Will exposure to semiconductors lead to success? Listed companies are raising funds for semiconductor-related projects, but the quality remains to be tested. | Speed read announcement
①Shenzhen Rongda Photosensitive & Technology announced a private placement to raise 245 million yuan for high-end photoresist production; ②The high-end photosensitive dry film photoresist that Rongda Photosensitive plans to build is not for semiconductor production. The company's semiconductor photoresist business accounts for a small proportion and the company has stated that there are 'technical bottlenecks'; ③Leweitek also plans to raise funds to expand its semiconductor-related business.
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.
The chairman of the leading copper-clad board with a market cap of nearly 50 billion has retired. He once pushed for the spin-off and listing of Shengyi Electronics.
Shengyi Technology announced this evening (June 5th) that its chairman, Liu Shufeng, retired due to age; Currently, Shengyi Technology has no actual controller, and its largest shareholder is Guangdong Guangxin Holdings Group Co., Ltd., holding a stake of 25.12%, who had previously expressed interest in seeking the actual controlling rights of Shengyi Technology.
Eton Electronics plans to build a production base in Thailand Why are PCB companies flocking to Southeast Asia?
① Eton Electronics plans to invest no more than 100 million US dollars to build a new PCB production base in Thailand. Since May, listed companies such as World Transport Circuit, Shenghong Technology, and Junya Technology have officially announced investments in Southeast Asia. ② PCB companies hope to meet customer needs through foreign investment; build a diversified industrial layout to diversify market risks, obtain more overseas orders, etc.
With the launch of AI products and the superposition switching cycle, the consumer electronics industry is expected to reach an inflection point in the cycle
① Recently, Huawei terminals announced that pre-sale of the Enjoy 70S phones will begin on May 28, focusing on “super battery life and large eye protection screen”. ② The introduction of terminal products such as AIPC and AI mobile phones, combined with the advent of a switching cycle, is expected to push consumer electronics terminal sales back to a growth trajectory.
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.