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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.
Heavy warehouse bought back Meituan Kuaishou! Zhong Geng Qiu Dongrong's quarterly report revealed that there were many moves to adjust positions
Early this morning, Qiu Dongrong's products revealed a quarterly report.
The Huawei P70 series may be on sale soon, and the related industry chain is expected to welcome performance and valuation, double click the market
① Recently, news about the upcoming launch of the Huawei P70 phone has received widespread attention. On March 24, the Huawei Mobile Supply Chain Company confirmed that it will begin batch supply to the high-end flagship phones of the Huawei P70 series. ② Pan Yi of Tianfeng Securities believes that considering the “return of the king” of the Huawei brand and structural growth among mobile phone brands, the related industry chain is expected to usher in a double-hit market.
The “first humanoid robot stock” of Hong Kong stocks surged 88%, highlighting the value of domestic parts suppliers
① On March 6, the Hong Kong stock “first stock of humanoid robots” surged 88%. Previously, a video released by Preferred Choice on February 22 revealed that Youbi's industrial version of the humanoid robot Walker S had already been “trained” at the NEV factory. ② The Capital Securities Research Report points out that under the general trend of commercialization of humanoid robots, the advantages of domestic cost-effective parts companies are highlighted.
In 2023, sales of folding screen phones increased 140% year-on-year, and domestic flexible material manufacturers are expected to break through at an accelerated pace
According to CINNO Research industry statistics, the sales volume of folding screen smartphones in the Chinese market reached 6.8 million units in 2023, up 140% year on year; it is estimated that in 2024, sales of folding screen smartphones in the Chinese market will reach 9.6 million units, an increase of 41% year on year.
Inventory of A-share results and huge losses in 2023: “The King of Pre-Losses” Helitai staged a “groundswell” after falling for 6 consecutive days. 22 listed companies had a maximum pre-loss of over 3 billion yuan
① Helitai became the “pre-loss king” for A-shares in 2023 with a maximum pre-loss amount of 12 billion yuan. Analysts pointed out that the two shareholders, BYD, had accompanied or gone to waste for many years; ② Aonong Biotech and Helitai performed “Earth Top” after falling for 6 consecutive days. Two other pig companies, Muyuan Co., Ltd. and Wen's Co., Ltd. also fell into a “quagmire” with huge losses; ③ A number of listed real estate and airport companies were “on the list” with huge losses.
The pre-loss exceeded 10 billion dollars, the transfer failed, and the creditor applied for restructuring... Heli Taicheng is a “hot potato” that Fujian Electronics Information Group cannot get rid of
① Helitai expects a loss of 9 to 12 billion yuan in 2023. ② Fujian Electronics Information Group has terminated the transfer of Helitai's shares.
Thousands of companies forecast “huge losses” in performance last night, and the number of companies dropped sharply year on year, Helitai's market value of 6 billion dollars and reported a loss of 12 billion yuan
① Last night, thousands of A-share companies released their annual performance forecasts, with pre-loss and pre-profit accounting for half; ② Helitai was the only 10-billion-level pre-loss company, far fewer than the nearly 10 on the evening of January 30 last year; ③ Of the 28 companies with pre-loss amounts exceeding 2 billion yuan last night, there were 6 in the real estate sector, 4 in agriculture, forestry, animal husbandry and fishing, and 3 in the trade, retail, and electronics industries.
Northbound Capital Big Order Purchase Report: Ou Fei Guang received net sales of 248 million yuan
On December 29, Northbound Capital had a sharp net sale of 566 million yuan throughout the day. OFIL received net sales of 248 million yuan. Cyrus had the highest net purchase amount, with an amount of 290 million yuan.
A-shares are now in a “prison situation” again: Chunxing Precision's actual controller for insider trading against losing money was sentenced
① Chunxing Precision Industries (002547.SZ) announced that the ruling on Sun Jiexiao, the controlling shareholder and actual controller, in the previous insider trading case was officially released. ② According to the “Criminal Judgment”, Sun Jiexiao committed the crime of insider trading and was sentenced to three years' imprisonment, four years' probation, and a fine of RMB 400,000.
Not sure if it's out of stock! With orders for the Xiaomi 14 series increased by 40%, the supply chain is expected to enter a recovery path
① Plus orders are for the entire series, not specific to a specific category; ② Since the release of this phone, “out of stock” has become a high-frequency term; ③ the agency claims that the popularity of the Xiaomi 14 is the result of the combination of its comprehensive product strength and the recovery in smartphone market demand.
Express News | MSCI China Flagship Index adjustment: 19 stocks including Ophelite and Zero Sports Auto included
Xiaomi 14 is selling explosively, with weekly sales exceeding one million! Almost “all products are out of stock” offline, Lei Jun: We are trying our best to collect orders...
Previously, there was the Huawei Mate 60 series, which was “hard to find”, and the Xiaomi 14 series sold more than one million a week. Domestic phones are conquering the high-end market.
Next year, Huawei plans to launch a more competitive folding screen mobile phone folding machine market to accelerate expansion
① The global smartphone market has been declining for nine consecutive quarters. Only the folding screen phone category remains strong and continues to grow. ② Huatai Securities believes that with the continuous optimization of UTG process technology, UTG's production efficiency and product performance are expected to be further enhanced, and its share in folding screen cover materials is expected to continue to increase, which in turn will drive improvements in the performance and user experience of folding screen products.
OFIL's performance improved dramatically, and Q3 net profit exceeded 50 million! Northbound Capital increased its holdings by more than 33 million shares
In the first quarter of this year, the company's net loss was 380 million yuan, and net profit in the second quarter was corrected, with a profit of 4.39 million yuan. The continued expansion of profit in the third quarter also shows that the negative impact of the company being pushed out of the “fruit chain” has gradually been digested.
Huawei, which is “too heavy”, throws a “deep water bomb” into the capital market: the four-fold leader Huali created “Stop talking”, and the “real hammer stock” Ophelia overtook the lead and turned over, yet the mobile phone industry was still “stuck in t
① Huawei phones overtook the market, and Apple's market share in the domestic market jumped first in a single week. Ophelia's “real hammer” cooperated with Huawei to “turn over”, Huali created a “stop talking” and soared into the air, and Fukuri Electronics issued a clarifying announcement and fell to a standstill the next day; ② Huawei disrupted the rearrangement of smartphone tables, and vivo, OPPO, or “bore the brunt”, sorting through the recommended targets of the Huawei mobile phone industry chain brokerage research report.
Land storage compensation received Q3 net profit exceeded last year, and Dongfang Electric received more than 1.6 billion yuan in new energy orders in the first three quarters of last year|Interpretation of financial reports
① Dongfang Electric's net profit for the third quarter of this year was nearly 400 million dollars, exceeding the scale of the whole year last year, and the growth rate after deducting non-net profit was over 50%. ② The company's new energy equipment manufacturing business received 1.63 billion yuan in new orders in the first three quarters, including 1,284 million yuan in the polysilicon sector and 346 million yuan in the non-polycrystalline silicon sector.
Amazon is testing humanoid robot Digit manufacturers are expected to usher in a wave of capital expenses
① Amazon is testing the humanoid robot Digit at the BFI1 operations center in Sumner. Digit is currently employed as a warehousing robot responsible for recycling Amazon's iconic yellow boxes. ② Open Source Securities pointed out that humanoid robots are an emerging industry. After mass production, the scale has increased significantly, and manufacturers are expected to usher in a wave of capital expenditure.
The official website still has to wait 50 days, but the second-hand premium is far lower, but can the iPhone 15 series still “recline”?
The new iPhone 15 series is officially on sale, and the “scalper” second-hand sales price is far lower than in previous years; many agencies are bearish on the new Apple phone. Analysts say that factors such as the impact of new Huawei models and the lack of actual product upgrades compared to the previous generation have affected the 15 series sales.