Yifei Laser: Order growth rate of 46 series equipment is significantly accelerating, actively promoting the research and development of solid state battery related technologies | Direct hit on earnings conference
①In the revenue of Yifei Laser in the first three quarters of this year, the cylindrical full-pole ear cell equipment and module PACK equipment business revenue accounts for a high proportion, and the revenue growth of the cylindrical full-pole ear cell equipment business is fast. Among them, the 46 series equipment orders grow significantly; ②The chairman and general manager of the company, Wu Xuan, stated that in the future, large cylindrical full-pole ear batteries will be one of the mainstream battery technology paths; the company has also made new breakthroughs in multiple laser research and development areas.
STAR Evening News | Hao Europe Borg Holdings' shareholder control changes, stocks to resume trading tomorrow, Suzhou Veichi Electric plans to establish Asia Vets robot&automation project
1. As an electric autos company, BYD Company Limited's quarterly revenue exceeded Tesla for the first time; 2. Six departments: promoting the installation of photovoltaic systems on existing building roofs; 3. Three departments: supporting the IPO financing of relevant enterprises that meet the conditions of new materials big datacenter.
Jiangsu Beiren Smart Manufacturing Technology's Zhu Zhenyou: In the first year of going global, secured a large order exceeding 0.4 billion yuan. From intelligent manufacturing to intelligent 'quality' manufacturing|Dialogue with Innovation and Entreprene
①The production line delivered by jiangsu beiren smart manufacturing technology can achieve product completion in 21 days, with a product manufacturing qualification rate of over 95%; ②2023 is the first year of the company's layout in the energy storage business, and it is expected that this business will have a positive impact on the company's performance in 2025; ③In the new energy field, the company plans to extend its layout to wireless charging products. The wireless charging product prototype has been designed, tested, and is currently progressing through the commercialization process.
Leading explosive financial report confirms the hot demand for HBM, which semiconductor companies in A-shares are likely to benefit?
①SK Hynix announced its third-quarter performance, with HBM sales increasing by more than 330% year-on-year; ②Bank of America expects that SK Hynix's HBM sales in the next two years will reach $9.2 billion and 15.8 billion respectively; ③Brokerage view suggests focusing on new materials related to AI investment themes such as computing power, storage, and advanced packaging.
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.
The world's first humanoid siasun robot&automation factory has started production, and companies in the component sector are expected to benefit first.
According to media reports, Agility Robotics announced last year the establishment of the world's first humanoid robot factory, RoboFab. It is reported that the factory has officially started assembling robots. Guotou Securities stated that robots' learning capabilities on the software algorithm side are continuously strengthened, industrial application scenarios are constantly being breakthrough, humanoid robots are expected to enter the mass production stage relatively quickly.