Version one
Food & Beverage-The current valuation of the food and beverage industry is at a historical low, and with the original intention of "optimistic about the company's future development and confidence in the capital market", food and beverage companies have recently repurchased shares(Weilong shares, Yingjiagong wine, Huifa food, Yiming food, Gaishi food, etc.).
Semiconductors- The value of key chip-making lithography systems imported by China from the Netherlands surged 1,050% in November, suggesting that domestic semiconductor companies have not been cut off from receiving certain equipment orders due to tighter U.S. export rules(North Huachuang, China Micro Corporation, Jinhaitong, Wenyi Technology, Fuller, etc.).
Ultra-clear**-On December 25, the State Administration of Radio and Television announced that it agreed to set up the "Key Laboratory of UHD Technology Innovation and Application of the State Administration of Radio and Television" in Huawei(Jiachuang Video, Alto Electronics, Unilumin Technology, Absen, Liande Equipment, etc.).
Computing power- The five departments of the state and other five departments recently jointly issued the "Implementation Opinions on the In-depth Implementation of the "Eastern Data and Western Computing" Project and Accelerating the Construction of a National Integrated Computing Network", and by the end of 2025, the comprehensive computing infrastructure system will take shape(Hengwei Technology, Si Teqi, Aofei Data, Longyu Shares, Weilong Shares, etc.).
⑤mr- Meta CTO: The company may present a prototype of advanced AR glasses codenamed "Orion" in 2024. It calls the glasses the most advanced consumer electronics device to dateYashi Optoelectronics, Shuangxiang Co., Ltd., Jiachuang Video, Alto Electronics, Rongqi Technology, etc.).
Hydrogen energy-Since the third quarter of this year, various localities have successively introduced favorable policies for hydrogen energy, and many places have made it clear that they will provide purchase subsidies or operating subsidies for eligible hydrogen fuel cell vehicles(Zhongtai shares, Sunfly Technology, Jingcheng shares, Huadian Heavy Industry, Jin Tongling, etc.).
Nuclear power-Japan's Nuclear Regulation Commission (NRA) has reportedly decided to lift the ban on the operation of TEPCO's Kashiwazaki Kariwa nuclear power plant, clearing the way for TEPCO to restart one of the world's largest nuclear power plants(Huadian Heavy Industry, Rongfa Nuclear Power, Baili Electric, Fasten, Lanshi Heavy Equipment, etc.).
Fireworks- Legislative Affairs Commission: The provisions of the relevant local regulations on the comprehensive prohibition of the sale and discharge of fireworks and firecrackers are inconsistent with the relevant provisions of the Air Pollution Prevention and Control Law and the Regulations on the Safety Management of Fireworks and Firecrackers (YIPLI, Hengguang Co., Ltd., ST Panda, Poly United, Tongde Chemical, etc.).
2. Analysis of the big rising stocks:
Jiachuang Video: vr+Huawei
VR Sector Changes + The State Administration of Radio, Film and Television agreed to set up the "Key Laboratory of UHD Technology Innovation and Application of the State Administration of Radio and Television" in Huawei. The company has signed a VR content cooperation agreement with Huawei, and established a channel cooperation relationship with PICO on a certain model of VR all-in-one machine. Interactive said that the company's VR full-sense drama has not yet completed productionIt is expected to match the launch time of Apple's Apple Vision Pro devices and adaptation content
Yabaoxuan: Seeya Technology + Beijing Stock Exchange
Company ** displaySeeYA Technology is one of the company's customers。SeeYA Technology received a large order from Apple and became a supplier of VisionPro Oledos displays. The company focuses on the research, production and marketing of electronic products, and mainly provides customers with printed circuit board electronic manufacturing and assembly services.
Tianjian shares: spatial audio + electroacoustic provider + new shares
The company has LE Audio, Bluetooth audio, spatial audio (Apple MR also uses this technology), active and passive noise reduction and other core acoustic technologies, and has reached close cooperation with well-known brands at home and abroad. The follow-up growth mainly comes from special headsets for games, service headsets, and emerging consumer electronics businesses (AR glasses, smart speakers, car speakers), and a number of projects will be implemented this year and nextThe AR glasses in collaboration with Meta-Bounds are expected to be mass-produced next year
Xiangteng New Materials: Ultra-thin VR optical module + Apple + new shares
June 2023 Interactive Statement,The ultra-thin VR optical module project is a research project, which is currently on schedule. The company's products include polarizers and optical films of various specifications.
Zhizhen Technology: Computing power
On December 26, 2023, after the news, the five departments jointly issued a joint issue recently to accelerate the construction of a national integrated computing power network. The company actively explores the networkIntelligent scheduling and intelligent scheduling of computing powerand other new applications. It has intelligent operation and maintenance software system products for data centers.
Vihyde: aiRecording + Wisdom Gallery
On the evening of December 15, 2023, seven departments issued the "Guiding Opinions on Accelerating the High-quality Development of the Audiovisual Electronics Industry" to encourage the development of audio-visual systems for education and conferences, and the development of green and healthy blackboards, virtual reality education integrated equipment, etc. The company applies AI technology to the field of conference and educational recording。On December 27, 2023, the company newly registered the "Weihaide Camera Smart Gallery Tracking Software v1.".00" and other software copyrights.
JMicron: ai pc
On December 26, 2023, Huawei insiders said that the HarmonyOS on the PC side is close to completionInstitutional research reports that AI PC demand is recovering. Company Interactive said that before the advent of the AI era, the company has invested a lot in technologyDeveloped the world's first green PC
*ST Rongtai: The actual controller intends to change + computing power
Announcement on the evening of December 26, 2023City Intelligent Computing holds the company and intends to change it to the controlling shareholder of the company。After the reorganization is completed, we will focus on computing power base, computing power service, computing power operation, and computing power scheduling, and explore the coordinated development of new energy and computing power center.
stPanda: Fireworks policy expectations
News on December 26, 2023, according to ** reported nationwideThe Legislative Affairs Committee of the Standing Committee of the National People's Congress reviewed and revised the local regulations on the prohibition of fireworks and firecrackers
ST Zhongjia: Application for revocation of arbitration + removal of hat
On December 21, 2023, the company's application for revocation of the arbitral award was accepted, and the amount involved was about 51.7 billion yuan. The market expects that if the arbitration is dismissed, it can apply for removal of the hat immediatelyIt is only a market speculation, and the final announcement of the company shall prevail
3. IPO Research:
Chenyi Intelligent (3): A leading manufacturer of smart remote controls in China
1. The company's main products are intelligent remote control and other intelligent products. with well-known home appliance brandsHuawei, Xiaomi, XGIMI, Changhong, Skyworth, Jiumu, China Telecom, Hisense, TCL, Vestel, Panasonic, UEIC and other customers to establish cooperation.
2. Mainly provide Bluetooth remote control to Huawei, and infrared and Bluetooth remote control to Xiaomi GroupIn the future, the company will further expand the ecological intelligent products with smart screens as application scenarios, with the continuous development of the Internet of Things.
3. The company's research and developmentIt has been launched, including Tmall Genie, cloud gamepad, and **controller, microphones, etc. In addition, in 2021, two new products, a one-in-one face recognition machine and a microphone, will be added, and projects such as UWB positioning air mouse are under development.
Q1-3 The company achieved operating income of 48.9 billion yuan, down 824%, net profit attributable to the parent company 06.5 billion yuan, an increase of 827%。The company expects a net profit of 0$8.8 billion to 09.3 billion yuan, a year-on-year change of -073% to 491%。
(Information from the company's prospectus, Joajin**, etc.).
Laisai Laser (8): Laser measurement and intelligent positioning of the little giant
1. The company focuses on the national-level specialized and new "little giant" in the field of laser measurement and intelligent positioning, and has a number of series of products such as architectural laser positioning, engineering laser intelligent positioning, laser measurement and sensing.
2. The products are widely used in building decoration surveying, engineering road construction, precision agriculture, pipeline and mine construction, industrial equipment installation, long-distance obstacle avoidance and remote target positioning and other fields.
3. The company's products are sold to many countries and regions around the world, including Europe, the United States, Canada, Japan, Australia and Southeast Asia, etc., and at the same time realize the coverage of 31 provinces, municipalities, autonomous regions and most of the municipal sales network in China.
In 2022, the operating revenue CAGR reached 1118%, with a net profit CAGR of 900%。In 2023H1, the company achieved revenue of 12.9 billion yuan, achieving a net profit of 1598$970,000.