The display chip industry is approaching a cyclical turning point, and the anticipated synergy from leading consolidation is promising.

① The display chip Industry is experiencing a recovery this year. Recently, Xinxiang Micro announced its acquisition of Aixiasheng, which is expected to be a key signal for the industry to reach a turning point; ② Both companies focus on the display chip field, and the integration effect after the company restructuring is significant; ③ Peking Electronic Control is an important Shareholder of Xinxiang Micro, and in its "chip-screen" ecosystem, the synergistic effects between Xinxiang Micro and related parties such as Yandong Micro and JD.com will also be stimulated, becoming an important driving force for the industry's recovery.

cls.cnMar 16 20:38 ET

According to Caixin Venture Capital, in February, there were 69 investment and financing events in the domestic Semiconductors sector, with institutions such as SMIC Juyuan and Yida Capital being active.

According to data from Financial Associated Press Venture Capital, there were a total of 69 private equity investment events in the domestic Semiconductors sector in February, a decrease of 32.35% compared to 102 events last month; In February, investment entities in the Semiconductors sector such as Semiconductor Manufacturing International Corporation, Yida Capital, Weikang Chuangxin, Contemporary Amperex Technology, DiDi Global Inc, and Shenzhen Capital Group were active.

cls.cnMar 14 10:00 ET

Trump threatened to abolish the chip law: they took the money but did not spend it, it is better to use it to pay off debt.

Trump stated yesterday that USA lawmakers should abolish the Chips Act, which provides $52.7 billion in subsidies for Semiconductor manufacturing and production, and that this money should be used to pay off debt. Some officials expressed concerns and criticisms regarding Trump's remarks.

wallstreetcnMar 5 02:42 ET

Express News | Hong Kong Stocks Rise After China Announced a Series of Economic Targets for 2025 During the Two Sessions

Moomoo 24/7Mar 4 20:50 ET

Siasun Robot&Automation, Deepseek and other main themes are repeatedly active, pay attention to the possibility of further differentiation after the emotional climax.

Track the entire lifecycle of the main Sector.

cls.cnFeb 19 21:09 ET

Trump Says Auto Tariffs May Be Around 25%

BloombergFeb 19 08:38 ET