速腾聚创上周五发布业绩，前三季度收入11.35亿元，同比增长91.51%，已超过2023年全年营收总额。前三季度激光雷达累计销量达到381900台，同比增长259.6%；截至三季度末，集团激光雷达历史累计总销量突破72万台，刷新行业交付记录。同时，集团毛利率由2024年一季度的12.3%逐季提升至2024年三季度的17.5%。Editor's note: "US Stock Gold Mining" Keep up with daily market trends, insight, and consolidate hot and outstanding stocks, providing multi-dimensional investment opportunities for Mooer and helping them grasp investment opportunities with one chart! Focus on: 1. Performance and stock prices take off! Global fast fashion giant $Gap Inc (GPS.US)$ soared nearly 29% after its performance, reaching a new high for the year. Gap announced its first fiscal 2023 first-quarter results, with net sales of $3.4 billion, exceeding analysts' expectations of $3.28 billion, and earnings per share of $0.41, with overall comparable sales growth of 3%, better than expected 0.91%. In addition, the gross profit margin for the quarter reached 41.2%, higher than analysts' forecast of 38.5%. Its subsidiary brand Old Navy's same-store sales grew by 3%, exceeding market expectations of 2.5%. Based on this, Gap raised its sales and operating profit outlook for the year. Baird has recently raised its target share price for Gap from $23 to $28, and Goldman Sachs has raised its target share price for Gap from $20 to $27. 2. US electric power stocks collectively agitated! The largest wind and solar power generator developer in the United States $NextEra Energy (NEE.US)$, the fourth largest power plant in the United States $Southern Company (SO.US)$, the power and natural gas company $CenterPoint Energy (CNP.US)$, and the electrical production and transmission company $Edison International (EIX.US)$ have all reached new highs for the year. On the news front, as AI technology often requires a lot of energy to develop and operate, utility stocks are becoming a new opportunity for investors. 3. Low-key AI beneficiaries! Data storage giantThis week's bullish stocks in Hong Kong and the US stock markets.This section closely follows market trends every week, reviews the weekly performance of the Hong Kong and US stock markets, and helps mooers sort out the hot sectors, strong individual stocks, and major news of the week, looking for investment themes with profit potential.
This week, the three major indices of the Hong Kong stock market collectively strengthened. As of Friday's close, the hang seng index rose 2.28% this week, closing at 19,865.85 points; the hang seng tech index rose 2.55%, closing at 4,464.65 points; the hang seng china enterprises index rose 2.73%, closing at 7,136.55 points.
Specifically for individual stocks, revenue in the first three quarters surpassed last year's total! One of the domestic lidar giants.$ROBOSENSE (02498.HK)$This week, it rose 52.99%, closing at 28.7 Hong Kong dollars.
Suteng Juchuang released performance results last Friday, with revenue of 1.135 billion yuan in the first three quarters, a year-on-year increase of 91.51%, already surpassing the total revenue for the entire year of 2023. The cumulative sales volume of lidar in the first three quarters reached 381,900 units, a year-on-year increase of 259.6%; as of the end of the third quarter, the group's historical cumulative total sales of lidar exceeded 720,000 units, setting a new delivery record for the industry. Meanwhile, the group's gross margin improved from 12.3% in the first quarter of 2024 to 17.5% in the third quarter of 2024.
It is worth mentioning that in October of this year, Suzhou Zhichuan's fully self-developed SoC chip M-Core received the AEC-Q100 automotive-grade reliability certification, becoming the world's first lidar-specific SoC chip to pass this certification. The ultra-thin medium and long-range lidar MX, which first achieved full-stack chip integration, will be the first next-generation lidar product equipped with the M-Core chip, expected to start mass production and delivery early next year.
Reports indicate that usa legislators are considering changes to the biosafety bill, leading to a rally in hong kong stocks related to biotechnology.$QUANTUMPH-P (02228.HK)$This week has seen a cumulative increase of over 52%, $EVEREST MED-B (01952.HK)$ with a cumulative increase of over 34%, $WUXI APPTEC (02359.HK)$ 、 $WUXI BIO (02269.HK)$ Increased by about 16%.
According to market news, USA lawmakers are considering changes to the bill, with the compromise version including increased administrative reviews for relevant companies, rather than automatically banning biopharmaceutical companies from cooperating with china companies. These potential revisions involve key components of the legislation that specifically name chinese companies. Minsheng Securities recently pointed out in research reports to pay attention to the Senate schedule and agenda for December 2024, as well as the progress of standalone legislation H.R.8333 (the Biosecurity Act); biotechnology financing is expected to continue the improvement trend seen in the first half of the year, with CXO leaders relying primarily on orders and revenue contributions from overseas clients expected to further warm up.
Additionally, last Thursday, the results of the 2024 national medical insurance catalog adjustments were announced, with 91 pharmaceuticals newly added to the national medical insurance drug catalog. Zhongtai Securities' research reports indicate that under the catalysis of policies such as medical insurance prepayments and the release of the medical insurance catalog, both the pharmaceutical commerce and innovative drugs sub-sectors have shown good performance. The warming of medical insurance policies is expected to alleviate the core suppressing factors of the pharmaceutical sector, combined with industry comparisons and fund hold positions resonating, resulting in greater upward elasticity for the sector.
The 'millet economy' assists.$MNSO (09896.HK)$ Revenue increased by 23% year-on-year in the first three quarters, with the company's total increase of 22.48% this week, reporting at HKD 46.2.
Miniso announced its performance last Friday, with revenue of 12.281 billion yuan in the first three quarters, an increase of 22.8% year-on-year; gross margin grew by 3.7 percentage points compared to the same period last year, reaching 44.1%, and adjusted net income of 1.93 billion yuan, with an adjusted net margin of 15.7%. Overseas business revenue exceeded 4.5 billion, a year-on-year increase of 41%, with sales of IP products in overseas markets accounting for over 40%, and sales revenue increasing nearly 85% year-on-year.
近期，以“谷子经济”为代表的二次元衍生产业正成为新消费时代的焦点。在名创优品三季度财报电话会议上，“谷子经济”被反复提及。其将把二次元品类作为2025年的潜力品类，发力“谷子经济”。目前，名创优品联动业内多个二次元IP在特定门店打造二次元专区。2024年Q3相比Q2，名创优品设置二次元专区的门店增加了300家，二次元类目的销售业绩环比提升了50%。
花旗发布研报指出，名创优品管理层对2024年第四季海外市场销售收入表示出强劲展望。报告中称，公司管理层预计，随着海外市场的高销售增长和利润扩张，2025年的销售和净利润同比增长将加速。管理层预计集团收入在2024年第四季度同比增长25-30%，当中包括预计海外销售将同比增长45-50%。
On the other hand, the following stocks performed weakly this week:
Editor / jayden
