AI takes center stage! The CES Autos exhibition booths have transformed as many automakers strengthen their application of Asia Vets in smart cabins.
① BMW globally debuted its next-generation super sensory intelligent cockpit at the 2025 CES exhibition - featuring the innovative panoramic iDrive and BMW's new generation operating system X. ② ZEEKR also regards the 'intelligent cockpit' as one of the key highlights of its exhibition, announcing a partnership with Qualcomm to jointly develop future-oriented intelligent cockpits.
Technology giants are competing to build Datacenters as the PCB Industry continues to thrive.
① Amazon's Cloud Computing division, Amazon Web Services (AWS), plans to invest at least 11 billion dollars in Georgia to expand its infrastructure and support various Cloud Computing and AI technologies. ② The investment team pointed out that driven by AI technologies and applications, Servers will be the fastest-growing application area in PCBs, with an expected CAGR of 11.6% to 14.2 billion dollars from 2023 to 2028.
Star Evening News | Yongxi Electronics expects to turn profitable in 2024, Suzhou Shihua New Material Technology Co., Ltd. shareholder's concerted action plans to increase shareholding.
① The central bank: Further optimize the re-lending process and expand the scale of equipment upgrading loans; ② Two departments: New purchase subsidies for digital products such as mobile phones, tablets, and smartwatches will be given at 15% of the selling price; ③ The State-owned Assets Supervision and Administration Commission: Accelerate the establishment of a system and mechanism adapted to AI development.
The A-shares collectively fell, with the Northern Stock Exchange 50 dropping nearly 1%, Hong Kong stocks tumbled, Semiconductor Manufacturing International Corporation and Xiaomi both fell over 1%, and the yuan's central parity rate continues to hold firm
The central exchange rate of the RMB against the US dollar is reported at 7.1887, down 8 points; the previous trading day's central rate was 7.1879, and the official closing price on the previous trading day was 7.3275, while the overnight market reported a close of 7.3284. Treasury Futures declined.
Xindong Lianke: The automotive-grade six-axis chip is planned to ship by mid-year; low-altitude economy and humanoid robots are the future incremental markets | Direct coverage of the Shareholder meeting.
① To meet the customer demand in the Autos market, the company is currently developing products that can apply to automotive-grade six-axis chip products. These are expected to enter the market within one to two years during the normal research and development process; ② From the perspective of Institutions, the core performance Indicators of the company's high-performance gyroscope have already reached internationally advanced levels. Due to the lack of competitors of the same level in the domestic market, the company possesses bargaining power, and the gross margin remains at a high level.
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.
bullrider_21 OP : BYD will delve into making humanoid robots.