Star Evening News | Giant One Technology and Xiaomi Autos have collaborations in the Asia Vets equipment field. Guangdong Huate Gas Co., Ltd, Jiangsu Jingyuan Environmental Protection Co.,Ltd., and Haizheng Biotechnology have disclosed their Shareholding
① Multiple departments jointly issued "Policies and Measures to Accelerate the Construction of a Financial System for Technology to Strongly Support High-level Technological Self-reliance and Strengthening"; ② China successfully launched a space computing Satellite constellation; ③ Crystal integration: this year will accelerate the application of 40nm, 28nm and other process technologies.
The domestic Semiconductors Industry Chain continues to advance rapidly, and the Industry is expected to迎来 a Gold development period.
According to media reports, statistics indicate that among listed companies that have disclosed their performance, over 90% of Semiconductor equipment companies are profitable, and several listed companies are engaged in capital operations, conducting industry consolidation or participating in industry investments. CITIC SEC Research Reports state that leading domestic Semiconductor equipment and materials manufacturers are making significant advances, and the domestic Semiconductor Industry Chain is gradually being completed.
Brokerage morning meeting highlights: The USA has increased tariffs on China, but the impact on these industries in the A-shares may be limited.
In today's brokerage morning meeting, GF SEC believes that the USA's tariffs on China have a limited impact on the A-share Computer Industry; China Securities Co.,Ltd. suggested being Bullish on the Innovative Drugs industry that is currently not affected by tariffs; Galaxy Securities stated that Deep Sea Technology has entered a new stage in Global Strategy, focusing on opportunities in core equipment.
High-end photolithography materials for "Mao Shang"! Hengkun New Materials aims for independent supply of SOC, BARC, and high-end Photoresist | Special research on new quality productivity.
1. In the high-end ArF Photoresist field, domestic companies are mostly still in the research and verification stages; 2. The company stated that, unlike the g/i series Photoresist produced by most domestic manufacturers used in 6-inch and 8-inch wafer manufacturing, the same type of products produced by Hengkun New Materials are used in 12-inch wafer manufacturing; 3. Major wafer manufacturers encourage and support the same Photoresist materials company to supply as many types of Photoresist materials as possible.
Star Evening Report | The Grand Fund intends to Shareholding Debang Technology, Yunlu Co., Ltd. issues an unusual announcement.
① Huаrui Precision has provided some tool product samples to Yushu Technology; ② Autel Intelligent Technology Corp.,Ltd. is accelerating the research and development of humanoid robots and recruiting for multiple key positions; ③ Chengdu Huawi has signed a Global Strategy cooperation agreement with Bodily Technology.
The actual controller of Lite-On Optoelectronics intends to create another IPO! YuLong Optoelectronics restarts its listing guidance as a supplier of BOE.
① Yulong Optoelectronics mainly engages in the research, production, and sales of precision control panels and precision functional devices. It is the second listed company that its actual controller, Wang Yalong, intends to create after Lite Optoelectronics; ② Both Yulong Optoelectronics and Lite Optoelectronics rely on their largest customer, BOE Technology Group, and the Shanghai Stock Exchange has repeatedly inquired about the "industry competition" issues between the two companies.