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.
The delivery in the second half of the year has entered the peak season, and institutions believe that the performance of power grid enterprises is expected to be further released.
①In the first half of 2024, the performance of power grid enterprises generally showed a steady growth trend, and in the second half of the year, with the delivery entering the peak season, the performance elasticity is expected to further increase. ②According to the data from the National Energy Administration, from January to July, the investment in power generation projects of major power generation enterprises across the country reached 415.8 billion yuan, an increase of 2.6% year-on-year; the investment in grid projects reached 294.7 billion yuan, an increase of 19.2% year-on-year.
In the second quarter, Huawei ranked first in global wrist-wearing market shipments, and smart wearable devices may become a new frontier for AI implementation.
① According to data released by IDC, in the second quarter of 2024, Huawei shipped 8.883 million units in the global wrist device market and 5.965 million units in the Chinese market, making it number one in the global and Chinese wristband markets. ② Shanxi Securities believes that leading domestic consumer electronics manufacturers are optimistic about the future of wearable devices. As end-side AI technology continues to mature, wearable devices will become a new frontier for AI implementation.
In August, 17 listed companies bid farewell to A shares! ST Xudian and other stocks received a pre-notice of termination of listing, * ST Yaxing will become the first voluntarily delisted company this year.
①*ST Weichuang, *ST Xudian, Guangdong Highsun Group have received notices of delisting this month; ②*ST Yazhou will become the first actively delisted listed company this year; ③In August, a total of 17 listed companies, including Pengdu Agriculture & Animal Husbandry and China Grand AutomotiveServices Group, have been delisted. Please refer to the list of A-share listed companies delisted in August (attached table).
A new foldable screen phone has been exposed, and institutions believe that foldable terminals have the potential to open up a larger market space.
①Transsion's brand Tecno recently showcased the Phantom Ultimate 2 foldable phone, equipped with 2 hinges, 3 panels, and a thickness of 11 millimeters when folded. ②East Money Information Securities stated that with the gradual iteration and updates of technologies such as Huawei's tri-fold screen patent, foldable terminals are expected to open up a larger market space.
Did the high stock price fail to save the decline in performance? Han's Laser Technology Industry Group's net income for Q2 has continued to fall for three consecutive years | Interpretations
1. Han's Laser Technology Industry Group's H1 net income increased significantly, with the sale of subsidiaries being the biggest contributor. 2. Han's Laser Technology Industry Group's Q2 net income has declined for three consecutive years, and its profitability has declined significantly. 3. Revenue from new projects in semiconductors and new energy funds of the company has declined.