"No hope for any restart"? sai microelectronics inc. Super 5 billion semiconductor project suspended, major funds and actual controllers successively reduce shareholding within the year.

1. Sai Microelectronics Inc. has halted the progress of the 12-inch MEMS manufacturing line project in Hefei High-tech Zone with a total investment of 5.44 billion; 2. Starting in November this year, the first and second largest shareholders of Sai Microelectronics have successively announced their shareholding reduction plans.

cls.cn03:23 ET

The four associations suggest cautious procurement of usa chips, while domestic chips welcome a catalytic opportunity.

On the evening of December 3rd, the China Internet Association, China Semiconductor Industry Association, China Auto Industry Association, and China Communication Enterprises Association successively released statements, recommending caution in purchasing usa chips. East Sea Securities stated that the current domestic production rate of automotive chips in china is only about 10%, indicating significant growth potential.

cls.cn19:02 ET

Jiangsu has included mobile phones in the old-for-new exchange policy, which is expected to stimulate demand in consumer electronics.

① According to media reports, recently, the Jiangsu consumer subsidy was further expanded, adding 7 types of 3C products and 20 types of household appliances, which can subsidize 15% of the transaction price of the product. After the policy was released, citizens lined up for two hours to buy phones. ② According to the Tianfeng Securities Research Report, policies continue to stimulate, and the trade-in of consumer electronics products is expected to drive the release of consumer electronics demand.

cls.cnDec 2 19:03 ET

[Data Analysis] Siasun Robot&Automation ETF trading volume continues to surge, as speculative capital and algo work together to grab shares of Gosuncn Technology Group.

① The siasun robot&automation ETF (562500) trading volume increased by 49% compared to last Friday, and the ETF's trading volume has significantly increased for two consecutive trading days. ② asia vets concept stock gosuncn technology group received buy orders totaling nearly 0.3 billion from four top-tier institutional investors and buy orders exceeding 70 million from one algo trading seat.

cls.cnDec 2 04:57 ET

Autel intelligent technology corp.,ltd.: The overseas market is the main force for the digital energy business, and the siasun robot&automation business may land very soon | Directly covering the earnings conference.

In the second to third quarter of 2024, the company's digital energy business has made significant progress in the usa market's self-operated e-commerce and major client expansion, with a relatively stable gross margin. The subsidiary focuses on smart inspection, smart security, and other application scenarios, using generative AI 'brain' (Digital AI) as the core, with drones, anti-counteraction systems, and various ground siasun robot&automation (Physical AI) as executors.

cls.cnDec 1 23:50 ET

Xpeng's Heavenshuttle flying autos will start pre-sale this month. Low-altitude economy is expected to take off.

①At the Xiaopeng AI Technology Day, Xiaopeng Autos Chairman He Xiaopeng revealed that Xiaopeng Huitian's global first mass-produced split-type flying car will have its global public maiden flight at the Zhuhai Air Show in November, and officially start pre-sale in December. ②Galaxy Securities pointed out that looking ahead, the trillion-level low-altitude economy market is gradually approaching, leading infrastructure first, with manufacturing and operations progressing in tandem.

cls.cnDec 1 18:54 ET