Tuojing Technology: As of the end of Q3, there is a full order backlog, with equipment already shipped to Japan. | Direct coverage of the earnings conference
The design of PF-300T Plus and PF-300M further enhances the equipment production capacity, with machinery capacity increasing by approximately 20% to 60%; the new reaction chambers pX and Supra-D further improve the performance indicators of thin film deposition. The technology company has established a wholly-owned subsidiary in Japan in the first half of 2024 and is currently actively expanding into other overseas markets.
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.
Zhongke Feice: The Mingchang nanometer pattern wafer defect detection equipment has been shipped in small batches, and will focus on expanding equipment products in the future. | Direct hit earnings conference
① In the first three quarters, Zhongke Feice increased R&D investment in the iteration and upgrading of new products and existing products towards more cutting-edge processes, which affected profitability; ② Chen Lu expressed confidence in the company's ability to maintain steady growth for the entire year's operation.
[Data Watch] The four major futures contracts have seen a significant increase in long positions, with algo positions exceeding 0.5 billion selling off grinm advanced materials.
①The main contracts of the four major stock index futures have all increased their long positions by more than 3,000 lots, and the number of long positions is greater than the short positions. ②Stocks related to solid state batteries, grinm advanced materials, were sold by gtja headquarters for 0.505 billion in algo positions, and the stock is also fiercely contested by first-tier private equity funds.
[Data Observation] Institutions have sold off qingdao kutesmart co.,ltd. for two consecutive days, while retail investors and algo are fiercely competing for grinm advanced materials.
① AI asia vets concept stock qingdao kutesmart co.,ltd. experienced a sell-off of 0.106 billion by institutions, with over 90 million sold by institutions yesterday. ② Solid state battery concept stock grinm advanced materials was sold by two top-tier speculative funds totaling over 0.2 billion, while algo seat gtja headquarters brokerage bought 0.261 billion and simultaneously sold 0.19 billion.
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.