2024-12-14 01:24:23
Guoxin Technology: Serialized chip products have been launched in the field of automotive electronic MCU. Guoxin Technology said in an investigation that the company has launched serialized chip products in the field of automotive electronic MCU in recent years, which has been welcomed by the market; Through the implementation of the strategy of "standing on the ground" and "overwhelming", this year, the company's automobile electronic MCU chip business has formed certain advantages, and obvious progress has been made in loading application and shipment volume. The product price is relatively stable, the fluctuation range is small, and the gross profit margin of the product remains relatively stable. In 2024, the company's BMS main control chip CCFC2007PT, high-end domain control chip CCFC3007PT, airbag ignition drive chip CCL1600B, etc. have all been used for loading/installing, and several manufacturers are developing at designated locations based on the above chips. In the future, with the increase of fixed-point mass production projects, shipments are expected to continue to grow.Barclays: The Central Economic Work Conference released more signals of policy support, which was held in Beijing from December 11th to 12th. The Barclays research team said that the Central Economic Work Conference provided more forward-looking guidance and released more policy support signals. Barclays said that on the whole, the meeting made it clear that "stable economic growth should be maintained next year" and emphasized "implementing more active macro policies" and "vigorously boosting consumption". The agency believes that regulators are more likely to introduce policies in a gradual manner. At the same time, when measuring the rhythm, scale and composition of the next round of measures, we should focus on the development and changes of real estate and stock market. Barclays expects that a more specific financial plan will be announced in March next year. In terms of monetary policy, the meeting proposed to implement a "moderately loose monetary policy". Barclays believes that this change in wording and position has released a positive signal, especially considering the current environment, it is expected that the central bank may cut interest rates significantly in the future. (SSE)The organization looks forward to the semiconductor industry in 2025: the AI replacement tide leads the growth, and the semiconductor ETF(512480) may usher in new development opportunities. On December 13, the semiconductor ETF(512480) closed down by 1.38%, with a turnover of 1.671 billion yuan. The constituent stocks are mixed, and Zhaoyi Innovation leads the rise. In terms of decline, SMIC led the decline. CICC said that after the boom in 2024, it is expected that the inventory of the semiconductor industry will stabilize and the relationship between supply and demand will be more balanced in 2025. With the gradual landing of AI cloud and end demand, domestic semiconductor elements will usher in new development opportunities. In addition, the AI-changing tide has a pulling effect on the downstream demand of the semiconductor design sector, which is expected to accelerate the growth of the semiconductor design sector in 2025 and inject new vitality into the industry.
Nigeria: About 130,000 members of Boko Haram have surrendered in the past five months. Christopher Moussa, chief of staff of Nigeria's defense, said on the 12th that nearly 130,000 members of the extremist organization Boko Haram have surrendered in the past five months. Moussa, attending the African Security Watch Conference in Doha, Qatar, said that from July 10th to December 9th, a total of 30,426 Boko Haram militants, 36,774 women and 62,265 children members of the organization surrendered. (Xinhua News Agency)Shen Wanhongyuan: "Vigorously boosting consumption" is the first task of economic work next year. The Central Economic Work Conference was held in Beijing from December 11th to 12th. Shen Wanhongyuan released a research opinion saying that in this Central Economic Work Conference, it can be seen that boosting consumption has once again become the top priority in 2025. The "two innovations" and "two heavyweights" in 2024 are important points of economic work. "Two Innovations" means to promote a new round of large-scale equipment renewal and trade-in of consumer goods, and "Two Innovations" means to implement major national strategies and build safety capacity in key areas, and continue to pay attention to the efforts of fiscal policies including extra-long special national debt in this field.Shengyi Technology: The total sales volume of the company's rigid copper clad laminate ranks second in the world. Shengyi Technology said at the collective exchange meeting of investors that according to the statistics and ranking of the global rigid copper clad laminate in 2023 by Prismark of the United States, the total sales volume of the company's rigid copper clad laminate ranks second in the world, with a global market share of 14%. Regarding the growth trend of AI server, the company said that the upgrade iteration of hardware equipment related to AI server is fast, and the product form is quite different from that of previous wired products. The company can quickly respond to customer requirements and provide solutions. It is expected that AI applications will gradually develop from large model training to application in the future, and it is expected to achieve good growth.
Tencent set up a management consulting company in Shenzhen with a registered capital of 5 million yuan. According to Tianyancha App, recently, Shenzhen Xintengjia Management Consulting Co., Ltd. was established with Jin Fang as its legal representative and a registered capital of 5 million yuan. Its business scope includes enterprise management consulting, human resources services, property management, hotel management and software development. According to shareholder information, the company is wholly owned by Shenzhen Tencent Digital Technology Co., Ltd..On the 13th, the 30-year treasury bond futures rose by 0.60%, and the latest main contract positions changed as follows. According to the data of the exchange, as of December 13th, the main contract 30-year treasury bond futures closed at 2503, up or down by +0.60%, with a turnover of 71,900 lots. The position data showed that the top 20 seats were clear, and the difference position was 3,777 lots. The total number of 30-year treasury bond futures contracts was 82,700 lots, an increase of 4,416 lots over the previous day. The first 20 seats in the contract held 78,000 lots, a decrease of 1,313 lots from the previous day. The top 20 seats in the contract held 85,000 short positions, a decrease of 1,049 lots from the previous day. (Sina Futures)Zhengzhou Investment Holding Company increased its capital to 7.78 billion yuan, with an increase of about 121%. Tianyancha App shows that Zhengzhou Investment Holding Co., Ltd. has undergone industrial and commercial changes recently, adding Zhengzhou Development Investment Group Co., Ltd. as a shareholder, and its registered capital has increased from about 3.53 billion yuan to about 7.78 billion yuan, with an increase of about 121%. At the same time, many senior executives have changed. Zhengzhou Investment Holding Co., Ltd. was established in October 2005, and its legal representative is Yu Jianwei. Its business scope covers state-owned assets investment and management, real estate development and sales, and house leasing. Now Zhengzhou Zhongrongchuang Industrial Investment Co., Ltd. and the above-mentioned newly-added shareholders jointly hold shares.