3Big market Today, the market has gone through double bottom . The market currently lacks an inspiring K-line, perhaps a long leg, or perhaps a yang-covering yin-covering form. The two markets turned slightly, but the market still showed signs of shrinking volume. If the volume can be increased, it will form a short-term technical rebound. Therefore, the most important thing is to look at the volume. Only when the volume is effectively amplified can it indicate that new incremental funds have entered the market, and there will be certain positive significance, otherwise it will be just an infinite weak rebound. There must be an odds below
3000 points, as long as you can tolerate short-term possible condoms.
’s relative highlight today is that track stocks such as wind, light, electricity storage lead the rebound, indicating that institutions are filling some positions , and in the afternoon surged and fell back to . It is not difficult to see that they are selling high and buying low prices, which is very short-sighted, and it is also a manifestation of insufficient confidence in the future market.
At this stage, many people's operating ideas are waiting for opportunities. They can actively pay attention to some new theme directions during the session. After all, the sharp rise in these new directions is the driving force behind the funds, and only the direction favored by funds can break the current deadlock. At present, the chaos period requires a breakout like Zhongtong Bus.
Today's capital's offensive direction is obviously towards the third quarter report. According to the disclosure regulations, companies with relatively large changes in performance of listed companies need to issue a preview before October 15, and the performance also represents a certain certainty. If there is an unexpected forecast, funds will find a new offensive direction. For example, today's Tianci Materials , Cambridge Technology, which is the case. Here we can pay attention to some industries that have recovered in the second half of the year, such as Perchoa, Junsheng, , Haida , Xingrui Technology, etc., and wait patiently for adjustments and retracement.
01 Car camera
Industry insiders said that with the continuous maturity of autonomous driving technology, the number of on-board cameras equipped by L3-level smart cars has reached more than 8. In the future, L4 and L5-level smart cars are expected to reach 15, and the application space of on-board cameras is very broad. According to statistics from relevant market analysis agencies, the average number of passenger car cameras in China in the first quarter of this year was about 2.7, an increase of about 0.3 year-on-year and about 0.1 month-on-month.
related stocks :
1. United Optoelectronics: Vehicle cameras include 220-degree field of view vehicle lenses ( panoramic camera lens), thermal imaging lenses, in-cabin detection lenses, front-view lenses, etc., and have basically covered the mainstream vehicle manufacturers and some first-tier international brands through first-tier suppliers.
2. Lianchuang Electronics: 8MADAS vehicle-mounted image module has been mass-produced and is the main supplier of NIO ET78M ADAS vehicle-mounted image module. The company plans to have an annual production capacity of vehicle-mounted lenses and vehicle-mounted image modules in 2025 to be about 80 million and 60 million respectively.
3.OFL : In terms of vehicle camera products, 2M front three-eye and 8M front binocular will be mass-produced, 3M and 8M circumferential rearview cameras, 1M and 2.5M surround view cameras, and 2M electronic external rearview mirror cameras with heating function have all been mass-produced; in terms of DMS and OMS cameras in the cabin, 1M and 2M have been mass-produced, and 5M is under development.
02 University research instruments
Scientific instrument industry upstream of the industry chain is the raw materials and parts supply industry for scientific instrument production and manufacturing; the midstream is the scientific instrument R&D manufacturing and production industry; the downstream is the scientific instrument demand market, and the main demanders include major scientific research entities, national laboratory , enterprise R&D laboratories, school scientific research laboratories, etc.
As the cornerstone of national scientific and technological development, its technical level and production capacity determine the speed of a country's scientific and technological development. At present, my country's scientific instrument industry is highly dependent on imports. In the future, it will improve the core competitiveness of my country's scientific instruments by strengthening technological innovation and strengthening the transfer and transformation of R&D results, and the industry concentration is expected to increase.
Related stocks:
1. Juguang Technology : a platform-based scientific instrument enterprise, making continuous breakthroughs in the high-end field.
2. Wanyi Technology : Leak detector serves new energy, UPLC leads its domestic peers.
3. Hexin Instruments: It has always focused on the research and development of mass spectrometry , and is also one of the few domestic companies that fully master the core technologies of mass spectrometry such as mass spectrometry source analysis.
4.Oriental Zhongke : The company's main products are signal generator , voltage measurement instruments, frequency and time measurement instruments, signal analysis instruments, electronic component testing instruments, radio wave characteristic testing instruments, network characteristic testing instruments, and auxiliary instruments.
(Special note: The data and information in the article come from company financial reports, securities research reports, industry reports, corporate official websites, Baidu Encyclopedia and other public information. This report strives to objective and fair content and views, but does not guarantee its accuracy, completeness, timeliness, etc. The information or views in the article do not constitute any investment advice. Investors must be responsible for any investment behavior that is independently decided. I shall not be responsible for direct or indirect losses caused by the use of this article.)
#Stock# #Financial# #Investment and Financial Management# #3#3Quality Report Disclosure curtain opened, exceeding expectations, the company rose against the trend# #Scientific Instruments#
