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Yandongwei's over 4 billion fixed increase has been accepted. Company representatives said that the 28nm production line of Beidian Integrated Circuit started construction at the end of last year and is currently still sorting out the equipment procuremen
① Yandong Micro's plan to raise 4.02 billion yuan through a Private Placement directed at its actual controller, Peking Electronic Control, has been accepted by the Exchange, with the total investment amount for the North Electric Integration project expected to reach 33 billion yuan; ② A representative from Yandong Micro stated that the current supply surplus in the Industry, which mainly focuses on power products, is more pronounced, and the products from the North Electric Integration project will not primarily focus on power products, so the expected impact on the supply side of the Industry will be limited.
Guangsteel Gas expects increased revenue but not profit in 2024 while actively expanding the international Business of helium.
① The decline in profits is mainly attributed to fluctuations in the helium market, resulting in a year-on-year decrease in the company's helium Business sales revenue and gross profit; ② On the same day, Guanggang Gas announced that Hong Kong Guanggang is procuring helium from Qatar Energy, and several of the company's businesses are making progress in 2024, with industry expectations indicating that the overall helium market price is expected to remain stable in 2025.
In January, the sales of RBOB Gasoline Passenger Vehicles fell by more than 20% month-on-month: Japanese brands overall under pressure, with Honda and Dongfeng Honda both "cut in half."
① According to data released by the China Association of Automobile Manufacturers, the domestic sales of Passenger Vehicles in January were 1.738 million units, a month-on-month decrease of 35.5% and a year-on-year decrease of 0.5%; ② In January this year, GAC Honda's sales were 15,123 units, a year-on-year decline of 57.14%; Dongfeng Honda's monthly sales were 19,971 units, a year-on-year decline of 69.31%.
Zhou Zhiping is reassigned, and the weaponry group "gathers" executives from three major state-owned enterprises. Is the countdown to the restructuring of Changan and Dongfeng starting?
① A reporter learned from the official website of China North Industries Group that Zhou Zhiping, the former Director, General Manager, and Deputy Secretary of the Party Committee of the Dongfeng Company, has officially taken office as the Director, General Manager, and Deputy Secretary of the Party Leadership Group of the Equipment Group. ② The Equipment Group has officially "gathered" the former senior executives of three major central enterprise Autos.
Goldman Sachs raises the target for the Csi 300 Index: it can still rise by 19% in the coming year!
① The chief China Stocks strategist at Goldman Sachs expects the MSCI Chinese Index to reach 85 points within the next 12 months, higher than their previous target of 75 points; ② Meanwhile, the Goldman Sachs team has also raised the target for the CSI 300 Index for the next 12 months from 4600 points to 4,700 points, an upside potential of 19%.
CITIC SEC: DeepSeek integrates Hardware and application ecosystems, benefiting from BC-side applications and computing infrastructure.
The popularity of DeepSeek continues to spread, with the domestic Hardware ecosystem and application ecosystem continuing to converge around DeepSeek. Management Software leads the way, with various applications consistently integrating and continuously transforming and upgrading their own scenarios and products, while multi-cloud jointly promotes the implementation of Agents.
KoolBee : interesting that Baidu was not invited
72175489 : What is the proportion of state-owned enterprises among Technology companies?
102472268 :![heart_on_fire ❤️🔥](https://static.moomoo.com/nnq/emoji/static/image/img-apple-64/2764-fe0f-200d-1f525.png)
![cn 🇨🇳](https://static.moomoo.com/nnq/emoji/static/image/img-apple-64/1f1e8-1f1f3.png)
104998465 102472268 : xjp grinning ear to ear, must be vhappy
TMW1986 : Did nio ceo invited? Lol.
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