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2026-04-01

Chinese photovoltaic cell process equipment and solutions provider LAPLACE Renewable Energy Technology(688726.SH) has won the second phase of Tesla’s solar project, with an order size reported at nearly 10 billion yuan, according to Cailian Press. Ea

Chinese photovoltaic cell process equipment and solutions provider LAPLACE Renewable Energy Technology(688726.SH) has won the second phase of Tesla’s solar project, with an order size reported at nearly 10 billion yuan, according to Cailian Press. Earlier reports suggested Tesla planned to purchase about US$2.9 billion worth of solar manufacturing equipment from China. Based on 2025 results, Laplace posted revenue of 5.45 billion yuan and net profit of 612 million yuan. The new order is estimated to account for about 183% of its 2025 revenue and could more than double annual profit. Following the news, the company’s A-share stock hit the 20% daily limit up.
2026-04-01

The main contract for 30-year Treasury bond futures (TL) fell more than 0.30% intraday, currently trading at 111.24 yuan.

The main contract for 30-year Treasury bond futures (TL) fell more than 0.30% intraday, currently trading at 111.24 yuan.
2026-04-01

The CEO of the Malaysian Energy Commission stated that hydropower resources are sufficient if needed, but we need to protect and conserve them.

The CEO of the Malaysian Energy Commission stated that hydropower resources are sufficient if needed, but we need to protect and conserve them.
2026-04-01

U.S. LAWMAKER OPTIMISTIC ABOUT CONGRESSIONAL BACKING FOR S. KOREA'S NUCLEAR-POWERED SUB, NUCLEAR ENERGY PUSH - YONHAP

U.S. LAWMAKER OPTIMISTIC ABOUT CONGRESSIONAL BACKING FOR S. KOREA'S NUCLEAR-POWERED SUB, NUCLEAR ENERGY PUSH - YONHAP
2026-04-01

According to Yonhap News Agency, U.S. lawmakers are optimistic about supporting South Korea's nuclear-powered submarine and nuclear propulsion programs.

According to Yonhap News Agency, U.S. lawmakers are optimistic about supporting South Korea's nuclear-powered submarine and nuclear propulsion programs.
2026-04-01

1. South Korean chip giants increase investment in China: Samsung upgrades processes at its Xi'an factory, and SK Hynix increases capacity at its two major factories. 2. Micron plans to develop stacked GDDR technology, with prototypes expected to la

1. South Korean chip giants increase investment in China: Samsung upgrades processes at its Xi'an factory, and SK Hynix increases capacity at its two major factories. 2. Micron plans to develop stacked GDDR technology, with prototypes expected to launch in 2027. 3. "Father of HBM": AI will be memory-centric, GPUs may become ordinary components. 4. Reports indicate Micron is attempting vertically stacked GDDR memory: paving a new path between standard GDDR and HBM. 5. Kioxia announces gradual withdrawal from 2D NAND and third-generation BiCS FLASH products, with shipments delayed until the end of 2028. 6. Institutions: Spot trading pressures low-end resources, channel prices for low-capacity DDR4 memory modules fall by over 20%. 7. Reports indicate TSMC's 3nm capacity is critically low, with Samsung's 2nm becoming the only global alternative. 8. Demingli: Q1 net profit is expected to be 3.15 billion to 3.65 billion yuan, with memory prices continuing to rise. 9. Institution: AI server demand supports rising memory contract prices in Q2 2026; CSPs lock in supply through long-term agreements. 10. Chengbang Technology: Plans to raise no more than 100 million yuan through private placement for embedded memory chip capacity expansion projects, etc.
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