Huawei Shengsi Artificial Intelligence Framework Summit will soon be held to accelerate the prosperity of AI applications

① According to media reports, on December 14, the Shengsi Artificial Intelligence Framework Summit will be held in Beijing. ② CITIC Securities said that the model ecosystem is booming rapidly, and it is expected that in 2025, with the support of upgrading model capabilities and lowering the threshold for industrialization, combined with the implementation of applications such as agents, the commercialization of AI will continue to accelerate.

cls.cn33minutes ago

Debang Technology: Several chip-level packaging materials have been introduced in large quantities, and it is expected that the domestic production rate of Semiconductor materials will steadily increase this year | Direct coverage of the Earnings Conferen

① The company's integrated circuit sector currently generates sales mainly from a series of products including UV films, die attach materials, thermal conductive materials, and other chip packaging materials; ② Jie Haihua stated that the domestic production rate of semiconductor materials is still at a low level, with great potential, and many products are in the certification and expansion stages, expecting a steady growth trend this year.

cls.cnDec 9 08:29 ET

Another celebrity semiconductor project "sells itself": 8.5 billion unicorn Yunying Valley is planned to be acquired by Shenzhen Goodix Technology, which had previously launched a sprint for IPO.

① Recently, Shenzhen Goodix Technology announced that it plans to acquire 100% of the shares of Yunying Valley Technology through the issuance of shares and cash payment. ② From the founding team's background, valuation status, and market position, Yunying Valley Technology can be considered a star project.

cls.cnDec 8 00:05 ET

Recently, 13 companies secured over 56.5 GWh of energy storage orders, with the global battery shipment volume doubling in growth, and energy storage companies are expected to benefit from the development of the large storage market in Europe.

① The year-on-year growth rate of global energy storage battery shipments accelerated from 25% in the first half of 2024 to 68% in the third quarter of 2024; ② HSBC Qianhai Securities has raised its forecasts for global energy storage system installations in 2025 and 2026 from 266GWh and 360GWh to 270GWh and 363GWh, respectively, to reflect that the short-term shipment volume of energy storage batteries is stronger than expected and the demand outlook in the china and Middle East markets has improved.

cls.cnDec 7 03:48 ET

The intensive release of new products represented by the Huawei Mate 70 marks the arrival of the traditional Q4 peak season in the consumer electronics industry.

① According to media reports, Huawei's terminal BG CEO He Gang stated in an interview on the evening of December 4 that the pre-orders for the Huawei Mate70 series have exceeded 6.7 million, and due to high demand, the initial supply is still slightly insufficient. ② Shanxi stated that the fourth quarter, being the peak season for consumer electronics, will see a wave of device replacements and drive inventory stocking in related supply chains.

cls.cnDec 5 19:02 ET

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.

cls.cnDec 3 19:02 ET