The "Dual Wheel Drive" Technology Global Strategy of Zhongying has encountered setbacks, leading to the failure of a 1 billion-level acquisition of a leading company in brushless Electric Machine | Quick announcement.
① Zhongying Technology has terminated the acquisition of Botemon Electric Machine because the parties involved could not reach an agreement on the final plan; ② Botemon holds a 30% market share in the New energy Fund brushless electric machine sector, and Zhongying Technology had hoped to achieve a dual drive of "New Materials + Thermal Management" through the acquisition; ③ Zhongying Technology has MMF of 0.122 billion yuan on its books, and to complete this acquisition at the level of 1 billion, it may require a large amount of bank loans and other external financing.
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.
Bomin Electronics: The capacity utilization rate of Jiangsu Bomin is around 90%, and the first phase of the fundraising project is expected to start trial operation by the end of the year | Coverage of the earnings conference.
① bomin electronics stated that the construction of the new generation electronic information industry investment expansion project (Phase 1), Factory #3, has been basically completed. If there are no other disruptions, it is expected that some processes can enter trial operation by the end of the year. ② bomin electronics Chairman and General Manager Xu Huan stated that jiangsu bomin currently has a comprehensive capacity utilization rate of around 90%, which has shown an upward trend alongside the recovery of the industry.
Foreign public fund latest hold positions exposure! Fund managers are bullish on china's stock market valuation repair.
With the disclosure of the third quarter report, public funds under international asset management giants such as BlackRock and Fidelity have all their holdings exposed.
Shengyi Electronics' Q3 net profit turned losses into gains year-on-year, planning to initiate the establishment of a 0.1 billion yuan industrial fund
①Early investment in research and development of 800G high-speed switches by Shengyi Electronics has successively secured bulk orders; ②The company's server product revenue scale achieved significant growth year-on-year, with server products accounting for 42.45%, a year-on-year increase of 20.87 percentage points; ③During the reporting period, the sales amount of the company's export products increased by 32.08% year-on-year.
Intensified competition in the flexible circuit board market, guangzhou fangbang electronics reported a loss of 17.6714 million yuan in the third quarter.
①Guangzhou Fangbang Electronics stated that the decline in performance was due to increased market competition in the smart phone and Flexible Printed Circuit (FPC) industry during the reporting period, the industry chain showing a trend of cost reduction, which had a certain impact on the company's sales volume, selling price, and product structure of the screen protective film; ②Haitong Int'l believes that with the leading AI company nvidia releasing GB200, the future market space for high-speed copper cables for servers will grow rapidly.