The concept of robot bottomed out and Tianqi shares rose linearly, and Tianqi shares rose linearly. Before that, the construction industry went out of 9 boards in 10 days, Astar went out of 13 boards in 21 days, and Tongda Power went up. Hanyu Group, Maihe, Jiangsu Reilly, Hanwei Technology and Best were among the top gainers.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.Qinchuan Machine Tool: The company's machine tool business section can provide a variety of processing equipment for humanoid robot manufacturers. Qinchuan Machine Tool said on the interactive platform that the company's machine tool business section can provide a variety of processing equipment for humanoid robot manufacturers, such as gear grinder, planetary roller screw pair key processing equipment thread grinder, etc. The spare parts business section of the company has the foundation of R&D and manufacturing of planetary roller screw by-products. Now, it has gradually started small batch production and verified its application. In the future, according to the market demand, it will gradually improve the detection and processing means and build its capacity.
From January to October, the national output of photovoltaic polysilicon, silicon wafers, batteries and components all increased by more than 20% year-on-year. According to the Ministry of Industry and Information Technology, from January to October 2024, China's photovoltaic industry operated smoothly as a whole. According to the announcement of photovoltaic industry norms, enterprise information and industry associations, the output of photovoltaic polysilicon, silicon wafers, batteries and components in China increased by more than 20% year-on-year, and the export volume of photovoltaic cells increased by more than 40%. In the polysilicon sector, the national output from January to October was about 1.58 million tons, up 39.0% year-on-year. In the silicon wafer link, the national output from January to October was about 608GW, and the export volume was about 53.2GW. In the battery sector, from January to October, the national output of crystalline silicon batteries was about 510GW, and the export volume was about 45.9GW. In terms of components, from January to October, the national output of crystalline silicon components was about 453GW, and the export volume was about 205.9GW.Turkish Foreign Minister Fidan discussed the situation in Syria and Gaza with US Secretary of State Blinken. Turkish Foreign Minister Fidan: We discussed the possible roles of Turkey and the United States in Syria in the future. Our primary task is to ensure the stability of Syria and prevent extremist organizations "Islamic State" and the PKK from taking control of Syria.The turnover of Shanghai and Shenzhen stock markets exceeded 1 trillion yuan for the 53rd consecutive trading day.
Ukrainian energy company DTEK: Russia caused "serious damage" to the thermal power plant in the attack on energy in the morning local time.Organic fluorides in two underground waters in Tochigi Prefecture, Japan exceeded the standard. On the 13th, local time, it was learned that the government department of Tochigi Prefecture in Japan said on the same day that organic fluorides exceeding Japan's provisional safe range were detected in the underground waters of two wells located in Ghost Nuqiu, Zhengang City. (CCTV News)Yu Chengdong Tik Tok rose more than 400,000 yuan overnight. On the evening of 12th, Yu Chengdong registered Tik Tok account, and the authentication information was displayed as "Managing Director of Huawei, Chairman of BG& BU, a terminal smart car solution". As of the 13th, the powder rose by over 400,000 overnight. (Oriental Finance)
Strategy guide 12-14
Strategy guide 12-14
Strategy guide
12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14