TCL beats the drum for AI.
Economic benefits have reached 0.54 billion yuan.
Debang Technology: Several chip-level packaging materials have been introduced in large quantities, and it is expected that the domestic production rate of Semiconductor materials will steadily increase this year | Direct coverage of the Earnings Conferen
① The company's integrated circuit sector currently generates sales mainly from a series of products including UV films, die attach materials, thermal conductive materials, and other chip packaging materials; ② Jie Haihua stated that the domestic production rate of semiconductor materials is still at a low level, with great potential, and many products are in the certification and expansion stages, expecting a steady growth trend this year.
Anji Microelectronics Technology: Will not engage in single low stock price competition, will continue to strengthen the introduction of domestic products | Directly hit earnings conference
① Wang Shumin, chairman of Anji Technology, said that the company's 2024 performance expectations will continue the growth trend of the first three quarters; ② Yang Xun, secretary of the board of directors of Anji Technology, said that the company's capacity utilization rate is currently at a healthy level.
Youyan Silicon: In the second half of the year, the prices of semiconductor wafers are relatively stable. The acquisition symbol DGT includes suppliers such as Taiwan Semiconductor and Micron | Directly covering the earnings conference.
Chairman Fang Yongyi of Youyan Silicon expressed that the company's 8-inch silicon wafer capacity utilization rate was full in the first three quarters, with a high production-sales rate. It will quickly develop new products, continuously reduce costs through technological progress. General Manager Zhang Guohu of Youyan Silicon stated that the acquisition target DGT is a supplier of Tokyo Electron Ltd. unsponsored ADR, taiwan semiconductor, micron, and other companies. The acquisition can effectively reduce the cost and risk of end customer certification, accelerating the certification process.
Multiple countries are increasing support for the semiconductor industry, and sector performance may gradually improve quarter by quarter.
Recently, multiple countries are increasing their support for the development of the semiconductor industry. On November 29, the German government is preparing to provide billions of euros in new investment to the country's semiconductor industry. On November 27, in order to support the development of the semiconductor industry, the South Korean Ministry of Finance announced plans to introduce 14 trillion Korean won (approximately 72.8 billion yuan) in low-interest loans next year.
Insurance funds enter the industrial gas industry leader Hangzhou Oxygen Plant Group with a large-scale trade, Ping An Life Insurance investing 3.75 billion in Hangzhou Yingde, and Sunshine Life Insurance also participating in capital increase.
1. Ping An Life Insurance announced a large amount of unlisted private equity investment, with an investment amount of 3.75 billion yuan, involving Zhejiang Yingde and Hangzhou Yingde. 2. The related information indicates that this investment is related to the integration trade between the leading domestic industrial gas company Hangzhou Oxygen Plant Group and Gas Power Technology. 3. As of now, there has been no disclosure announcement on the official website of Sunshine Life Insurance regarding the large unlisted private equity investments.