Another semiconductor summit is about to be held, and the advanced packaging industry is expected to maintain a high level of prosperity.
①The 21st China International Semiconductor Exhibition (ICChina2024) will be held at the Beijing National Convention Center from November 18th to November 20th. ②Yole expects that the global advanced packaging market size is expected to increase from $46.83 billion in 2023 to $78.55 billion in 2028.
Zhejiang Construction Investment Group plans to fully hold shares of multiple subsidiary companies. Chengdu State-owned Assets will exit as a shareholder after four years.
1. The performance has greatly declined, and Zhejiang Construction Investment Group is seeking equity acquisition; 2. The company plans to achieve full ownership of three subsidiaries; 3. The trade funds come from issuing shares to the controlling shareholder; 4. Chengdu State-owned Assets, the trading partner, invested 1 billion four years ago; 5. The target company's performance has significantly declined this year.
Specific subsidy plan released! Low-altitude sector expected to usher in a wave of orders.
The Ministry of Industry and Information Technology recently held the first plenary meeting of the leading group for the development of low-altitude industry, discussing and deploying the key tasks to promote high-quality development of the low-altitude industry. On the same day, the Shenzhen Transportation Bureau solicited opinions on the detailed rules for the implementation of "Several Measures to Support the High-quality Development of the Low-altitude Economy in Shenzhen". The draft for soliciting opinions proposes specific subsidy plans.
Suntak Technology (002815.SZ): The construction project of the third factory in Zhuhai has been completed
Gelonghui November 1st | Suntak Technology (002815.SZ) stated on the investor interaction platform that Zhuhai Suntak Phase II (including Zhuhai Plant II and Plant III) is the company's non-public offering of stocks for the investment project in 2022. The two new plants have been topped out and are mainly positioned for high-end board products such as high multilayer boards, HDI boards, and rigid-flex PCBs, with a focus on applications in communication, servers, smart phones, computers, and other fields. In June 2024, Zhuhai Suntak Plant II started trial production, adding 0.06 million square meters per month of high multilayer PCB board capacity, mainly for use in the server sector. The company is further optimizing the production line based on the trial production situation.
Shengda Resources (000603.SZ): The Honglin Mine Caiyuanzi copper-gold mine has entered the tunnel construction phase and the concentrator construction construction phase.
Shengda Resources (000603.SZ) held a conference call on October 31, 2024, regarding the construction and production progress of Honglin Mining, as well as production volume and cost expectations for the next 2-3 years. The company stated that the Honglin Mining Caiyuanzi Copper Gold Mine has entered the tunnel construction phase and ore processing plant construction construction phase. As of now, the mine construction work has been fully underway, with production testing expected to begin between July and September 2025. The industrial ore body average grade of the Caiyuanzi Copper Gold Mine in Honglin Mining is 2.82 grams per ton of gold metal and 0.48% average grade of copper metal, confirming a production scale of 0.396 million.
Install as much as possible! Six departments promote the installation of rooftop photovoltaics, and building BIPV welcomes major development opportunities.
The National Development and Reform Commission and other six departments have issued the 'Guiding Opinions on Vigorously Implementing the Action of Renewable Energy Substitution'. It is proposed to promote the addition of photovoltaic systems on existing building roofs, and to promote the installation of photovoltaic systems on new factory buildings and new public buildings under certain conditions. citic sec research reports pointed out that in the future, BIPV in the construction industry will pay more attention to aesthetics, power generation efficiency, material costs, etc., making it easier for leading technology companies to develop.