Another semiconductor summit is about to be held, and the advanced packaging industry is expected to maintain a high level of prosperity.
①The 21st China International Semiconductor Exhibition (ICChina2024) will be held at the Beijing National Convention Center from November 18th to November 20th. ②Yole expects that the global advanced packaging market size is expected to increase from $46.83 billion in 2023 to $78.55 billion in 2028.
Specific subsidy plan released! Low-altitude sector expected to usher in a wave of orders.
The Ministry of Industry and Information Technology recently held the first plenary meeting of the leading group for the development of low-altitude industry, discussing and deploying the key tasks to promote high-quality development of the low-altitude industry. On the same day, the Shenzhen Transportation Bureau solicited opinions on the detailed rules for the implementation of "Several Measures to Support the High-quality Development of the Low-altitude Economy in Shenzhen". The draft for soliciting opinions proposes specific subsidy plans.
Institutions have continuously increased their positions in JA Solar Technology for two consecutive days. Five strong institutional investors join forces to seize opportunities in Shenzhen City.
PV concept stock JA Solar Technology received institutional buy of 0.168 billion, and the stock also received institutional buy of 0.125 billion yesterday; Tech Semiconductors saw significant institutional sell for two consecutive days. Chip concept stock Shenzhen Chixiangye Technology received joint buy from five top-tier private equity desks amounting to over 0.3 billion, with Guosheng Securities Ningbo Sangtian Road Branch buying 0.107 billion.
It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.
①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.
Concept Dynamics | Caijing Community's thematic library adds the concept of "debt-to-equity swap"
The State Council Information Office held a press conference on October 12, 2024. Minister of Finance Lan Fo'an stated that plans to significantly increase the debt limit at one time, replace the local government's existing hidden debts, and increase support to help local governments resolve debt risks. Overview of debt restructuring concept stocks.
The shortage of low-altitude economic employment talents may reach one million. Institutions suggest paying attention to the subsequent sector market.
① Li Chunlin, deputy director of the National Development and Reform Commission, said, “For example, the booming development of the low-altitude economy has given birth to a new job as a drone operator. According to estimates by relevant departments, the talent gap for this job in our country is now as high as 1 million people.” ② According to the Open Source Securities Research Report, the low-altitude economy is expected to usher in a vertical acceleration from national-level industrial planning to local subsidies to infrastructure tenders and application scenario development.