BK0078 Other ElectronicsⅡ
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Price increases combined with negotiations broke down, and European shipping continued to reach record highs! Hong Kong A shipping stocks have surged one after another
Various futures contracts soared.
The popularity of autonomous driving is rising, and the industry is expected to be stimulated by both technological breakthroughs and demand volume
Debon Securities pointed out that in the context of continuous upgrading of autonomous driving technology, on the one hand, existing domestic high-level autonomous driving will break through to a higher level, and at the same time, some autonomous driving functions will also slow down and gradually become the “standard” for smart cars.
Sunyes Manufacturing: Full 2022 Annual Report (after correction)
Huawei is about to release new overcharging products, and the overcharging industry is expected to welcome technological upgrades and value increases
① According to the official website of Huawei, on the afternoon of April 24, Huawei Digital Energy will host the 2024 Smart Electric & Smart Charging Network Strategy and New Product Launch Ceremony and Overcharge Alliance. ② Tianfeng Securities said that 24 was the first year of domestic overcharged pile applications. Leading manufacturers have advantages in terms of overcharged pile product strength and cost due to scale effects, and their revenue growth rate is expected to significantly exceed the industry average.
[Data review] Low-volume dividend ETF turnover surged month-on-month, institutions, floating capital, and Wall nuclear materials
① Today's high-dividend concept stocks are once again active, and the turnover of low-dividend ETF (512890) increased 107% month-on-month compared to yesterday. ② Wall Nuclear Materials, a copper cable high-speed connection concept stock, was sold by the agency for nearly 50 million yuan and bought over 30 million; it was bought by a first-tier tourist seat for more than 30 million; it was bought by a quantitative seat and bought by a quantitative seat and used as a T by a quantitative seat.
[Looking at the data] Northbound Capital bucked the trend and increased positions in CPO concept stocks, institutions and floating investors joined forces to raise Wall Nuclear Materials
① Xinyisheng, Zhongji Xuchuang, and Tianfu Communications all received net purchases from northbound capital, which once plummeted during the intraday period. ② Wall Nuclear Materials, a copper high-speed connection concept stock, was purchased by two institutions for $127 million, while Cathay Pacific Junan Nanjing Taiping South Road bought 118 million yuan.
The copper cable concept stock Wall Nuclear Materials terminated the spin-off and the “Remain in the Arms” subsidiary has completed the development of 800G high-speed communication lines
① Wall Nuclear Materials will end the listing process of the spin-off subsidiary Leting Zhilian, which is mainly engaged in high-speed connectors and other businesses; ② Because Nvidia's new products use copper cable connections, the subsidiary Wall Nuclear Materials, which owns the copper cable business, recently received popularity in the secondary market.
Shihua Technology's initial fund-raising project has been repeatedly postponed and high-efficiency sealant products may be put into operation in the first half of the year
① Since 2021, the production line of the “Functional Materials Expansion and Upgrade Project” has been put into operation in stages, but due to the large investment scale of the project, the company's commissioning pace and product structure adjustments, etc., the investment time for some of the new production lines in this project has been delayed; ② The company's high-efficiency sealant products are the company's seed business. Currently, construction of the project is progressing smoothly and is expected to be tested and contributed to revenue in the first half of this year.
The number of connected vehicles worldwide reached 350 million, and the V2X industry ushered in a golden period of opportunity
① During MWC24, Liu Kang, president of ICT Marketing and Solution Sales at Huawei, said that by the end of 2023, the number of connected vehicles worldwide had reached 350 million. ② Great Wall Guorui Securities pointed out that the intelligent and connected automobile industry is considered the focus of future competition, and it is expected that the domestic V2X industry chain will face a 10-year golden period of strategic opportunity.
AI servers catalyze HBM demand to explode, domestic supply chains welcome huge growth opportunities
① Samsung Electronics announced that it has successfully developed a 12-layer HBM3E and plans to begin mass production in the first half of this year; Micron Technology announced that mass production of the HBM3E has begun, and its 24GB8HBM3E products will be supplied to Nvidia. ② The increase in AI server shipments has catalyzed an explosion in demand for HBM, and along with the increase in the average HBM capacity of servers, the market size is expected to be about 15 billion US dollars in 25 years, with a growth rate of more than 50%.
SK Hynix's HBM share has been sold out this year AI boosts the storage industry into an upward trend
① SK Hynix Vice President Kim Ki-tae said a few days ago that the company's HBM has been sold out this year and preparations for 2025 have begun. ② According to the Huachuang Securities Research Report, AI demand is strongly driven, and the storage market will experience a sharp rise in volume and price.
South Korea identified HBM as a national strategic technology The AI wave fueled the explosion of industry demand
① According to reports, South Korea has designated HBM as a national strategic technology and will provide tax benefits to HBM technology suppliers such as Samsung Electronics and SK Hynix. ② According to Shanxi Securities, the global HBM market is expected to increase from 1.5 billion US dollars in 2023 to 57.6 billion US dollars in 2030 due to the rapid increase in AI server shipments driven by computing power, combined with the increase in the number of HBMs equipped with GPUs and the increase in HBM capacity and value.
The relationship between supply and demand is expected to usher in optimized power semiconductors and are saving momentum for price increases
① Recently, a number of chip manufacturers announced price increases one after another. Small to medium capacity storage and power semiconductors are saving momentum for price increases, and some power semiconductor manufacturers have taken the lead in increasing prices for their products. ② Fangzheng Securities pointed out that with the current slowdown in the pace of new global production capacity and a steady increase in downstream demand, the supply and demand relationship is expected to be optimized, which will benefit the increase in product prices in the short to medium term.
The case was filed by the Securities Regulatory Commission for allegedly disclosing the new Asian process and the original actual controller
① According to the announcement, the new Asia process and the original controller were filed by the Securities Regulatory Commission and received the Zhejiang Securities Regulatory Bureau's decision on administrative supervision measures and a letter of concern from the Shenzhen Stock Exchange on the same day; ② Lawyer: The company and other responsible persons may face punishment by the Securities Regulatory Commission and disciplinary action by the exchange, and may also face shareholder rights protection later.
Science and Technology Innovation Board Evening News | Company No. 9 plans to sell shares in Qiulong Cayman, and the controlling shareholder of Shihua Technology proposes a repurchase
① Ministry of Industry and Information Technology: The credit ratio requirements for new energy vehicles in 2024 and 2025 are 28% and 38%, respectively; ② Dingyang Technology released a new product, the SHA860A handheld signal analyzer; ③ Jiankai Technology increased the company's registered capital to 606.14,700 yuan.
A sharp increase of more than 8%! Storage giants' performance forecasts for next year exceed expectations, and the industry is expected to begin an upward performance cycle
① Micron Technology's revenue for the first fiscal quarter increased 16% year over year to 4.7 billion US dollars, and the fiscal second quarter performance guidelines were raised. Micron Technology rose more than 8% last night, the biggest increase since March 2022. ② Tokai Securities analysis points out that global data volume has shown explosive growth, and demand for memory chips is strong.
AMD Releases “Strongest Computing Power” Instinct MI300X, AI Hardware Industry Sentiment Continues to Rise
① On Wednesday local time, AMD held the “Exhaustive AI” press conference and launched the highly anticipated Instinct MI300X accelerator. ② AMD expects the size of the AI chip market to reach more than 400 billion US dollars by 2027, which is nearly double the 150 billion US dollar forecast in August.
Huawei's overcharging program is expected to lead the industry trend, and 2023 will be the first year for the launch of super fast charging
① “Super fast charging” seems to have become an important means to solve the mileage anxiety of new energy vehicles. The Yiou think tank predicts that 30% + of gas stations will be converted to overcharging stations in 2030. ② Open Source Securities pointed out that Huawei's “next-generation liquid-cooled supercharging architecture” provides high-quality, high-efficiency, and high-yield charging solutions for the NEV industry, which is expected to lead the trend of high-quality charging infrastructure construction.
It's selling out! The first sales volume of Xiaomi's new model surged 600%, and companies in the ecological chain may be the first to benefit
The Xiaomi Group's strategy has been upgraded to a “complete ecosystem of people, cars, and families,” and with the support of the surging OS operating system and a new video system, the first sales record of Xiaomi's new models has soared, and the limelight is gaining momentum. Under these circumstances, “rice chain” companies such as Sunwoda (300207.SZ) and TCL Technology (000100.SZ) will benefit.
L4 level autonomous driving has huge systematic opportunities Wire-controlled chassis is expected to welcome development opportunities
① Jiao Teng, partner of Mingshi Capital, said that by 2028, leading smart electric vehicle companies, including Tesla and Ideal Auto, will fully achieve L4 level autonomous driving. ② Open Source Securities pointed out that wire-controlled chassis is a necessary option for L4 autonomous driving. The transformation of intelligent and electrification of automobiles provides opportunities for wire-controlled chassis, and wire-controlled chassis is highly certain.