Microsoft announced the use of green hydrogen to power Datacenters. Institutions recommend paying attention to the upstream hydrogen production segment.

①Microsoft announced that it has reached an agreement with ESB, where the power control and management building of the datacenter located in Dublin will be powered by zero-emission green hydrogen energy. ②Caitong stated that the green hydrogen sector has attributes of high growth and significant potential, and that the large-scale development of domestic and international green hydrogen projects will allow the electrolysis and compressor segments to fully benefit from the growth.

cls.cnJan 7 19:00 ET

Youyan Silicon: This year, the production capacity of 8-inch wafers will reach 0.25 million pieces per month, with future plans aimed at the construction of new 12-inch wafer production capacity | Highlights from the Shareholder meeting.

① A representative from the company's board secretary office stated that there is still a strong demand for 8-inch silicon wafers, and in the short term, there won't be a situation where 12-inch silicon wafers replace 8-inch silicon wafers; ② Regarding the progress of the 8-inch silicon wafer fundraising project, the company expects that by the end of 2025, the production capacity of 8-inch silicon wafers will achieve a breakthrough of about 0.25 million wafers per month.

cls.cnJan 5 20:39 ET

Star news evening edition | Guangsteel Gas wins the bid for a 2.74 billion yuan project. The China Securities Regulatory Commission approves Haibo Si Chuang's Star IPO registration application.

① Ningbo Solartron Technology plans to reduce the investment scale of the optical-grade polyester film project; ② iRay Technology's subsidiary iRay South Korea has been acquitted; ③ Quantumctek Co., Ltd. Shareholder Shareholding plan has been completed; ④ Quantumctek Co., Ltd. intends to sign a sales contract with the University of Science and Technology of China.

cls.cnDec 19, 2024 08:07 ET

The State-owned Assets Supervision and Administration Commission and the National Development and Reform Commission jointly issued significant venture capital policies, and the equity market is expected to enter a period of development and prosperity.

① The State-owned Assets Supervision and Administration Commission (SASAC) and the National Development and Reform Commission jointly issued policy measures to promote the high-quality development of venture capital funds by central enterprises, supporting these enterprises to initiate and establish venture capital funds, focusing on early-stage, small-scale, long-term investments, and hard technology. ② Citic sec research reports indicate that in the context of the secondary market entering a valuation expansion cycle, with the increasing linkage effect between the primary and secondary markets, the equity market will also move towards a prosperous period of high-quality development.

cls.cnDec 2, 2024 19:02 ET

Youyan Silicon: In the second half of the year, the prices of semiconductor wafers are relatively stable. The acquisition symbol DGT includes suppliers such as Taiwan Semiconductor and Micron | Directly covering the earnings conference.

Chairman Fang Yongyi of Youyan Silicon expressed that the company's 8-inch silicon wafer capacity utilization rate was full in the first three quarters, with a high production-sales rate. It will quickly develop new products, continuously reduce costs through technological progress. General Manager Zhang Guohu of Youyan Silicon stated that the acquisition target DGT is a supplier of Tokyo Electron Ltd. unsponsored ADR, taiwan semiconductor, micron, and other companies. The acquisition can effectively reduce the cost and risk of end customer certification, accelerating the certification process.

cls.cnDec 1, 2024 22:19 ET

It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.

①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.

cls.cnOct 18, 2024 01:13 ET