Northbound funds' large buy report: Midea Group Co., Ltd received a net sell of CNY 411 million.
On June 20th, northbound funds had a net sell of 3.27 billion yuan for the whole day, marking the eighth consecutive trading day with a net sell.
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.
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.
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.
Malaysia's factories are all in production. The announcement for the disclosure of news reported by the media on the 120 billion photovoltaic leading company is presented in a post-market announcement summary.
Tianfeng Securities: Provided a total guarantee of USD 350 million for the issuance of US dollar bonds by Tianfeng International and others.
The photovoltaic sector is now once again predicting pulsed “blood back” by leading module manufacturers: bottoming out of profits indicates that an inflection point is approaching
① With the accelerated clearance of backward production capacity, recovery in demand, and implementation of relevant policies, the photovoltaic industry is expected to gradually return to a healthy development path; ② Jinko Energy believes that bottoming out of profits in all sectors is a time when an inflection point has arrived. Losses of more than 70% of enterprises in the first quarter indicate that the inflection point is approaching. Trina Solar believes that the number of new installations will continue to increase in the second half of the year.