Venture Capital
- 1082.195
- -9.894-0.91%
"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.
Old case with new twists: Yunnan reits won 0.342 billion in the first trial ruling, how likely is a success in the retrial?
① This judgment is a first-instance judgment and has not yet taken effect. Xiangcai Securities is actively preparing for an appeal; ② The company plans to make provisions for estimated liabilities based on the first-instance judgment, with the specific amount pending confirmation from the annual auditor's audit results.
[Data Analysis] Trading volume of honglietf surges, three first-tier institutional investors jointly sell leo group co.,ltd., nearly 0.6 billion.
①The trading volume of two dividend ETFs increased significantly compared to yesterday, with the trading volume of Huatai-PB CSI Dividend Low Volatility ETF (512890) increasing by 113% compared to the previous day. ②Several high-priced stocks were heavily sold by first-tier hedge funds, with Leo Group Co., Ltd. facing a total sell-off of nearly 0.6 billion by three hedge funds.
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.
"Bull Stocks" executives' short-term trades prompt rapid warning from the Shanghai Stock Exchange.
1. Jiao Qingtai, the then vice president of Solareast Holdings, was warned by the Shanghai Stock Exchange due to short-term trading by his spouse, Sun Kemei, who bought and sold the company's stocks within six months, constituting short-term trading. 2. Sun Kemei conducted multiple trades from February 6 to November 7, 2024, earning a profit of 138,320 yuan, and currently still holds 188,700 shares of the company, with a market cap of 4.1099 million yuan.
AI guru started to shuffle madly.
Integration is on the rise.
Richinfo Technology: Tusheng music application has obtained hundreds of thousands of C-end users, focusing on application + intelligent computing to build AI full-stack service capabilities | Corporate research
① Richinfo technology is focusing on exploring AI applications this year, with AI Agent being considered one of its core directions. The AI-generated music application, CAI Ling Tu Ge Le, currently has hundreds of thousands of seed users on the consumer side; ② Richinfo technology aligns with operators' business layout to develop computing power, and the AI-native cloud computing solution Rich AICloud has been implemented in several large model training, inference, and AI tool acceleration areas at the scale of hundreds of billions of parameters.
Data on the star IPO | Huandong Technology: Mainly engaged in siasun robot&automation rotate vector (rv) reducer, national manufacturing industry fund and others have invested.
① Siasun Robot&Automation is the third IPO newcomer accepted by the Shanghai Stock Exchange this year. ② In this IPO, Siasun Robot&Automation plans to raise approximately 1.408 billion yuan, intended for the construction projects of the intelligent manufacturing base for robot precision reducers, the construction project of the precision transmission research and development center for robots, supplemental working capital, and repayment of bank loans. ③ After the spin-off listing is completed, Siasun Robot&Automation will still be included in the Zhejiang Shuanghuan Driveline consolidated financial statements.
AI applications are accelerating their landing period, institutions say the industry is expected to reach a turning point.
Gamma Data's "October 2024 AI Industry Report" shows that the global AI application traffic increased by 13.64% month-on-month in October, with total visits exceeding 6 billion. Guosheng Securities believes that more AI applications are accelerating their entry into the implementation phase, providing truly practical optimization functions for life and work patterns.
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.
The Ministry of Commerce has once again provided significant policy support, and the cross-border e-commerce industry is expected to take advantage of this opportunity.
On November 21, the Ministry of Commerce issued a notice on promoting the stability and growth of foreign trade with various policy measures. The notice points out the promotion of cross-border e-commerce development and the continuous advancement of overseas smart logistics platform construction. dongxing research reports pointed out that under the global inflation background, consumers' consumption behavior will become more rational, providing good development opportunities for the online shift of consumption and the premium quality domestic brands at affordable prices. Bullish on the overall growth of the cross-border e-commerce industry.
Emergency suspension on Monday and collapsed on Thursday, a-zenith home furnishings' trade on ownership change has not reached an agreement. Before the information disclosure, the stock price had risen for several consecutive days | Summary of the announc
1. A-zenith Home Furnishings, which announced an emergency trading halt before the opening on Monday, tonight announced the termination of the planned change of controlling rights and will resume trading from tomorrow's market opening. 2. A-zenith Home Furnishings stated that the controlling shareholder has negotiated the core terms of this trade with the acquirer. Prior to the trading halt, A-zenith Home Furnishings' stock price had risen continuously for several days. 3. A-zenith Home Furnishings' performance continues to be under pressure. If the financial indicators for the year 2024 still cannot be effectively improved, there is a possibility of being warned of the risk of (delisted).
Is the lithium battery industry chain about to bottom out? Industry insiders expect prices to rebound next year, with leaders emphasizing a global layout.
Zhang Xiaofei, the chairman of Gaogong Lithium Battery, expects that the first quarter of next year will be the lowest point for prices, while the prices of battery main materials will begin to rise in the second quarter of next year.
The global data cross-border flow cooperation initiative has been released. The cni data factor index industry is expected to undergo a qualitative change.
According to the WeChat official account of China's Cyberspace Administration, china's State Internet Information Office has proposed a global initiative for cross-border data flow cooperation, aiming to balance the relationship between technological innovation and security, economic development, and personal privacy protection. tianfeng believes that with the implementation of the top-level detailed rules for cni data factor index, the accelerated promotion of typical application cases, the industry is expected to undergo a qualitative change.
The International Low Altitude Economic Development Conference is about to be held, and institutions suggest paying attention to the subsequent sector market trends.
The 2024 ****'an) International Low-altitude Economic Development Conference will be held from November 22 to 24 at the Xi'an International Convention and Exhibition Center. Open source securities Yin Shenglu stated that the low-altitude economy has already seen a vertical implementation from the macro (national level industry planning) to the meso (local subsidies across regions) and finally to the micro (infrastructure main machine bidding and application scenario creation), and it is recommended to pay attention to the subsequent sector trends of the low-altitude economy.
After ten years since its establishment, semiconductor manufacturing international corporation's industry chain company Jimxi has started IPO guidance, with investments from sai microelectronics inc. and shanghai semiconductors fund.
① Jimxi's main clients include semiconductor manufacturing international corporation, hongli, HLMC Huāli microelectronics, and others; ② Jimxi has provided customized equipment and process solutions of hundreds of models and specifications to over 100 domestic wafer fabs, with main equipment covering full wafer sizes of 6-inch, 8-inch, and 12-inch.
Zero yuan transfer! suzhou good-ark electronics' actual controller changes, related company's shareholding case attracts attention again.
① Wu Nianbo will transfer 68.0890% of the equity he holds in Suzhou Tongbo to Wu Wenhao, and the transfer price is 0 yuan, as they are father and son. ② Staff from the company's secretary office stated that four years ago, Wu Wenhao was already the legal representative and chairman of Suzhou Good-Ark Electronics.
The Huawei Kaggle master-level AI agent has been born, and domestic AI applications are expected to continue to prosper.
① According to Kaggle's promotion system, the end-to-end autonomous data science agent - Agent K v1.0, jointly launched by Huawei's Noah's Ark Lab and University College London team, has already earned 6 gold medals, 3 silver medals, and 7 copper medals. ② Open-source securities indicate that the progress of domestic AI agents is positive, and the application of AI is expected to thrive.
No more 'selling by the catty'! Wind power self-discipline convention 'full moon' industry chain companies see the dawn.
① One month after signing the industry self-discipline convention, several recent projects have been awarded to bidders who did not offer the lowest price, and the bidding party has begun to modify the rules, indicating that the wind power industry is showing signs of breaking away from intense competition; ② Industry insiders indicate that all links of the wind power industry chain still need to continue making efforts, considering the economic benefits generated throughout the entire lifecycle rather than short-term costs, solidifying the results of breaking out of the intense competition.
Dawning Information Industry frankly admits that the competition in computing power industry is intensifying. Some investors are dissatisfied with the performance in the first three quarters. | Direct hit on earnings conference
①Despite the continuous growth in high-performance computing and datacenter demand, Dawning Information Industry acknowledged that the competition for computing power is intensifying. ②Several investors are comparing Dawning Information Industry's performance with that of peer company Inspur Electronic Information Industry. ③Dawning Information Industry has invested in multiple assets such as Haiguang Information, Geovis Technology Co.,Ltd., Shuoguang Shuchuang, etc., with a year-on-year increase of up to 407.43% in external investment in the first half of the year.