On the first day of listing, it rose by 533.84%! XGIMI Technology landed on the Star, with NAURA Technology Group, Advanced Micro-Fabrication Equipment Inc. China, and others as Shareholders.
① Pioneer Precision Technology officially listed on the Star on December 12, with a closing increase of 533.84%, ultimately closing at 71.56 yuan/share, with a Market Cap of 14.482 billion yuan; ② Several major clients of Pioneer Precision Technology are also its Shareholders, including Advanced Micro-Fabrication Equipment Inc. China, Semiconductor Manufacturing International Corporation, NAURA Technology Group, and MicroNano.
Jingsheng Shares: The photovoltaic industry may see a turnaround in the first quarter of next year. 8-inch silicon carbide crystal growth equipment has been delivered to the market | Direct hit on the earnings conference
①Wu Chunsheng stated that the company's 8-inch silicon carbide long crystal growth equipment has been delivered to the market, which will continue to contribute to the company's revenue in the future; ②Li Hui introduced that the company has launched a super low oxygen overall solution to the market, with the oxygen content of silicon rods controllable below 5ppm.
Hymson Laser Technology Group: Solid state batteries are in the early stages of development but have considerable gross margin. Orders for 3C business are steadily increasing | Focus on earnings conference
①Regarding existing orders, as of the end of September, the company has approximately 7.5 billion in existing orders, with lithium batteries accounting for 80%, and the rest for 3C and photovoltaics; It is expected that there will be a significant increase in new signed orders this year, especially in the photovoltaic field; ②The mass production orders of solid state batteries are currently in the final stage of technical solution confirmation; ③Currently, solid state batteries are in the early stage of technical development, and the company's gross margin for related business is about 10 percentage points higher than traditional technologies.
Unreasonable suppression! The Biden administration announced the latest semiconductor export restrictions to China. How will this affect various aspects?
1. The usa Biden administration has issued new controls on semiconductor exports to china, with over one hundred chinese entities being included in the 'entity list'; 2. The U.S. Department of Commerce has also introduced 'long-arm jurisdiction,' restricting third-party countries from providing products containing U.S. technology or chips to Chinese companies listed on the entity list, but the Netherlands, japan, and over 30 other countries are exempted; 3. The Chinese Ministry of Commerce and Ministry of Foreign Affairs respond: China will take necessary measures to resolutely defend its legitimate rights and interests.
Tuojing Technology: As of the end of Q3, there is a full order backlog, with equipment already shipped to Japan. | Direct coverage of the earnings conference
The design of PF-300T Plus and PF-300M further enhances the equipment production capacity, with machinery capacity increasing by approximately 20% to 60%; the new reaction chambers pX and Supra-D further improve the performance indicators of thin film deposition. The technology company has established a wholly-owned subsidiary in Japan in the first half of 2024 and is currently actively expanding into other overseas markets.
Zhongke Feice: The Mingchang nanometer pattern wafer defect detection equipment has been shipped in small batches, and will focus on expanding equipment products in the future. | Direct hit earnings conference
① In the first three quarters, Zhongke Feice increased R&D investment in the iteration and upgrading of new products and existing products towards more cutting-edge processes, which affected profitability; ② Chen Lu expressed confidence in the company's ability to maintain steady growth for the entire year's operation.