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The AI wave is driving a boom in consumer electronics, and this subdivision of semiconductors is quietly strengthening.
Track the entire lifecycle of the main sector.
Is spin-off listing becoming less popular? Four A-share companies terminated their spin-off plans in one night.
Four companies, including Zhejiang Jingsheng Mechanical & Electrical and Baoshan Iron & Steel, terminated the listing of their spun-off subsidiaries tonight. The reasons for termination include market environment, self-development, and capital market operation planning. The performance of the subsidiaries planned for spin-off and listing in the past three years has been mixed.
The second IPO since the new "National Nine Articles"! Kaplin has passed the IPO review, and the two core points of the review will be closely monitored by regulators in the review stage.
① At the 16th review meeting of the Listing Committee held on June 14th, Caplin successfully passed and there are no further issues to be implemented; ② Compared with the major issues raised by Lianyun Technology and Caplin at the listing committee's on-site inquiry, the exchange focused on the sustainability of the performance and the technological advancement of the prospective listed companies.
CEE Asia Consumer Electronics Expo is about to be held. The prosperity of the consumer electronics industry chain may have bottomed out and rebounded.
The 22nd CEE Asia Consumer Electronics Show will be held in Beijing from June 28th to 30th, 2024. The conference consists of five major theme summits and six industry forums, covering hot topics, development trends, and excellent cases in the fields of consumer electronics, AI, and other industries. China Merchants Yan Fan believes that the prosperity of the consumer electronics industry chain has bottomed out and rebounded.
Malaysia's factories are all in production. The announcement for the disclosure of news reported by the media on the 120 billion photovoltaic leading company is presented in a post-market announcement summary.
Tianfeng Securities: Provided a total guarantee of USD 350 million for the issuance of US dollar bonds by Tianfeng International and others.
China's robot market is growing rapidly, and the industry chain has great potential for long-term growth
① Professor Gao Feng's team from the School of Mechanical and Power Engineering at Shanghai Jiao Tong University developed a “six-legged robot for the blind”. This robot has visual environment sensing functions, and can autonomously navigate to the destination, dynamically avoid obstacles, and recognize traffic lights. ② The Chinese robot market has the highest sales volume in the world and has maintained a rapid growth trend, which provides market opportunities for the development of domestic robot companies.
Is the spin-off listing not working? PE Capital waited 3 years for Goertek Microelectronics, which had a valuation of over 18 billion dollars, to terminate its IPO
① In 2021, Goertek Microelectronics plans to increase capital and expand shares and introduce 15 investors, with a pre-investment valuation of 18.5 billion yuan. Investors include local state-owned capital, as well as PE bosses such as CITIC Construction Investment Capital, CICC Qichen, Cornerstone Capital, and CCB International. ② After the Shenzhen Stock Exchange recently raised the growth requirements for GEM listed companies, it is difficult for Goertek Microelectronics to meet the current operating data standards.
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.
Shenzhen Sanda A plans to divest its wholly-owned subsidiary CLP Digital Innovation to increase investment in China's electronic cloud resources
① Shenzhen Sanda A disclosed that it intends to divest 100% of the shares and related intangible assets of CLP Digital (Beijing) Technology Co., Ltd., a wholly-owned subsidiary that continues to lose money. ② In addition to improving profitability, this move is also aimed at optimizing the data innovation business layout. The data element engineering technology route implemented by CLP Digital Innovation is no longer the focus of this business. ③ Shenzhen Sanda A said it will increase resource investment in China's electronic cloud.
The rise in mainstream panel prices in April may further expand the industry to welcome structured investment opportunities
① Qunzhi Consulting predicts that with the further increase in panel demand, the price increase of mainstream panels is expected to expand further in April. ② According to the China Galaxy Research Report, there is a clear trend of price rebound in some segments in the panel, and the industry will usher in structured investment opportunities.
The release of the world's first pure electric anthropomorphic running robot “Tiangong” is expected to build a new engine for industry growth
① On April 27, the Beijing Humanoid Robot Innovation Center released the world's first full-size humanoid robot “Tiangong” with pure electric drive and anthropomorphic running, which can run stably at a speed of 6 km/h. ② Open Source Securities said that 2024 may be the first year of mass production of humanoid robots. The holding of the humanoid robot industry conference is also expected to drive the rapid development of the industry, and humanoid machine manufacturers are expected to enter the “fast track” of development.
The Huazhong Intelligent Vehicle Industrial Base Project has not yet formally signed a contract, and the 6-board Low-Altitude Economy Concept Stock issued a change notice |Post-market announcement highlights
Great Wall Motor: Net profit of 3.28 billion yuan in the first quarter increased by 1752.55% year-on-year
Heavy warehouse bought back Meituan Kuaishou! Zhong Geng Qiu Dongrong's quarterly report revealed that there were many moves to adjust positions
Early this morning, Qiu Dongrong's products revealed a quarterly report.
Big Fund Phase II invested in a domestic EDA company
① After two rounds of funding, Hubble Investments has become Jiutongfang's largest shareholder, with a shareholding ratio of 11.1157%; ② Jiutongfang has now launched 6 RF EDA tools and 3 others are under development. It is expected to achieve a complete RF tool chain by 2025.
Heavy stocks plummeted, leading to the first loss in 20 years since listing, Silan Wei: This year's revenue target is about 12 billion yuan | Financial Report Interpretation
① Silanwei recorded a loss for the first time in the 20 years since its listing. Previously, several brokerage agencies predicted that the company would lose or exceed 60 million yuan in 2023; ② Silanwei expects to achieve revenue of about 12 billion yuan in 2024, an increase of about 28% over the previous year; ③ At the end of 2023, the company's inventory reached 3,962 billion yuan, accounting for 23.42% of total assets, an increase of 25.06% over the same period last year.