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Another semiconductor summit is about to be held, and the advanced packaging industry is expected to maintain a high level of prosperity.
①The 21st China International Semiconductor Exhibition (ICChina2024) will be held at the Beijing National Convention Center from November 18th to November 20th. ②Yole expects that the global advanced packaging market size is expected to increase from $46.83 billion in 2023 to $78.55 billion in 2028.
Specific subsidy plan released! Low-altitude sector expected to usher in a wave of orders.
The Ministry of Industry and Information Technology recently held the first plenary meeting of the leading group for the development of low-altitude industry, discussing and deploying the key tasks to promote high-quality development of the low-altitude industry. On the same day, the Shenzhen Transportation Bureau solicited opinions on the detailed rules for the implementation of "Several Measures to Support the High-quality Development of the Low-altitude Economy in Shenzhen". The draft for soliciting opinions proposes specific subsidy plans.
Institutions have continuously increased their positions in JA Solar Technology for two consecutive days. Five strong institutional investors join forces to seize opportunities in Shenzhen City.
PV concept stock JA Solar Technology received institutional buy of 0.168 billion, and the stock also received institutional buy of 0.125 billion yesterday; Tech Semiconductors saw significant institutional sell for two consecutive days. Chip concept stock Shenzhen Chixiangye Technology received joint buy from five top-tier private equity desks amounting to over 0.3 billion, with Guosheng Securities Ningbo Sangtian Road Branch buying 0.107 billion.
It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.
①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.
Concept Dynamics | Caijing Community's thematic library adds the concept of "debt-to-equity swap"
The State Council Information Office held a press conference on October 12, 2024. Minister of Finance Lan Fo'an stated that plans to significantly increase the debt limit at one time, replace the local government's existing hidden debts, and increase support to help local governments resolve debt risks. Overview of debt restructuring concept stocks.
The shortage of low-altitude economic employment talents may reach one million. Institutions suggest paying attention to the subsequent sector market.
① Li Chunlin, deputy director of the National Development and Reform Commission, said, “For example, the booming development of the low-altitude economy has given birth to a new job as a drone operator. According to estimates by relevant departments, the talent gap for this job in our country is now as high as 1 million people.” ② According to the Open Source Securities Research Report, the low-altitude economy is expected to usher in a vertical acceleration from national-level industrial planning to local subsidies to infrastructure tenders and application scenario development.
Change of ownership + merger! Hanjia Design Group: cash acquisition of 51% equity of Futai Technology did not trigger the restructuring for IPO | Quick announcement
①Just after a suspension of trade for 2 trading days, hanjia design group, which has been listed for 6 years, quickly announced a change of ownership; ②In this equity trade, the acquirer, Tailian Zhixin, offered a high premium, with a 60% premium compared to the closing price of 6.59 yuan per share for hanjia design group on September 6; ③Votai Technology's shareholders have promised that after the acquisition is completed, the cumulative net income for the years 2024 and 2025 shall not be less than 21.6 billion yuan.
Futai Technology or go public through reverse takeover, intending to acquire Hanjia Design Group? | Express Announcement
①hanjia design group's performance has been continuously declining, which may be an important background for the controlling shareholder to plan to transfer the controlling rights; ②Futubull Technology and hanjia design group have synergies in their businesses, with the former planning to list on the gem; ③If the "reverse acquisition" is successful, it means that Futubull Technology will achieve a curved listing.
Huawei Hisilicon's release of a risk warning notice for high-growth stocks! The company's stock price has risen sharply, with the risk of market sentiment overheating | Highlights of the post-market announcement.
Qinghai Salt Lake Industry: Controlling shareholder signs general cooperation agreement, proposed change of company's controlling rights.
Next week, the scale of A-share unlocking will nearly double! Citic Securities leads the way, with over 17 billion yuan being unlocked.
Peak of lifting the ban within the month! The scale of lifting the ban next week will nearly double compared to the previous period; After a six-month delay, the "top brokerage" will lift the ban of over 17 billion next week; 5 individual stocks with large amounts and high proportions will be lifted off the list simultaneously.
The Low Altitude Economy Expo is coming, and the industry is entering a golden development period.
① The first Low-Altitude Economy Expo (shanghai) will be held at the National Exhibition and Convention Center (shanghai) from July 23 to 26, 2025. The expo is themed 'Starting the Low-Altitude Economy, Empowering Thousands of Industries' with a planned overall scale of 0.1 million square meters. ② Sinolink Securities believes that the new generation of communication/navigation/surveillance and other peripheral equipment, as well as information processing systems, are core components of the air traffic control system and are expected to benefit significantly.
The company has a large balance of interest-bearing debt. The stock of chip concept for storage with two consecutive trading days is showing abnormal announcements after the market. | Highlights of the after-market announcement.
Shanghai Huaming Intelligent Terminal Equipment, which has had four consecutive daily limit surges, currently has no involvement in the integrated "vehicle-road-cloud" project.
Concept Update | Caixin Theme Library Adds 'Vehicle Road Cloud'
Autos-to-Cloud technology refers to the direct communication between cars, cars and roads, and other traffic elements. The recent intensive release of policies indicates that new energy vehicles are evolving from individual breakthroughs to multi-industry collaboration, and the integrated ecosystem of 'car-road-cloud' is accelerating. Concept stocks in the field of Autos-to-Cloud.
Guangdong issued a major policy on the low-altitude economy and commercialization of the industrial chain may have exceeded expectations
① The General Office of the People's Government of Guangdong Province issued the “Guangdong Province's Action Plan to Promote High-Quality Development of the Low-Altitude Economy (2024-2026)”. The overall target is that the low-altitude economy will exceed 300 billion yuan by 2026. ② China Merchants Securities pointed out that infrastructure construction is more driven by national and local policies, and it itself has a multiplier effect, so the low-altitude infrastructure sector will benefit first.
The Civil Aviation Administration strengthens the low-altitude flight service guarantee system design and the low-altitude economy resonates with the policy industry
① Song Zhiyong, director of the Civil Aviation Administration, published a signed article in the “Learning Times” stating that the low-altitude economy is a strategic emerging industry for global competition, and it is an important direction for cultivating and developing new types of productivity. ② Open Source Securities said that in the context of intensive policy catalysis, it is optimistic that 2024 is expected to become the year for the low-altitude economy to land, and it is recommended to focus on investment opportunities in the low-altitude economy industry where policy catalysts and industrial acceleration are accelerated.
Concept News | Financial Federation adds “Synesthetic Integration” to the theme library
① Integrated synesthesia, also known as integrated communication perception, is a new capability added to 5G-A, allowing the base station to balance the dual capabilities of communication and perception. Simply put, while providing cellular mobile communication capabilities, the base station also incorporates radar-like functions (sensing ability) to detect and track surrounding objects such as drones, cars, or ships. ② A list of synesthetic integration concept stocks.
Hong Kong stocks and A shares burst out of nowhere! How credible is this rumor?
Today is another day dominated by rumors!
The number of connected vehicles worldwide reached 350 million, and the V2X industry ushered in a golden period of opportunity
① During MWC24, Liu Kang, president of ICT Marketing and Solution Sales at Huawei, said that by the end of 2023, the number of connected vehicles worldwide had reached 350 million. ② Great Wall Guorui Securities pointed out that the intelligent and connected automobile industry is considered the focus of future competition, and it is expected that the domestic V2X industry chain will face a 10-year golden period of strategic opportunity.
The National Bureau of Data will implement the “Data Factor X” campaign, and public data operators may become the biggest marginal beneficiaries
① Liu Liehong, director of the National Bureau of Data, said at the opening ceremony of the 2023 Global Digital Business Conference on November 25 that the National Bureau of Data will work with relevant departments to study and implement the “Data Factor ×” campaign, focusing on leveraging the role of data elements as multipliers. ② The Dongwu Securities Research Report points out that the biggest marginal change in data elements is the opening up of public data. As a scarce resource, public data has strong monetization properties.
Recently, positive news about intelligent driving continues, and the agency says that the sector's prosperity will continue to improve
① Recently, there has been constant news of intelligent driving. Wenyuan Zhixing was approved to launch an in-car autonomous driving service (Robotaxi) fee in Yizhuang, Beijing; the first driverless commercial operation demonstration line in Sichuan Province was launched. ② The level of electrification and intelligence of the domestic automobile industry will continue to deepen, Tesla's FSD may enter the countdown, and the prosperity of the intelligent driving sector will continue to rise.