Industry associations collectively call on domestic companies to be cautious in purchasing usa chips. Institutions provide this analysis as overseas semiconductor giants have repeatedly increased their investment in the china market.
① China has become the most important application market for the global IC industry. Institutions analyze that the new round of export controls by the usa has fractured the global semiconductor market and may also limit the development of usa's own enterprises; ② In the past two years, several overseas semiconductor companies have chosen to increase their investment in the china market and value the growth opportunities of chinese customers.
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Nanjing Xinlian Electronics (002546.SZ): Predicted to win the bid for a 64.845 million yuan State Grid procurement project.
On November 27, Gelonghui reported that Nanjing Xinlian Electronics (002546.SZ) announced that the State Grid Corporation published the "Announcement of the Recommended Bidders for the 81st Batch of Procurement by the State Grid Corporation in 2024 (Third Bidding for Measurement Equipment in Marketing Projects)" on its e-commerce platform on November 26, 2024. The company is one of the recommended bidders, winning a total of 4 packages, with an estimated total bidding amount of about RMB 64.845 million. According to the announced content, the company is for sub-marker SG2430-1108-23005 "Concentrators and Collectors" package 12.
"Trump 2.0" deters the global? South Korea plans to increase support for chip companies and introduce $10 billion low-interest loans next year.
① South Korea plans to increase financial support for domestic chip manufacturers next year to address the challenges posed by the 'Trump 2.0' policy and competitors like China; ② The South Korean Ministry of Finance stated that low-interest loans will reach 14.3 trillion won (approximately 10.2 billion USD) next year to support new chip park enterprises and others.
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Mrstocksplitsundae : don't forget good old stock manipulation from insiders and auditors.