Xinxin News
1. Vanke has signed agreements with leading financial institutions such as China Merchants Bank to obtain 20 billion syndicated loans. The collateral is Vanke's Wanwei Logistics Unit, which has received 10 billion yuan so far. Comments: The 20 billion yuan syndicated loan helps Vanke further improve its liquidity. This syndicated loan is the largest single syndicated loan provided by financial institutions to real estate enterprises since the industry entered into deep adjustment, which reflects the strong support of financial institutions for real estate enterprises and is conducive to the stability of the real estate industry.
2. The National Development and Reform Commission, the Central Bank and other four departments issued the Notice on Doing a Good Job in Key Work of Cost Reduction in 2024. Comment: It was mentioned that the loan interest rate was promoted to be stable and declining. We will continue to give full play to the effectiveness of the reform of the loan market quoted rate (LPR) and the important role of the market-oriented adjustment mechanism of the deposit interest rate, and on the basis of maintaining the basic stability of the net interest margin of commercial banks, we will promote the steady decline of social comprehensive financing costs.
1. According to the data released by the National Energy Administration, from January to April, 191.2 billion yuan was invested in power supply projects of major power generation enterprises nationwide, up 5.2% year on year; The investment in power grid projects was 122.9 billion yuan, up 24.9%. Comment: The construction of domestic power infrastructure has been accelerated, the investment in power grids has maintained a rapid growth, and attention has been paid to investment opportunities related to power equipment.
2. Shenzhen and Zhongshan will jointly formulate the Shenzhen Zhongshan River Crossing Low Altitude Flight Network and Recent Operation Demonstration Scheme. Study the development advantages and potential needs of Shenzhen Zhongshan river crossing low altitude transportation, sort out and put forward the development ideas and application scenarios of river crossing low altitude transportation, define the flight airspace, plan the route network of low altitude flight routes, layout the facilities at all levels of takeoff and landing points of low altitude aircraft, cross river low altitude communication network and other supporting infrastructure, and propose the short-term operation demonstration projects. Comment: strengthen cooperation between regions to promote the construction of low altitude economy. In the future, Shenzhen will be used as a demonstration center to build a low altitude economic development model, which will be gradually extended to the whole country. Low altitude economic industry has been constantly catalyzing events, and it is suggested to pay active attention to it.
In the afternoon of March 23, Tesla Shanghai Energy Storage Super Factory opened in the new area of Shanghai Lingang. Comments: Tesla Shanghai Energy Storage Plant covers an area of about 200000 square meters. The plant is close to Tesla Shanghai Super Plant, which is also Tesla's first energy storage super plant project outside the United States. It is estimated that after being put into production in the first quarter of 2025, the output of Megapack will reach 10000 sets, and the energy storage capacity will be nearly 40 GWh.
4. Huang Yuanguo, a senior director of TSMC, said that the company's 3nm advanced process technology has started mass production since last year, and its yield is equivalent to that of the N4 process.
As the expansion of 3nm capacity still cannot meet the market demand, TSMC plans to build seven new plants worldwide this year. Comment: In combination with this front office, TSMC announced that it plans to expand CoWoS capacity at a compound annual growth rate of more than 60%, at least until 2026, and expand SoIC capacity at a compound annual growth rate of 100% before the end of 2026. TSMC's production expansion plan shows that the demand for advanced computing power will continue to increase in the next few years.
