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Multiple countries are increasing support for the semiconductor industry, and sector performance may gradually improve quarter by quarter.
Recently, multiple countries are increasing their support for the development of the semiconductor industry. On November 29, the German government is preparing to provide billions of euros in new investment to the country's semiconductor industry. On November 27, in order to support the development of the semiconductor industry, the South Korean Ministry of Finance announced plans to introduce 14 trillion Korean won (approximately 72.8 billion yuan) in low-interest loans next year.
UniStone (688733.SH): Solid oxide battery systems being promoted for industrialization have three main functions: power generation, energy storage, and carbon reduction and sequestration.
On November 22, Gelonghui reported that Yishitong (688733.SH) stated on the investor interaction platform that: 1. Energy storage is an important part of the "zero-carbon grid." The barium stone products produced by the company have been applied in energy storage lithium batteries, enhancing the safety performance and extending the cycle life of the batteries. Currently, business relationships have been established with multiple domestic customers in the field of energy storage lithium batteries; 2. At the same time, energy storage lithium batteries have high requirements for flame retardant and fire resistance levels. The company's ceramic flame-retardant powder and related products can effectively address flame retardant and passive safety issues in scenarios such as the external cell, battery modules, and energy storage cabinets, exhibiting high self-extinguishing properties when encountering fire.
Yestone (688733.SH): High-end chip packaging Low-α spherical aluminum oxide products suitable for packaging in all scenarios.
On November 22, Gelonghui reported that Yishiton (688733.SH) stated on the investor interaction platform that the company's low-alpha spherical aluminum products for high-end chip packaging are suitable for all packaging scenarios, including but not limited to packaging for Memory (RAM), CPU (central processing unit), and GPU (graphics processing unit). In terms of specific packaging methods, they can be used in various applications such as EMC (epoxy molding compound), gmc (granular epoxy molding compound), LMC (liquid epoxy molding compound), and Underfill (underfill material).
Yishitong (688733.SH): In the field of solid state battery electrolyte materials, conducting cutting-edge research on ceramic material applications in collaboration with customers.
On November 22, Gelonghui reported that Yishitong (688733.SH) stated on the investor interaction platform that its research project "Preparation and Industrialization Research of Nano Carbon Fiber" is primarily focused on researching conductive materials applied in liquid electrolyte lithium batteries and has not yet been applied to solid state batteries. In the field of electrolyte materials for solid state batteries, the company is collaborating with customers to conduct cutting-edge research on the application of ceramic materials.
There Might Be More To Anhui Estone Materials TechnologyLtd's (SHSE:688733) Story Than Just Weak Earnings
One Stone: One Stone Communications Third Quarter Report 2024
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