Silicon Carbide
- 2035.965
- -14.866-0.72%
Jingsheng Co., Ltd.: The photovoltaic industry may see a turnaround in Q1 next year. 8-inch silicon carbide crystal growth equipment has been delivered to the market | Direct hit on the earnings conference
①Wu Chunsheng stated that the company's 8-inch silicon carbide mono crystal growth equipment has been delivered to the market, which will continue to contribute to the company's revenue in the future; ②Li Hui introduced that the company has launched a ultra-low oxygen overall solution to the market, with the oxygen content of silicon rods controlled to below 5ppm.
Breaking news! Four major industry associations collectively state: exercise caution when purchasing usa chips.
① The china semiconductors industry association, china automotive industry association, china internet plus-related association, and china communication enterprises association have all issued statements urging domestic companies to carefully select and procure usa chips. ② The new round of export restrictions from the usa involves over 140 chinese enterprises, affecting semiconductors manufacturing equipment, electronic design automation tools, etc., undermining the principles of fair competition in the global semiconductors industry.
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.
TrendForce: Global PHEV sales in the third quarter increased by 55.3% year-on-year, with BYD's market share exceeding 40%.
In the third quarter of 2024, the global total sales of electric vehicles (BEV), plug-in hybrid electric vehicles (PHEV), and hydrogen fuel cell energy vehicles and other electric vehicles reached 4.123 million vehicles, an increase of 19.3% compared to the same period last year.
November electric vehicle delivery report: BYD's electric vehicle sales exceeded 0.5 million, Xiaopeng broke through 0.03 million for the first time, and Chongqing Sokon Industry Group Stock saw a year-on-year sales growth of 54.58%.
Last month, the delivery volume of the Xiaomi SU7 continued to exceed 20,000 units, and Xiaomi expressed confidence in achieving the new delivery target of over 130,000 units for the year.
Geely sent knives to suppliers to bargain? The latest response from both parties!
Source: Securities Times Author: An YuFei Che Auto Enterprises not only send letters to suppliers to negotiate prices, but also "give knives"? Geely has clarified! Recently, the news that "BYD (01211.HK) and SAIC Datong are asking suppliers to reduce prices by 10%" has been fermenting. The incident of the general manager of Geely Automotive (00175.HK) parts purchasing company giving a knife to Chen Yudong, former president of Bosch China in 2023, has also been dug out, interpreted as Geely "sending a knife to negotiate prices." On November 29, Chen Yudong responded on his social media saying: "The knife is real, and the person who gave the knife is a good brother, not for price reduction."
Hefei issued 44 million yuan in consumer vouchers and Ideal launched a zero-interest financial plan. Local governments and car companies are competing for the year-end "consumption wave".
① On November 29, according to the Hefei Municipal Bureau of Commerce, from November 29 to December 8, 2024, new consumer vouchers for autos will be issued in Hefei, totaling 44 million yuan. ② On the same day, Li Auto announced a limited-time 0% interest policy until the end of the year. From now until December 31, users purchasing the Li L-series and Li MEGA can enjoy a minimum down payment financing plan with 0% interest for 3 years.
Troubles within and without for American car manufacturers: Trump's tariffs and the "price war" in the China car market.
Tariffs may lead to price increases and a decrease in demand. Meanwhile, the fierce price competition in the china automotive industry will pose challenges for usa car companies' operations in china.
The market is buzzing about BYD's "price ultimatum": the prosperous sales in the industry are still facing a difficult dilemma in profitability.
①The market is discussing BYD's "price reduction ultimatum", what impact does it have on the automotive stocks? ②Behind the industry's strong sales, it is difficult to break the profit dilemma, what indicators are investors focusing on?
BYD continues to build a "moat": the new generation "blade battery" is on the agenda, applying for supercharging trademarks to address charging gaps.
①In the industry, the second generation 'blade battery', which has been widely rumored, has been scheduled by 'Diwang'. ②Lian Yubo predicts that, due to factors such as cost and material controllability, lithium iron phosphate batteries will not be phased out in the next 15 to 20 years. ③Recently, according to the Tianyancha intellectual property information, BYD has applied to register two 'BYD Supercharge' trademarks.
Under the dual pressures of 'price wars' and electrification transformation, this year will see 4,000 4S stores close down. Traditional dealers are 'abandoning' rbob gasoline vehicles and embracing new energy.
① The deputy secretary-general of the China Automobile Dealers Association, Lang Xuehong, recently predicted that the number of 4S stores expected to withdraw from the market this year will reach 4,000. ② In the past year, more than 40 traditional luxury brand dealers have chosen to switch to Nio. ③ Zhongsheng Hldg announced that it has signed a preliminary agreement with Chongqing Sokon Industry Group Stock, and both parties agree to further negotiate on the cooperative distribution of new energy fund.
Niu Sen openly challenges Trump: If you cancel electric vehicle subsidies, California will pay for it themselves.
① Newsom stated that if the Trump administration cancels the federal tax credit, California will restart its own subsidy program; ② According to the latest data, the total number of zero-emission autos sold in California has exceeded 2 million; ③ During Trump's first term, a dispute occurred with Newsom regarding automobile emission standards.
Express News | UBS Group: Anticipates that setting a minimum price will be positive news for chinese auto companies.
China Automobile Dealers Association: It is expected that the retail sales of electric vehicles in November will reach 1.28 million, with a penetration rate of approximately 53.3%.
According to the China Automobile Dealers Association's preliminary estimates, the total retail market size of narrow passenger vehicles in November is about 2.4 million vehicles, an increase of 15.4% year-on-year, a 6.1% increase from the previous month. The retail sales of new energy vehicles are expected to reach 1.28 million, with a penetration rate of approximately 53.3%.
It is planned to raise 60 million yuan for the private equity fund jointly established by suzhou hyc technology and Dongwei Semiconductor.
① Suzhou HYC Technology's fund established this time is not included in its consolidated financial statements, the investment funds come from its own assets, and the contribution amount accounts for 0.18% of its total audited assets in the past year; ② Previously, Suzhou HYC Technology has invested in three private equity investment funds, all of which are invested in sectors such as semiconductors and optoelectronics.
Taking the lead independently, with foreign investment closely following; range-extended hybrid technology sweeping the global market.
①On November 20 local time, Stellantis Group announced the launch of the STLA Frame vehicle platform. ② Stellantis Group introduced that vehicles equipped with this platform will first be equipped with innovative powertrains, including pure electric and extended-range, and in the future can also be equipped with internal combustion engines, hybrid power, and hydrogen energy power systems.
Canalys: In 2024, Chinese automotive brand passenger vehicle exports are expected to reach 4.5 million vehicles, a year-on-year increase of 29%.
In the second half of 2024, the export volume of Chinese passenger vehicle brands is expected to reach 2.5 million vehicles, with a total annual volume of 4.5 million vehicles, a year-on-year increase of 29%.
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.
Lishui State-owned Assets auction of the wafer factory equity, Guangxinwei may become a holding subsidiary of shenzhen minde electronics technology, latest post-investment valuation 0.61 billion.
shenzhen minde electronics technology announced that it plans to use its own funds or self-raised funds to participate in the bidding of 4.9180% equity of Gansu Huaxin Microelectronics held by Lishui Green Fund, with a starting price of 35.5 million RMB. Gansu Huaxin Microelectronics has just completed its third year since its establishment, with a latest post-investment valuation of 0.61 billion yuan. The revenue and net income for January to July 2024 were 3.02 million yuan and -87.56 million yuan respectively.
Involved in a major restructuring! Plans to acquire assets of display driver chips. shenzhen yitoa intelligent control will suspend trading starting tomorrow | Quick read announcement.
① Shenzhen Yitoa Intelligent Control intends to acquire control of Aisens Company, with trading suspended starting tomorrow; this trade involves a significant restructuring. ② Aisens is an industry-leading display chip design company, and Shenzhen Yitoa Intelligent Control emphasizes the importance of the industrial synergy between both parties. ③ In recent years, Shenzhen Yitoa Intelligent Control has entered the display driver chip market.