Consumer electronics are warming up, AI server demand is rising, and the MLCC industry is experiencing a moderate recovery.

According to media reports, after experiencing a prolonged two-year downturn, MLCC has begun to see a relatively mild recovery, with total shipments from related manufacturers increasing by 5.4% in the second quarter.

cls.cnSep 26 19:57 ET

Jiangsu Zhongtian Technology: Global submarine cable demand enters a new cycle of prosperity. Semi-solid cell products have completed research and development | Direct hit earnings conference

① Director Xue Jiping of jiangsu zhongtian technology stated that the global submarine cable demand is entering a new cycle of prosperity, with a significant year-on-year increase in overseas orders. ② General Manager Lu Wei of jiangsu zhongtian technology stated that the company has developed 100Ah-230A semi-solid state cell products, mainly for large energy storage projects in the future.

cls.cnSep 24 11:01 ET

[Data Analysis] Securities quanshangetf trading volume soared, institutions and hedge funds join hands to grab baoding tianwei baobian electric.

①Brokerage stocks surged, with the trading volume of many brokerage ETFs increasing significantly, among which the brokerage ETF (512000) saw a MoM trading volume growth of 586%. ②Baoding Tianwei Baobian Electric staged a 'limit-up' during trading hours, attracting a purchase of over 60 million from an institution, and also attracting buy orders of 0.122 billion from GF Sec Peking Jianwai Avenue Branch.

cls.cnSep 24 05:50 ET

Is baosheng science and technology innovation 'painfulletting go'? yangtze optical fibre and cable joint stock takes over multiple 'national champions' in domestic submarine cable assets | quick announcement

① Baosheng Submarine Cable will transfer 30% of its equity to Yangtze Optical Fibre and Cable, becoming a subsidiary and controlling shareholder of Yangtze Optical Fibre and Cable, with a transaction amount of 0.583 billion yuan; ② As an important subsidiary of Baosheng Science and Technology Innovation, Baosheng Submarine Cable has high standards and a total investment of 5 billion yuan, with multiple 'domestic best' project assets; ③ This year, the profit performance of many companies' submarine cable business has been under pressure due to factors such as the delay in the start of domestic offshore wind projects.

cls.cnSep 20 11:49 ET

Photovoltaic supporting capacity accelerates migration! Hangzhou first applied material adjusts the investment and financing plan twice to increase investment in Southeast Asia | Quick announcement.

① Hangzhou First Applied Material reallocates funds from Guangdong film project to support the development of film in Thailand; ② The photovoltaic industry is turbulent, and this is the second time the company has adjusted the content of fundraising projects; ③ The company claims that overseas film orders are full, but there is a significant capacity gap; ④ The volatility of the Southeast Asian photovoltaic industry has attracted attention to its sustainability.

cls.cnSep 20 08:25 ET

The substrate factory of Sanan Optoelectronics has been illuminated! The silicon carbide industry chain is accelerating its attack on the 8-inch wafer. Several manufacturers have revealed new progress | Industry News.

①The third-generation semiconductor material silicon carbide (SiC) continues to evolve towards larger sizes, with frequent news of 8-inch silicon carbide. ②Sanan Optoelectronics stated that the chongqing Sanan project has already achieved the lighting and passivation of the substrate factory; Tianyue advanced 8-inch conductive silicon carbide substrates have now been delivered in batches. ③Analysis indicates that 8-inch wafers will help silicon carbide devices achieve large-scale commercialization in more application areas.

cls.cnSep 18 08:51 ET