Important News
1. Has China requested a halt to orders for Nvidia's RTX Pro 6000D chips? The Ministry of Foreign Affairs responded.
2. my country's scientific and technological innovation capabilities have steadily improved during the 14th Five-Year Plan period. The added value of the "three new" economies has reached 18% of GDP, and the number of high-tech enterprises has exceeded 500,000.
Individual Stock News
1. Ganfeng Lithium: The company's energy storage cell production capacity is currently at full capacity.
2. Shanghai Stock Exchange: Self-regulatory measures such as account suspension have been taken against relevant investors in accordance with regulations.
3. Hongchang Technology: The robotics company in which it holds a stake currently has a relatively small order size.
4. Changying Precision: There is no equity relationship between the company and Yushu Technology.
5. Kingfa Technology: The company's through-the-line shareholding in Yushu Technology is 0.32%, and its indirect shareholding is extremely low.
6. Pioneer Intelligent: Its sodium-ion battery intelligent manufacturing complete line solution has successfully served leading domestic and international customers. 7. Shiyun Circuit: The "Core Innovation Intelligent Carrier" next-generation PCB products are expected to start production in mid-2026 and may be supplied to Tesla in the future.
8. Dekeli: The silicon-based OCS products have received overseas sample orders, but have not yet received volume orders from major overseas manufacturers.
9. Yunnan Tourism: The cooperation between its wholly-owned subsidiary and Zhejiang Humanoid Robot Innovation Center Co., Ltd. is still in the early stages.
10. Fulin Precision: Signed a 1.5 billion yuan advance payment agreement with CATL to secure lithium iron phosphate supply.
11. Yongxin Optics: The optical components business related to lithography machines accounts for a small proportion of the company's revenue.
12. Capital Online: The controlling shareholder and the company's shareholders intend to transfer 5.02% of the company's shares to Tianyang Technology at a transfer price of 17.6 yuan per share.
13. Feilo Acoustics: The company has no plans to enter the lithography machine market and is not planning any major asset restructuring or asset injection. 14. Lihexing: The "Semiconductor Equipment Precision Components R&D and Industrialization Project," which is being funded through a planned private placement, is in the early stages of preparation.
15. Wolong Electric Drive: In the first half of the year, the company's robot-related products and applications accounted for approximately 2.71% of its overall operating revenue, a relatively low proportion.
16. Fengshan Group: Signed a technology development contract with Tsinghua University to collaborate on the development of sodium-ion battery electrolytes and solid-state lithium-ion battery electrolytes.
17. Demingli: Storage prices are expected to continue their upward trend in the fourth quarter. The company's SATA SSD controller chips and the next-generation self-developed SD6.0 controller chips have both achieved mass sales.
