Author | Zhu Hualei, Editor | wjx
Source: Jufeng Investment Advisor, Good Stock Application
(Data pictures are for reference only)
Highlights
1. Shanghai has issued housing provident fund policies to support urban renewal: first, support the withdrawal of housing provident fund after purchase, renewal and transformation; The second is to support the withdrawal of housing provident fund during the construction period of the project; Third, expand the scope of withdrawal applicants.
2. It is estimated that China's express development index will be 361.5 in August 2023, up 16.2% year on year. Among them, the development scale index, service quality index, development ability index and development trend index were 400.9, 573, 208 and 68.9 respectively, up 10.6%, 27.1%, 3.6% and 1.9% year on year. In August, the industry operation was relatively stable, the market scale continued to grow, the air express transportation system was further improved, and the collaborative development ability was enhanced.
3. The Administration of Foreign Exchange said that by the end of August 2023, China's foreign exchange reserves had reached US $3160.1 billion, a decrease of US $44.2 billion or 1.38% from the end of July.
4. According to the data of the People's Bank of China, China's gold reserves at the end of August reported 69.62 million ounces (about 2165.43 tons), an increase of 930000 ounces (about 28.93 tons) month on month.
5. The signing ceremony of "trade in the old for the new" was held jointly sponsored by the Zibo Real Estate Development Association and the Zibo Real Estate Brokerage and Evaluation Association. The first 12 real estate development enterprises and real estate brokers in the city signed cooperation agreements.
Major events
Mask's "Optimus Prime" humanoid robot will appear in the exhibition
Tesla humanoid robot Optimus "Optimus Prime" will participate in the 2023 China International Digital Economy Expo. It is reported that the robot has a super brain. At present, it is equipped with the same fully automated driving (FSD) computer and Autopilot related neural network technology as Tesla vehicles. It will use massive data through sensors and computer vision to dynamically perceive the surrounding world. The price of this robot is expected to be about 150000 yuan.
Comment: The lead screw is the core part of high-precision linear motion, which is usually used to convert rotary motion into linear motion. It is mainly composed of lead screw and nut. The scheme that Tesla Optimus selects planetary roller lead screw+trapezoidal lead screw for linear joint will have a significant impact on the lead screw industry.
Wuzhou Xinchun: The company has successfully developed RV reducer bearing and harmonic reducer flexible bearing in the field of robot reducer bearing, of which RV reducer bearing and harmonic reducer bearing are respectively sent samples to customers of domestic well-known robot reducer enterprises, such as Nangaochi and Laifu Harmonic. Manufacturer of lubricating bearings and high-performance polymers of Changsheng Bearing, the company's products can be used in robot joints, reducers and other parts.
Qinchuan Machine Tool: The company is one of the earliest enterprises engaged in the R&D and manufacturing of industrial robot joint reducers in China. With a product load of 5-800KG, it is the most comprehensive manufacturer in China. It has achieved import substitution in the field of heavy load. The company has an annual production capacity of 60000 to 90000 sets in 2020. At the end of 2022, a wholly-owned subsidiary Qinchuan High Precision Transmission Technology Co., Ltd. was established, Build an independent development platform for robot core parts.
The simulation verification of the first domestic operator NR-NTN LEO satellite laboratory was completed
Recently, China Mobile, together with ZTE and DeTec, completed the simulation and verification of the first domestic operator NR-NTN low orbit satellite laboratory to support mobile satellite broadband services. This test verification adopts 3GPP R17 NR-NTN international standard, and successfully verifies the technical feasibility of mobile phone direct connection to LEO satellites under the two basic networking modes of NR-NTN transparent forwarding and on-board regeneration, realizing end-to-end full link connection and data transmission verification.
Comment: Huawei's smart phone satellite calls open a new era of interconnection. Satellite Internet can not only increase the development of new infrastructure, but also promote digital transformation and innovation. Therefore, we focus on investment opportunities in the satellite manufacturing supporting industry chain.
Creative information: The company has created 5G satellite communication payload products and is striving to become a major 5G communication payload supplier of satellite Internet. The company focuses on the layout of LEO broadband satellite Internet, becoming one of the first batch of 5G load manufacturers for testing satellites in China, and one of the first batch of manufacturers to participate in the research and proposal of satellite standards of China Satellite Network Corporation.
Chengchang Technology: The company takes the lead in launching a full set of solutions for satellite Internet phased array T/R chips for satellite and ground use, and the T/R chips represented by the multi-channel multi beam amplitude phase multi-function chips have certain leading advantages in key performance such as integration, power consumption, noise figure, etc.
Guangzhou Knowledge City semiconductor photomask project will be put into production soon
Recently, the photomask project of Guangzhou Zhongxin Knowledge City for semiconductor applications undertaken by Science City (Guangzhou) Construction Engineering Co., Ltd. successfully passed the joint completion acceptance. It is reported that the project is located in the Sino Singapore Knowledge City Semiconductor Industrial Park, with a total investment of about 3 billion yuan. After the completion of the photomask project, it will focus on the R&D and industrial production of 28-14nm advanced semiconductor photomask, aiming at solving the situation that China's advanced photomask materials rely on imports for a long time. In the future, it will be built into the only photomask manufacturing center in the Pearl River Delta, providing strong support for Guangdong Province to become the third pole of China's integrated circuits.
Comment: Masks should be used in flat panel display, semiconductor and other downstream fields. They are core consumables in the photolithography process. Currently, overseas head mask manufacturers still occupy the main market. Analysts believe that as the industry is expected to usher in the inflection point of improving the supply and demand structure in 2024, the mask is expected to benefit from the downstream boom, and the demand space is expected to further open. Masks are used in flat panel display, semiconductor and other downstream fields, and are the core consumables in the photolithography process. At present, overseas head mask manufacturers still occupy the main market. Analysts believe that as the industry is expected to usher in the inflection point of improving the supply and demand structure in 2024, the mask is expected to benefit from the downstream boom, and the demand space is expected to further open.
Guanshi Technology: The company plans to build a new mask project with full size layout, mainly focusing on 28-45nm. It is the most advanced mask manufacturer in China at present. The general director of mask is from the team of Zhang Rujing, founder of SMIC International.
Philips: The company's Hefei Optical Micro TFT-LCD and semiconductor photomask precision processing project has been completed and put into operation.
The first domestic Chiplet interface PBLink test of Core Particle Interconnection Interface Standard was successful
Recently, Arctic Xiongxin announced the success of the first self-developed chiplet interconnection interface PBLink chip back test based on the domestic Core Particle Interconnection Interface Standard. PBLink interface has the characteristics of low cost, low delay, high bandwidth, high reliability, compliance with domestic interface standards, compatible packaging, internal and external interconnection, etc.
Comment: Semiconductor packaging is the next step of semiconductor manufacturing process. Advanced packaging is playing a more and more important role when Moore's Law approaches the physical limit. Yole predicted that the proportion of advanced packaging in the world will reach 49.4% in 2025, and advanced packaging will become the main increment of the global packaging market. Fang Jing of Minsheng Securities said that the advanced packaging industry has broad prospects, and the Chiplet technology will benefit from the strong demand for computing chips, and is optimistic about the growth potential of domestic supply chain companies under the accelerated application of Chiplet.
Jingfang Technology: The company has been focusing on the expansion and layout of these advanced packaging technologies, and has achieved significant technological and market leading advantages in sensor applications.
Kaige Precision Machine: The company's semiconductor crystal fixing equipment and semiconductor dispensing equipment can be used in the field of chiplet technology.
Selected announcements
Zhanpeng Technology: The controlling shareholder will be changed to Kunpeng, Qingdao
Initial shares: 2.616 billion yuan signed in August
Fuchun Shares: the subsidiary signed the exclusive agency and operation agreement for game authorization
Dongrui Shares: pig sales revenue of 86 million yuan in August rose 27.03% month on month
Dofluoro: It is planned to buy back shares with 151 million yuan to 300 million yuan
Yujing Co., Ltd.: The silicon chip cutting equipment of the company can be applied to the model of silicon chip used in BC battery
CAMCE: Implementation of financing for the construction project of Indonesia Jenarata Dam
Zhonglai Shares: 8GW has been put into production in the first phase of the high-efficiency single-crystal battery intelligent factory project
British Union: the company purchases 10 composite aluminum foil production lines from Aifa
Rongbai Technology: The net profit in the third quarter is expected to increase by 21% - 54% year on year
Jinxinnuo: planned to buy back 500000 shares - 1000000 shares of the company
Huadong Heavy Machinery Co., Ltd.: proposed to list and transfer 100% equity of Runxing Technology to buy out business assets of CNC machine tools
Author: Zhu Hualei Practicing Certificate: A0680613030001
Disclaimer: The above contents are for reference only, and do not constitute specific operation suggestions. The profit and loss and risk of the operation shall be borne by oneself
