The demand for 6-inch conductive Silicon Carbide is expanding, and Tianyue Advanced expects to turn losses into profits in 2024.

① A person from Tianyue Advanced Secretary Office stated that the company currently relies on 6-inch conductive Silicon Carbide substrate products as its main source of income; regarding 8-inch conductive Silicon Carbide substrate products, the company has had products available since the fourth quarter of 2024 and is now capable of bulk shipping; ② In November 2024, Tianyue Advanced launched 12-inch N-type Silicon Carbide substrate products, which is currently the largest size of Silicon Carbide substrate globally.

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Star Evening News | Baiwei Storage expects to turn losses into profits in 2024. Aisen Co., Ltd. and Fumiao Technology will be suspended from trading tomorrow.

① The Ministry of Commerce responds to the U.S. hope of owning 50% of TikTok's shares; ② The Dutch Prime Minister indicates that export policies to China should be decided independently; ③ ByteDance launches a long-term research project on AGI codenamed SEED Edge.

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Trading will be suspended starting tomorrow! Aisen Co. plans to acquire the controlling stake of Banue New Materials, with the symbol being an OLED materials and photoresist manufacturer.

① Aisen Co., Ltd. is planning to acquire control of Bano New Materials through the issuance of shares and cash payments; Bano New Materials is a company specializing in organic optoelectronic materials and photoresist electronic Chemicals. ② Aisen Co., Ltd. has been making frequent external investments recently. It announced in October 2024 its intention to acquire 80% of Malaysia's INOFINE for 14 million Malaysian Ringgit. It announced on the evening of January 2, 2025, that this acquisition has been completed.

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Baiwei Storage expects to turn profitable in 2024. The net profit attributable to shareholders is below expectations due to share-based payments. Revenue from Smart Clothing storage products has increased significantly.

① Baiwei Storage expects to achieve revenue of 6.5 billion to 7 billion yuan in 2024, representing a year-on-year growth of 81.02% to 94.95%, with a net income of 0.16 billion to 0.2 billion yuan; ② Baiwei Storage stated that the recovery of the storage Industry, and in 2025, the growth of AI glasses and in-depth collaboration with key clients will drive the continued growth of the company's Smart Clothing storage Business.

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Key technologies in quantum computing continue to make breakthroughs, and Institutions recommend focusing on opportunities in the related industry chain.

On January 21, Honeywell's quantum computing company Quantinuum announced plans to establish a cutting-edge R&D center in New Mexico, USA, which will focus on photonic technology. Zheshang pointed out that, from the perspective of the Industry Chain, opportunities in quantum chips, dilution refrigerators, and other Industry Chain segments should be given special attention.

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In Q4 2024, Juchip Technology achieved record high net profits, with sales revenue of edge AI processor chips increasing exponentially.

1. Juxin Technology expects to achieve a revenue of 0.63 billion to 0.67 billion yuan in 2024, with a net income of 98 million to 0.11 billion yuan; 2. Sales revenue from edge AI processor chips is expected to grow exponentially, becoming the main driving force for future growth.

cls.cnJan 21 19:04 ET