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.
Siasun Robot&Automation + Asia Vets dual drive Lidar market is expected to grow rapidly.
① According to reports, Hesai Technology will launch its latest product at the upcoming CES - a mini high-performance 3D Lidar specifically designed for the robotics and industrial markets. ② Lidar, known as the "eye of the machine," has become an important tool for robots to perceive their environment due to its high precision, wide range, and strong stability, making the robotics Industry a significant growth engine for the Lidar market in the future.
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.
Track Hyper | Broadcom beats NVIDIA: Shenzhen Woer Heat-shrinkable Material benefits from it.
Does the ASIC listing in the domestic market not affect making money.
On the first day of listing, it rose by 533.84%! XGIMI Technology landed on the Star, with NAURA Technology Group, Advanced Micro-Fabrication Equipment Inc. China, and others as Shareholders.
① Pioneer Precision Technology officially listed on the Star on December 12, with a closing increase of 533.84%, ultimately closing at 71.56 yuan/share, with a Market Cap of 14.482 billion yuan; ② Several major clients of Pioneer Precision Technology are also its Shareholders, including Advanced Micro-Fabrication Equipment Inc. China, Semiconductor Manufacturing International Corporation, NAURA Technology Group, and MicroNano.
The Fund Phase I plans to reduce its Shareholding in Guoxin Technology and Yandong Microelectronics and still holds shares in 28 A-share companies.
① The first phase of the Fund is in the last year of its investment plan's recovery period and currently still Holds shares in 28 A-share companies; ② The first phase of the Fund announced in June this year a Shareholding reduction in GuoXin Technology and YanDong Wei, but neither was carried out according to the upper limit of the planned Shareholding reduction stated in the announcement.