Unreasonable suppression! The Biden administration announced the latest semiconductor export restrictions to China. How will this affect various aspects?

1. The usa Biden administration has issued new controls on semiconductor exports to china, with over one hundred chinese entities being included in the 'entity list'; 2. The U.S. Department of Commerce has also introduced 'long-arm jurisdiction,' restricting third-party countries from providing products containing U.S. technology or chips to Chinese companies listed on the entity list, but the Netherlands, japan, and over 30 other countries are exempted; 3. The Chinese Ministry of Commerce and Ministry of Foreign Affairs respond: China will take necessary measures to resolutely defend its legitimate rights and interests.

cls.cnDec 2 18:38 ET

Anji Microelectronics Technology: Will not engage in single low stock price competition, will continue to strengthen the introduction of domestic products | Directly hit earnings conference

① Wang Shumin, chairman of Anji Technology, said that the company's 2024 performance expectations will continue the growth trend of the first three quarters; ② Yang Xun, secretary of the board of directors of Anji Technology, said that the company's capacity utilization rate is currently at a healthy level.

cls.cnDec 2 06:56 ET

The optical communication chip company Youxun Co. has started IPO guidance, with investments from China Mobile Capital, sg micro corp, and others.

① Youxun Co., Ltd. is one of the first companies in china engaged in the design of high-speed transceiver chips for optical communication, and has shipped nearly 2 billion chips to date, with products covering core transceiver cells for optical communication rates from 155M to 800G. ② The founder, Ke Binglan, once taught in the law department at Xiamen University and has "crossed" into the field of communication chip design; among the institutional shareholders of the company, Shenzhen Capital, Fujian Electronic Information Industry Fund, and Xiamen High-tech Investment are state-owned capital.

cls.cnNov 29 04:58 ET

The 2024 World Consumer Electronics Fair is about to open, and the smart phone market is expected to grow against the trend.

①The 2024 World Consumer Electronics Exhibition will be held at the Shenzhen Convention and Exhibition Center from November 28th to 30th, 2024. ②China Merchants Securities believes that the Android flagship phones have entered an intensive release stage, with Xiaomi, OPPO, vivo, Honor, and Huawei all having released flagship new phones in this round, all highlighting AI and optical features. Pay attention to the innovation of new phones and subsequent sales.

cls.cnNov 27 19:03 ET

【Data Monitoring】 The trading volume of the chip etf has surged, with strong speculators exceeding 0.3 billion buying into grinm advanced materials.

① The sse science and technology innovation board 50 index increased significantly by 3.61% today, with many chip etfs experiencing a substantial increase in trading volume, among which the grinm advanced materials chip etf fund (588290) saw a 232% month-on-month increase in trading volume. ② The high-priced stock grinm advanced materials, which is hit with a trading halt, received a purchase of 0.309 billion from Huaxin Securities at the Shanghai Wanping South Road branch.

cls.cnNov 27 04:55 ET

[Data Watch] The four major futures contracts have seen a significant increase in long positions, with algo positions exceeding 0.5 billion selling off grinm advanced materials.

①The main contracts of the four major stock index futures have all increased their long positions by more than 3,000 lots, and the number of long positions is greater than the short positions. ②Stocks related to solid state batteries, grinm advanced materials, were sold by gtja headquarters for 0.505 billion in algo positions, and the stock is also fiercely contested by first-tier private equity funds.

cls.cnNov 22 04:50 ET