3C - TechWire

14:52

                            Ming-Chi Kuo: Dongguan Yian Technology will benefit from the extensive use of liquid metal in foldable iPhone bearings
                        
                            Ming-Chi Kuo, an analyst at Tianfeng International Securities, said on a social platform at noon today that the latest industry research shows that in order to improve the durability of the foldable iPhone, improve the screen flatness and achieve the goal of no creases on the screen, Apple will use liquid metal materials for the key component bearings (hinge) and process them through die casting. E-an Technology is the exclusive supplier of liquid metal and the main beneficiary. As of the end of 2024, Yian Technology has shipped more than 10 million central shafts (made of liquid metal), a key component of bearings. It is expected that other Android brand mobile phones will be more actively adopting liquid metal as the main material for bearings in order to compete with the folding iPhone, which will be conducive to the rapid growth of the liquid metal market. It is estimated that the unit price of liquid metal in each foldable iPhone is about RMB 70-100. The first generation of foldable iPhone will contribute about RMB 1.5-2 billion to Yian Technology's revenue, which means that Yian Technology's revenue can grow by 100-200% just with foldable iPhone orders. In the future, as more foldable iPhone competitors adopt liquid metal in large quantities, Yian Technology's growth momentum will be more significant.
                        
11:04

                            Xiaomi AI service scheduling method patent announced
                        
                            The Qichacha APP shows that recently, Beijing Xiaomi Mobile Software Co., Ltd. announced a patent for "scheduling method and device for artificial intelligence AI services". The Qichacha patent abstract shows that this patent discloses a scheduling method and device for AI services, which can be applied to communication systems. The method includes: determining the type of each AI service in the AI service set, and determining the first AI service in the AI service set according to the type of the AI service; based on the first AI service, sending a first request to a first network device in the core network, and the first request is used to request the establishment of a first AI service. In this application, AI services are split by the type of AI services, so that only AI services that need to be trained on the network side will be sent to the network side for training, thereby reducing the occupancy of network resources, optimizing the workflow of AI services in the communication network, and reducing restrictions on the application of network AI functions.
                        
09:16

                            Hon Hai Chairman Liu Yangwei: Server business is expected to surpass iPhone business within two years, and it is expected to be realized as early as this year
                        
                            Foxconn Chairman Liu Yangwei said at the 2025 GTC conference that AI will become the most important operating power for Foxconn this year. When asked whether Foxconn's server revenue is expected to surpass the iPhone business, he said, "It will definitely happen within two years," and it may be realized as early as this year.
                        
15:05

                            Xiaomi Auto releases patent for automatic emergency call to ensure timely rescue
                        
                            The patent for "vehicle automatic emergency call method, device, and vehicle" applied by Xiaomi Automobile Technology Co., Ltd. has been published. The abstract shows that the patent relates to the field of intelligent vehicle technology. The method includes: in response to triggering an automatic emergency call of the vehicle, determining the location information of the vehicle; matching the corresponding automatic emergency call business processing rules based on the location information of the vehicle; and performing automatic emergency call processing based on the automatic emergency call business processing rules. The present disclosure can match the corresponding automatic emergency call business processing rules based on the location of the vehicle, so that the requirements of the emergency response center at the location are met when performing automatic emergency call processing, thereby improving the reliability and universality of the vehicle's automatic emergency call and ensuring the timeliness of rescue to the greatest extent.
                        
14:28

                            HSBC: Raised Xiaomi Group's (01810.HK) target price from HK$65.6 to HK$70.4.
                        
14:27

                            HSBC: Raise Xiaomi's target price from HK$65.6 to HK$70.4
                        
                            HSBC: Raised Xiaomi’s target price from HK$65.6 to HK$70.4.
                        
11:35

                            Morgan Stanley: Xiaomi's profit last quarter exceeded expectations and the positive trend is expected to continue this year
                        
                            Morgan Stanley published a research report stating that Xiaomi Group's fourth-quarter earnings in 2024 significantly exceeded expectations. Revenue growth and improved profit margins drove gross profit 12% higher than the bank's forecast, and cost synergies made operating profit exceed expectations by about 87%. Looking forward to more positive catalysts in the coming months, Morgan Stanley believes that Xiaomi's positive trend in 2025 will be sustainable. It also pointed out that based on the success of Xiaomi SU7 Ultra, the group has begun its high-end journey, and the average selling price of future products is expected to increase, which will help promote the penetration rate of its high-end smartphones and the growth momentum of artificial intelligence IoT products. Morgan Stanley gave Xiaomi an "overweight" rating with a target price of HK$45.
                        
11:31

                            Yamato: Raises Xiaomi Group's (01810.HK) target share price from HK$50 to HK$65.
                        
10:50

                            Xiaomi Group's share price rose by 3%.
                        
                            Xiaomi Group's growth expanded to 3%, setting a new record high.
                        
09:46

                            Xiaomi Group fluctuated and rose by more than 1%, and its stock price hit a new high
                        
                            Xiaomi Group fluctuated and rose by more than 1%, and its stock price hit a new high. On the news front, the company's total revenue in 2024 was 365.906 billion yuan, a record high, a year-on-year increase of 35.0%.
                        
09:37

                            Hongli Zhihui: MiniLED products have been applied to terminal devices such as VR glasses, and efforts are being made to expand their applications in the VR/AR fields.
                        
09:22

                            When the Hong Kong stock market opened, the Hang Seng Index opened down 0.17%, and the Hang Seng Technology Index opened down 1.01%; Xiaomi Group (01810.HK) recently released its "strongest annual report in history" and opened 1.13% lower today.
                        
07:39

                            JPMorgan Chase downgraded Xiaomi Group's rating to neutral with a target price of HK$60
                        
                            JPMorgan Chase downgraded Xiaomi Group's rating to neutral with a target price of HK$60.
                        
07:38

                            JPMorgan Chase downgraded Xiaomi Group's (01810.HK) rating to neutral with a target price of HK$60.
                        
21:54

                            Xiaomi Group's ADR US stocks rose more than 6% in early trading. Xiaomi's net profit in 2024 increased by 41.3% year-on-year, setting a record high.
                        
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