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The four associations suggest cautious procurement of usa chips, while domestic chips welcome a catalytic opportunity.
On the evening of December 3rd, the China Internet Association, China Semiconductor Industry Association, China Auto Industry Association, and China Communication Enterprises Association successively released statements, recommending caution in purchasing usa chips. East Sea Securities stated that the current domestic production rate of automotive chips in china is only about 10%, indicating significant growth potential.
Unreasonable suppression! The Biden administration announced the latest semiconductor export restrictions to China. How will this affect various aspects?
1. The usa Biden administration has issued new controls on semiconductor exports to china, with over one hundred chinese entities being included in the 'entity list'; 2. The U.S. Department of Commerce has also introduced 'long-arm jurisdiction,' restricting third-party countries from providing products containing U.S. technology or chips to Chinese companies listed on the entity list, but the Netherlands, japan, and over 30 other countries are exempted; 3. The Chinese Ministry of Commerce and Ministry of Foreign Affairs respond: China will take necessary measures to resolutely defend its legitimate rights and interests.
Multiple billion-dollar private equity funds are conducting research on Hangzhou Hikvision Digital Technology, Luxshare Precision Industry, with Feng Liu, Deng Xiaofeng, and Lin Peng never absent.
① The proportion of hundreds of billions of private equity firms in the top ten of the private equity research ranking has decreased, with the top position being held by Zhengyuan Investment, the only private equity firm with over a thousand research visits this year; ② Overall, private equity is more focused on stocks in the star; ③ Several hundred billion private equity firms are still clustered around researching hangzhou hikvision digital technology and luxshare precision industry; ④ This year, Feng Liu has researched hangzhou hikvision digital technology three times, and Deng Xiaofeng has researched luxshare precision industry four times.
The optical communication chip company Youxun Co. has started IPO guidance, with investments from China Mobile Capital, sg micro corp, and others.
① Youxun Co., Ltd. is one of the first companies in china engaged in the design of high-speed transceiver chips for optical communication, and has shipped nearly 2 billion chips to date, with products covering core transceiver cells for optical communication rates from 155M to 800G. ② The founder, Ke Binglan, once taught in the law department at Xiamen University and has "crossed" into the field of communication chip design; among the institutional shareholders of the company, Shenzhen Capital, Fujian Electronic Information Industry Fund, and Xiamen High-tech Investment are state-owned capital.
Bestechnic (Shanghai) Co., Ltd.: Some asia vets glasses customer projects are in the import stage, and the rise of cloud-based large models is bringing new requirements to chips. | Directly hit the earnings conference
① In the first three quarters, bestechnic (shanghai) co., ltd. saw smartwatches and wristband products account for approximately 29%, a significant year-on-year increase. Looking ahead to the fourth quarter and 2025, bestechnic (shanghai) co., ltd. stated that the gross margin from sales is expected to continue improving; ② The company's inventory in the third quarter was 0.672 billion yuan, of which raw materials and work-in-progress accounted for approximately 60%, while finished products accounted for about 40%.
The 2024 World Consumer Electronics Fair is about to open, and the smart phone market is expected to grow against the trend.
①The 2024 World Consumer Electronics Exhibition will be held at the Shenzhen Convention and Exhibition Center from November 28th to 30th, 2024. ②China Merchants Securities believes that the Android flagship phones have entered an intensive release stage, with Xiaomi, OPPO, vivo, Honor, and Huawei all having released flagship new phones in this round, all highlighting AI and optical features. Pay attention to the innovation of new phones and subsequent sales.
Looking to provide benefits for employees? eve energy co.,ltd. is leasing 2,000 electric vehicles from related parties | Quick announcement.
① Eve Energy Co., Ltd. intends to lease no more than 2,000 electric vehicles from Jinlong New Energy, with a total trade amount not exceeding 0.1728 billion yuan. Based on the maximum amount, this order accounts for nearly 40 times Jinlong New Energy's revenue last year. ② Jinlong New Energy is 100% owned by the controlling shareholder of Eve Energy Co., Ltd.
6 years after acquiring ANSYS semiconductors, Zhongwen Jintai's "operation abnormalities", Wingtech Technology responds: the company has no actual business.
① Zhongwen Jintai has been included in the list of abnormal operations by the Market Supervision Administration of Hefei High-tech Development Zone due to being unable to be contacted through its registered address or business location. ② A staff member from the Secretary Office of Wingtech Technology stated that the company currently has no actual business, and the legal department has communicated with the local market supervision to understand the situation.
Trading Halted! Shenzhen Goodix Technology intends to acquire display driver chip assets. The target company had planned for an IPO. | Quick Read Announcement
1. Shenzhen Goodix Technology intends to purchase controlling stake in Yungen Technology, entering the field of display driver chips; 2. Yungen Technology's AMOLED display driver chip sales lead domestically, with previous IPO plans; 3. Shenzhen Goodix Technology's profitability has declined significantly in recent years, seeking to increase revenue is an important task.
The native hongmong system has expanded to the tablet sector, and the huawei hongmong ecosystem is expected to experience accelerated development.
On the morning of November 21, following the release of smartphones, Huawei's terminal announced on its official social platform that a tablet equipped with the native Hongmeng OS will soon debut at the Mate brand event. This marks Huawei's first expansion of the native Hongmeng OS to the tablet track.
It is planned to raise 60 million yuan for the private equity fund jointly established by suzhou hyc technology and Dongwei Semiconductor.
① Suzhou HYC Technology's fund established this time is not included in its consolidated financial statements, the investment funds come from its own assets, and the contribution amount accounts for 0.18% of its total audited assets in the past year; ② Previously, Suzhou HYC Technology has invested in three private equity investment funds, all of which are invested in sectors such as semiconductors and optoelectronics.
Is the lithium battery industry chain about to bottom out? Insiders predict that prices are expected to rebound next year, with industry leaders emphasizing global layout | Exclusive coverage of the High Work Lithium Battery Annual Conference.
① At the 2024 High-tech Lithium Battery Annual Conference held yesterday, Zhang Xiaofei, chairman of High-tech Lithium Battery, predicted that the first quarter of next year will be the lowest price point, and in the second quarter of next year, the prices of battery raw materials will begin to rise; ② The future industry will face a more severe competitive landscape and capacity thresholds, and the solution offered by leading enterprises is to expand overseas.
Industry giants are stepping in, and the siasun robot&automation industry is expected to see an explosive growth.
1. With companies like Huawei and contemporary amperex technology ramping up their investments and local policies being introduced, the industrialization process of domestic embodied asia vets is accelerating. 2. In a recent research report, Open Source Securities believes that Huawei possesses capabilities similar to those of Tesla and has a core competitive advantage in developing the humanoid robot industry.
Energy storage, semi-solid, solid state "I want them all"? Guangzhou Great Power Energy and Technology plans to invest 5 billion to build a new battery factory | Quick read announcement.
1. guangzhou great power energy and technology plans to invest 5 billion yuan in building a 10GWh energy storage cell and energy storage system manufacturing plant; 2. Since this year, guangzhou great power energy and technology has announced multiple battery production lines and industrial fund investment plans, involving amounts exceeding 3 billion yuan.
Zero yuan transfer! suzhou good-ark electronics' actual controller changes, related company's shareholding case attracts attention again.
① Wu Nianbo will transfer 68.0890% of the equity he holds in Suzhou Tongbo to Wu Wenhao, and the transfer price is 0 yuan, as they are father and son. ② Staff from the company's secretary office stated that four years ago, Wu Wenhao was already the legal representative and chairman of Suzhou Good-Ark Electronics.
【Data Analysis】Trading volume of honglietf surges, institutions and speculative funds join hands to snap up iflytek co.,ltd.
① Among the top ten etfs with the highest transaction value growth, the invesco great wall csi dividend low volatility 100 etf (515100) saw a nearly fivefold increase in transaction value compared to yesterday, ranking first. ② iflytek co.,ltd. received 0.192 billion from institutions today, with a total buy of 0.388 billion from two major speculative trading positions.
Apple plans to launch wall-mounted smart home devices, which may be released as early as March next year.
①Apple plans to launch a wall-mounted display in March next year, which can control smart home devices, participate in video calls, etc., similar to Amazon's Echo Hub; ②Renowned Apple analyst Ming-Chi Kuo revealed that Apple will debut in the smart home IP camera market for the first time, with production expected in 2026.
Semiconductor giant Wingtech Technology's Q3 performance is improving, with the price of convertible bonds rising by over 50% from the low point of the year.
①In the third quarter, the net income attributable to shareholders of the listed company was 0.274 billion yuan, turning from a loss to a profit compared to the second quarter, showing significant improvement, and the performance recovery may drive the continuous rise of 'Wentai Convertible Bonds'. ②It is worth noting that the company's net profit attributable to equity holders in the first three quarters still decreased by 80.26% year-on-year, and the company's shares have frequently experienced shareholder reductions this year.
Just ten days after the trade negotiations with Debonte technology fell through, Huawei Electronics intends to "fall" 100% equity in Huahai Chengke.
①Deppon Technology previously announced that the pricing range for the preliminary negotiation of 100% equity of Huawei Electronics is between 1.4 billion yuan and 1.6 billion yuan; ②At that time, Huawei Electronics made performance commitments, with a projected net income in 2024 of not less than 53 million yuan; ③Huawei Electronics experienced two rounds of financing, with investments from Zhejiang Business Venture Capital and Wingtech Group.
The provincial scientific and technological innovation fund invested by ganfenglithium and jiangxi state-owned enterprises is only 1x return! The fund has started recruiting GP.
The provincial science and technology innovation fund, jointly launched by Jiangxi Guokong, ganfenglithium, and swhy, has started the collection of GP. It only requires a one-time investment return, and for projects that meet the major innovation layout of Jiangxi Province, a single project sub-fund can be established, with the contribution not subject to the above ratio limit.