On the first day, it closed up 134.50%! Xingfu Electronics debuted on the Star, and the Fund invested in the second phase.
1. Xingfu Electronics stated that in 2024, with the gradual recovery of the integrated circuit market, the company's Business revenue scale will continue to grow, while benefiting from the value-added tax offset policy for integrated circuit enterprises; 2. Among the strategic investors introduced in December 2021, the Fund Phase II invested 50 million yuan to Hold 9.62% of Xingfu Electronics' equity.
The expectation of alumina production boosts the market for caustic soda, and the profitability of related listed companies is expected to improve | Industry Dynamics.
① Driven by expectations of downstream Aluminum oxide expansion, on January 7, the Futures Block Orders contract SH2505 for caustic soda reached a high of 3068 yuan/ton, refreshing a nearly one-year high during the trading session; ② Tangshan Sanyou Chemical Industries stated that, supported by the growth in demand for downstream Aluminum oxide and electrolytic Aluminum, caustic soda prices are expected to be running at a high level in 2025.
The competition is fierce! Musk once said that "Tirzepatide", which is more effective than semaglutide, will be launched in China. Who will dominate the weight loss drug market in 2025?
① Today, Eli Lilly and Co announced the official launch of tirzepatide in China, covering both type 2 diabetes and weight loss, and it is already available on some online platforms; ② Musk has claimed that tirzepatide is better than semaglutide, while the market is more focused on the pricing of tirzepatide and whether it will be included in medical insurance; ③ The competition in the GLP-1 sector will become even more intense in 2025, with Jiangsu Hengrui Pharmaceuticals, INNOVENT BIO, and Gan & Lee Pharmaceuticals receiving widespread attention.
The leading fluorite company is going overseas to mine, China Kings Resources Group invests 0.173 billion in the Mongolia project | Read the announcement.
① Following the investment in mineral resources in Mongolia, China Kings Resources Group is extending its Industry Chain by laying out a mineral processing plant, with a total investment expected to exceed 0.347 billion yuan; ② The launch of the Mongolia project means that the fluorite expansion plan of China Kings Resources Group is basically being implemented.
Is the lithium battery industry chain about to bottom out? Industry insiders expect prices to rebound next year, with leaders emphasizing a global layout.
Zhang Xiaofei, the chairman of Gaogong Lithium Battery, expects that the first quarter of next year will be the lowest point for prices, while the prices of battery main materials will begin to rise in the second quarter of next year.
The layout of semiconductor equipment cleaning services, jiangsu yoke technology has completed the acquisition of a supporting service provider for Hynix, and the symbol company continues to incur losses.
①A brokerage's new materials analyst stated that one of the core business logics of this acquisition is that jiangsu yoke technology can save early equipment maintenance costs and outsourcing expenses by purchasing the equity of the target company. As for how large the third-party market space can be, there is still uncertainty; ②Jiangsu Yoke Technology stated that Wuxi Aisikaixi is mainly engaged in cleaning and maintaining semiconductor equipment components, among them, cleaning is an indispensable part of chip manufacturing.