Shanghai is making moderate advancements in the layout of hydrogen-based energy, and policies are expected to promote a double increase in both supply and demand in the hydrogen energy market.

① The General Office of the Shanghai Municipal People's Government issued the "Work Plan for Innovative Development Led by New Energy Storage Demonstration in Shanghai (2025-2030)", focusing on green alcohol and green ammonia, with a long-term goal of forming four hydrogen-based Energy bases in the Lingang New Area, Jiading District, Chemical Zone, and Shanghai Waigaoqiao Free Trade Zone Group. ② Zhang Jin from Huabao Securities believes that with the implementation of related policies, the supply and demand in the "production, storage, transportation, and use" segments of the hydrogen energy market are expected to see a double increase.

cls.cnJan 10 08:01

Microsoft announced the use of green hydrogen to power Datacenters. Institutions recommend paying attention to the upstream hydrogen production segment.

①Microsoft announced that it has reached an agreement with ESB, where the power control and management building of the datacenter located in Dublin will be powered by zero-emission green hydrogen energy. ②Caitong stated that the green hydrogen sector has attributes of high growth and significant potential, and that the large-scale development of domestic and international green hydrogen projects will allow the electrolysis and compressor segments to fully benefit from the growth.

cls.cnJan 8 08:00

Youyan Silicon: This year, the production capacity of 8-inch wafers will reach 0.25 million pieces per month, with future plans aimed at the construction of new 12-inch wafer production capacity | Highlights from the Shareholder meeting.

① A representative from the company's board secretary office stated that there is still a strong demand for 8-inch silicon wafers, and in the short term, there won't be a situation where 12-inch silicon wafers replace 8-inch silicon wafers; ② Regarding the progress of the 8-inch silicon wafer fundraising project, the company expects that by the end of 2025, the production capacity of 8-inch silicon wafers will achieve a breakthrough of about 0.25 million wafers per month.

cls.cnJan 6 09:39

Star news evening edition | Guangsteel Gas wins the bid for a 2.74 billion yuan project. The China Securities Regulatory Commission approves Haibo Si Chuang's Star IPO registration application.

① Ningbo Solartron Technology plans to reduce the investment scale of the optical-grade polyester film project; ② iRay Technology's subsidiary iRay South Korea has been acquitted; ③ Quantumctek Co., Ltd. Shareholder Shareholding plan has been completed; ④ Quantumctek Co., Ltd. intends to sign a sales contract with the University of Science and Technology of China.

cls.cnDec 19, 2024 21:07

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.

cls.cnDec 3, 2024 08:02

Youyan Silicon: In the second half of the year, the prices of semiconductor wafers have been relatively stable, and the acquisition symbol DGT is a supplier for taiwan semiconductor, micron, etc.｜Direct coverage of the earnings conference.

Chairman Fang Yongyi of Yoyan Silicon expressed that the company's 8-inch silicon wafer capacity utilization rate is full in the first three quarters, with a high production-sales rate, and will rapidly develop new products, continuously reduce costs through technological progress. General Manager Zhang Guohu of Yoyan Silicon stated that the acquisition target DGT is a supplier of Tokyo Electron Ltd. Unsponsored ADR, Taiwan Semiconductor, Micron, etc., and the acquisition can effectively reduce the cost and risk of end customers' certification, accelerating the certification progress.

cls.cnDec 2, 2024 11:19