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Haitong Securities: The equipment renewal policy support has been further strengthened, and the profits of China's above-scale industrial enterprises increased by 3.5% in the first half of the year.
The National Development and Reform Commission and the Ministry of Finance have issued measures to support large-scale equipment updates and consumer goods trade-ins. They will coordinate the allocation of approximately 300 billion yuan in ultra-long-term special national debt funds, and increase support for equipment update efforts.
Suzhou Maxwell Technologies (SZSE:300751) Sheds 5.9% This Week, as Yearly Returns Fall More in Line With Earnings Growth
Sinolink Securities: Technological progress is not restricted by economic conditions. The dual cost-effectiveness advantage accelerates the iteration of PERC.
In various links of the industry chain, the battery sector is often the most crucial element for photovoltaic technology iteration due to its fast technological iteration speed and diverse routes.
Fu Pengbo's latest heavy stock has arrived, with two new companies added.
Ruicai Fund, managed by Fu Pengbo, released the Q2 report of Ruicai Growth Value Mixed Fund. Fu Pengbo's latest management scale is 18.686 billion yuan, and the top ten holdings in the second quarter are: China Mobile, CATL, Luxshare Precision Industry, Tencent, Suzhou Maxwell Technologies, Guanghui Energy, Hangzhou Great Star Industrial, Sinocare Inc., Wanhua Chemical Group, and Hygeia Health. Compared with the end of the first quarter holdings, Great Star Industrial and Hygeia Health became his top ten heavy positions in the second quarter; Fu Pengbo increased his positions in Suzhou Maxwell Technologies, Guanghui Energy, CATL, and Sinocare Inc.; reduced positions in China Mobile, Luxshare Precision Industry, Tencent, and Wanhua Chemical Group. Fu Pengbo wrote in the Q2 report
Suzhou Maxwell Technologies (300751.SZ): The first phase of the Zhuhai semiconductor industrial park is expected to be put into use before the end of the year.
On July 10th, Guruinhu reported that Suzhou Maxwell Technologies (300751.SZ) stated on the investor interaction platform that the construction of the semiconductor industrial park located in Zhuhai is progressing steadily, and the first-phase project is expected to be put into use by the end of the year. The company has delivered multiple packaging equipment for semiconductors to domestic leading enterprises such as JCET Group Co., Ltd. and Tianshui Huatian Technology, achieving stable production. Through continuous breakthroughs and innovation, the company has successfully developed the first domestic (dry polishing) wafer grinding and polishing equipment, which has started customer product verification. In 2024, the company will launch a fully automatic wafer temporary bonding equipment, a wafer laser debonding equipment, and a fully automatic ...
Suzhou Maxwell Technologies (300751.SZ) has successfully developed fully automated hybrid bonding equipment.
On July 10th, Gelonhui reported that Suzhou Maxwell Technologies (300751.SZ) has successfully developed a fully automatic hybrid bonding equipment that can be used in CIS, Memory, and advanced packaging related processes. The company is currently conducting sampling tests with potential customers.
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