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27
2022-11
Information | How influential is the British government's request that Chinese enterprises sell 86% of their chip factories?On November 17, Wentai Technology (600745. SH) announced that Anshi Semiconductor, a wholly-owned subsidiary of the company, was forced to sell at least 86% of the shares of Newport Wafer Fab ("NWF"), a British semiconductor company that ha... -
27
2022-11
Energy storage | compressed air energy storage, accelerating the release of 100 billion investment demandAccording to the latest research report, compressed air energy storage is one of the most potential large-scale long-term energy storage technologies. As of September 2022, the installed capacity of compressed air energy storage under construction/to... -
20
2022-11
Reading | financial article 16 introduced the New Deal, what are the key information?The Notice on Making the Current Financial Support for the Steady and healthy development of the real estate Market is referred to as the 16 real estate finance articles. The Notice covers the upstream and downstream financing of real estate, such as... -
20
2022-11
New energy | energy storage industry is flourishing, trillions of blue ocean marketThis year, the National Development and Reform Commission and the National Energy Administration issued the 14th Five-Year Plan for the Development of New Energy Storage, proposing to vigorously develop new energy storage. It indicates that Chinese e... -
20
2022-11
Information | new energy car hit, is there any investment opportunity charging pile?With the rapid development of the new energy industry, the industry chain of charging piles surrounding the development of new energy vehicles is also rapidly expanding. However, with the surge in the number of new energy vehicles, the "one is d... -
13
2022-11
The investment logic behind the explosion of supply and marketing agenciesRecently a period of time supply and marketing clubs suddenly popular, some places are re-opening supply and marketing clubs. According to Hubei daily, the provincial supply and marketing cooperative learned that the implementation of the“Grass-roots... -
05
2022-11
Semiconductor | Electronic Special Gas, 2025 localization rate is expected to rise to 25%As a key basic raw material for national strategic industries such as integrated circuits, display panels and photovoltaic energy, the electronic special gas with high dependence on import has become a“Choke” link in the development of science and Te... -
05
2022-11
Looking ahead | The masking edition will reach 9.4 billion by 2025Silicon Semiconductor industry about 37 percent of the List of semiconductor materials's cost, followed by mask and semiconductor gas, which account for about 13 percent, according to the International Association of Electrical and Mechanical Eng... -
05
2022-11
Double 11 hot sale, folding screen behind the billion-level marketIn 2022, more than one million Chinese folding screens were shipped, and in the third quarter of this year, Huawei held the No. 1 position in the domestic folding screen market with a 44.9 percent share, according to IDC, it shows the power of Huawei... -
30
2022-10
Top 20 | key information interpretation, quick understanding of investment trendsAmong them, national security and rejuvenating the country through science and education are the new key contents of this report, and“Security” has also become one of the key words mentioned frequently in this report, mainly including food, energy an... -
30
2022-10
Semiconductor | Silicon WaferSilicon wafers are the starting point for chips, 2021 the $14bn global market for semiconductor silicon wafers, a highly concentrated industry with a CR5 market share of nearly 90 per cent. Silicon is the most widely used List of semiconductor materi... -
30
2022-10
New Energy | offshore wind opportunities!The party's 20th National Congress report proposes actively yet prudently promoting“Peak carbon and carbon neutrality”, taking into account China's energy and resource endowments, sticking to the principle of“First doing something, then break...