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1.WGC: Each smart phone contains 1 dollar of gold, the future will account for more;
According to foreign media reports, the World Gold Council (World Gold Council, WGC) published a research report pointed out that from the fourth quarter of 2016, the demand for gold technology industry will gradually Yang, smart phones, micro-chip manufacturing Business needs are even stronger, with an estimated average of 1-1.50 dollars per smart phone.
The WGC believes that the new generation of smartphones will require more sophisticated gold, including gold, such as face recognition, wireless charging, and infrared sensors, all requiring high-end semiconductor components.
Although the demand for gold for electronic products plunged by 71 tonnes during 2010-2016, the worst may have passed, and the technology sector is undoubtedly now an important source of demand for gold.
The report notes that with the growing popularity of hybrid cars and pure electric vehicles, the WGC estimates that demand for gold from the automotive industry will also increase with each passing day, from engines and brake management systems to in-car networking and entertainment systems, Need high-end electronic components.At the same time, the emerging clean energy industry, will also lead to gold demand.Gold nanoparticles have been integrated into a wide range of solar cells in order to intercept more solar energy, to convert it into electricity.
2.vivo formally entered Taiwan on the 6th of this month, with the goal of winning 5% market share in the next two years;
Set micro-grid December 8 comprehensive coverage
After one year in preparation, vivo announced on December 6 that it will enter the mobile phone market in Taiwan and release the first V7 and V7 + handsets.
It is reported that the release of the V7 series phones, equipped with the world's first 24 million pixel camera, support for face recognition, with a full screen design cost-effective.Products, vivo next year in Taiwan layout high school low price of mobile phones, In the first half of 2018 there will be 3 to 4 new products come out.
Channel, vivo is still copy the domestic model.It is reported that vivo has teamed up with Taiwan's Big Brother to establish sales system, while also building a sales force in Taiwan, and in the third quarter of 2018 set up 3 Direct Maintenance Center.
At present, the V7 series has more than 500 cooperative channels of sales began to support sales vivo goal is to get 5% of Taiwan's mobile phone market share within 2 years.
Vichy, vice president of Hong Kong VV Electronics Taiwan Branch, said that the rapid growth of vivo mobile phone sales, and differentiation and R & D technology are inseparable.At present vivo has R & D center in Shenzhen, Dongguan, Nanjing, Hangzhou, respectively, the software Applications, hardware development, camera imaging and artificial intelligence, etc. In addition, a 5G R & D center has also been set up in Beijing and artificial intelligence research in San Diego, USA.
In addition to Taiwan, in vivo in 2018 will begin to gradually and deepen the expansion of the European and African markets.
In fact, in addition to vivo, the other three domestic four major brands Huawei, OPPO, millet have entered the Taiwan market.Especially OPPO dazzling sales in Taiwan, this year's new R11 mobile phone was once the best mobile phone sales in Taiwan.According to the media estimates , 2018 Huawei, OPPO, vivo, millet brand manufacturers, a total of nearly 15 to 20% in Taiwan won the handset market share.
3. Beijing Securities Regulatory Bureau said that Jia Yueting is badly affected by society and ordered to correct;
Reporter logged in Beijing Securities Regulatory Bureau official website, and did not search the relevant announcement information.According to the information released by the music official website, the decision said, 'You made a commitment in May 2015 to reduce the total funds LeTV stock lending to listed companies As a working capital, you are exempt from interest.You have made it clear in November 2017 that you can not continue to fulfill your promise of interest-free borrowing by listed companies.You withdraw all your borrowings when the listed company is in difficulty, refuse to honor your commitments and set your company risk In spite of this, it seriously harms the vital interests of listed companies and the vast majority of small and medium-sized investors and has a bad social impact. '
Beijing Securities Regulatory Bureau on Jiayouting to take corrective measures to monitor, requiring jayuan Ting on the irregularities issued by the written rectification report, the report includes but not limited to: the understanding of the existing problems, the specific rectification measures taken, the reasons for the problem is not rectification, follow-up Rectification plan, rectification deadline and so on.
This is the second time that LeTV has issued a notice to Jia Youting. Previously, LeTV Group and the "Notice on Sending Letters to Mr. Jia Yunting and Ms. Jia Yuefang" were issued on October 27 to remind Jia Yueting and Jia Yuefang to honor their loan commitments.
It is understood that this announcement is directed at Jiayue Ting failed to fulfill his promise to recover the borrowing behavior of listed companies, for the first time regulatory agencies involved and formally announced the punishment measures.For this punishment measures, if the Jiayue Ting aspects have not yet responded to and rectification performance, Regulators will take the next step what is worth attention.
With December 7 LeTV announcement details:
On December 7, 2017, LeTV Information Technology (Beijing) Co., Ltd. (hereinafter referred to as "LeTV.com" or "the Company") received a notice from Jiajing Ting and Jia Yue Fang from China Securities Regulatory Commission ('2017'149) and' Decision on Commanding Jia Yuefang to Correct Administrative Supervision Measures '(' 2017'154), the main contents of the decision book are as follows:
First, "on the decision to Jia Yunting ordered to correct administrative supervision measures"
'You made a promise in May 2015 that you will lend all the money you have gained from the sale of the shares of the LeTV net to listed companies as working capital to waive the interest.You have made it clear in November 2017 that you are unable to continue to carry out interest-free loans to listed companies Of the promises.You withdraw all the borrowings when the listed companies are in difficulty, refuse to honor their commitments, set the company risk in disregard, seriously harmed the immediate interests of listed companies and the majority of small and medium investors, the social impact of bad .Your act in violation of the "listed Corporate Governance Guide No. 4 - Commitments and Fulfillment of Actual Controlling Shareholders, Related Parties, Acquirers and Listed Companies of Listed Companies (CSRC '2013' No. 55) Article 6, Measures for the Administration of Information Disclosures of Listed Companies CSRC Order No. 40) and Article 39 of the Interim Measures for the Administration of the Integrity of Securities and Futures Markets (CSD No. 80).
According to Article 59 of the Administrative Measures for the Information Disclosure of Listed Companies (CSRC No. 40), Article 39 of the Provisional Measures for the Supervision of the Integrity of Securities and Futures Markets (CSRC No. 80) You take the regulatory measures required to correct and require you to issue a written rectification report on the above irregularities, including but not limited to your understanding of the existing problems, the specific rectification measures taken, the reasons for not rectifying the problems, the follow-up rectification plan, Rectification deadline and so on.
If it is not satisfied with the supervision and management measures, it may submit an application for administrative reconsideration to the China Securities Regulatory Commission within 60 days from the date of receiving the decision, or may, within 6 months from the date of receiving this decision, People's court filed suit. '
Second, "on the decision to take Jiayue Fang ordered to correct administrative supervision measures"
'You made a promise in December 2014 that you will lend all the funds you have gained from the sale of the shares of the LeTV net to listed companies as working capital and will be exempted from interest.You have made it clear in November 2017 that you are unable to continue to carry out interest-free loans to listed companies Of the promises.You withdraw all the borrowings when the listed companies are in difficulty, refuse to honor their commitments, set the company risk in disregard, seriously harmed the immediate interests of listed companies and the majority of small and medium investors, the social impact of bad .Your act in violation of the "listed Corporate Governance Guide No. 4 - Commitments and Fulfillment of Actual Controlling Shareholders, Related Parties, Acquirers and Listed Companies of Listed Companies (CSRC '2013' No. 55) Article 6, Measures for the Administration of Information Disclosures of Listed Companies CSRC Order No. 40) and Article 39 of the Provisional Measures for the Supervision and Management of the Integrity of Securities and Futures Markets (CSRC No. 80) According to the Administrative Measures on Information Disclosure of Listed Companies (Order of the CSRC No. 40) Article 59 of the Provisional Measures for the Administration of the Integrity in the Securities and Futures Markets (CSRC No. 80) Article 39 requires you to make corrections Regulatory measures to require you to issue a written report on the rectification of the above violations, the report including but not limited to: specific corrective measures you recognize the presence of problems, take corrective problem not the cause, the subsequent rectification plan rectification period and so on.
If it is not satisfied with the supervision and management measures, it may submit an application for administrative reconsideration to the China Securities Regulatory Commission within 60 days from the date of receiving the decision, or may, within 6 months from the date of receiving this decision, People's court filed suit. '
After receiving the above two written orders, the Company today sent the decision letter to Jia Youting and Jia Yue Fang by email and will confirm their delivery.
The Board of Directors of the Company will continue to pay attention to the progress of related issues and will strictly disclose the relevant laws and regulations as well as the rules and regulations of the Rules Governing the Listing of Stocks on the Shenzhen Stock Exchange and the Standardized Operation of the Listed Companies on the Shenzhen Stock Exchange Investors should pay attention to the investment risk.
Special announcement.
Music Watch Information Technology (Beijing) Co., Ltd.
Board of Directors
December 7, 2017
4.iPhone X, glory V10 lift 3D facial recognition innovation wave;
Set the world's first smart phone equipped with 3D Sensing iPhone X since the listing on sale in November, has been well received by consumers now, 3D Sensing is rapidly from the iPhone X to domestic brands of mobile phones, smart phone hardware innovation trend.
On November 28, Glory's newly released Smartphone V10, equipped with a Unicorn 970 chip with built-in Artificial Intelligence NPU and a speckle structured light phone accessory with a 'point cloud depth camera', features 3D face recognition and unlocking capabilities.
According to insiders, millet and OPPO will be released in the next year, the new machine using 3D sensing solution, the program by the Wonderland Optoelectronics, Qualcomm cooperation and development.
3D Sensing In human-computer interaction, face recognition, device unlocking, facial expressions and other applications can be achieved, with the help of 'spot cloud depth camera' speckle structure light mobile phone accessories, glory V10 3D face modeling, face recognition , 3D facial expression control, and 3D small object modeling functions.Face recognition function By subdividing the depth map of the user's face, the user's face is modeled with sub-millimeter resolution and a security level up to the payment level.
Currently, 3D Sensing for smartphones belongs to the early stage of industry penetration and potential space is huge, and industry chain targets will benefit 3D Sensing as a brand new human-computer interaction model with broad application prospects According to YOLE's forecast, the market size of 3D Sensing will grow from 2016 Of the 1.3 billion U.S. dollars to 9 billion U.S. dollars in 2022 and a CAGR of 37.3%.
It is understood that the current 3D Sensing has three mainstream programs, namely structured light program, TOF program and binocular stereo imaging program.
In fact, 3D Sensing's main hardware consists of four parts: IR LD or Vcsel, IR CIS or other photodiodes, whether it is a structured light scheme, a TOF scheme or a binocular stereo imaging scheme. Visible light camera (Vis CIS), image processing chip, narrow-band color filter. In addition, the structured light scheme needs to add optical prism and grating on the transmitting end and an IR CIS for binocular stereo imaging.
In the 3D Sensing industrial chain, the upstream and middle parts include: infrared sensors, infrared laser light sources, optical components, optical lenses, CMOS image sensors; middle reaches include: sensor module, camera module, light source foundry, Light source detection, image algorithms; downstream include: terminal manufacturers and applications.
The key components of 3D Sensing industry chain are as follows: 1. Infrared sensors; 2. Infrared laser light sources; 3. Optical components. The listed companies of the industry chain related infrared sensors include STM, AMS, Heptagon, Infineon, TI, Sony, Listed companies related to the industrial chain related to infrared laser light sources include Finisar, Lumentum, II-VI and Xun Xun Technology; the listed companies related to the optical components in the industry chain are Fu Jing Technology; listed companies providing comprehensive technical solutions include STM, Microsoft, Intel , Texas Instruments, Infineon, etc .. In addition, the listed company of 3D camera module has the Ophelia light; the filter has the crystal photoelectric; The chip of the camera is sealed and tested with crystal side technology;
With the help of iPhone X, 3D Sensing is expected to become a new application of the breakthrough development of the mobile phone industry chain after fingerprint recognition, bringing a brand new interactive experience to smartphones. At present, the cooperation between Qualcomm and Qi Jing Optoelectronics Commercialization of the SLiM ™ 3D Camera System Solution, which is on schedule and in production, is expected to begin mass production in the first quarter of 2018, driving 3D Sensing as a trend toward smarter hardware innovations.
5.iPhone X low-temperature crashes, may all be the curse of this Korean company;
Shares of South Korean smartphone maker Interflex have been riding a roller coaster for the past week, as the top customer, Apple, has been investigating the so-called "freezing door" of iPhone X for sometime, the stock plunged nearly 30%.
Earlier, some iPhone X appeared in the low temperature environment after the release screen inoperable problem.While Apple released a software update to solve the problem, but the investigation of the root causes of the problem has been ongoing.
As a supplier of flexible printed circuit boards to Apple, Interflex announced a cut-off earlier this week in line with Apple's investigation.
Flexible Printed Circuit Boards connect chips to cellphone components such as displays, and Interflex shares plummet immediately after the discontinuation announcement was announced.
Until last week, Interflex's shares rose 25% in the past two months as the company supplied nearly 45% of its flexible printed circuit boards to the iPhone X. It is one of the major beneficiaries of the new iPhone launch, but this week, The ascent's share price has fallen nearly 30% from 68,000 won at the end of last month.
On Nov. 5, Interflex shares rebounded 7%, mainly due to analysts said that Apple's ongoing survey will not have a serious impact on Interflex's overall profit this year.
According to Kim Woon-ho, an analyst at IBK Investment & Securities: "Some of the flaws were reportedly found in module production rather than in Interflex's final product, and if the issue was resolved this week as Interflex expects, then the survey Will not affect its fourth-quarter profit, but if the problem is extended, a slight decline in earnings will inevitably be.However, it is still too early to reduce Interflex's earnings forecasts.
Interflex has said the company plans to resume production soon
6. Feng Xin: 2017 storm reloading is not easy
On the evening of the 7th, Storm Group announced that it will terminate the planning of a major asset restructuring and resume trading on the 8th since it opened today.
Storm TV into a barometer
'From the beginning of the year until the end of the year, the pressure basically lasted a year, not easy 2017.' Feng Xin recalled.
Storm TV introduced the first generation of TV products in December 2015 and Storm Group has been limited to a loss since its launch in early 2016. According to the company's financial results, Storm Group reported a revenue of 1.6 billion yuan in 2016 and a net loss of 242 million yuan The third quarter of 2017, the slight improvement in losses, Storm Group fourth quarter revenue 448 million yuan, net profit of 4.5173 million yuan, an increase of 826.5%.
Stormwind Group shares were suspended for planning major issues on July 19, 2017 and the planning matters were identified as a major asset restructuring on August 1, 2017. On August 14, the transaction was determined as a plan to increase capital and equity interests by Shenzhen Storm Commander Technology Co., Ltd. introduced a strategic investor.
In Fengxin's opinion, Storm TV has become a barometer of the entire Storm Group. "Everything comes from Storm TV." Feng Xin said.
According to collect micro network reporter understands, storm third quarter net profit increased greatly, mainly due to narrowing the loss of television business.Such as the acquisition cost of television from last year's 400 yuan / person, down to the third quarter of this year 219 yuan / The price adjustment of raw materials reduced the loss of television products, and new factors such as new products were introduced in May and September respectively, further expanding the profit margin of the television business.
In addition to 'internal worries', the storm as the Internet company most watched as A-shares, the entire A-share environment at a low state, while music as the cusp of public opinion, but also makes the model is more similar storm hit.
Although this was not the case when the Storm TV was the most money-hungry, but the end of year-end injection of this fund has brought good news to the entire Storm Group.The storm TV from Dongshan Precision and Rudong Xinhao 800 million strategic investment , Is the biggest funding the Storm Group has obtained in 12 years. "It is also the sum of all module financing in the three years since the Storm went public," said Feng Xin.
Three goals refers to the 2018 sword
In addition to the financing of Storm TV, Storm Mirror and Gui'an New District reached 300 million yuan of strategic cooperation and investment agreement of intent, as experienced as if the help of blood transfusion, the Storm Group in 2018 is about to fight a fight.
Feng Xin given the storm in 2018 'three goals': Storm video 2018 increased by 1 million; Storm TV to achieve the first AI TV, single-user profitability, home share share of the first, to achieve a single user breakeven, that is, Customer costs and value-added service revenue levels, laying a solid foundation for the company's profitability in 2019; Storm Mirror maintains the lead in China's VR brand leadership and vigorously expands the VR industry application market.
In addition, at the conference, Storm Group also announced a strategic cooperation with the leading game developers and operators in the interaction between the planets. In the future, they can jointly carry out game operations and operate PC + mobile games + TV + VR platform games; Game fund, explore outstanding IP and studio. The Storm Group and the interaction of the planet to reach a strategic cooperation, the storm will focus on multi-platform video business to effectively increase the profitability of the game business.This is also considered a troika other than the storm Business segments.
Three years ago, Storm A-share listed, experienced a miracle of 34 daily limit, also experienced the pain of evaporation of 30 billion shares. Recalling these three years, Feng Xin feel 'pretty up'.
At first, I encountered a variety of scenes and information, tell the truth or a look of force.Now we can understand, but mature than three years ago, today's storm, we feel the company's entire business than the original single Video platform heavier, and our team is also stronger than the original and I believe we will reinstall .Feng Xin said.