The machine tool industry maintains steady growth during the off-season. Kede CNC reports a production and sales rate of nearly 90%. Overseas orders are experiencing rapid growth. | Highlights from the earnings conference.

① Yin Yunzhong said that the production and sales rate of the company during the reporting period was close to 90%. Currently, the production capacity utilization rate is close to saturation. It is expected that by 2028, the production capacity of the five-axis machine can reach 1100 units. ② Yu Benhong stated that the expansion progress of the Dalian plant is steady. The purchased horizontal milling production line has entered the trial operation stage, and the gantry production line has been installed and debugged at the factory. After being put into use, it will further accelerate the capacity improvement.

cls.cn19:54

Zhongfu Shenyang: The industry is in a state of supply and demand imbalance. Carbon fiber products have been applied in the field of industrial robots. | Directly hit the earnings conference

① Zhang Guoliang said that from the current situation, the entire carbon fiber industry is still in a phase of supply and demand imbalance, and the price range of products is also in bottom-shaking operation; ② The company's independent director, Yang Pingbo, added that the company's foreign market revenue in the first half of 2024 was 44.7682 million yuan, a year-on-year growth of over 15%.

cls.cnSep 5 20:02

5.897 billion! The acquisition agreement of Silan Microelectronics has been released, and it is planned to increase the issuance of 15.70% of shares. The target company has a loss of 0.45 billion in the first four months of this year.

① Xilinx Integrated announced in a statement that the proposed restructuring plan to acquire 72.33% of the equity of its holding subsidiary Xilinx Youzhou has been approved by the board of directors; ② The transaction price corresponding to 72.33% of the shares of Xilinx Youzhou is 5.897 billion yuan, of which 90% of the transaction consideration will be paid through the issuance of shares.

cls.cnSep 4 23:08

Dongxin Co., Ltd.: Product demand and prices have entered an upward trend, and GPU layout is progressing smoothly | Highlights of the earnings conference.

① Jiang Xueming, Chairman of Dongxin Corporation, stated at the earnings conference that the company's product demand and prices are gradually entering an upward trend, but prices this year have not yet recovered to the same period last year; ② Jiang Xueming, in the second half of the year, the visibility of orders in the network communication sector is relatively high, and the operators' tenders are more active, and the product categories are also expanding, which is an incremental market for the company.

cls.cnSep 4 17:43

Star Evening News | Advanced Micro-Fabrication Equipment Inc. China's major shareholder equity changes, Willfar Information Technology won the bid for a 26.13 million yuan national grid procurement project.

1. The State Council: vigorously develop biomedical research and development outsourcing, digital manufacturing outsourcing; 2. Ministry of Industry and Information Technology: plans to implement large-scale equipment digital transformation and upgrading; 3. Shanghai: strive to become an internationally influential live-streaming economic hub by 2026.

cls.cnSep 2 21:10

Oranges: Overseas markets focus on high-profit products. Laser impedance adjustment equipment has been applied in fields such as semiconductors, aviation, and aerospace. | Direct hit earnings conference.

① Director Cheng Peng of Golden Orange said that the demand for consumer electronics in the 3C market is slowly recovering; the demand for consumer goods market remains stable; ② To cope with the decline in overseas sales, Lv Wenjie said that the company has adjusted its overseas market strategy, focusing more on the sales of high-profit products and the development of large overseas customers, and giving up some small customers and low-profit products.

cls.cnSep 2 19:11