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.cn19:02 ET

Star Evening Report | Anjes' Shareholders plan to collectively reduce their shareholding by no more than 3%. Guoke Military Industry's wholly-owned subsidiary signed a sales contract worth 0.739 billion yuan.

① Shanghai Economic and Information Commission: promoting the development of the high-temperature superconducting industry in a chain manner; ② Peking: focusing on cultivating a number of major industrial projects in the fields of integrated circuit research and supporting sectors; ③ Tencent continuously reduced its Shareholding in WEIMOB INC and UBTECH, cashing out 1.67 billion Hong Kong dollars.

cls.cnJan 9 07:57 ET

Investment in Ultra High Pressure continues to accelerate, and Analysts predict that the bidding process is expected to speed up in 2025.

① The "Xinjiang Power Transmission to Chongqing" project, the Hami-Chongqing ±800 kV Ultra High Pressure Direct Current transmission line project, has been fully connected. ② Xiangcai Securities believes that Ultra High Pressure is a key infrastructure for the delivery of large New energy Fund bases, and 2025 marks the concluding year of the 14th Five-Year Plan. To promote the consumption of New energy Fund, the progress of bidding in 2025 is expected to accelerate.

cls.cnJan 8 19:02 ET

Is it 'virtual fire' or 'betting big' that leads to success? The 'New Year妖' Guangdong Dongfang Precision Science & Technology stock price has fluctuated again, and the actual controller has already cashed out 100 million yuan. | Quick read of the announc

① Guangdong Dongfang Precision Science & Technology achieved two consecutive limit-up boards due to the Robot Concept, and issued a notice of unusual activity this evening; ② Last November, the company's stocks experienced an eight consecutive limit-up board, with the company's controlling shareholder and one of the actual controllers cashing out approximately 0.102 billion yuan; ③ Smart packaging equipment still accounts for an absolute proportion of the company's overall revenue. It remains to be seen whether its investments in controllable nuclear fusion and robots are 'fake heat' or successful 'bets'.

cls.cnJan 8 09:21 ET

Chang Guangchenxin's Star IPO has been terminated, and the rationality of the hundred billion valuation has been questioned. Changchun Up Optotech and Lingyun Optics hold shares.

① The Shanghai Stock Exchange announced that Changguang Chenshin and its sponsor GTJA have withdrawn their application for issuance and listing, deciding to terminate the review for its Star issuance and listing; ② Before the termination of the IPO, Changguang Chenshin had been inquired by the Shanghai Stock Exchange regarding related party transactions, valuation rationality, and whether it harmed the interests of public investors, and it was not until February 2024 that Changguang Chenshin responded.

cls.cnJan 7 18:59 ET

Suspension starts tomorrow! Nairui Radar intends to acquire 100% equity of Sigma and raise matching funds.

① The company will begin its suspension of trading starting January 8, 2025 (Wednesday), with an expected suspension period of no more than 5 trading days; the trading counterparty has initially been determined to be all shareholders of Sigma; Sigma has completed two rounds of financing, with investors including Dehong Lianxin, iFlytek Venture Capital, Songhe Capital, and others; ② Narui Radar's revenue increased in the first three quarters without profit growth, with application scenarios mainly involving low-altitude economy, civil Aviation, marine monitoring, meteorological detection, and other fields.

cls.cnJan 7 08:06 ET