The first batch of Huawei Pura70 has arrived in stock and is expected to be launched in the near future
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According to media reports, the first batch of Huawei Pura70 flagship phones has arrived at the general generation, and some dealers have also completed the payment, waiting for Huawei to start selling the "starting gun". "The Pura70 has arrived, just waiting for Huawei's notice, and no other news can be disclosed. Huawei's local general representative said. According to the above-mentioned dealers, they are also not fully aware of the model, configuration, price of the blind order, the first batch of orders is a fixed amount, for example, get a quota of 500 units, according to each machine 10,000 yuan / unit payment, the total payment is 5 million yuan.
According to the leaks, there are at least four models in the Pura70 series, namely Pura70, Pura70Pro, Pura70Pro+, and Pura70Ultra. In terms of image,HuaweiPura70andHuaweiPura70ProUse the domestic HaoweiOV50H sensor as the main camera,HuaweiPura70Ultra is upgraded to a one-inch sensor,This new product features"AIInterimage"function,It is the largest upgrade in three years。 There is media speculation that the Pura70 series is expected to go on sale on April 18, the 12th anniversary of the P series. With the launch of Huawei's flagship mobile phone, companies related to the industrial chain are expected to benefit.
$Feirongda (SZ300602)$ The company has been a supplier to Huawei since 97 years, providing electromagnetic shielding solutions and related products, heat dissipation solutions and related products, which are used in the customer's mobile phones, notebooks, servers, communication equipment, new energy vehicles, and energy storage products.
$Crystal Optoelectronics (SZ002273)$ The company maintains close business cooperation with Huawei, supplying optical components for its mobile phone business.
【Investment Focus】
> supply is tight, antimony prices are rising, and companies with good resources are concerned
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According to Baichuan Yingfu data, on April 17, the price of antimony continued to rise, the price of antimony concentrate was 79,850 yuan/metal ton, up 1.91% from the previous working day, the market reference price of antimony trioxide was 82,830 yuan/ton, up 1.84%, and the price of antimony ingot was 95,380 yuan/ton, up 1.6%.
In the short term, the difficulty in starting the mine has led to the current supply and circulation of antimony concentrate is still tight, and the recent shortage of raw material inventory in downstream refineries has led to a relatively obvious shortage of supply in the field. As of early April 2024, antimony ingot and antimony oxide inventories both fell by 9% month-on-month. Antimony ingot inventories are at a historically low level, close to the level of antimony prices at the beginning of 2021, and the antimony industry chain has also shown abnormal destocking since 2023Q4. In terms of downstream demand, in the traditional field, the demand for plastic, rubber and chemical fiber products downstream of antimony-based flame retardant terminals is relatively strong, and in terms of photovoltaic demand, the installed capacity boom + unit consumption may increase, and the space for antimony for photovoltaic is expected to be further opened. The growth of overseas mines is sluggish, the hard gap persists and gradually expands, and the price of antimony is expected to continue to rise. In A-shares, you can pay attention to $Hunan Gold (SZ002155)$, $Huayu Mining (SH601020)$, etc.
【Exclusive Reference】
> Highpower Technology: It has a great competitive advantage in the fields of AI PC battery heat dissipation and temperature rise performance
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$Highpower Technology (sz001283)$ recently said on the interactive platform that AI PC is an important development trend of PC in the future, which will put forward higher requirements for technical indicators such as battery capacity, rate and heat dissipation. The company is the main supplier of batteries for internationally renowned gaming laptop customers and other internationally renowned notebook customers, and has great competitive advantages and profound technical accumulation in terms of battery heat dissipation and temperature rise performance. The company always pays attention to the progress and expansion of related new technologies, and actively cooperates with brand customers to carry out related technology research and development and product support.
> North Road Intelligent Control: The inspection robot project was selected as a typical application case of robots in the mining field of the Ministry of Industry and Information Technology
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$North Road Intelligent Control (SZ301195)$ said in an institutional survey that the scope of underground robots in coal mines is relatively large, and the company is currently mainly inspection robots, and the suburban mine pump room inspection robot project built by the company has also been selected as a typical application case of robots in the mining field of the Ministry of Industry and Information Technology. In addition, the company actively carries out research on underground auxiliary transportation robots, establishes an intelligent driving department, and has already landed scientific research projects on auxiliary transportation robots. The AI model has a positive impact on the intelligent construction of coal mines, and Ordos City has adopted the Pangu large model platform to build an industrial Internet platform with AI and mine Hong as the core. We are also actively involved in it. At the same time, the company also actively carries out research on large models and explores the landing of large models in future products.
【Financial News】
> Central Bank: Accelerate the construction of the national treasury project and promote the construction of systems such as treasury accounting, treasury auxiliary support, treasury information processing and treasury archives management.
> National Development and Reform Commission: The mainland has a good foundation for the development of low-altitude economy and is still in its infancy.
> National Development and Reform Commission: In 2024, the support for investment in the central budget will be further increased, focusing on supporting the construction of "one old and one small" facility service system.
> Hydrogen Energy Application Modern Industrial Chain High-quality Development Promotion Conference was held in Wuhan.
> National Development and Reform Commission: will organize the implementation of a number of professional and large-scale medical and elderly care integration projects.
> National Energy Administration: In March, the electricity consumption of the whole society increased by 7.4% year-on-year.
> Passenger Association: From April 1 to 14, the retail sales of new energy vehicles increased by 32% year-on-year.
> Ministry of Industry and Information Technology (MIIT) and the German Federal Ministry for Economic Affairs and Climate Protection and the Federal Ministry for Digitalization and Transport renewed the Joint Statement of Intent on Cooperation in the Field of Automated Connected Driving.
> first pre-commercial deployment of the 5.5G intelligent core network.
【Announcement Gold Rush】
>$Kinpan Technology (SH688676)$ signed a number of transformer contracts, with a cumulative amount of about 739 million yuan.
>$ Seiko Steel Structure (SH600496) $ plans to set up about 10 joint venture steel structure companies in 2024.
>$Honglin Power (SZ301439)$ The net profit in the first quarter of 2024 will be about 22.03 million yuan, a year-on-year increase of 31.25%.
>$ Tengyuan Cobalt (SZ301219)$ net profit in the first quarter of 2024 increased by 1706% year-on-year.
>$Zhuosheng Micro (SZ300782)$ net profit in the first quarter of 2024 is expected to increase by 64.82%-69.97% year-on-year.
>$Nova Nebula (SZ301589)$ Net profit in 2023 will increase by 97% year-on-year, and it is planned to transfer 10 to 8 distributions of 97 yuan.
>$Minde Electronics (SZ300656)$ plans to acquire about 0.92% of the equity of Guangxin Microelectronics to increase the power semiconductor wafer foundry business.
>$ Railway Construction Heavy Industry (SH688425) $ The total amount of major contracts signed in the first quarter was 990 million yuan.
>$Haisco (SZ002653)$ HSK16149 capsule for a new indication was approved for clinical trials.
【Dragon and Tiger Stands】
> funds flowed into sectors such as flying cars and Sora concepts
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On Wednesday, the market opened higher and moved higher throughout the day. At the close, the Shanghai Composite Index rose 2.14% to 3,071.38 points, the Shenzhen Component Index rose 2.48% to 9,381.77 points, and the ChiNext Index rose 2.11% to 1,797.31 points. The total turnover of the two cities was 918.5 billion yuan, a decrease of 28.7 billion yuan from the previous trading day. On the disk, flying cars, Sora concepts, copper high-speed connections, memory chips and other sectors rose first, while a few sectors such as ST fell.
The data of the after-hours Dragon and Tiger list shows that:
$COSCO (SZ301516)$ was bought by institutional funds, with a total net purchase of 69.2391 million yuan;
$Jindun shares (SZ300411)$ were bought by institutional funds, with a total net purchase amount of 64.5346 million yuan;
$ China Machine Certification Inspection (SZ301508)$ was bought by institutional funds, with a total net purchase amount of 45.7468 million yuan;
$Belden Energy (SZ001376)$ was bought by institutional funds, with a total net purchase amount of 37.6454 million yuan;
$JSTC (SZ300284)$ was bought by Power Tour, with a total net purchase of 33.5936 million yuan.