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Hot headlines
What industrial projects will be driven by the opening of the Shenzhen-Zhongshan Corridor?
Yesterday, the Shenzhen-Zhongshan Corridor will be officially opened for trial operation. The travel time between Shenzhen and Zhongshan has been shortened from two hours to half an hour, which has promoted the interconnection of key economic zones such as Qianhai, Nansha, Hengqin and Hetao, and also connected the science and technology innovation corridors of Guangzhou, Shenzhen, Hong Kong and Guangzhou-Zhuhai-Macao, realizing a real one-hour living circle in the Bay Area. At the end of March next year, the manufacturing enterprises in the Pearl River went to the ITES Shenzhen Industrial Exhibition to participate in the exhibition, and it was only one hour away.
· Source: Phoenix TV
【ITES Sees Business Opportunities】
In order to reduce operating costs, some Shenzhen-listed companies have taken the lead in the layout of the two places:
The projects of "LCD and AMOLED flat panel display device automation professional equipment" and "medium and large size flat panel display device automation professional equipment expansion" have been completed and put into operation in Zhongshan base.
Longsys has established a subsidiary, Zhongshan Longsys Electronics Co., Ltd., in Zhongshan, focusing on the R&D, testing and sales of memory, with a registered capital of RMB 850 million.
The Port of Guangzhou will become an important passage connecting the east and west banks of the Pearl River, driving the integration and interconnection between cities in the Greater Bay Area, and facilitating the development of the Greater Bay Area and Nansha.
For the 26 A-share listed companies in Zhongshan, the industries are mainly concentrated in the fields of power equipment, light manufacturing, household appliances and electronics, which complement each other with Shenzhen's industrial ecology and are expected to achieve coordinated development.
Semiconductor equipment market: the domestic industrial chain has blossomed in many places
In the semiconductor financing events from January to May this year, the semiconductor equipment market has received the attention of the capital market, with more than 70 semiconductor equipment companies receiving financing, and the financing events from April to May alone have reached 13. Including semiconductor photomask testing equipment manufacturer Yuhui Semiconductor, vacuum thin film deposition equipment manufacturer Pnoxon Vacuum, ALD coating and other semiconductor front-end process equipment manufacturers and other semiconductor equipment manufacturers.
Judging from the public financing amount, SIASUN Semiconductor has received a financing amount of 400 million yuan, which is the manufacturer with the largest financing amount. Others with a financing amount of more than 100 million yuan include Yuhui Semiconductor, Xinyang Silicon Secret, and Teyi Technology.
· Source: Electronic Audiophile Network
【ITES Sees Business Opportunities】
❶ Steady development of core semiconductor equipment: In the market segment, lithography machines, etching equipment, and thin film deposition equipment are the three core equipment, and they are also the three largest markets. In the above statistics, Zhizhen Equipment, a manufacturer of high-precision physical vapor deposition equipment, has completed an angel round of financing of thousands of yuan. Gluing developer, etching machine and monolithic cleaning machine manufacturer Mai Ruijie has completed a Pre-A round of financing of thousands of yuan.
❷ From the perspective of financing rounds, the semiconductor equipment manufacturers in the above statistics are mainly concentrated in early-stage financing, among which the companies that have completed angel rounds of financing include Zhizhen Equipment, which was established in 2021, and Pnoxon Vacuum; There are a total of 6 companies that have completed the A round and the Pre-A round, including Yuhui Semiconductor, Diyou Precision, Mairuijie, Junge Zhicheng, Jihua Hengyi, and Zhongke Guangzhi, involving multiple links of front-end process equipment and back-end process equipment such as testing equipment, packaging equipment, etching machines and monolithic cleaning machines.
Orders plummeted, and ship prices rose! The monthly report of the global shipbuilding industry is released
According to Clarkson's statistics (as of June 8, 2024), 85 new orders were signed worldwide in May this year, with a total of 2,025,653 CGT. Compared with the 176 new orders signed globally in May 2023, totaling 3,724,668 CGT, a year-on-year decrease of 91 ships and a year-on-year decrease of 45.62% in revised gross tonnage. From the perspective of price statistics, the price index of bulk carriers, oil tankers and container ships in May increased by 3 points, 3 points and 1 point month-on-month to 173 points, 220 points and 114 points respectively.
Among them, the number of orders held by Chinese shipyards is 3,003, accounting for 61.22% of the global market share; Japanese shipyards held orders of 688 ships, accounting for 14.03% of the global market share; South Korean shipyards have 705 hand-held orders, accounting for 14.37% of the global market share.
From the perspective of shipbuilding exports, in January ~ May this year, the mainland exported a total of 2,363 ships, a year-on-year increase of 25.0%, and the amount reached 120,976.39 million yuan, a year-on-year increase of 100.1%.
Company events
Keyun Laser: Won the bid for TCL Huaxing 35 billion project
Keyun Laser successfully won the bid for Guangzhou Huaxing's 8.6th generation oxide semiconductor new display device production line project, and the winning equipment was an array laser repair machine. The production line is TCL Huaxing's T9 project, with a total investment of up to 35 billion yuan and a design capacity of 180K/M, which will start construction in 2021 and be accepted in 2023.
Hengmei Optoelectronics: The world's first 3000mm ultra-wide polarizer project (phase II) started
The project plans two world's first 3M ultra-wide polarizer production lines, with an annual production capacity of 120 million square meters after full production. The maximum production capacity of 130-inch super large screen can be added, and the annual production capacity of 120 million square meters can be added after the project is put into production, with an output value of more than 6 billion yuan, and the global share of the product will exceed 40%.
Jingsheng Electromechanical: It has developed a variety of equipment in the field of semiconductors and advanced processes
In the field of power semiconductors, Jingsheng Electromechanical has developed 6-8 inch silicon carbide growth equipment, slicing equipment, thinning equipment, polishing equipment and epitaxial equipment, 8-12 inch atmospheric silicon epitaxy equipment, etc., and innovatively launched double-chip silicon carbide epitaxy equipment; In the field of advanced processes, we have developed 8-12 inch pressure-reducing silicon epitaxy equipment, LPCVD and ALD equipment, and developed a variety of 12-inch wafer thinning equipment for advanced packaging.
Jiangfeng Electronics: Comprehensive layout in the field of semiconductor precision parts
Jiangfeng Electronics said that the company has built a number of parts production bases, comprehensively laid out metal and non-metal semiconductor precision parts, and formed a full-process and full-process production system. At the same time, the subsidiary has mastered the DBC and AMB production processes of copper-clad ceramic substrates, and its main products are high-end copper-clad ceramic substrates.
Samsung: The OLED division plans to work 64 hours a day to strengthen its competitiveness in the field
Samsung Display has transferred about 50 technicians from its materials research team to small and medium-sized OLED development divisions, and plans to implement a 64-hour work week. The reason is the reality that Samsung Display lags behind LG Display in the supply of iPad Pro OLED panels, as well as fierce competition from Chinese display manufacturers such as BOE and Tianma.
Geely Automobile: Released the latest generation of self-developed and self-produced "blade" lithium iron phosphate batteries
Geely Automobile's latest generation of "blade-type" lithium iron phosphate batteries, Aegis short knife batteries, have achieved technological breakthroughs in safety performance, cycle life, fast charging capacity and low-temperature discharge. Because of its shorter length, higher energy density, and higher volume utilization, it is more flexible in group arrangement and more widely adaptable.
More Quick Facts:
- Hongtu Technology: Jinli factory double-spindle horizontal machining center for domestic comparative procurement, the purchase of 2 sets of double-spindle double-table horizontal four-axis machining center and 6 sets of double-spindle single-table horizontal five-axis machining center
- Debang Lighting: Debang Import & Export, a subsidiary of Debang Import, has been designated for the headlight controller project of NIO, with a total project amount of about 143 million yuan, and is expected to start mass supply in 2025, with an estimated project period of 4 years
- SAIC: Signed a series of new energy technology cooperation agreements with Volkswagen to develop three plug-in hybrid models and two pure electric models in China
What's new in the market
Zhu Qiang's teamwork at SUSTech has made new progress in the field of 3D printing of high-strength and high-toughness aluminum alloys
The study shows that the mechanical properties of materials can be optimized by laser powder bed fusion (L-PBF) additive manufacturing technology, so that their yield strength is the highest level (~656 MPa) of almost all aluminum alloys produced by L-PBF to date, while at the same time having considerable elongation (~7.2%).
Drafting of the first group standard for cardiovascular additive manufacturing in China
Radiologist Mark Jun founded Mark Medical, took the lead in drafting the first domestic cardiovascular additive manufacturing group standard, and provided models for heart diseases through 3D printing technology; And continue to break through the challenges of cardiovascular image analysis and reconstruction, and promote the application and development of 3D printing technology in the cardiovascular field.
In 2024, AMOLED's shipments in the smartphone display panel market will surpass TFT LCD
According to the Omdia report, AMOLED shipments in the smartphone display panel market reached 182 million units in the first quarter of 2024, an increase of 39% year-on-year, while TFT LCDs decreased to 172 million units, a year-on-year decrease of 10%. AMOLED is expected to account for 53% of that shipment in Q2 2024, expanding to 56% in Q3, while the launch of the iPhone 16 will boost AMOLED shipments in Q4. AMOLED will surpass TFT LCD throughout the year.
China's first batch application of 16 MW offshore wind turbine project with full capacity connected to the grid
The Zhangpu Phase II project of the Three Gorges Corporation has been connected to the grid at full capacity. With a total installed capacity of 400,000 kilowatts, the project is the first offshore wind farm in China to use all wind turbines with a single capacity of 13 MW or more, including 6 offshore wind turbines with a single capacity of 16 MW in batches. After it is put into operation, the designed annual on-grid electricity can exceed 1.6 billion kWh, which can save about 500,000 tons of standard coal and reduce carbon dioxide emissions by about 1.36 million tons per year.
Finance and economics have long known
Hangkai Microelectronics completed tens of millions of yuan in angel round financing
The financing funds will be mainly used for product research and development, market expansion and team size expansion. Hangkai Microelectronics focuses on the R&D and production of MEMS technology and products, including silicon-based MEMS accelerometers, multi-dimensional force sensors (six-dimensional force sensors), etc.
PCB company Chaohua Technology was delisted
Chaohua Technology announced that the company will be terminated by the Shenzhen Stock Exchange because the closing price of the stock is lower than 1 yuan for 20 consecutive trading days. It is understood that Chaohua Technology is a national high-tech enterprise engaged in the research and development, production and sales of high-precision electronic copper foil, various types of copper clad laminates and other electronic substrates and printed circuit boards.
Wingtech Technology will invest $200 million in semiconductor project expansion
Nexperia, a Dutch chipmaker controlled by Wingtech Technology, announced that it will invest $200 million to develop and produce next-generation silicon carbide and gallium nitride semiconductors in Germany, and increase wafer production capacity for diodes and transistors. At the same time, it is planned to establish silicon carbide and gallium nitride chip production lines at the plant in the next two years.
Three Gorges Energy plans to invest 79.792 billion yuan to build a new energy base project in Inner Mongolia
The project will build a total of 8 million kilowatts of photovoltaic, 4 million kilowatts of wind power, 200,000 kilowatts of solar thermal, 4 million kilowatts of supporting coal-fired power projects and 5 million kilowatt-hours of new energy storage. Among them, the coal-fired power project is scheduled to start construction in September 2024 and is expected to be connected to the grid at full capacity in June 2027.
More Quick Facts:
- The construction project of Xinpu Tianying, a wholly-owned subsidiary of Changxin Technology, has a total investment of 17.141 billion yuan in fixed assets, and a planned production capacity of 30,000 high-end packaging and testing memory chips per month
Overseas wind
The first practical chip-level Titanium-sapphire laser is introduced
The team from Stanford University in the United States fabricated a titanium-sapphire laser on a chip. Compared to any other titanium-sapphire laser today, this prototype is four orders of magnitude smaller (i.e., 1/10,000th of the original size) and 3 orders of magnitude less expensive (i.e., 1/1000th of the original time).
Semiconductor equipment companies began to look for business opportunities in India
The semiconductor manufacturing equipment industry group will hold its first large-scale exhibition in India in September. U.S. companies and other companies are planning to build R&D bases, and major Japanese companies such as DISCO are considering entering India. Counterpoint predicts that India's semiconductor-related market will reach $64 billion by 2026, nearly tripling from 2019.
BYD's Uzbekistan plant rolled off the assembly line for the first batch of mass-produced new energy vehicles
The plant's first batch of mass-produced new energy vehicles, the Song PLUS DM-i Champion Edition, officially rolled off the production line. According to reports, the plant plans to produce two hot-selling plug-in hybrid models in the first phase, namely the Song PLUS DM-i Champion Edition and the Destroyer 05 Champion Edition, with an estimated annual production capacity of 50,000 units.
More Quick Facts:
- Part of the workshops of Tianfu Communication's Thailand factory entered the sample stage in June, and the production capacity will be gradually increased after passing the sample certification
News source: 8 a.m
At ITES Shenzhen Industrial Exhibition:
The 2025 ITES Shenzhen Industrial Exhibition focuses on the whole process of precision manufacturing, promotes the application and development of high-end equipment and intelligent manufacturing, and presents digital, flexible and customized parts processing solutions and a series of automation solutions around assembly, testing, logistics, packaging and other industries in a scenario-based manner, empowering the development of other industries such as electronics and product manufacturing, new energy and automobile manufacturing, and semiconductors.