The Index may return to adjustment in the short term, with a focus on the Diffusion opportunities in the Marine Economy as the theme rotation accelerates.

Track the entire lifecycle of the main Sector.

cls.cnMar 20 21:27 ET

Another example of the semiconductor acquisition boom: Huahai Chengke has invested 1.6 billion yuan to acquire 100% equity of Hengsuo Huawei.

① Huahai Chengke announced the plan to acquire 70% of Hengsu Huawei's equity through the issuance of shares, convertible CSI Enterprise bond Index, and Cash / Money Market, with a transaction price of 1.12 billion yuan; ② Recently, mergers and acquisitions in the Semiconductors field have been quite active, with several significant trades occurring just in March.

cls.cnMar 13 01:16 ET

The "hot battle" of humanoid robots has begun: frequent release of new products. Is the year of mass production really here? | Industry observation

① Siasun Robot&Automation and Zhiyuan Robot both launched new humanoid robots, and related Concept stocks rose in response; ② mass production of humanoid robots still faces challenges, and domestic manufacturers aim to produce thousands of units this year; ③ there are also disputes within the Industry regarding the implementation scenarios.

cls.cnMar 12 00:30 ET

The downstream market demand is expanding, and Novoray Corporation plans to invest 0.3 billion yuan to establish a project for ultra-pure spherical powder materials.

① A representative from the company's secretariat stated that they have relatively mature products and have gone through many rounds of process scaling; ② Novoray Corporation indicated that the products from the aforementioned project currently account for a small proportion of the company's revenue, and after the project is completed, it will further expand the production scale of the company's high-end spherical powder materials.

cls.cnFeb 26 21:24 ET

Downstream Semiconductors customers' demand is recovering, Yongxi Electronics aims to turn losses into profits in 2024.

① Regarding the current cycle situation in the Semiconductors and packaging testing Industry, in January of this year, Yongxi Electronics stated that the inventory destocking cycle has ended and is now in a normal state; ② When discussing the revenue expectations for the next two years, Yongxi Electronics stated that with the joint growth of IoT customers, the proportion of automotive and computing customers is low, but the growth rate is fast, and this year the revenue contribution from overseas customers will continue to rise.

cls.cnFeb 13 07:10 ET

Yushu Technology is heavily recruiting as the domestic humanoid robot industry accelerates its explosion.

① According to the official account "Binjing Release" of the Publicity Department of the Binjiang District Committee of Hangzhou City, Yushu Technology is hiring for several positions, including Mechanical Structure Engineers. ② Xiao Qunxi from GTJA Securities believes that Yushu Technology has already formed a complete product layout in the Siasun Robot&Automation field, focusing on domestic Siasun Robot&Automation manufacturers and core component suppliers.

cls.cnFeb 11 19:10 ET