performance to be insignificant, was incorrect.
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.
Star night report | Shareholders of Huayu Pharmaceutical plan to reduce their shareholding, Willfar Information Technology won a total of approximately RMB 84.63 million in bids for projects.
The announcement of the demonstration construction project for Fuzhou Asia Vets Networked Vehicle-Road-Cloud Integration Initiative; Supporting policies for 5G development from relevant competent departments will be released soon; Zhongchuang Shares: Wholly-owned subsidiary obtained the qualification certificate of confidential information system integration (Grade A).
Bandung Optoelectronics, which changed hands twice in three years, will welcome “Ushisan” to take over
① The majority shareholder Qianquan Technology plans to transfer its 5.198 million shares (5.22% of the company's total share capital) to Xiaocong at a transfer price of 120 million yuan; ② Fu Xiaotong is the founder of Jinmanhui Investment and controls companies such as Chengsen Group and has the title of “Niusan”; ③ Bandung Optoelectronics experienced a “change of ownership” in 2022. The actual controller is Lei Qianguo, the former vice chairman of Fangda Special Steel.
Northbound Capital Big Order Purchase Report: Xinyisheng received net sales of 244 million yuan
Northbound Capital had a sharp net sale of 5,055 billion yuan today.
Be alert! Nearly 50 listed companies “wear hats” this month. ST Credit has taken 9 downturns. Here is a list of the reasons behind ST or*ST being implemented
① Since May, 46 A-share listed companies have been “wearing hats” (attached table); ② 27 listed companies, including Guorui Technology and Zhongtai Chemical, have not implemented any risk warnings to 19 listed companies, including ST, Asia Star Bus, and Longyu Co., Ltd., have further deteriorated from risk-free warnings to *ST; ③ After the risk warning was implemented, ST Texin's stock price has fallen to a standstill for 9 consecutive trading days.
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.
Dingxin News: The results of being “blackened” by the State Grid Hubei for 2 years at the national grid level have yet to be announced
① Dingxin Communications announced that it received the “Notice from State Grid Hubei Electric Power Co., Ltd. on the Handling of Supplier Misconduct” issued by the State Grid Hubei, and the company was “blacklisted” by the State Grid Hubei for 2 years. ② The company and related responsible persons were fined a total of 2.75 million yuan by the Securities Regulatory Commission.
[Data review] Northbound Capital reduced its positions for the fourth day in a row, Zhongji Xuchuang's investment capital to quantitatively grab synthetic biology concept stocks
① The CPO concept stock Zhongji Xuchuang had a net sale of over 200 million dollars by Northbound Capital. The stock has been net sold for four consecutive trading days. ② Synthetic biology concept stocks Lu Kang Pharmaceutical, Rhine Biotech, and Guangji Pharmaceutical were bought by investment and quantitative seats. Among them, Lukang Pharmaceutical was bought by CITIC Securities's Xi'an Suzque Street Sales Department for more than 60 million.
In April, these listed companies were “broken through the threshold”! Drone concept stocks were surveyed by a group of institutions. A list of individual stocks with the highest number of visits received by the agency
① Sort through the list of listed companies that received more than 400 institutional visits in April (with photos). Lanqi Technology, Huaming Equipment, and Tianfu Communications ranked in the top three; ② Huazuan Testing and Hikvision, which are under the same drone concept, are all “famous on the list”.
Prodelight --- ICT-Link SIP terminal “Yealink” sales partner case study released
Prodelight ＜5580＞ revealed ICT-Link's Yealink introduction and sales partner case study on the 30th. The company provides the cloud telephone system “INNOVERA,” and is taking on the challenge of developing innovative systems. Yealink is a global IP communication equipment manufacturer that focuses on the IP communication area and makes use of high quality, high flexibility, wide compatibility, and speedy specialized technical support. ICT-Link is a good friend
Demand for computing power is exploding under the AI wave, and these chips are expected to usher in a golden period of development
① China Mobile officially unveiled the Dayunbanshi DPU at its 2024 Computing Power Network Conference. The chip has a bandwidth of 400 Gbps, doubling the maximum transmission rate of domestic DPU chips. ② Minsheng Securities pointed out that under major trends in the development of AI technology such as ChatGPT, demand for computing power is prominent, and DPU is expected to usher in a golden period of development.
A total fine of 2.75 million yuan+ the exchange publicly denounces the “board” of Dingxin Communications's credit disclosure violation case falling
① According to the regulatory authorities, the actual controller of Dingxin Communications concealed his divorce for 7 years, and his eligibility to win the bid was interrupted for 1 month before disclosure was delayed, in violation of relevant laws and regulations. ② The Qingdao Securities Regulatory Bureau plans to issue a warning and a total fine of 2.75 million yuan to the company and senior executives; the Shanghai Stock Exchange decided to publicly condemn Dingxin Communications, Wang Jianhua, the company's controlling shareholder, actual controller and then-chairman, and those responsible.
Accelerating the construction of intelligent computing centers, institutions are optimistic about the sustainability of computing power demand
① In 2024, telecom operators will increase capital expenditure related to computing power. China Mobile's computing power plan capital expenditure was 47.5 billion yuan, up 21.5% year on year; China's telecom industry digitization plan capital expenditure increased 4.1% year on year. ② According to the Tianfeng Securities Research Report, AI will accelerate the iteration and performance requirements of related infrastructure, more powerful AI models will require stronger computing power and interconnection capabilities, and the demand for computing power is continuous.
[Data review] Northbound capital sold sharply, Zhongji Xuchuang's famous floating capital bucked the trend and increased Wanfeng Aowei
① Among the top ten transactions of Shanghai and Shenzhen Stock Connect, Zhongji Xuchuang had the highest net sale, with a net sale of 379 million yuan, the largest single-day net sale of Shenzhen Stock Connect during the year. ② Wanfeng Aowei, which fell to a standstill, was bought by CITIC Securities's Xi'an Suzque Street Sales Department for more than 50 million yuan. This seat bought 118 million yuan of the stock last Friday.
Earning more than 1 billion dollars in a single quarter, Zhongji Xuchuang claims that orders will continue to be full. How long will the high growth rate of high-speed optical modules continue? |Financial Report Interpretation
① The share of shipments of high-end products such as 800G/400G increased, and Zhongji Xuchuang's net profit for the first quarter of this year exceeded 1 billion yuan in a single quarter. ② The month-on-month growth rate of Zhongji Xuchuang's Q1 net profit declined compared to last year's Q3 and Q4. ③ Judging from last year's full-year results, there was a situation of “a few happy, a few worried” in the optical module industry.
Weekly preview | Tech giants set off a frenzy of results releases! Tesla, Meta, Microsoft, and Google are on the list one after another
US GDP for the first quarter and core PCE data for March will be released. China's April LPR will be announced on Monday; the Bank of Japan will announce the new interest rate decision on Friday.