The Fund Phase I plans to reduce its Shareholding in Guoxin Technology and Yandong Microelectronics and still holds shares in 28 A-share companies.
① The first phase of the Fund is in the last year of its investment plan's recovery period and currently still Holds shares in 28 A-share companies; ② The first phase of the Fund announced in June this year a Shareholding reduction in GuoXin Technology and YanDong Wei, but neither was carried out according to the upper limit of the planned Shareholding reduction stated in the announcement.
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Another celebrity semiconductor project "sells itself": 8.5 billion unicorn Yunying Valley is planned to be acquired by Shenzhen Goodix Technology, which had previously launched a sprint for IPO.
① Recently, Shenzhen Goodix Technology announced that it plans to acquire 100% of the shares of Yunying Valley Technology through the issuance of shares and cash payment. ② From the founding team's background, valuation status, and market position, Yunying Valley Technology can be considered a star project.
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.
The quadruped robot has entered the mass production stage and is expected to be the first to achieve commercial landing.
① Recently, a robot dog learned the skills of chasing a ball and jumping over obstacles from images and videos generated by artificial intelligence. This may be a shortcut to train a robot faster and more accurately. The relevant research results were recently published on arXiv. ② CITIC Securities suggests focusing on the opportunities for the overall robotics industry to benefit from multiple catalysts and the release of humanoid robots to reduce component costs.
The global auto chip innovation conference is about to be held, and the demand for auto chips in China is expected to continue growing.
① The China Automotive Industry Association announced that the 2024 Global Auto Chip Innovation Conference, co-hosted by the China Automotive Industry Association and the China Automotive Industry Economic and Technological Research Institute Co., Ltd., will be held in Wuxi from December 5th to 6th. ② HTSC's Xie Chunsheng is bullish on the continued growth of demand for auto chips in China.