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%.
Assembly business expands Lansi Technology: introducing more new projects this year to increase product value | Direct performance meeting
① The smartphone and computer business increased. Lansi Technology's Q1 revenue and net profit this year increased by 57.52% and 379.02%, respectively. ② It is expected that the assembly business will continue to develop new customers and categories this year to maintain the growth of this business. The peak order season for the industry will look forward to the second half of the year.
Follett's PV glass revenue increased 40% in 2023, gross margin at a historically low level
① Follett's 2023 PV glass revenue increased by 43.82% over the previous year ② The gross margin of the photovoltaic glass business was 22.45%, at a low level between 2016 and 2023 ③ By the end of 2023, Follett's total production capacity was 20,600 tons/day, and the Anhui and Nantong projects are expected to operate this year
Featured announcements | Fuyao Glass's net profit in 2023 increased 18.37% year on year; passenger occupancy rates of the three major airlines all recovered to more than 80% in February
Meitu's adjusted net profit in 2023 was about 370 million yuan, up 233.2% year on year; Longhu Group's total contract sales amount for February was 5.75 billion yuan.
Hong Kong Stock Afternoon Review | The three major indices had mixed ups and downs. Semiconductor stocks rose sharply, and SMIC rose more than 6%; most of Technet stocks declined, and Baidu fell more than 7%
Photovoltaic solar energy stocks were popular. Xinyi Solar Energy rose more than 22%, Follett Glass rose more than 6%; auto stocks generally rose, with Zero Sports Auto and Xiaopeng Motors up more than 3%, and Geely Automobile up nearly 3%; pharmaceutical stocks strengthened collectively, Lai Kai Pharmaceuticals rose more than 24%, and Genting Xinyao rose nearly 12%.
Breaking a world record! The conversion efficiency of large-scale all-perovskite photovoltaic modules in China reached 24.5%. Institutions are optimistic about investment opportunities in these three directions in the perovskite field
We learned from Nanjing University that the large-scale all-perovskite photovoltaic module developed by Professor Tan Hairen's research team at the university has achieved a new breakthrough. After testing by an authoritative international third party agency, its steady-state photoelectric conversion efficiency reached 24.5%, breaking the world record for such modules and laying the technical foundation for subsequent industrialization. The relevant paper was published in the international academic journal “Science” on February 23.