Great Energy: There are already 8-10 potential customers for semiconductor-grade polycrystalline silicon, and it is expected that the "tug-of-war" in the photovoltaic industry will continue for 2-3 quarters. | Direct hit at shareholder meeting
①In terms of Daquan Energy, the short-term trend of silicon material quote is expected to rise, but the actual fill price depends on the game between upstream and downstream. Currently, the tight balance of supply and demand of silicon materials has not yet been reached; ②If the fill price of silicon material only rises slightly, it is not cost-effective to restart the capacity that has been shut down. During the capacity switching on and off period, manufacturers will suffer from cost and quality pressures; ③Stabilizing the supply chain while reducing costs, Daquan Energy is implementing an "upward integration" layout of industrial silicon.
Overseas income has been declining year after year, zhejiang orient gene biotech sets up a new subsidiary to seek the Southeast Asian market.
①Zhejiang Orient Gene Biotech expands its wholesale trade business of medical instruments by establishing a new company in the Philippines, and expands its market in Southeast Asia and South Asia. ②Currently, Zhejiang Orient Gene Biotech's key overseas markets are mainly in the Americas and Europe, but in recent years, the revenue from overseas markets has been rapidly declining.
Physical intelligence has become the focus of attention in the field of AI. Humanoid robots are expected to be applied in various industries.
The 2nd China Embodied Intelligence and Humanoid Robot Innovation Development Conference will be held in Guangzhou, China from September 19th to September 20th, 2024. China International Capital Corporation's research reports indicate that the shipment volume of humanoid robots in China is expected to reach 0.35 million units by 2030, with a market space expected to reach 58.1 billion RMB. The 2024-30E CAGR is expected to exceed 250%.
Jiangsu Provincial Data Group unveiled, institutions said that the annual growth rate of the data industry is expected to exceed 20%.
①According to media reports, recently, Jiangsu Data Group Co., Ltd. was established with a registered capital of 3 billion yuan. The company is jointly owned by Jiangsu Communications Holdings Co., Ltd., Jiangsu Broadcasting Cable Information Network Corporation, etc. ②Huachuang Securities analysis said that the development of the data industry has achieved significant results, and the CAGR (Compound Annual Growth Rate) is expected to maintain above 20% in the next few years.
Interest rate as low as 2.98%! Bank of Shanghai doubles subsidies for "trade-in" program, introducing exclusive consumer vouchers and interest rate coupons, covering key areas such as business districts and autos.
①Shanghai announced a major push to promote consumer trade-ins, with consumer subsidy funds of up to 4 billion yuan. ②Multiple financial institutions have launched consumer vouchers for trade-ins and consumer discounts on the basis of government subsidies.
The decline in performance and the fall in stock prices has prompted guangzhou holike creative home convertible bonds to begin repurchasing | Quick Read Announcement.
①Guangzhou Holike Creative Home announced today that it is initiating the buyback of the convertible bonds. Historical announcements show that this is the second buyback this year after repeatedly announcing no downward revision of the debt-for-equity swap price. ②Affected by factors such as the weakening of the home industry's prosperity, the company's net income in the first half of the year declined compared to the same period last year, but the company's funds are relatively abundant.
