Hot headlines
Cialis has launched an integrated die-casting machine of 10,000 tons, and the clamping force exceeds that of millet
Sailis Automobile and Wencan Group held the launching ceremony of the application of robot integrated casting processing technology for the production of IDRA 10,000-ton super die-casting machine, announcing that the IDRA 10,000-ton super intelligent die-casting unit was officially put into operation and application, and will be the first to apply the high-precision robot processing technology independently developed by Shanghai Fanuc. Zhang Xinghai, chairman (founder) of Cialis Group, said: "The 10,000-ton super intelligent die-casting unit that will be put into production is the world's first and the world's largest two-platen die-casting unit."
· Source: Understand the sight of the car emperor
It is reported that the clamping force of the integrated die-casting machine of Cialis is 9,800 tons. Hydraulic control technology originated from Italy, equipped with real-time control intelligent die casting independently developed by LK Group, can achieve high response to speed and pressure.
In addition, the equipment applies the latest digital twin technology to build digital twins of core components, mechanisms, systems, complete machines, units, etc., and carries out modeling and calculation in advance, greatly accelerates the design verification process, provides high-speed and high-quality delivery for personalized equipment design needs, shortens the ramp-up of production capacity, and enters a stable production state at the fastest speed.
In cooperation with Celis Automobile, we have designed and developed 10 body structural parts and integrated large castings for the M9, replacing more than 280 parts in total, reducing more than 1,440 welding points, or 70% in total.
Nuggets 60 billion photovoltaic frames, Yongzhen shares landed on A-shares
A few days ago, Yongzhen shares were listed on the main board of the Shanghai Stock Exchange. On the first day of listing, the company once rose by more than 90%. According to the prospectus, Yongzhen Co., Ltd. has entered the frame supply chain system of leading photovoltaic module manufacturers such as Trina Solar, JA Solar, LONGi Green Energy, Canadian Solar, Jinko Solar, EGing Optoelectronics, Tongwei Co., Ltd., and GCL Integration, and has established a long-term and stable cooperative relationship.
In this public offering, the funds raised by Yongzhen Co., Ltd. are mainly invested in the first phase of the photovoltaic frame project of aluminum alloy photovoltaic frame bracket and energy storage battery tray project, and replenish working capital.
【ITES Sees Business Opportunities】
Looking at the photovoltaic frame industry from the listing of Yongzhen shares
❶ In the cost structure of photovoltaic modules, except for cells, which account for about 55% of the cost, among the auxiliary materials of photovoltaic modules, photovoltaic frames account for the highest cost. In terms of the size and weight of the aluminum frame that is currently the most used in the industry, the cost proportion of the photovoltaic frame is about 13%, which is higher than that of other auxiliary materials such as EVA, glass, backplane, and welding strip. This shows from the side that the track that Yongzhen shares focus on has development prospects.
❷ The function of the photovoltaic frame, the core product of Yongzhen Co., Ltd., determines that no matter how the technical route of silicon rods, photovoltaic cells and other auxiliary materials changes, the photovoltaic modules need to be equipped with corresponding photovoltaic frames. Therefore, in the case of the continuous rise in photovoltaic installed capacity, the increase in photovoltaic module shipments has also driven the continuous growth of demand for photovoltaic auxiliary materials.
The transformation of new energy vehicles: plug-in is soaring, and pure electric is sluggish
A few days ago, the Passenger Association announced the domestic sales data of new energy vehicles from January to May, of which the cumulative retail sales of pure electric vehicles were 1931676, a year-on-year increase of 17.5%, and the cumulative retail sales of plug-in hybrid vehicles (including range extenders) were 1324095, a year-on-year increase of 70.1%.
Sales of pure electric vehicles are still about 600,000 units ahead of plug-in hybrid vehicles, but the growth rate is only 1/4 of the latter. According to this scenario, it is expected that domestic plug-in hybrid vehicle sales will be able to catch up with pure electric vehicles in 2026.
【ITES Sees Business Opportunities】
❶ McKinsey surveyed 30,000 EV owners around the world, including China, the United States, Japan, Australia, Germany, France, Italy, Norway, Brazil and other countries: 49% and 46% of EV owners in Australia and the United States are considering returning to gasoline vehicles, respectively, and 28% of EV owners in China plan to return to gasoline vehicles.
· Source: Lei Technology
Respondents said that electric vehicles suffer from problems such as inadequate charging infrastructure, high total cost of ownership, and limited long-distance travel.
❷ Sales growth of pure electric vehicles slowed down, while plug-in hybrid vehicles maintained high growth. The key to a breakthrough in pure electric vehicle is the cooperation of pure electric vehicle suppliers, car companies, and third-party charging companies to increase investment in battery, vehicle R&D and production, and ecology. At the same time, to reduce the cost of electric vehicles and improve the energy replenishment experience, the first thing to see is whether the supply chain, especially the power battery companies, can compress the cost of batteries and improve the charging power through technological upgrades.
Company events
SIASUN Robot: Assist in the construction of the Shenzhen-Zhongshan Channel
The Shenzhong Tunnel has the widest and longest steel-shelled immersed tube tunnel in the world. As the most important "steel coat" of the immersed tube structure, each steel shell is 165 meters long, 46 meters wide, 10.6 meters high, and the total weld length is 380,000 meters. SIASUN Industrial Robot adopts SIASUN welding robot system to help part of the steel shell welding work of the tunnel in the steel shell intelligent manufacturing workshop.
KUKA Robotics: Introducing the new KR Cybertech-2 series of robots
Its core highlights include: lightweight design with a small footprint, flexible use scenarios, and 15% space saving compared to a solid wrist; High wrist moment of inertia, outstanding load capacity, 20% higher than existing products. It can solve a series of pain points such as insufficient beat time of small six-axis robot products, limited working space on the production site, and inability to meet high-precision requirements in some scenarios.
Goertek: Established a subsidiary of Visual Display Technology in Qingdao
Qingdao Goertek Vision Technology Co., Ltd. was established with a registered capital of 50 million yuan, and its business scope includes integrated circuit design; integrated circuit chip and product manufacturing; sales of semiconductor discrete devices; Semiconductor discrete device manufacturing, etc., is wholly owned by Goertek.
Zengxin Technology: The first 12-inch smart sensor wafer manufacturing project in China was put into production
With an investment of 7 billion yuan in the first phase of the project, it is expected to achieve product delivery to customers by the end of this year, and is expected to reach the goal of producing 20,000 pieces per month by the end of 2025. The products are mainly used in new energy intelligent vehicles, ultra-high-definition video display, high-end equipment, 5G, artificial intelligence, industrial Internet and other fields.
Harbin Electric Group: The first equipment of the first phase of the energy storage base project was successfully trial-processed
The first large-scale CNC machining equipment (260 boring machine) in the first phase of the project was successfully trial-processed. The total investment of the project is 2 billion yuan, and it is expected to achieve an annual output value of 2 billion yuan after all the production is completed. Up to now, the first phase of the base has reached the equipment installation and trial processing nodes with high quality, and the second phase is promoting the construction of the plant and R&D building.
Funeng Technology: Guangzhou's largest semi-solid-state battery production base was put into trial production
The Guangzhou base of Funeng Technology was officially put into trial production on June 29, and the first pack of batteries rolled off the assembly line. The project is a key project of Guangzhou State-owned Assets Supervision and Administration Commission and Guangzhou Industrial Control Group, with an annual output of 30GWh of power batteries. The base is a "zero carbon + lighthouse" super factory for the TWh (100 million kilowatt hours) era built by Funeng Technology based on SPS technology, and the lamination process and pouch packaging technology route can be adapted to the manufacturing requirements of semi-solid-state and even all-solid-state batteries.
iKedi: Reached a strategic cooperation with Liande Machinery
In this cooperation, Liande Machinery will provide hundreds of impregnated holding furnaces of the HOLIMESY brand to iKedi. These devices are energy-efficient, stable and durable, especially in terms of energy conservation and emission reduction.
More Quick Facts:
- UBTECH: It has reached a cooperation with FAW-Volkswagen to jointly explore the in-depth application of humanoid robots in automobile manufacturing industrial scenarios, and build highly intelligent and flexible production lines and automotive super unmanned factories
- Toyota: It plans to set up a wholly-owned Lexus plant in Shanghai, which is positioned to produce high-end electric vehicles
What's new in the market
Global shipments of large-size LCD TV panels increased by 3% year-on-year in May
In May, global large-size LCD TV panel shipments reached 20.8 million pieces, a year-on-year increase of 3% and a month-on-month decrease of 1%. Chinese mainland panel factories accounted for 67.1% of the market share, down 1.8% year-on-year and up 1.1% month-on-month. The share of shipments of Taiwanese manufacturers in the month decreased year-on-year, while that of Japanese and Korean manufacturers increased. Among them, BOE shipped about 5.1 million pieces in May, ranking first, with a slight increase of 0.7% and 1.2% year-on-year respectively.
Apple expects mass production of new AirPods with camera modules in 2026
Ming-Chi Kuo, an analyst at Tianfeng International Securities, said that Apple is expected to mass-produce new AirPods equipped with camera modules in 2026. This camera module is similar to the infrared camera of the iPhone Face ID receiver (non-transmitter), supplied by Hon Hai, with an annual production capacity of 18 million to 20 million units. It is expected to work with the Vision Pro and Apple's future headsets.
In the second half of the year, AI mobile phones will promote the volume and price of consumer electronics components
Zhongyuan Securities Research Report pointed out that in the second half of 2024, major cloud service providers will increase their investment in AI, and the application of AI large models on mobile phones is expected to break the bottleneck of innovation, and the demand for higher performance of hardware will help promote the recovery of demand for consumer electronic products. Optical communications, consumer electronics components, and operators with technological growth attributes will benefit from this.
Mass production of nanoscale "sulfide electrolyte" for solid-state batteries is near
The Sichuan New Energy Vehicle Innovation Center has made phased progress in the research and development of all-solid-state batteries, and the nano-scale "sulfide electrolyte" developed is about to enter the mass production stage. The center is planning a pilot line with an annual output of 100 tons, and construction is expected to start by the end of this year. After the pilot line runs smoothly, it is expected to build a 1,000-ton mass production line by 2026.
The first 100 MWh sodium-ion energy storage power station in mainland China was put into operation
On June 30, the first phase of Datang Hubei 200 MWh sodium-ion new energy storage power station was put into operation, and its core equipment was 100% localized. After the power station is put into operation, it can be charged and discharged more than 300 times a year, and 100,000 kWh of electricity can be stored on a single charge, which can meet the daily electricity demand of about 12,000 households and reduce carbon dioxide emissions by 13,000 tons per year.
The installed capacity of new energy of China Energy Group exceeded 100 million kilowatts
Among them, the scale of wind power is 62.28 million kilowatts, maintaining the first place in the world; The photovoltaic scale is 42.13 million kilowatts, achieving leapfrog growth; The overall installed capacity increased by more than 116.6% compared with the end of the 13th Five-Year Plan, accounting for 31.4% of the Group's total installed power generation capacity, up from 21.6% in 2021.
Continental's self-developed amphibious aircraft AG600 delivered large parts of the nose of the first aircraft in batches
AG600 is a large amphibious aircraft independently developed by the mainland, which can meet the needs of water rescue and forest firefighting, and is currently undergoing test flight certification work, and plans to obtain airworthiness certificate by the end of this year. The delivery marks the official start of the small batch final assembly and production of AG600 aircraft. The final assembly line of its first complete machine is expected to be completed by the end of the year.
The Caixin China manufacturing PMI rose to 51.8 in June
According to titanium media news, the Caixin China Manufacturing Purchasing Managers' Index (PMI) released on July 1 recorded 51.8 in June 2024, an increase of 0.1% from May, higher than the boom and wither line for eight consecutive months, the highest since June 2021, indicating that the expansion of manufacturing production and business activities has accelerated.
Finance and economics have long known
Shunfu Precision completed a new round of financing
This investment will accelerate the cooperation process between Shunfu Precision and CRRC Industry in the field of electric drive systems, and provide financial support for the R&D and production of Shunfu Precision.
Shunfu Precision is mainly engaged in the R&D, production and sales of aluminum alloy precision die-casting parts with integrated product structure of electric drive and electronic control of new energy vehicles, communication base stations, filters and optical storage and charging. The products cover many fields such as new energy vehicles, 5G communication and energy storage.
Pudat Technology: Orders for semiconductor equipment in hand increased by 109%
PDT Technology announced its 2023 fiscal year performance report, during which the group achieved sales revenue of HK $540 million. Supported by high-quality customers, new orders signed during the period were worth HK$510 million, a year-on-year increase of 70%; Deliveries of new equipment amounted to HK$350 million, a significant increase of 202%.
More Quick Facts:
- Hongyang Display, a subsidiary of Rainbow Co., Ltd., received a capital increase of 650 million yuan from Xianyang Jincai to accelerate the construction of the G8.5+ substrate glass production line project in Xianyang base and expand the scale of the high-generation substrate glass industry
Overseas wind
SK hynix plans to invest 103 trillion won in the AI field
SK hynix plans to invest 103 trillion won in the AI field by 2028, of which about 82 trillion won will be used for the development and production of HBM memory chips. It aims to generate KRW 80 trillion in revenue through operational and business reform by 2026 and secure KRW 30 trillion in free cash flow over three years.
ZEEKR is a leading company in the field of electric vehicles in Russia
According to Irina Frank, head of the Frank-Auto dealership in Moscow, the Chinese premium brand Zeekr is a leader in the Russian electric vehicle sector, having sold more than 8,000 vehicles since June last year.
ZEEKR Auto is a high-end smart electric brand under Geely Group, which produces cars in China. In May 2024, Zeekr was successfully listed on the NASDAQ with a market capitalization of about $6.8 billion.
More Quick Facts:
- Hyundai Motor is considering establishing a software research center in Silicon Valley that will focus on advanced technologies that will be applied to automobiles in 5-10 years
News source: 8 a.m
About 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.