Concept News | Financial Federation adds “electromagnetic shielding” to the theme library
① Electromagnetic shielding materials are widely used in consumer electronics, automobiles, aerospace, communications and other fields. With the comprehensive development of 5G, cloud computing, AI and other industries, it has provided a large amount of market demand for the electromagnetic shielding materials industry. ② List of electromagnetic shielding concept stocks.
Goertek Microelectronics IPO “ended” Goertek shares: the spin-off and termination of the spin-off are normal capital operations
① Goertek Microelectronics's spin-off listing was terminated. Goertek said it was “a decision made after fully considering various factors such as the current market environment, valuation level, and policy orientation”; ② The IPO review is getting stricter. Recently, many GEM participating companies, such as Jingchuang Technology, Liuchun Intelligence, and Huayi Co., Ltd., have terminated their listing, and over 8 companies planning to split the listing this year.
Baoming Technology still responds by terminating the 6.2 billion composite copper foil project: optimistic about the future of lithium battery composite copper foil, production expansion plans have not changed
① Baoming Technology terminated the 6.2 billion yuan composite copper foil production base construction project in Maanshan, but investors are still “optimistic about the future of lithium battery composite copper foil” and “production expansion plans have not changed.” ② The previous 6 billion yuan composite copper foil project had a total investment of 240 million yuan by the end of 2023.
“Questioned” that the dividend ratio is too low Silan Wei: It's very hard work to be a semiconductor, and it is expected that Q2 deducts non-net profit will improve further | Direct impact on performance
① In 2023, Silan Micro's net loss was 35.785,800 yuan, the first loss since listing; ② According to reports, the company's 6 inch and 8 inch production lines were basically full in April, and the company's silicon carbide orders are currently being delivered by customers; ③ Silan Wei said that as revenue continues to grow, it is expected that Q2 deducted non-net profit will improve further.
Strong inflow of foreign capital is another trend vane: Middle Eastern tycoons increase their presence in China, and multinational sovereign wealth funds continue to lay out A-shares
① The Abu Dhabi Investment Authority and the Kuwait Investment Authority held a large number of A-share listed companies in the first quarter; ② the Middle East Sovereign Fund also stepped up research on A-shares ③ Other overseas sovereign wealth funds are increasing their layout in the Chinese market.
Tesla Optimus welcomes new progress, humanoid robots enter “the night before commercialization explodes”
① On May 5, Tesla released Optimus's latest progress video showing its ability to sort batteries, walk, and perform factory tasks, with the caption “Recently trying to become useful!” ② China Aviation Securities stated that with the launch of Tesla Optimus, humanoid robots will enter the first year of mass production in 2025.