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4.02 billion yuan! Yandongwei announced a plan for a private placement, intending to increase investment in large wafer fabs, with the actual controller from Peking Electronic Control fully subscribing.
1. Yandong Micro plans to issue no more than approximately 0.225 billion Stocks, with a total fundraising amount not exceeding 4.02 billion yuan, for the construction of the 12-inch integrated circuit production line project for Beidian. 2. The only object of Yandong Micro's issuance is its controlling Shareholder and actual controller, Electronic Control in Peking.
Star Evening News | The National Development and Reform Commission's Low Altitude Department held two symposiums to promote the construction of low-altitude Asia Vets network systems and infrastructure. Tianyue Advanced plans to list on the Hong Kong stoc
Today's Star evening report includes: National Industrial and Information Technology Work Conference: By 2025, policies for innovative development in fields such as biomanufacturing, quantum industry, embodied intelligence, and atomic-level manufacturing should be formulated and issued; Xidiwei: The company and related personnel received a warning letter from the Guangdong Securities Regulatory Commission; AI office company Pixel Bloom completed Series B2 financing with the Peking AI Industry Investment Fund leading the investment.
Semiconductors are soaring across the board! Semiconductor Manufacturing International Corporation rises over 10% as the Industry welcomes a "dual drive of investment and application."
① The semiconductor sector in the A-shares and Hong Kong stocks surged collectively, with Espressif Systems, Starry Technology, Peak Technology, Cambricon, and SFTP seeing their stock prices reach historic highs during trading. ② Cambricon has become the second highest stock in the A-shares market, with a year-to-date increase of over 388%, exceeding NVIDIA and Broadcom. ③ SEMI recently pointed out that investments in mainland China related to AI are beyond expectations.
Beijing Roborock Technology: The European market is shifting to a self-operated sales model, and online sales of washing and drying machines surged during the Singles' Day Sales | Insights from the Earnings Conference.
① The Chairman and General Manager Chang Jing stated that this year's year-end promotions combined with the national subsidy policy have contributed to the overall development of the Industry, and the company's related sales are continuing steadily. ② Beijing Roborock Technology noted that the impact of USA tariffs in the third quarter has begun to manifest, but currently the overall effect on the company's financial statements is relatively small.
GeKaoMicro: The new 1.0-micron 50 million pixel product will be mass-produced next year, with AMOLED products being first applied to wearable devices | Directly covering the Earnings Conference.
① The Ge Micro CMOS image Sensors product range has expanded from 2 million to 8 million pixels to 32 million to 50 million high pixels; the display driver chip has expanded from LCD DDI to TDDI; ② The company's Director Zhao Lixin stated that AMOLED products will first be applied in the field of wearable devices, with the 1.0 micron 50 million pixel image sensor products expected to be mass-produced next year.
Shanghai Friendess Electronic Technology Corporation: In Q4, downstream demand has rebounded sequentially and plans are underway to establish a presence in Europe | Direct coverage of the Earnings Conference.
① The Chairman of Shanghai Friendess Electronic Technology Corporation, Tang Ye, stated that the company's (Asia Vets welding) products are mainly aimed at the Steel structure Industry, with the downstream primarily consisting of Siasun Robot&Automation manufacturers and integrators. Since the beginning of the year, the number of customers forming Trade with the company has gradually increased; ② In terms of overseas channels, the company has already established a presence in South Korea and is preparing to set up a location in Europe.