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Siasun Robot&Automation + Asia Vets dual drive Lidar market is expected to grow rapidly.
① According to reports, Hesai Technology will launch its latest product at the upcoming CES - a mini high-performance 3D Lidar specifically designed for the robotics and industrial markets. ② Lidar, known as the "eye of the machine," has become an important tool for robots to perceive their environment due to its high precision, wide range, and strong stability, making the robotics Industry a significant growth engine for the Lidar market in the future.
The Fund Phase I plans to reduce its Shareholding in Guoxin Technology and Yandong Microelectronics and still holds shares in 28 A-share companies.
① The first phase of the Fund is in the last year of its investment plan's recovery period and currently still Holds shares in 28 A-share companies; ② The first phase of the Fund announced in June this year a Shareholding reduction in GuoXin Technology and YanDong Wei, but neither was carried out according to the upper limit of the planned Shareholding reduction stated in the announcement.
Another celebrity semiconductor project "sells itself": 8.5 billion unicorn Yunying Valley is planned to be acquired by Shenzhen Goodix Technology, which had previously launched a sprint for IPO.
① Recently, Shenzhen Goodix Technology announced that it plans to acquire 100% of the shares of Yunying Valley Technology through the issuance of shares and cash payment. ② From the founding team's background, valuation status, and market position, Yunying Valley Technology can be considered a star project.
How do domestic semiconductors industry chain grow against the wind? At this closed-door event, many "little giant" companies shared their insights and advice.
① The release of a new round of export control entity lists has fostered the consensus within the industry to cultivate and develop a domestic supply chain system. ② Several emerging companies in the semiconductors field recently stated at an industry event that the domestic market for semiconductor equipment and memory chips is vast, and small and medium-sized enterprises possess the resilience for growth and development.
Nasen Micro: Multiple cabin domain chips are planned to be mass-produced and released next year, with acquisitions targeting automotive electronics and broad energy tracks. | Directly hitting the earnings conference
① Naxinwei stated that next year it will focus on the cockpit field, expecting to mass-produce and release multiple chips in this area; ② Naxinwei director and board of directors secretary Jiang Chaoshang stated that the company's future investment and acquisition focus will continue to revolve around its main business of auto electronics and general energy sectors.
Jiangsu has included mobile phones in the old-for-new exchange policy, which is expected to stimulate demand in consumer electronics.
① Media reports indicate that recently, jiangsu has expanded consumer subsidies, adding 7 categories of 3C products and 20 categories of household appliances, with subsidies covering 15% of the fill price of the products. After the policy was announced, citizens lined up for two hours to buy mobile phones. ② tianfeng's research reports point out that the continuous stimulation of policies, along with the trade-in for new consumer electronics, is expected to drive the release of demand for consumer electronics.