There are abundant Orders on hand. Ningbo Orient Wires & Cables invests 2 billion yuan to expand production | Quick reading of the announcement.

① The backlog of orders is abundant, and Ningbo Orient Wires & Cables plans to invest 2 billion yuan in three phases to construct a deep-sea transmission equipment project; ② Industry insiders say that in the wind power Industry Chain, the submarine cable segment, especially for high voltage submarine cable products, has a good competitive landscape, and a few companies, including Ningbo Orient Wires & Cables, monopolize the market.

cls.cnJan 10 09:28 ET

AI drives the increase in demand for HBM, SRAM, and DDR5, and the Industry Chain of storage chips is expected to recover.

According to media reports, as AI boosts demand for advanced storage chips, Micron Technology will invest 7 billion dollars in the next few years to expand its manufacturing operations in Singapore. The securities firm Yongxing stated that benefiting from supply-side price increases, inventory gradually returning to normal, and AI driving the demand for HBM, SRAM, and DDR5, the Industry Chain is expected to reach a bottom and rebound.

cls.cnJan 9 19:02 ET

An alternative "going abroad" for centralized procurement of pharmaceuticals and medical devices? The China-ASEAN regional centralized procurement platform for pharmaceuticals has been launched, and the industry anticipates the birth of the first Order.

① Today, the China-ASEAN pharmaceutical regional procurement platform officially launched, with representatives from Shenzhen Mindray Bio-Medical Electronics, United Imaging Healthcare, SIMCERE PHARMA, and other companies present; ② Although the specific implementation plan is yet to be clarified, the industry believes it is undoubtedly Bullish for domestic pharmaceutical companies; ③ The Southeast Asian pharmaceutical market is growing rapidly, but it relies heavily on imported drugs and medical devices.

cls.cnJan 9 08:38 ET

Involving TOPCon Battery module technology, JinkoSolar is suing LONGi Green Energy Technology for patent infringement.

① JinkoSolar has sued LONGi Green Energy Technology in the Intermediate People's Court of Nam Cheong, involving TOPCon Battery technology and component technology; ② Integrated companies ranked among the top in component shipments have either actively or passively become involved in the photovoltaic patent disputes. Some analysts believe that the strength of patent protection in the photovoltaic Industry will continue to increase in the future.

cls.cnJan 3 10:22 ET

Kweichow Moutai's 2024 performance has "initially submitted": annual growth exceeds 15%, and Moutai's base liquor has reduced production for the first time.

Response cycle.

wallstreetcnJan 2 18:55 ET

Moutai liquor production cuts? Individuals close to Kweichow Moutai: last year's production remained within a normal and orderly Range | Quick read announcement.

In 2024, Kweichow Moutai plans to produce approximately 0.0563 million tons of Moutai liquor, a decrease of 1.58% year-on-year. Last year, increased marketing investments in the Moutai series of liquors and the higher proportion led to a decline in the company's overall net margin, which may have fallen below 50% last year, reaching the lowest level since 2018. Amid soft stock prices, Kweichow Moutai officially initiated a buyback, with nearly 0.3 billion yuan repurchased on the first day.

cls.cnJan 2 08:42 ET