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.
The "budget version" of the iPhone is about to begin mass production, highlighting opportunities in the Apple Industry Chain.
① According to media reports, sources from the Industry Chain have revealed that Apple's spring "budget version" iPhone new model will begin mass production in mid-January 2025. ② Tianfeng previously stated that the iPhone is expected to become an important traffic entrance for Gen AI, highlighting opportunities in the Industry and Industry Chain.
TCL presents "main courses" at the Technology Spring Festival Gala.
Show the competitiveness of Chinese Technology companies.
The Spring Festival Gala of Technology is coming! These Chinese technology companies will appear at CES 2025.
Referred to as the "Spring Festival Gala of the Technology Industry," CES 2025 will be held in Las Vegas, USA from January 7 to January 11 next year, with over 1,300 exhibitors from China, setting a new historic high. Many Chinese technology companies are expected to release products such as PCs, wearable devices, and panels.
Dramatic drop of nearly 15%! In the past month, 12 listed companies announced the termination of mergers and acquisitions, with the popular Superconductivity Concept Jiangxi Lianchuang Opto-electronic Science&Technology notably among them.
① This week, four listed companies including Zhongying Technology, Jiangxi Huangshanghuang Group Food, Argus, and Chengdu Qinchuan Iot Technology Co., Ltd. announced the failure of their merger and reorganization, with incomplete Statistics indicating that 12 listed companies have announced the termination of mergers and reorganizations in the past month (see attached table). ② The termination of mergers and reorganizations delivered a heavy blow to many stocks; on the day after the announcement, Shenzhen Yitoa Intelligent Control, Hang Zhou Radical Energy-Saving Technology, and Chengdu Qinchuan Iot Technology Co., Ltd. saw declines of 8.66%, 9.62%, and 14.63% respectively.
The new Huawei foldable screen phone sold out in seconds after its release, and its market penetration rate is expected to rise rapidly.
① On December 6, Huawei officially launched the foldable screen phone Mate X6 at its global flagship store in Nanshan. After the X6 went on sale at 10:08, it sold out quickly online at the Huawei store, with all models temporarily out of stock. ② Haitong sec believes that foldable screen phones are expected to continue to improve in quality, slimness, price, and other aspects, achieving an increase in penetration rate.