Strong inflow of foreign capital is another trend vane: Middle Eastern tycoons increase their presence in China, and multinational sovereign wealth funds continue to lay out A-shares
① The Abu Dhabi Investment Authority and the Kuwait Investment Authority held a large number of A-share listed companies in the first quarter; ② the Middle East Sovereign Fund also stepped up research on A-shares ③ Other overseas sovereign wealth funds are increasing their layout in the Chinese market.
Net profit fell sharply last year, and the silicon chip leader, which suffered its first loss, spent another 5.5 billion dollars to build a battery project
① Hongyuan Green Energy's revenue and net profit both declined in 2023. The price of silicon wafers in its main business dropped significantly, while the solar module and battery business lost money. ② After several projects were implemented last year, the company also plans to invest in the construction of a 16 GW photovoltaic battery project in Baotou, with a total investment of 5.5 billion yuan. ③ The company believes that the project is conducive to industrial synergy in Baotou, but the price of photovoltaic products fluctuates greatly, and the benefits may fall short of expectations.
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.