Wei Shaojun, China Semiconductor Industry Association: The domestic chip design industry has returned to the double-digit high-speed development track. At the Shanghai IC Industry Development Forum 2024, Wei Shaojun, chairman of the IC Design Branch of China Semiconductor Industry Association, said that it is estimated that the domestic chip design industry sales in 2024 will be 646.04 billion yuan, an increase of 11.9% compared with 2023, returning to the double-digit high-speed development track, and the proportion of the global IC product market will be basically the same as last year. In terms of the distribution of industrial cities, Shanghai, Shenzhen and Beijing continue to occupy the top three cities in the scale of design industry this year. Among them, the scale of chip design industry in Shanghai has reached 179.5 billion yuan, which is further widened compared with that in Shenzhen. The scale of design industry in Wuxi has reached 67.82 billion yuan, surpassing Hangzhou and ranking fourth. In 2024, the number of chip design enterprises with sales exceeding 100 million reached 737.Shanxi Securities: The launch of new OpenAI products catalyzes the demand for low-orbit satellite to continue to accelerate. Shanxi Securities Research Report pointed out that 1) The "Open AI 12 Days" activity was held, and the official version of o1 &pro and the full version of ChatGPT pro o1 were released faster and more powerful than o1 preview, and they performed better in code, mathematics and writing, and still possessed the original ability of picture reasoning. With the marginal cost of training continuing to increase and cot reasoning computing power continuing to increase, the computing power demand in 2025 is real and may continue to exceed expectations. It is suggested that the current optical module, copper connection, power supply and liquid cooling should be switched to the low valuation of 2025 performance. 2) Amazon shows trn1 ultra cabinet products, and cloud manufacturer ASIC brings incremental demand for copper connection. Cloud manufacturers' self-developed ASIC will bring important demand increment for high-speed copper connection. At present, copper connection system component manufacturers are concentrated overseas, while bare wire supporting capacity is concentrated in China. 3) Last week, Yuanxin Qian Fan's third networking satellite was successfully launched in Taiyuan, and SpaceX mobile phones were directly connected to satellite networking for commercial use. The development of LEO satellite Internet is related to 6G standard discourse right, orbital frequency resources and the game of international air and space infrastructure powers, which is expected to force the launch of LEO constellation in China to accelerate again. Under the catalysis of continuous events, the relevant targets of the industrial chain are expected to usher in a certain performance contribution and drive the double-click market.There was a power vacuum in Syria, and Israel took the opportunity to seize the territory. Many countries condemned it. After the Bashar government in Syria stepped down, all parties launched a "land grab" in Syria, of which Israel acted the fastest. According to Reuters's report on the 10th, the Israeli army continued to March into Damascus, the Syrian capital, and has now reached about 25km southwest of Damascus. Although the Israeli army denied this news, in the past two days, the Israeli army seized the buffer zone between Israel and Syria and some areas in southern Syria from the Golan Heights, and also carried out more than 300 air strikes on Syria. The international community strongly condemns Israel's practices. (World Wide Web)
Argentine President Millay: It is planned to cancel capital controls next year. Argentine President Millay said in a televised speech on December 10 local time that Argentina plans to cancel capital controls next year. Millay said that Argentina's economic team is preparing to carry out structural tax reform, which will abolish 90% of taxes, and the Argentine government will ban more institutions and listed companies in the new year. Demián Reidel, economic adviser to Milai, will announce Argentina's nuclear energy plan in the next few days.Huaneng International and others set up a new energy company in Nanjing with a registered capital of 164 million yuan. According to Sky Eye App, Huaneng (Nanjing Jiangning) New Energy Co., Ltd. was recently established, with the legal representative of Wang Changbin and a registered capital of 164 million yuan. Its business scope includes power generation business, power transmission business, power supply (distribution) business, construction project supervision, wind power generation technical services, energy storage technical services, solar power generation technical services, and investment activities with its own funds. According to shareholder information, the company is jointly owned by Huaneng International Power Jiangsu Energy Development Co., Ltd. and Sino-Singapore Green Investment Private Co., Ltd. under Huaneng International (600011).Shang Tang (00020.HK) opened down 1.25% and plans to place 1.865 billion shares at a discount of 6.3%, raising HK$ 2.787 billion.
The concept of quantum technology was active at the beginning of Fudan Fuhua 2 board, and the concept of quantum technology was active at the beginning. Starlight, Geer Software and Fudan Fuhua had daily limit, and Guo Dun Quantum, Jida Zhengyuan and Feilixin collectively opened higher.Treasury futures collectively opened lower, with 30-year main contracts down 0.38%, 30-year main contracts down 0.38%, 10-year main contracts down 0.11%, 5-year main contracts down 0.06% and 2-year main contracts down 0.04%.The Hang Seng Index of Hong Kong stocks opened higher by 0.46%, the index of state-owned enterprises rose by 0.51%, and the branch index rose by 0.46%.
Strategy guide 12-13
Strategy guide
12-13
Strategy guide