Novoray Corporation: Spherical Titanium Oxide and other products are now being supplied in bulk. The market for more high-value filler products is being opened up | Direct report from the Earnings Conference.

① The company stated that since the beginning of the year, the sales of filler products used in the thermal interface field have been gradually increasing, and the capacity utilization rate of spherical products has further improved. In the fourth quarter, the company's operational status has been stable, meeting the company's development expectations; ② In addition to silicon aluminum oxide products, a series of high-end applications such as spherical Titanium and liquid fillers used in high dielectric high-frequency substrates have passed certification from domestic and international customers and have been shipped in bulk.

cls.cnDec 18 18:09

How do domestic semiconductors industry chain grow against the wind? At this closed-door event, many "little giant" companies shared their insights and advice.

① The release of a new round of export control entity lists has fostered the consensus within the industry to cultivate and develop a domestic supply chain system. ② Several emerging companies in the semiconductors field recently stated at an industry event that the domestic market for semiconductor equipment and memory chips is vast, and small and medium-sized enterprises possess the resilience for growth and development.

cls.cnDec 6 10:39

Multiple countries are increasing support for the semiconductors industry, and the sector's performance is expected to improve quarter by quarter.

Recently, multiple countries have increased their support for the development of the semiconductor industry. On November 29th, the German government is preparing to provide billions of euros in new investment to the country's semiconductor industry. On November 27th, to support the development of the semiconductor industry, South Korea's Ministry of Finance announced plans to introduce 14 trillion Korean won (approximately 72.8 billion Chinese yuan) in low-interest loans next year.

cls.cnDec 2 07:53

Sanfu Xinke: Demand for PCB-specific chemicals is recovering, and composite copper foil equipment is now capable of mass production | Direct coverage of the earnings conference.

① It is reported that the company's MSA eco-friendly concept high-speed tin plating chemicals have significant advantages in terms of environmental protection, replacing the products previously used by customers, and have now been exported to Belarus; ② Shangguan Wenlong stated that the company's one-step and two-step (hydro-electroplating) composite copper foil mass production equipment has already been delivered and currently has the capacity for mass production and shipment.

cls.cnNov 25 18:41

The daily sales of the product reached 18 million GMV. E-commerce concept stocks achieved three consecutive board limits this week, with institutions conducting intensive research on related listed companies.

①Nanji E-commerce released institutional research notes on Friday, stating that Nanji Ren's luxury series has a daily sales volume of 18 million GMV recently. A hundred good brands have already expanded to channels such as Douyin, Alibaba, vipshop, etc. In terms of the secondary market, Nanji E-commerce closed with a 3-day consecutive limit up on Friday.

cls.cnNov 24 20:51

Huawei Mate Brand Summit will be held on November 26th, the industry chain companies welcome development opportunities.

① Huawei Terminal announced that the Huawei Mate brand celebration will be held on November 26 at 14:30. At the same time, the Huawei Mate 70 series smartphones have officially debuted, and reservations for the new models in the series are now open. ② Open-source securities noted that with a stable supply chain and breakthroughs in research and development, Huawei's smartphone shipments are expected to reach 80 million to -90 million units by 2025.

cls.cnNov 20 08:01