The four associations recommend cautious procurement of usa chips, while domestic chips face a catalytic opportunity.

On the evening of December 3, the China Internet Association, China Semiconductor Industry Association, China Automotive Industry Association, and China Communication Enterprise Association successively issued statements recommending cautious procurement of usa chips. East China Securities stated that the current domestic production rate of automotive chips in china is only about 10%, indicating significant growth potential.

cls.cnDec 4 08:02

Multiple billion-dollar private equity funds are conducting research on Hangzhou Hikvision Digital Technology, Luxshare Precision Industry, with Feng Liu, Deng Xiaofeng, and Lin Peng never absent.

1. The proportion of the top ten private equity funds in the private equity research list with assets under management exceeding 10 billion yuan has decreased. CFMCC Wealth Management, the top-ranked firm, is the only one that has been researched more than a thousand times this year. 2. Private equity funds are generally more focused on stocks listed on the STAR Market. 3. Many top private equity funds with assets under management exceeding 10 billion yuan are still focusing on researching Hangzhou Hikvision Digital Technology and luxshare precision industry. 4. So far this year, Feng Liu has conducted research on Hangzhou Hikvision Digital Technology three times, while Deng Xiaofeng has conducted research on luxshare precision industry four times.

cls.cnDec 1 14:51

The optical communication chip company Youxun Co. has started IPO guidance, with investments from China Mobile Capital, sg micro corp, and others.

① Youxun Co., Ltd. is one of the first companies in china engaged in the design of high-speed transceiver chips for optical communication, and has shipped nearly 2 billion chips to date, with products covering core transceiver cells for optical communication rates from 155M to 800G. ② The founder, Ke Binglan, once taught in the law department at Xiamen University and has "crossed" into the field of communication chip design; among the institutional shareholders of the company, Shenzhen Capital, Fujian Electronic Information Industry Fund, and Xiamen High-tech Investment are state-owned capital.

cls.cnNov 29 17:58

Huawei Mate 70 series is coming, which core suppliers of A-shares are worth paying attention to?

1. Huawei officially launched the Mate 70 series, starting at 5499 yuan; 2. The market expects that this series will become another important flagship product for Huawei, with many institutions predicting sales of over tens of millions; 3. Core suppliers such as boe technology group, visionox technology inc., lens technology, and ofilm group co., ltd are worth paying attention to.

cls.cnNov 26 18:27

In response to a single word, the stock plunged! Since November, 7 listed companies have announced that the company or related parties have been filed by the CSRC, with chip stock Jinghua Micro included.

① *ST Pengbo announced on Monday that the company and its actual controller have been put on record by the Securities Regulatory Commission. Since November, a total of 7 listed companies have announced that the company or related parties have been put on record by the Securities Regulatory Commission (see attached table); ② The notice of the case hit many stocks "hard", as ST Bailing experienced a limit down the day after the announcement, and Jinghuawei closed down over 15%.

cls.cnNov 23 18:38

Insurance capital is intensively increasing stakes in dividend stocks! What is the reason?

Currently, there are quite a few shareholders of insurance funds that hold more than 5% of the circulating shares of listed companies. In addition to some being unlocked restricted shares, there have also been many actions of shareholding and new stakes taken, with at least 14 instances of such actions this year.

China brokerageNov 20 09:58