Shanghai Hejing: It is expected that the demand for silicon epitaxial wafers will gradually recover after the second quarter of next year, promoting the mass production of 12-inch 55-nanometer CIS epitaxy | Directly addressing the Earnings Conference.

① Shanghai Hejing stated that the demand for silicon epitaxy, especially 12 inches, in the domestic market is expected to gradually and steadily recover after the second quarter of 2025; ② Accelerate the development of new customers and new product development for 12-inch N-type integrated epitaxy, as well as the construction of a demonstration line for 12-inch P-type integrated epitaxy.

cls.cnDec 26 05:08 ET

The sudden production cuts by leading silicon material manufacturers are expected to drive price and profitability recovery through industry self-discipline.

On the evening of December 24th, Tongwei Co., Ltd and Daqo Energy announced via their official accounts that to actively respond to the spirit of the Central Economic Work Conference and to eliminate "involution" vicious competition, the two silicon material companies will carry out orderly production cuts and production control. A research report from Huachuang Securities pointed out that if the subsequent industry self-discipline agreement progresses smoothly, the current supply and demand surplus is expected to be significantly alleviated, driving price and profit recovery.

cls.cnDec 24 18:56 ET

WeChat Mini Store "Gift Giving" gray test! Driving Tencent Related stocks, Three Squirrels Inc. daily trading volume increased by over 500% compared to the previous day.

① In response to WeChat's plan to fully open the "gift-giving" feature of WeChat Mini Store before the Spring Festival, Tencent stated that the "gift-giving" feature is currently being gradually rolled out, based on actual experience. ② Some WeChat ecosystem analysts pointed out that the current WeChat Mini Store faces two major challenges: first, there is a lack of user habit in shopping at WeChat Mini Store, which requires gradually cultivating users' consumer awareness; second, the supply of high-quality products and brands is relatively scarce.

cls.cnDec 24 09:36 ET

Chipsea Technologies(Shenzhen)Corp.,Ltd: Strengthening R&D investment in fields such as AIoT, PC, BMS, and continuing to layout Business in AI | Direct hit on the Shareholder meeting.

① Chipsea Technologies(Shenzhen)Corp.,Ltd stated that the setting of Stock-based Incentive targets is mainly based on the dimension of the company's historical growth, reflecting the company's steady growth while also demonstrating confidence in future development; ② Chipsea Technologies(Shenzhen)Corp.,Ltd will continue to pay attention to the dynamics of cutting-edge technology development and actively seize development opportunities. Driven by AI technology, it will deepen its layout in the fields of MCU, analog chips, BMS, sensing measurement, and high-performance computing.

cls.cnDec 23 19:36 ET

Encourage social capital to participate in Railroads construction and Operation. The Railroads Industry is expected to welcome a high prosperity cycle.

① The General Office of the Communist Party of China and the General Office of the State Council issued an opinion on accelerating the construction of a unified and open Transportation market. It mentions encouraging and guiding social capital to legally and properly participate in Railroads construction and Operation; ② Southwest Securities Research Reports point out that with the accelerated replacement of equipment, increased maintenance of high-speed trains, and improvement in the bidding and delivery of new locomotives, Railroads equipment is experiencing a new prosperity cycle.

cls.cnDec 23 18:43 ET

Google collaborates with leading companies to develop a new generation of humanoid robots, and the robot sector is expected to remain vibrant.

① According to media reports, Google DeepMind announced a collaboration with Siasun Robot&Automation and Apptronik to develop a new generation of humanoid robots to tackle complex operational challenges in dynamic real-world environments. ② Wang Haiyang from Minsheng Securities believes that 2025 will mark the first year of mass production for humanoid robots, serving as the starting point for the leap in their general capabilities, with thousands of humanoid robots entering factory scenarios for training globally.

cls.cnDec 22 18:48 ET