"No hope for any restart"? sai microelectronics inc. Super 5 billion semiconductor project suspended, major funds and actual controllers successively reduce shareholding within the year.
1. Sai Microelectronics Inc. has halted the progress of the 12-inch MEMS manufacturing line project in Hefei High-tech Zone with a total investment of 5.44 billion; 2. Starting in November this year, the first and second largest shareholders of Sai Microelectronics have successively announced their shareholding reduction plans.
The State-owned Assets Supervision and Administration Commission, together with the National Development and Reform Commission, jointly introduced a significant venture capital policy, and the equity market is expected to usher in a period of development
1. The State-owned Assets Supervision and Administration Commission of the State Council and the National Development and Reform Commission jointly introduced policy measures to promote the high-quality development of central enterprises' venture capital funds, support central enterprises in initiating the establishment of venture capital funds, focusing on early-stage, small-scale, long-term, and hard technology investments. 2. Citic Sec research reports pointed out that, against the backdrop of entering a valuation expansion cycle in the secondary market, as the linkage effects between the primary and secondary markets become increasingly close, the equity market will also move towards a period of high-quality development and prosperity.
The first A-share company to complete a repurchase using special loans! This week, deppon logistics and 14 other stocks disclosed plans for repurchasing and increasing shareholdings through refinancing, with a list of relevant A-share companies.
①Recently, A-share companies that have obtained repurchase loan support continue to expand. According to incomplete statistics from Caixin, this week 14 A-share listed companies announced the disclosure of repurchase and shareholding refinancing related situations (see table); ②Deppon logistics plans to increase shareholding by 0.3 to -0.6 billion yuan and borrow no more than 0.4 billion yuan. Fushun special steel is the first A-share listed company to disclose the use of its own funds and repurchase special loans to complete repurchase.
Suzhou's 40 billion AIC fund is taking action! It plans to invest in 10 projects, with a preference for the commercial aerospace sector.
①Currently, there are 5 AIC funds established in Suzhou, with a total size of 40 billion yuan, mainly funded by banks, Suzhou municipal state-owned assets, and district-level state-owned assets. ②Commercial aviation-related projects are particularly favored by the Suzhou AIC Fund, with 3 out of the 5 funds investing in projects in this field, involving projects such as Tianbing Aviation, Dianshi Aviation, and Aerospace Times Feipeng.
Guobor Electronics: High linear control device business has been mass supplied. Multiple satellite communication products have been introduced to customers. | Direct hit at earnings conference
①Mei Bin, Chairman of Guobo Electronics, stated that the company's Q3 revenue and profits declined mainly due to industry factors and the pace of orders, resulting in a decrease in revenue from source phased array T/R components and RF module business; ②Multiple RF integrated circuits have been applied in 5G-A sensing integrated stations, for bulk supply of business high-linearity control components for the new generation of smart antennas in stations.
Blackstone and 13 other institutions are forming a group to invest in kuang-chi technologies, and metamaterials are also "eyeing" the low-altitude economy.
Kuang-Chi Technologies introduced three strategic investors through equity transfer agreements, two of which have state-owned background; Recently, Kuang-Chi Technologies has been focusing on the low-altitude economic industry and released the world's first all-body super-material drone this month.