Guangdong promotes legislation in the AI and Siasun Robot&Automation sectors, with ongoing policy support for the Industry.

① The General Office of the People's Government of Guangdong Province issued several policy measures to promote the innovative development of the AI and Siasun Robot&Automation industries. It mentions that legislation in the fields of AI and Siasun Robot&Automation should be accelerated to provide institutional safeguards for the development of the AI and Siasun Robot&Automation industries. ② Deutsche Bank believes that humanoid robots will experience large-scale production and widespread application in the next decade. By 2035, the market size for humanoid robots is expected to reach 75 billion dollars.

cls.cn19:56 ET

Well-known manufacturers are raising prices. Institutions are Bullish on the recovery of the storage Industry cycle.

① Recently, SanDisk, a globally renowned Memory Chip manufacturer, sent a price increase notice to its customers, stating that it will raise prices for its products starting April 1, with an overall increase of more than 10%. ② A Research Report from CITIC SEC pointed out that as the impact of original manufacturers' production control becomes evident and industry inventory gradually gets digested, the demand driven by AI is expected to increase, and mainstream NAND Flash prices are likely to rise in the second quarter of 2025.

cls.cn19:56 ET

NBTM New Materials Group's full control of Shanghai Fuchi is changing. Shenzhen Yuanzhi "refuses to exit"? | Quick reading of the announcement.

① Compared to the previous announcement, NBTM New Materials Group's acquisition this time has reduced the shareholding ratio by 15%, indicating that its plan to fully control Shanghai Fuchi has faced obstacles; ② Currently, the valuation of 100% equity of Shanghai Fuchi is approximately 1.35 billion yuan, a decrease of 0.25 billion yuan compared to the valuation in September 2023; ③ According to the capital increase agreement at that time, if qualification listing is not completed within 5 years, Shanghai Fuchi should pay back the repurchase price to Yuanzhi Xinghuo in cash.

cls.cnMar 10 11:05 ET

The actual controller of Lite-On Optoelectronics intends to create another IPO! YuLong Optoelectronics restarts its listing guidance as a supplier of BOE.

① Yulong Optoelectronics mainly engages in the research, production, and sales of precision control panels and precision functional devices. It is the second listed company that its actual controller, Wang Yalong, intends to create after Lite Optoelectronics; ② Both Yulong Optoelectronics and Lite Optoelectronics rely on their largest customer, BOE Technology Group, and the Shanghai Stock Exchange has repeatedly inquired about the "industry competition" issues between the two companies.

cls.cnMar 8 23:49 ET

Unleashing the killer move in the small and medium-sized panel market | Exclusive interview with TCL Huaxing's Zhou Mingzhong.

Printed OLED and eye-protecting screen.

wallstreetcnMar 5 08:23 ET

Two Sessions Time | National People's Congress Representative, Lu Qingguo from Chenguang Biotech Group: Improve the quality standards of Chinese Patent Medicine, regulate the centralized procurement model for Traditional Chinese Medicine, and optimize the

① Lu Qingguo, Director of Chenguang Biotech Group and a representative of the National People's Congress, focused on several recommendations at this year's Two Sessions, including optimizing the procurement mechanism for Traditional Chinese Medicine, enhancing the quality standards for Chinese Patent Medicine, and standardizing the Traditional Chinese Medicine granule industry; ② In addition to recommendations related to the Traditional Chinese Medicine industry, Lu Qingguo prepared several suggestions on rural social retirement insurance, rural medical insurance, and increasing support for companies sanctioned by the United States.

cls.cnMar 2 21:09 ET