Is baosheng science and technology innovation 'painfulletting go'? yangtze optical fibre and cable joint stock takes over multiple 'national champions' in domestic submarine cable assets | quick announcement
① Baosheng Submarine Cable will transfer 30% of its equity to Yangtze Optical Fibre and Cable, becoming a subsidiary and controlling shareholder of Yangtze Optical Fibre and Cable, with a transaction amount of 0.583 billion yuan; ② As an important subsidiary of Baosheng Science and Technology Innovation, Baosheng Submarine Cable has high standards and a total investment of 5 billion yuan, with multiple 'domestic best' project assets; ③ This year, the profit performance of many companies' submarine cable business has been under pressure due to factors such as the delay in the start of domestic offshore wind projects.
The substrate factory of Sanan Optoelectronics has been illuminated! The silicon carbide industry chain is accelerating its attack on the 8-inch wafer. Several manufacturers have revealed new progress | Industry News.
①The third-generation semiconductor material silicon carbide (SiC) continues to evolve towards larger sizes, with frequent news of 8-inch silicon carbide. ②Sanan Optoelectronics stated that the chongqing Sanan project has already achieved the lighting and passivation of the substrate factory; Tianyue advanced 8-inch conductive silicon carbide substrates have now been delivered in batches. ③Analysis indicates that 8-inch wafers will help silicon carbide devices achieve large-scale commercialization in more application areas.
Guobin Electronics: It is expected that the demand for RF devices will increase significantly, and the company is actively deploying 6G mobile communication applications. Direct coverage of the earnings conference.
①Affected by some factors in the industry and the pace of orders, Guobo Electronics' revenue and net income attributable to the parent company in the first half of this year decreased by 32.21% and 20.77% year-on-year, respectively, both reaching a near two-year low. ②The company's relevant person in charge stated that its new generation metal ceramic packaging GaN RF modules have been mass applied in 4G and 5G base station equipment, and actively deployed in 6G mobile communication applications.
Zong Yanmin, Chairman of Tianyue Advanced, stated that the price of silicon carbide substrates will continue to decline and plans to expand the capacity of 8-inch products | Earnings conference in focus
① Zong Yanmin attributed the decline in the price of silicon carbide substrates to technological advancements and economies of scale; ② Currently, the price of silicon carbide power devices is still several times higher than that of silicon-based devices; ③ Overall, the global fourth-generation semiconductor materials are still in the development stage.
[Data Analysis] Gold ETF turnover increased significantly month-on-month, with an institution buying the dip at 0.25 billion in shenzhen huaqiang industry.
① The gold concept stocks rose sharply today, with the trading volume of multiple gold ETFs increasing significantly compared to yesterday, among which the trading volume of gold ETF (159934) increased by 129% compared to the previous day. ② Shenzhen Huaqiang, which hit the limit down at the end of the day, was bought by an institution with a position of 0.25 billion.
[Data Monitoring] The trading volume of multiple Hong Kong stock ETFs has increased significantly. The "retail investors' stronghold" has dominated the top five buy-ins in Shenzhen Huaqiang for two consecutive days.
Among the top ten ETFs with the highest turnover growth compared to yesterday, 6 of them are Hong Kong stock-related ETFs, among which the Hang Seng Tech Index ETF (513180) has seen a 106% increase in turnover compared to the previous day. Prior to this, the market leader Shenzhen Huaqiang industry has been limit down for 2 consecutive trading days, and during these 2 trading days, the top five buying positions on the Dragon Tiger List were all held by various branches of East Money Information in Lhasa region.