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The "Origin Certification" accelerates the localization of Semiconductors, with Analog Chips leading the breakthrough; the leading stocks have surged nearly 30% this week.
①HTSC pointed out that as demand from clients in the Autos, Industry and other sectors gradually recovers, the Analog Chip Industry is entering a stage of mergers and acquisitions; ②Tianfeng believes that the Analog Chip, due to its characteristics of 'narrowing technology gap + low domestic production rate', has become a core breakthrough direction.
The humanoid robot marathon will kick off on April 19, with the industry entering a phase of intensive catalysis.
① According to reports, the world's first humanoid robot half marathon will start at 7:30 AM on April 19th in Peking Yizhuang. ② Shanghai Securities pointed out that the Siasun Robot&Automation Industry Chain has entered a stage of "a hundred flowers blooming, a hundred schools of thought contending". Currently, humanoid robots are entering industrial scenarios, which has become a highly certain application trend domestically and globally. The commercialization of humanoid robots is promising, and attention is recommended for domestic component manufacturers that will benefit.
Guangzhou Wondfo Biotech: Expanding business in developing countries to hedge risks in the US market | Directly addressing the Earnings Conference.
① Guangzhou Wondfo Biotech responded in the Earnings Conference that the expansion of Business in developing countries and the growth of domestic Business can effectively hedge against potential risks in the USA Business. ② Wang Jihua believes that starting in 2024, the domestic POCT market will stabilize and recover.
In Q1, Contemporary Amperex Technology's revenue grew by 6.2% year-on-year, and Net income increased by 32.9% year-on-year | Earnings Reports insights.
More news is being continuously updated.
Investment has significantly increased, and Institutions state that the domestic production rate of the Semiconductors Industry is expected to accelerate.
①According to media reports, the latest report from the International Semiconductor Industry Association (SEMI) indicates that the global semiconductor manufacturing equipment shipment value will reach 117.1 billion dollars in 2024, an increase of 10% compared to 106.3 billion dollars in 2023. ②Soochow has released a Research Report stating that the localization rate of equipment is expected to accelerate. Bullish on upstream and downstream semiconductor equipment and component manufacturers.
After He's return as the actual controller, the expansion of the Board of Directors is hindered, and the internal conflict at Zhenxin Technology has not ceased.| Quick read of the announcement.
① After five years, He Yan has once again become the actual controller of Zhenxin Technology; ② Her plan to further expand the Board of Directors' positions has been hindered.