Semiconductor giant wingtech technology's Q3 performance is improving, with convertible bond prices rising by over 50% from the low point of the year.
①In the third quarter, the net income attributable to shareholders of the listed company was 0.274 billion yuan, turning from a loss to a profit compared to the second quarter, with significant improvement. The performance recovery may drive the continuous rise of 'Wentai Convertible Bonds'. ②It is worth noting that the net income attributable to the mother company in the first three quarters still decreased by 80.26% year-on-year, and the company's shares have frequently encountered shareholder shareholding this year.
Q3 revenue hits record high compared to the same period, Wingtech Technology: semiconductor gross margin rises to 40.5%. Product integration business significantly reduces losses|Interpretations
① Since the beginning of this year, wingtech technology's revenue has been increasing each quarter, with the Q3 quarterly revenue approaching the 20 billion mark, reaching the highest level in history for the same period; ② The company attributes the decline in performance to the decrease in gross margin compared to the same period last year; ③ The increase in shareholding by northbound funds in Q3 has become another focal point.
Off-peak season! Shenzhen Goodix Technology's Q3 profits both declined compared to the previous quarter and the same period last year. How will fingerprint unlocking survive in the face of the trend of facial recognition dominance? | Interpretations
①Consumer electronics rebounded, with Shenzhen Goodix Technology's net income in the first three quarters surging by 3499.3%, but both quarter-on-quarter and year-on-year performance in Q3 declined. ②With the rise of facial recognition unlocking combined with the slump in consumer electronics, the fingerprint unlocking chip market experienced a downturn, with Shenzhen Goodix Technology's gross margin dropping by 20 percentage points over 5 years. ③Recently, attention has been drawn to under-screen fingerprint recognition using ultrasonic technology.
It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.
①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.
Responding to 'illegal surveying'! Tesla, navinfo co., ltd., and others spoke out late at night.
①Tesla: Compliance is the bottom line of corporate operation; ②Navinfo Co., Ltd.: Resolutely opposes all network rumors that smear and defame the company's reputation; ③Geely Zeekr: This matter has nothing to do with Zeekr, nor the actions of Zeekr's partners.
Apple's shipment volume reached a historical high for the same period, and the consumer electronics market continues to be promising.
① According to the Canalys Research Report, in the third quarter of 2024, global smartphone shipments increased 5% year-on-year, achieving growth for four consecutive quarters. With a market share of 18%, Apple is in second place. ② According to the Huaan Securities Research Report, all new iPhone products already have hardware capabilities to support Apple Intelligence, and it is expected that implementation will begin one after another.