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With the launch of AI products and the superposition switching cycle, the consumer electronics industry is expected to reach an inflection point in the cycle
① Recently, Huawei terminals announced that pre-sale of the Enjoy 70S phones will begin on May 28, focusing on “super battery life and large eye protection screen”. ② The introduction of terminal products such as AIPC and AI mobile phones, combined with the advent of a switching cycle, is expected to push consumer electronics terminal sales back to a growth trajectory.
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.
GPT-4O brings brand-new interaction capabilities, multi-modal AI leader 20cm rises and stops this week, institutions are intensively investigating related listed companies
① When surveyed by the agency, Tom said that GPT-4o has shown comprehensive ability in terms of emotional value such as emotional perception and simulating human tone for interaction, which is highly consistent with the development direction of Tom Cat AI products focusing on the field of emotional companionship. ② Sort out the industry sectors that institutions are most concerned about this week (attached table), the list of listed companies (attached shares), and the latest research on the multi-modal AI industry.
Strong inflow of foreign capital is another trend vane: Middle Eastern tycoons increase their presence in China, and multinational sovereign wealth funds continue to lay out A-shares
① The Abu Dhabi Investment Authority and the Kuwait Investment Authority held a large number of A-share listed companies in the first quarter; ② the Middle East Sovereign Fund also stepped up research on A-shares ③ Other overseas sovereign wealth funds are increasing their layout in the Chinese market.
Hongxin Electronic Computing Power Server received another 1.5 billion new orders, and the new AI business has contributed to performance
① Hongxin Electronics subsidiary today signed a 1.5 billion yuan computing power server product sales contract. ② The company has delivered a large number of AI server sales orders in 2023. This year, Q1 added 760 million yuan in computing power business revenue, mainly sales revenue from computing power servers.
Concept News | Financial Federation adds “commercial aerospace” to the theme library
① From the mention of commercial space at the Central Economic Work Conference in 2023 to being included in the government work report in 2024, commercial space has ushered in new opportunities. ② List of commercial aerospace concept stocks.
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.
The net loss widened again! Why is the performance of Hongxin Electronics, which supplies Huawei and lays out AI computing power? |Annual Report Interpretation
① Hongxin Electronics' net loss in 2023 exceeded 400 million, an increase over the previous year. ② The company said it is expected that the impact of new relatively high value orders on operating results will begin to be felt in 2024.
Hong Kong stocks and A shares burst out of nowhere! How credible is this rumor?
Today is another day dominated by rumors!
Science and Technology Innovation Board Evening News|Nanya New Materials plans to invest 1.2 billion yuan to build a high-end electronic circuit substrate base project, Rongbai Technology and SK On sign a memorandum of cooperation
① Ministry of Industry and Information Technology: Accelerating the development of artificial intelligence empowered manufacturing, represented by big models; ② Shenzhen: Striving to achieve a “0 to 1” breakthrough around wafer manufacturing equipment and high-end CNC machine tools; ③ Zhiyuan Robotics completed the 6th round of financing, with a valuation of 7 billion yuan.
Are transboundary sodium batteries in trouble? Kexiang Co., Ltd. terminated the 2 billion yuan 6GWH sodium electricity project
① Kexiang Co., Ltd. terminated the 2 billion yuan 6 GWH sodium-ion new energy battery project signed a year ago; ② This established PCB company that entered the New Energy Blue Ocean previously laid out both sodium-ion batteries and cathode materials to build an integrated industrial chain.
Xiaopeng Flying Car flew over Guangzhou's CBD for the first time in 2024 or the first year of low-altitude economic development
① On March 8, Xiaopeng Huitian announced that the flying car “Voyager X2” successfully completed a low-altitude flight in the “Tiande Plaza - Canton Tower” area of the city's CBD. ② The Guotai Junan Research Report points out that with the iterative development of technology and increasing support at the regulatory level, the future development of flying vehicles is expected to accelerate, and at the same time, implementation application scenarios will continue to be enriched.
Servers and switches have greatly increased PCB usage. The agency says PCBs will meet high demand
The agency pointed out that servers, switches, etc. as carriers of computing power and transmission hardware will greatly increase the usage of components such as PCBs and connectors. Meanwhile, as industries such as the digital economy, 6G, and artificial intelligence explode one after another this year, PCBs are thought by the industry to be in high demand.
AI server manufacturer Dell's US stock surged 31%, server demand entered a period of expansion
① Benefiting from a surge in demand for AI servers, Dell, one of the world's largest server manufacturers, surpassed expectations in the latest fiscal quarter. Dell's US stock surged 31%, and its share price has more than doubled in the past 12 months. ② According to the Huafu Securities Research Report, as a computing power engine, demand at home and abroad resonates, and the increase in demand for computing power will usher in a rapid increase in demand for AI servers and servers.
A case was filed against Chaohua Technology and its controlling shareholder on suspicion of violating credit disclosure regulations
① Chaohua Technology and its controlling shareholder Liang Jianfeng were filed by the Securities Regulatory Commission on suspicion of illegal disclosure; ② Recently, Chaohua Technology disclosed the progress of the 200 million yuan loan dispute. The court ruled that the company was liable to plaintiff Zhao Jizeng, limited to one-half of the unpayable portion of defendant Leung Kin-fung's debts.
Kexiang Co., Ltd. threw up equity incentives “I want to earn a small goal this year” and just lost 100 million dollars last year
① Kexiang Co., Ltd. announced the 2024 restricted stock incentive plan (draft), which plans to grant 2.52 million shares of restricted shares to 403 incentive recipients; ② This is the first equity incentive plan issued by Kexiang Co., Ltd. since its listing in 2020. The company's net profit pre-loss in 2023 exceeds 125 million yuan.
Mandatory debt repayment! Some of the shares of Chaohua Technology's controlling shareholder may be auctioned may involve a change in actual control
① The actual controller shares of Chaohua Technology (002288.SZ) were sold again. This time, the actual controller actually has control or is not insured. ② In fact, the actual controller of Chaohua Technology is already “heavily indebted”, and the company's shares have almost been pledged or frozen. Judging from the company's projects under construction, the business side is still expanding.
PCB manufacturer Xunjiexing's financing plan has changed: change the issuance of convertible bonds to raise a fixed capital of 340 million yuan to build an intelligent model production base
① What is different about the planned commissioning project is that it will use an online order receiving platform on the Internet to achieve large-scale model printing.” A member of Xunjiexing's executive office told the “Science and Technology Innovation Board Daily” reporter. ② “In the long run, with the continuous development of new technology industries such as artificial intelligence, automotive electronics, cloud computing, big data, and 5G communications, there are a wide range of applications for future PCBs, and there are structural development opportunities.” An agency analyst said.
Science and Technology Innovation Board Evening News|Shengmei Shanghai expects annual revenue of up to 5.8 billion yuan in 2024, and Xunjiexing plans to raise no more than 340 million yuan in capital
① Jingwei Hengrun plans to buy back the company's shares for 100 million yuan to 200 million yuan; ② Xianhui Technology's wholly-owned subsidiary signs a strategic cooperation agreement with the Shanghai New Energy Vehicle Public Data Collection and Monitoring Research Center; ③ Xinlian Integration: It plans to increase the capital of the subsidiary Xinlian Pioneer in the first phase.
The consumer electronics segment where Huawei issued a “tracking order” against the supply chain is already on the eve of an outbreak
① Recently, according to media reports, Huawei actively adjusted the pre-shipment volume of folding machines by nearly three times, and issued a “tracking order” for the supply chain. ② IDC predicts that in 2024 the Chinese smartphone market will reach 287 million units, an increase of 3.6% over the previous year, and shipments will remain stable in the next few years.