Domestic computing power demand continues to be released, and Huawei's “Kunpeng+Shengteng” industry chain is expected to benefit deeply
① Currently, Huawei is speeding up the full integration of software, hardware, edge, end, and cloud. The Kunpeng and Shengteng Ecosystems have gathered more than 4.4 million developers and more than 6,000 partners. ② Dongguan Securities said that as the backbone of domestic computing power, Huawei is expected to participate deeply in the construction of domestic computing power projects, and the “Kunpeng+Shengteng” industry chain is also expected to benefit deeply.
The Open Harmony Technology Conference will be held, and PC is expected to further open up space for Hongmeng ecological growth
① The 2nd Open Harmony Technology Conference will be held on November 4, 2023. ② Minsheng Securities released a research report saying that PC is expected to become the next important “main battleground” for Hongmeng's ecology. It already has an important foundation in terms of technology and ecology, and is expected to further open up long-term growth space for Huawei Hongmeng.
The Q3 net profit of Guannong Co., Ltd. surged nearly 94 times, and the project is expected to be completed and put into operation this year and next two years|Financial Report Interpretation
① The profit level of Champion Co., Ltd.'s main business rose markedly, and Q3 net profit increased nearly 94 times year-on-year in a single quarter ② The company's gross margin increased markedly, up 16.2 percentage points from the same period last year ③ The company's multiple projects under construction will soon be put into operation this year and next year, and future performance may still be supported
News flash: agricultural stocks surged against the market and rose by more than 13% in Wanchen.
December 17 news, agricultural stocks rose against the market, as of press time, Wanchen biology rose more than 13%, Wanxiang Denong, Dunhuang seed industry, Xinsai shares, Hualu biology and so on rose. On the news side, AVIC Securities Research report refers to the new cycle of seed industry revitalization policy. In terms of policy: the state attaches great importance to the safety of the seed industry, promotes the revitalization of the seed industry to a new level of national food and seed industry security, and has formulated supporting programs such as the seed Industry Revitalization Action Plan. In terms of system, the seed law and seed industry regulations have been continuously revised and improved to promote the establishment of a substantial derived variety system. Supervision: the Ministry of Agriculture and villages carries out the annual activities of seed industry supervision and law enforcement and the special project of intellectual property protection.
Lutai A: recently, the clothing business of overseas production bases has basically resumed work.
Lutai A said on the interactive platform that the clothing business in overseas production bases has basically resumed work recently, and the capacity utilization rate of the fabric business is about 80%.
Huamao shares: the mixed reform of the controlling shareholder is introduced to invest in Ningbo Ruiding.
According to the announcement of Huamao Co., Ltd., the company received notice of the progress of mixed ownership reform of Huamao Group, which was publicly listed by the Yangtze River Exchange to solicit the intended transferee. Ningbo Ruiting New Materials Co., Ltd. (referred to as "Ningbo Ruiting") has been identified as the transferee of 17.28% of the shares of Huamao Group which is publicly listed. The transfer price of this part of the equity is 480 million yuan. Through this mixed reform, Huamao Group will introduce strategic investors in the same textile industry, and will form a complete set of resources in the upper and lower reaches of the industrial chain with Huamao Group and the company, so as to realize the coordinated development of the industry.