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.
An alternative "going abroad" for centralized procurement of pharmaceuticals and medical devices? The China-ASEAN regional centralized procurement platform for pharmaceuticals has been launched, and the industry anticipates the birth of the first Order.
① Today, the China-ASEAN pharmaceutical regional procurement platform officially launched, with representatives from Shenzhen Mindray Bio-Medical Electronics, United Imaging Healthcare, SIMCERE PHARMA, and other companies present; ② Although the specific implementation plan is yet to be clarified, the industry believes it is undoubtedly Bullish for domestic pharmaceutical companies; ③ The Southeast Asian pharmaceutical market is growing rapidly, but it relies heavily on imported drugs and medical devices.
Hyper | Thunderbird launches V3 AI glasses: reconstructing the valuation of Doctorglasses Chain.
It is not enough to only provide channel value.
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.
The ranking of Global automotive companies by Market Cap has undergone a "huge change": 21 Chinese automotive companies have made it into the TOP 50, with Xiaomi and BYD ranked third and fourth respectively.
①Tesla and Toyota still rank first and second; ②BYD, which previously held the third-largest position in the Global automotive market with a Market Cap of 107.84 billion USD, was surpassed by Xiaomi, which officially entered the Autos market in 2024 and was still outside the top 10 midway through the year; ③Chongqing Sokon Industry Group Stock, which is deeply tied to Huawei, ranks fourth among Chinese automotive companies after Xiaomi, BYD, and SAIC Group.
The first of the New Year! Facing suspension due to the inability to complete the required rectification for capital occupation, ST Xulan is sliding towards being (Delisted) | Quick Read Announcement.
① ST Xulan may become the first listed company in 2025 to be suspended by the Exchange due to difficulties in completing rectifications before the deadline; ② ST Xulan Stocks may be suspended by the Shenzhen Stock Exchange starting from January 6, and currently, there is only one trading day left before the company's stock trading is suspended; ③ At the same time, ST Xulan also faces the risk of being delisted due to its stock price continuously falling below par value.