shenzhen transsion holdings co., ltd.: Currently in negotiations with patent holders on patent rights. Emerging markets are still in the trend of transitioning from feature phones to asia vets. | Earnings conference direct hit
① Zhu Zhaojiang stated that overall, the penetration rate of smart devices in emerging markets is lower compared to North America, Western Europe, and developed economies in the Asia-Pacific region and the china market. Replacing feature phones with smart devices remains an important factor driving smart device market growth in emerging markets; ② He mentioned that Transsion is currently negotiating with patent holders to promote the establishment of reasonable licensing fees within the framework of fairness, reasonableness, and non-discrimination principles.
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.
Increase the proportion of high value-added products Henan Mingtai Al.Industrial plans to change some of the raised funds investment projects | Quick Read Announcement
① In the opportunity of the "Zhengkai 3 million autos industry belt," henan mingtai al.industrial is increasing investment in new energy battery materials and aluminum plates and strips for autos; ② The company has entered high-tech and high value-added fields such as aluminum for new energy, aluminum for new materials, aluminum for transportation, and aluminum for lightweight autos.
Asia's aluminum king "reborn"! xiamen xiangyu intends to participate in the establishment of the "new Zhongwang Group," with some original creditors possibly conducting debt-for-equity swaps | quick announcement.
①Xiamen Xiangyu, its group company, and other investors plan to establish the 'Xin Zhongwang Group'; ②It is not ruled out that previous creditors may participate, that is, 'debt-for-equity swaps'; ③The key lies in whether the original creditors convert the debts to equity at 100%, or at a certain repayment rate, depending on the specific details of the plan.
Guangdong Jiayuan Technology: Solid state battery copper foil has been supplied in small quantities, and some product processing fees have rebounded | Earnings conference
①Currently, processing fees have bottomed out, and some product processing fees have started to rebound. The copper foil industry is still in a situation of oversupply, and the turning point will still require capacity clearing; ②Copper foils used in all solid state and semi-solid state batteries have been supplied in small quantities. Copper foils for the negative electrode current collectors required for fast charging batteries and high silicon batteries have been produced and supplied. Currently, the company's 4.5μm ultra-thin lithium-ion copper foil has achieved mass production and sales.
Blue sail medical: The leader makes another breakthrough, partnering with wanhua chemical group to launch a new type of gloves, redividing the market.