At Autoway's shareholders' meeting: Unrealized revenue from orders draws investor attention; the company has already made inroads in the AOI inspection field for optical modules.

①Autewei stated that reasons for clients delaying acceptance include the requirement to make payments immediately after acceptance and the warranty period commencing from the date of acceptance; ②At the shareholders' meeting, some investors expressed concerns about the company’s lack of a clear focus, citing its involvement in 'photovoltaic, energy storage, and semiconductor businesses without a distinct label.'

cls.cn10:09

Strong capital expenditure in the AI sector shows clear signs of a recovery in demand for machine tools.

Since 2026, there has been robust capital expenditure in areas driven by AI computing power, such as liquid cooling plates and AI server construction, as well as in the semiconductor and new energy vehicle components sectors. As the most fundamental capital input, industrial mother machines have shown clear signs of demand recovery.

cls.cn07:57

Power Revolution in Data Centers! Domestic Manufacturers Seize Overseas Opportunities by Breaking Through with HVDC Technology

① The construction of large-scale data centers is driving the development of HVDC power supply technology, with domestic manufacturers expanding overseas to seize opportunities; ② Southeast Asia and North America are the first stops for overseas expansion, where the penetration rate of HVDC in data centers is much lower than in China; ③ Domestic power equipment manufacturers are relatively small in scale, and the market expects them to leverage HVDC to expand their global business; ④ The industry's overseas expansion has just begun, with manufacturers capturing major clients, establishing patent barriers, and securing a first-mover advantage.

cls.cn07:47

The Token factory has been established in Wuxi, relying on Huawei's Ascend 384 cluster, marking the advent of the 'intelligent unit billing' era for computing power.

① The first batch of Wuxi Token Factory will deploy four Huawei Ascend 384 super-node servers; ② Unicorn companies have emerged in the Token Factory sector; ③ Institutions claim that domestic Token Factories will enter a period of rapid development, with companies possessing certain computing power resources, reasoning optimization capabilities, and cloud service capacities actively planning and implementing initiatives.

cls.cn07:07

Aphena Pharma's new product 'Xiweita' is about to launch—here are the latest updates.

① As the world's first drug-device combination product, the business model of Xiweita has yet to be validated by the market. Establishing doctors' prescription habits and cultivating patient awareness are no easy tasks, both requiring a lengthy period. Whether it can become a blockbuster product remains to be seen through concrete sales data; ② Currently, Xiweita is continuously expanding its indications, such as CIN1, where the number of existing patients is several times that of CIN2, as well as the field of clearing high-risk HPV at the source of the disease.

cls.cnMay 17 22:27

Cailian Press Venture Capital Weekly: This week, 108 financing deals in the primary market increased by 63.64% week-on-week, with aerospace and embodied intelligence being the most active sectors.

①This week (May 9 - May 15), there were 108 investment and financing events in the domestic market, with a disclosed total financing amount of approximately 9.014 billion yuan. ②Advanced manufacturing and integrated circuit sectors were particularly active, with automobile mobility disclosing the highest total financing amount of about 2.02 billion yuan. ③Qijing Automobile completed an increase in capital of over 1 billion yuan, while Zaihe Truck completed a strategic financing round worth 1 billion yuan, tying as the highest disclosed investment events this week.

cls.cnMay 17 19:57