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The Fund Phase I plans to reduce its Shareholding in Guoxin Technology and Yandong Microelectronics and still holds shares in 28 A-share companies.
① The first phase of the Fund is in the last year of its investment plan's recovery period and currently still Holds shares in 28 A-share companies; ② The first phase of the Fund announced in June this year a Shareholding reduction in GuoXin Technology and YanDong Wei, but neither was carried out according to the upper limit of the planned Shareholding reduction stated in the announcement.
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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.
How do domestic semiconductors industry chain grow against the wind? At this closed-door event, many "little giant" companies shared their insights and advice.
① The release of a new round of export control entity lists has fostered the consensus within the industry to cultivate and develop a domestic supply chain system. ② Several emerging companies in the semiconductors field recently stated at an industry event that the domestic market for semiconductor equipment and memory chips is vast, and small and medium-sized enterprises possess the resilience for growth and development.
The quadrupedal siasun robot&automation has entered the mass production stage and is expected to be the first to achieve commercial deployment.
① Recently, a robotic dog learned the skills of chasing a ball and overcoming obstacles from ai-generated images and videos, which may be a shortcut to training robots more quickly and accurately. The related research results were recently published on arXiv. ② citic sec suggests paying attention to the overall robotics industry for opportunities to benefit from multiple catalysts and the bullish effect of humanoid robots promoting cost reductions in components.
Naxinwei: Multiple cockpit field chips are planned for mass production and release next year, with acquisitions targeting the autos electronics and broader energy sectors | Directly covering the earnings conference.
Naxin Micro announced that it will focus on cabin area layout next year, expecting to mass produce and release multiple cabin area chips. Naxin Micro director and board secretary Jiang Chaoshang stated that the company's future investment and mergers will continue to focus on the main businesses of auto electronics and general energy tracks.
"No hope for any restart"? sai microelectronics inc. Super 5 billion semiconductor project suspended, major funds and actual controllers successively reduce shareholding within the year.
1. Sai Microelectronics Inc. has halted the progress of the 12-inch MEMS manufacturing line project in Hefei High-tech Zone with a total investment of 5.44 billion; 2. Starting in November this year, the first and second largest shareholders of Sai Microelectronics have successively announced their shareholding reduction plans.
Jiangsu has included mobile phones in the old-for-new exchange policy, which is expected to stimulate demand in consumer electronics.
① According to media reports, recently, the Jiangsu consumer subsidy was further expanded, adding 7 types of 3C products and 20 types of household appliances, which can subsidize 15% of the transaction price of the product. After the policy was released, citizens lined up for two hours to buy phones. ② According to the Tianfeng Securities Research Report, policies continue to stimulate, and the trade-in of consumer electronics products is expected to drive the release of consumer electronics demand.
Zhejiang Jinggong Integration Technology signed a contract worth over 100 million USD with GIM company in Saudi Arabia for carbon fiber equipment export to seek new opportunities.| Brief announcement
1. zhejiang jinggong integration technology signed a contract with a Saudi company for a total purchase amount of 0.5 billion US dollars; 2. Market sources indicate that the production line referred to in this contract is most likely a carbon fiber equipment production line; 3. With the domestic oversupply of carbon fiber and capital expenditure contraction, zhejiang jinggong integration technology is seeking development opportunities overseas.
[Data Analysis] Siasun Robot&Automation ETF trading volume continues to surge, as speculative capital and algo work together to grab shares of Gosuncn Technology Group.
① The siasun robot&automation ETF (562500) trading volume increased by 49% compared to last Friday, and the ETF's trading volume has significantly increased for two consecutive trading days. ② asia vets concept stock gosuncn technology group received buy orders totaling nearly 0.3 billion from four top-tier institutional investors and buy orders exceeding 70 million from one algo trading seat.
Autel intelligent technology corp.,ltd.: The overseas market is the main force for the digital energy business, and the siasun robot&automation business may land very soon | Directly covering the earnings conference.
In the second to third quarter of 2024, the company's digital energy business has made significant progress in the usa market's self-operated e-commerce and major client expansion, with a relatively stable gross margin. The subsidiary focuses on smart inspection, smart security, and other application scenarios, using generative AI 'brain' (Digital AI) as the core, with drones, anti-counteraction systems, and various ground siasun robot&automation (Physical AI) as executors.
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.
After ten years since its establishment, semiconductor manufacturing international corporation's industry chain company Jimxi has started IPO guidance, with investments from sai microelectronics inc. and shanghai semiconductors fund.
① Jimxi's main clients include semiconductor manufacturing international corporation, hongli, HLMC Huāli microelectronics, and others; ② Jimxi has provided customized equipment and process solutions of hundreds of models and specifications to over 100 domestic wafer fabs, with main equipment covering full wafer sizes of 6-inch, 8-inch, and 12-inch.
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.
A large wafer factory is about to be established in peking! Yandong Micro, BOE, and Yizhuang Guotou are joining forces to plan an investment increase of nearly 20 billion.
① Yandong Micro, boe technology group, Yizhuang Guotou, and other parties plan to jointly increase capital for North Electric Integration, with a scale reaching 19.99 billion yuan; ② The total investment for North Electric Integration's 12-inch integrated circuit production line project reaches up to 33 billion yuan, including the construction of a special process platform for 28nm-55nm; ③ This project will start within this year, with equipment relocation beginning in the fourth quarter of 2025 and achieving mass production by the end of 2026.
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.
[Data Analysis] Block orders of IM futures significantly increased their long positions, with funds from multiple sources joining hands to rush to subscribe to China Wafer Level CSP.
①The main contract for IM futures saw a significant increase in long positions by over 7,000 lots, with the number of additional positions clearly exceeding the short positions. ②Chip stock China Wafer Level CSP attracted institutions, speculative funds, and algo funds to buy in, with Huaxin Securities Shanghai Wanping South Road branch buying 0.26 billion.
The implementation opinions of ai + transportation are being formulated. Institutions state that the inflection point of the asia vets driving industry has arrived.
At the 7th China International Import Expo in 2024, the Intelligent Transportation Shanghai Forum, officials from the Ministry of Transportation's Technology Department revealed recent work initiatives including: formulating the "AI + Transportation" implementation opinions. Anxin Securities' Ma Liang believes that multiple policies have been successively introduced to support the development of intelligent driving, combined with vehicle companies actively promoting the landing of urban NOA, marking a turning point for the intelligent driving industry.
The Ministry of Industry and Information Technology proposes moderately forward-looking layout of hydrogen storage technology, which is expected to inject new development momentum into the industry.
1. The Ministry of Industry and Information Technology has publicly solicited opinions on the action plan for the high-quality development of the new energy storage manufacturing industry (draft for soliciting opinions). The draft proposes to appropriately lay out hydrogen storage and other ultra-long-term energy storage technologies. 2. Huaan Securities pointed out that in the first half of the year, the progress of green hydrogen projects has been continuous. Looking ahead to the second half of the year, with the introduction of intensive green hydrogen support policies in many places, the demand for electrolysis cell bidding will double.