Hydrogen energy, hybrid, methanol... This year's exhibition has more machinery "dynagreen environmental protection group". | Directly report from bauma CHINA 2024.
With the continuous maturity of 'three electric' technology, batteries, electric machines, and other key components have become the 'new forces' competing for the electrification market of construction machinery. In the future, with technological breakthroughs and achieving significant cost reductions, domestic main engine manufacturers have the advantage of electrification, and are expected to be the first to benefit from the electrification wave.
China Chengtong accelerates the integration of its papermaking business. Yueyang Forest & Paper plans to "recover" old assets for 1.28 billion.
① China Chengtong integrates the papermaking business, mcc meili cloud computing industry investment and yueyang forest & paper are both taking action; ② yueyang forest & paper plans to acquire a pulp company that was divested years ago for 1.28 billion cash; ③ the symbol has had stable profits in the past two years, while yueyang forest & paper's operation continues to be under pressure; ④ the symbol was divested by yueyang forest & paper in 2015 due to poor performance.
taiwan semiconductor's CoWoS packaging capacity is in short supply, and the advanced packaging industry remains highly prosperous.
taiwan semiconductor has obtained nvidia's consent to increase prices next year, with the possibility of a maximum 5% price increase for the 3nm process and a price increase of approximately 10% to 20% for CoWoS packaging. citic sec believes that advanced packaging technology has become an important path beyond the 'post-Moore era' and 'Moore's Law'. Focus on manufacturers and assembly and testing companies deploying advanced packaging technology, as well as supply chain related equipment manufacturers.
Specific subsidy plan released! Low-altitude sector expected to usher in a wave of orders.
The Ministry of Industry and Information Technology recently held the first plenary meeting of the leading group for the development of low-altitude industry, discussing and deploying the key tasks to promote high-quality development of the low-altitude industry. On the same day, the Shenzhen Transportation Bureau solicited opinions on the detailed rules for the implementation of "Several Measures to Support the High-quality Development of the Low-altitude Economy in Shenzhen". The draft for soliciting opinions proposes specific subsidy plans.
Expand the high-end instrument and equipment category. Hexin Instruments is planning to acquire Liangxi Technology. The core product of the target company has unclear commercialization prospects.
①Some market analysts believe that, in terms of application areas, the target company belongs to the cutting-edge technology sector, and the future market space will depend on the implementation of quantum computing; ②Founder of Quantity Technology, Wu Ming, stated that the company has recently completed the production and delivery of core equipment for quantum computing.
Star Evening News: Fuchuang Precision stated that the acquisition of Yisheng Precision Semiconductors' equity still needs to be negotiated. Shareholders of Wuxi Delinhai plan to reduce their shareholding in the company by no more than 2%.
1. Shanghai Stock Exchange: Always pay close attention to and strictly regulate all kinds of improper mergers and acquisitions transactions under the name of 'restructuring for the purpose of arbitrage'. 2. Twelve departments: Carry out research and development of new generation high-end nuclear medicine imaging equipment and other high-end treatment equipment. 3. Ministry of Commerce: Will introduce a batch of new policies in the consumer sector in collaboration with relevant departments.