Bomin Electronics: Bomin Jiangsu's production capacity utilization rate is about 90%, and the first phase of the investment project is expected to start trial operation at the end of the year | Direct hit on earnings conference
bomin electronics stated that the new generation of electronic information industry investment expansion project (Phase I) 3# plant has been basically completed, and if there are no other factors interfering, it is expected that some processes will enter the trial operation state by the end of the year. bomin electronics chairman and general manager Xu Huan stated that the comprehensive production capacity utilization rate of Jiangsu bomin is around 90% currently, showing an upward trend following the industry's recovery.
Two industry leaders are jointly promoting the deployment of Robotaxi. Institutions continue to be bullish on the investment opportunities in autonomous driving.
According to media reports, on November 2, Xiaoma Zhixing and BAIC New Energy held a L4 self-driving car development technology cooperation signing ceremony at BAIC Bluepark. Both parties aim to achieve mass production of fully autonomous Robotaxi vehicles and jointly promote the large-scale implementation of autonomous driving travel services (Robotaxi).
It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.
①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.
The main theme is a mild recovery. The A-share semiconductor sector ushers in the trend of pre-increase. How will the future industry prosperity develop?
①15 semiconductor companies have forecasted their performance in the first three quarters, with 11 companies expecting growth and 2 turning losses around; ② The industry is gradually recovering, market demand is picking up, becoming the main theme of this round of performance optimism; ③ Some interviewees believe that in the second half of the year, perhaps only the market for mid-to-high-end chips is still doing well.
The Musk Cybercab is about to be released! Many domestic giants are eagerly exploring the Robotaxi China model.
1. Tesla will launch a new Robotaxi (self-driving taxi) product named "Cybercab"; 2. Companies under Baidu such as Luobo Kuaipao, Didi, Xiaoma Zhihang, AutoX, Wenyuan, as well as Ruqi Chuxing under GAC and Xiangdao Chuxing under SAIC are all involved in the layout of Robotaxi business; meanwhile, Wanma Technology and other listed companies are also exploring the China model of Robotaxi.
Tesla's Robotaxi is about to debut, analyzing the core beneficiary symbols.
Tesla will hold the Robotaxi autonomous driving taxi unveiling event on October 11th Beijing time.