In Q4, expected losses could exceed 0.8 billion yuan due to intensified competition and industry cycle adjustments. China Greatwall Technology Group anticipates an expanded loss last year | Interpretations

① Due to intensified market competition combined with multiple impacts from industry policies and adjustments in the industrial cycle, China Greatwall Technology Group reported a maximum expected loss of 1.52 billion yuan last year, with the highest single-quarter loss in Q4 potentially exceeding 0.8 billion yuan, reaching a new high. ② As of now, there has been no progress on the public listing for the sale of 40% equity in Greatwall Galaxy Technology. ③ From October 16 to November 11, the stock price of China Greatwall, a Concept stock, increased by 141.83%, while its performance exhibited some peculiarities.

cls.cnJan 15 22:20

The PC market has achieved growth for five consecutive quarters. Institutions say the moment of AIPC transformation will begin in 2025.

According to Canalys' latest data, the PC market has achieved growth for five consecutive quarters in the fourth quarter, with total shipments of desktops, laptops, and workstations reaching 67.4 million units, a growth of 4.6%. Aixin Securities believes that AIPC Software and Hardware are co-evolving, and over the past year, major global manufacturers have continuously explored aspects such as AI enablement, product forms, and user experience, with the transformation moment opening in 2025.

cls.cnJan 15 07:48

The leading company in Consumer Electronics worth hundreds of billions surged nearly 20 centimeters, while Lens Technology has two major highlights in today's performance.

① Lens Technology leads the Consumer Electronics Sector today, with a latest Market Cap surpassing 130 billion yuan. ② The synergy between hardware innovation in the fruit supply chain and AI drives a new upward cycle, and the components supply chain is expected to benefit from the sales growth in related fields.

cls.cnJan 14 21:51

The performance and stock price of Robot Concept stocks are both soaring, with Ningbo Shuanglin Auto Parts reporting over 0.1 billion in net profit in Q4, maintaining high growth | Interpretations

① The company's Q4 net profit attributable to shareholders exceeded 0.1 billion yuan, achieving a new high for the year; ② Based on the upper limit of the forecast, the company's performance will exceed market expectations; ③ The growth mainly comes from the New energy Fund driving demand; ④ The company has entered the Siasun Robot&Automation Industry, with both stock price and performance soaring together.

cls.cnJan 14 21:24

[Data Observation] First-tier speculators are fiercely battling over ZTE, while two Algo positions are jointly offloading GigaDevice Semiconductor Inc.

① ZTE received buying from two major speculative trading positions, while two other major speculative trading positions sold shares, with GTJA's Shanghai branch purchasing 0.161 billion. ② GigaDevice Semiconductor Inc. has data showing that in the last three trading days, the stock was sold a total of over 0.55 billion by two Algo positions.

cls.cnJan 9 17:48

Technology giants are competing to build Datacenters as the PCB Industry continues to thrive.

① Amazon's Cloud Computing division, Amazon Web Services (AWS), plans to invest at least 11 billion dollars in Georgia to expand its infrastructure and support various Cloud Computing and AI technologies. ② The investment team pointed out that driven by AI technologies and applications, Servers will be the fastest-growing application area in PCBs, with an expected CAGR of 11.6% to 14.2 billion dollars from 2023 to 2028.

cls.cnJan 9 08:02