The low-altitude economy is accelerating in various regions, and this segmented field is expected to lead the way in expanding sales volume.
Open source securities believes that in 2024, logistics drones are expected to become the first scenario to increase production in the low-altitude economy, benefiting from the opening of low-altitude airspace for drones, accelerated airworthiness approval for medium and large-sized drones, local government subsidies, and viable business models.
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Eton Electronics plans to build a production base in Thailand Why are PCB companies flocking to Southeast Asia?
① Eton Electronics plans to invest no more than 100 million US dollars to build a new PCB production base in Thailand. Since May, listed companies such as World Transport Circuit, Shenghong Technology, and Junya Technology have officially announced investments in Southeast Asia. ② PCB companies hope to meet customer needs through foreign investment; build a diversified industrial layout to diversify market risks, obtain more overseas orders, etc.
China's robot market is growing rapidly, and the industry chain has great potential for long-term growth
① Professor Gao Feng's team from the School of Mechanical and Power Engineering at Shanghai Jiao Tong University developed a “six-legged robot for the blind”. This robot has visual environment sensing functions, and can autonomously navigate to the destination, dynamically avoid obstacles, and recognize traffic lights. ② The Chinese robot market has the highest sales volume in the world and has maintained a rapid growth trend, which provides market opportunities for the development of domestic robot companies.
Is the spin-off listing not working? PE Capital waited 3 years for Goertek Microelectronics, which had a valuation of over 18 billion dollars, to terminate its IPO
① In 2021, Goertek Microelectronics plans to increase capital and expand shares and introduce 15 investors, with a pre-investment valuation of 18.5 billion yuan. Investors include local state-owned capital, as well as PE bosses such as CITIC Construction Investment Capital, CICC Qichen, Cornerstone Capital, and CCB International. ② After the Shenzhen Stock Exchange recently raised the growth requirements for GEM listed companies, it is difficult for Goertek Microelectronics to meet the current operating data standards.
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.