Multiple countries are increasing support for the semiconductors industry, and the sector's performance is expected to improve quarter by quarter.

Recently, multiple countries have increased their support for the development of the semiconductor industry. On November 29th, the German government is preparing to provide billions of euros in new investment to the country's semiconductor industry. On November 27th, to support the development of the semiconductor industry, South Korea's Ministry of Finance announced plans to introduce 14 trillion Korean won (approximately 72.8 billion Chinese yuan) in low-interest loans next year.

cls.cnDec 2 07:53

Sanfu Xinke: Demand for PCB-specific chemicals is recovering, and composite copper foil equipment is now capable of mass production | Direct coverage of the earnings conference.

① It is reported that the company's MSA eco-friendly concept high-speed tin plating chemicals have significant advantages in terms of environmental protection, replacing the products previously used by customers, and have now been exported to Belarus; ② Shangguan Wenlong stated that the company's one-step and two-step (hydro-electroplating) composite copper foil mass production equipment has already been delivered and currently has the capacity for mass production and shipment.

cls.cnNov 25 18:41

The daily sales of the product reached 18 million GMV. E-commerce concept stocks achieved three consecutive board limits this week, with institutions conducting intensive research on related listed companies.

①Nanji E-commerce released institutional research notes on Friday, stating that Nanji Ren's luxury series has a daily sales volume of 18 million GMV recently. A hundred good brands have already expanded to channels such as Douyin, Alibaba, vipshop, etc. In terms of the secondary market, Nanji E-commerce closed with a 3-day consecutive limit up on Friday.

cls.cnNov 24 20:51

Huawei Mate Brand Summit will be held on November 26th, the industry chain companies welcome development opportunities.

① Huawei Terminal announced that the Huawei Mate brand celebration will be held on November 26 at 14:30. At the same time, the Huawei Mate 70 series smartphones have officially debuted, and reservations for the new models in the series are now open. ② Open-source securities noted that with a stable supply chain and breakthroughs in research and development, Huawei's smartphone shipments are expected to reach 80 million to -90 million units by 2025.

cls.cnNov 20 08:01

Another major battery player is entering the solid state battery industry, which may give birth to significant investment opportunities.

eve energy co.,ltd. expressed on the interactive platform that the company has already carried out technical layout in the field of solid state batteries and made relevant industrial planning. The company plans to achieve a technological breakthrough in 2026, launching high-power, high environmental tolerance, and absolutely safe all solid state batteries, mainly used in the hybrid power field.

cls.cnNov 19 08:02

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.

cls.cnNov 18 22:22