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.
Witness history! The sse composite index surged by 10%! All A-share brokerages hit the limit up! Semiconductors almost all hit the limit up.
After the National Day holiday, the A-share king is back!
Two 0.1 million-level clean aerospace production lines have been built. The leading commercial aerospace company saw two consecutive gains this week. Relevant listed companies have been frequently investigated by institutions.
Jiayuan Technology released institutional research notes on Thursday, stating that it has now built two 0.1 million-level clean aerospace production lines, which can complete equipment delivery with quality and quantity assurance. In the future, it will continue to increase research and development and production of aerospace, aviation, and network security products. The company closed at 20 CM on Monday with two consecutive boards.
Samsung plans to negotiate a price increase with downstream NAND flash memory in the storage market, which may welcome a sharp rise in volume and price
① Samsung Electric plans to renegotiate NAND flash memory prices with major mobile, PC, and server customers from this month to next month, with a target price increase of 15 to 20%. ② According to the Huachuang Securities Research Report, AI demand is strongly driven, and the storage market will experience a sharp rise in volume and price.
The two A-shares were retained and the chairman was the same person! The three listed companies announced on the same day that the parties concerned had been filed to surpass the Chairman of Technology in a bribery case many years ago
① Three listed companies, Cisco Rui, Guoguang Electric, and Chaoyue Technology, announced in the evening that the chairman of the company was filed. Among them, the chairman of Cisco Rui and Guoguang Electric was Zhang Ya; ② Chairman of Chaoyue Technology ranked first among the top ten shareholders of the company. He was involved in a bribery case many years ago, and the biggest cumulative drop in stock prices since this year was over 60%.
How to invest in semiconductors 2022?
Looking ahead to the direction of semiconductor investment in 2022, we think there are two relatively certain main lines: localization and electrification.