According to the National Development and Reform Commission Price Monitoring Center, recently, the Shenzhen Price Identification and Monitoring Center conducted an investigation and inspection of the automobile market. Judging from the investigation and inspection, the price of new energy vehicles in Shenzhen has generally fallen since the beginning of this year. Monitoring data shows that since the beginning of this year, the price of new energy vehicles in Shenzhen has generally fallen, generally falling by about 5-10%. Among them, the price of 10 new energy vehicles has fallen, and the largest decline is BYD-Song PLUS new energy (DM-i 110KM flagship type), the price of which has dropped from 154,800 yuan/vehicle at the beginning of the year to 139,800 yuan/vehicle, a decrease of 9.69%.
Ideal price reduction of many products MEGA price reduction 30,000 yuan
On April 22, Li Auto announced a new price system for a number of products. "From now on, the 2024 Ideal L7, Ideal L8, Ideal L9 and Ideal MEGA will adopt a new price system, and new users and users who have ordered but not delivered can enjoy the new price. Among them, the price of the Ideal MEGA was reduced by 30,000 yuan to 529,800 yuan, and the price of the Ideal L7, Ideal L8 and Ideal L9 models was reduced by 18,000-20,000 yuan.
PetroChina completed the world's first physical transaction of bio-jet fuel
Finance Associated Press, April 22, from PetroChina learned that PetroChina International Business London recently completed the first bio-jet fuel transaction on the European Argus open market platform (AOM). This is also the world's first bio-jet fuel physical window transaction. AOM is the only physical trading platform for bioenergy in Europe. The launch of the bio-jet fuel product on the AOM platform is of great significance for the price formation and trade pricing method of the product.
Ministry of Finance: This year, 24.6 billion yuan will be allocated to support subsidies for the purchase and application of agricultural machineryWang Dongwei, Vice Minister of Finance, said at the press conference of the State Council Information Office on April 22 that he would pay attention to multi-directional efforts in "technology" to support agricultural production to save costs and increase efficiency. There are three main points: First, support the increase of grain and oil yields in a large area. Allocate 4 billion yuan to support the implementation of large-scale grain and oil planting main yield improvement actions, and promote the application of dense planting, precision sowing and other production increase technologies. Allocate 3.4 billion yuan to support the development of green, high-yield and high-efficiency actions for key crops such as grain and oil, and accelerate the integration of good land, good seeds, good opportunities, good laws and good systems. The second is to support the revitalization of the seed industry. Allocate 11 billion yuan to continue to support and promote the key core technologies of key varieties such as corn and soybeans, carry out integrated pilot projects for the research and development, promotion and application of major varieties, and implement policies such as incentives for large counties for seed production. The third is to support the popularization and application of agricultural equipment. This year, 24.6 billion yuan will be allocated to support subsidies for the purchase and application of agricultural machinery, and efforts will be made to implement the scrapping and renewal of agricultural machinery. Just talked about a new round of large-scale equipment trade-in, and the scrapping and renewal of agricultural machinery is also one of them.
Five departments: By 2035, a management system and technical standard system for rural housing construction will be fully established
Finance Associated Press, April 22, the Ministry of Housing and Urban-Rural Development, the Ministry of Emergency Management, the Ministry of Natural Resources, the Ministry of Agriculture and Rural Affairs, and the State Administration for Market Regulation recently jointly issued the "Guiding Opinions on Strengthening the Management of Rural Housing Construction". The "Guiding Opinions" proposes that, on the one hand, the safety management of existing farmhouses should be strengthened and the potential safety hazards of existing farms should be gradually eliminated, and on the other hand, a long-term mechanism for the safety management of newly built farmhouses should be established and improved to strictly control incremental safety risks. By 2025, the closed-loop supervision of the whole process of rural housing quality and safety will be realized, the safety risks of rural housing will be effectively controlled, and the quality and safety of rural housing will be generally improved.
Bids for national insulin procurement will open on April 23Bids for insulin follow-up purchases will open on April 23, the first of its kind initiated by the State-Organized Joint Procurement Office for Medicines. The centralized insulin procurement cycle will be from the date of implementation of the selection results to December 31, 2027. The scope of this centralized drug procurement is mealtime human insulin, basal human insulin, premixed human insulin, prandial insulin analogues, basal insulin analogues, and premixed insulin analogues, with a total of 6 procurement groups. According to the rules of this round of centralized procurement, the highest effective declared prices of each procurement group are 30 yuan/piece, 30 yuan/piece, 30 yuan/piece, 43.2 yuan/piece, 79.2 yuan/piece and 43.2 yuan/piece, which are consistent with the actual highest winning price of the last insulin centralized procurement.
CITIC Securities: Low-altitude aircraft will first enter the ToB/ToG market and gradually penetrate into the ToC trillion-level market
CITIC Securities research report pointed out that the current low-altitude economy can be compared to the development stage of new energy vehicles in 2012, the industry is still in the early stage of commercialization, and the long-term development prospects are broad. China's development of low-altitude economy has a "late-mover advantage", on the one hand, the low-altitude economy is an important part of the development of new quality productivity, on April 17, the National Development and Reform Commission clearly pointed out that the low-altitude economy covers high-end manufacturing, artificial intelligence and other frontier industries, is a strategic emerging industry with great development potential, is expected to open up a new growth pole for the mainland economy; Looking forward to the follow-up, it is expected that driven by the top-level design of the central government, a series of support policies will be introduced, the airspace management system will be gradually optimized, the domestic airworthiness certification progress will also lead the world, and low-altitude aircraft will first enter the ToB/ToG market and gradually penetrate into the ToC trillion-level market.
Mobile From 2024 to 2025, the total scale of centralized procurement of new intelligent computing centers will reach 8,054 units"Science and Technology Innovation Board Daily" on the 22nd, China Mobile recently launched the centralized procurement of new intelligent computing centers from 2024 to 2025, with a total scale of 8,054 units, including 7,994 artificial intelligence servers and supporting products, and 60 white-box switches. Previously, China Mobile also released the 2023-2024 new intelligent computing center (test network) centralized procurement project, with a total of 2,454 AI training servers corresponding to 12 standard packages. The total scale of the two AI servers exceeded 10,000 units.
Huawei responds to the Zhijie S7 interception of Xiaomi SU7: I don't know about it at the momentFinance Associated Press on April 22, there are rumors that Huawei Zhijie S7 "cut off" Xiaomi SU7 order: buy any Zhijie S7 now, and after paying the final payment, it will be directly deducted from the car price Xiaomi SU7 lock order non-refundable 5000 yuan deposit. In this regard, Huawei said that they are not aware of this at present, and there are many consumers who go to the store for test drives on weekends, and the ability to deliver on a large scale is also the focus of consumers.
NavInfo signed a strategic cooperation framework agreement with Qingzhou Intelligent AirlinesNavInfo announced that it has signed a Strategic Cooperation Framework Agreement with Beijing Qingzhou Intelligent Airlines, under which the two parties will combine their respective customer resources and product capabilities in the passenger car field to achieve high-quality and high-standard cooperation goals, strengthen pragmatic cooperation in intelligent driving solutions and data closed-loop, and achieve mutual benefit and win-win development between the company and Qingzhou Intelligent Airlines.
Oriental Selection obtained the business license of travel agencyRecently, Oriental Selection's affiliated company, Oriental Preferred (Beijing) Technology Co., Ltd., has added a new travel agency business license, which covers domestic tourism business and inbound tourism business. Dongfang Preferred (Beijing) Technology Co., Ltd. was established in October 2021 with a registered capital of 10 million yuan, and the legal representative, executive director and manager is Sun Dongxu, which is wholly owned by Beijing New Oriental Xuncheng Network Technology Co., Ltd. In August last year, the company's business scope added travel agency service outlets, tourism solicitation, consulting services, etc.
Xingdong Era, a general humanoid robot company, settled in Caohejing Development Zone, Shanghai Lingang Group
Xingdong Era will set up a main institution in Caohejing Development Zone, a subsidiary of Shanghai Lingang Group, and Xingdong Era will be incubated by the Institute of Interdisciplinary Information Sciences of Tsinghua University to develop embodied intelligence and general humanoid robot technology and products, and the two sides will cooperate in equity investment and financing, large-scale mass production, industrial support, and product going overseas in the future.
Russian mining giant plans to relocate copper plant capacity to ChinaOn April 22, Russian mining giant MMC Norilsk Nickel PJSC plans to make its first major copper investment in China. The company's president, Mr. Potanen, said in an interview that it plans to build a copper plant in China through a joint venture with a local company. Norilsk Nickel is considering moving some of its production to the direct consumer market due to the sanctions imposed by the United Kingdom and the United States, and the company plans to complete the construction of the plant by mid-2027 and ship copper concentrate to China via the Northern Sea Road
。South Africa unofficially launched a hybrid solar power plant
Norwegian renewable energy company Scatec officially launched its 540 MW hybrid solar and battery facility in the Northern Cape on April 18, according to the Economic and Commercial Section of the Chinese Embassy in South Africa, as reported by the South African Business Technology website on April 19. The project consists of three sub-projects with an installed solar PV capacity of 540 MW, a battery capacity of 225 MW and an energy storage capacity of 1.14 GW. The project covers an area of 879 hectares (more than 1,500 football fields) and consists of 1 million solar panels and 456 units, each of which is the size of a container, making it one of the largest hybrid solar and battery facilities in the world.
Japanese regulators say Google has hurt the competitiveness of local competitorsJapan's antitrust watchdog, the Fair Trade Commission, said April 22 that Alphabet's Google Inc. used tactics to limit Yahoo Japan's ability to compete in targeted search ads and pledged to continue to monitor the U.S. company. From 2015 to 2022, Alphabet has prevented Yahoo Japan from acquiring the technology needed to generate targeted advertising revenue from mobile device searches, the FTC said. The FTC also said that Alphabet changed its behavior immediately after the regulator pointed out the practice and promised to give Yahoo Japan access to keyword-related targeted advertising technology.
Sensor Tower: 4.29 billion global mobile game downloads in March, up 8.2% month-on-monthAccording to Sensor Tower's store intelligence data, Garena's FreeFire (including FreeFireMAX) topped the global mobile game download charts in March with more than 27 million downloads. Activision Blizzard's battle royale mobile game Call of Duty®: Warzone™ Mobile ranked No. 2 on the download list with over 22 million downloads. The other three games in the top five are Roblox, Miniclip, Subway Surfers, and Gametion, Ludo King. In March 2024, the number of downloads of mobile games on the App Store and Google Play worldwide was 4.29 billion, an increase of 8.2% month-on-month.
According to the news, the operating rate of Samsung Electronics' NAND factory has increased to 90%"Science and Technology Innovation Board Daily" on the 22nd, according to industry insiders on the 21st, the recent Samsung Electronics NAND operating rate has increased to 90%, after the storage industry recession Samsung's operating rate once fell to 60%. According to a number of people familiar with the matter, the overall average factory operating rate has reached 90%, and some major fabs are actually "fully operational". It is reported that the operating rate of Samsung's factory in Xi'an, China, which is the core production base, accounts for 30-40% of Samsung Electronics' NAND production, and determines Samsung's overall output. Samsung first increased the operating rate of its Xi'an plant and gradually increased the operating rate of its Pyeongtaek plant in South Korea.
Bayer's investigational gene therapy for congestive heart failure received Fast Track Designation from the U.S. FDA
Bayer AG and its wholly owned independent operating subsidiary, AskBio, announced that the U.S. Food and Drug Administration (FDA) has granted Fast Track status to the AB-1002 program. AB-1002 is an investigational, one-time administered gene therapy that acts on the heart and is designed to promote the production of a constitutively active form of protein inhibitor 1 (I-1c), blocking the action of protein phosphatase 1. Inhibition of the function of this protein associated with congestive heart failure (CHF) may have a therapeutic effect.
日月光获苹果iPhone 16 SiP模组订单
It is reported that Apple will remove the physical buttons such as the volume button and power button that have been used for many years in the iPhone 16 series, and at least two system-in-package modules are needed to integrate capacitive buttons and Taptic Engine motors and other related components.
3D printed film can "kill" cancer cells
Finance Associated Press, April 22, Australian scientists for the first time developed a drug-loaded 3D printing film. It is made of a gel containing specific doses of the anti-cancer drugs 5-fluorouracil and cisplatin, which kills cancer cells, significantly reduces the recurrence rate, and minimizes the toxicity of traditional chemotherapy. The research paper was published in the latest issue of the International Journal of Pharmaceutical Sciences. It is reported that
1. According to the Financial Associated Press, SoftBank will prepare the computing equipment needed to develop generative AI. By 2025, SoftBank will invest 150 billion yen in the development of infrastructure equipped with high-performance semiconductors, which will increase computing power to dozens of times the current level.
2. According to the Associated Press of Finance, ROHM and STMicroelectronics announced on April 22 that they would expand their existing multi-year long-term 150mm silicon carbide (SiC) wafer supply agreement with SiCrystal, a subsidiary of ROHM. The new multi-year agreement involves the supply of larger quantities of silicon carbide (SiC) wafers produced in Nuremberg, Germany, with an estimated minimum value of $230 million.
3. Novatek has vigorously developed OLED driver ICs in recent years, and it was recently reported that the company has received large orders for mobile phone applications related to well-known customers, which was originally expected to bring orders to UMC, which has a close cooperative relationship with it. However, recent industry sources pointed out that the relevant wafer foundry orders have been placed on TSMC, and Novatek will also cooperate with it to develop and adjust IC production first to ensure future production yield and other performance.
4. It is reported that Japan's national research institution, the National Institute of Industrial Science and Technology (AIST), will cooperate with NVIDIA to build a quantum computing system, and plans to provide services to enterprises and researchers at a fee from next year.
1. Recently, Pudirui Pharmaceutical has completed an angel round of financing of tens of millions of yuan, and the investors in this round are Pudong Investment Holdings and Lenovo Venture Capital. Founded on August 18, 2023, Purdiri is committed to the research on the mechanism of major diseases of the nervous system and the development of innovative drugs. The company conducts drug research for diseases such as Parkinson's disease, Huntington's disease, and amyotrophic lateral sclerosis, aiming to provide patients with more treatment options.
2. Recently, Dega Storage has completed an angel round of financing of tens of millions of yuan, and the investor in this round is Dongfang Fuhai. Founded in 2022, Deca Storage is one of the few R&D teams for storage testing equipment in China. Based on years of accumulation in the field of storage detection, Deca Storage has created high-performance, high-reliability, and cost-effective storage intelligent detection systems and solutions.
3. Recently, Xinyi Biotech completed a B+ round of financing of 100 million yuan, and the investor in this round is Shunxi Fund. Xinyi Biotech is a manufacturer of in vitro diagnostic products, focusing on the independent innovation of molecular diagnostic technology and the application transformation of major diseases, with a high-level R&D team in the fields of instruments, chips, materials, reagents, and software. This is the fifth financing of Xinyi Biotech, and previous investors include Sequoia China, Shenzhen Capital Group, CICC Capital and other well-known institutions.
4. Recently, Benyuan Wisdom, a magnetic levitation high-speed motor technology company, completed the Pre-A round of financing, the financing scale was not disclosed, and the investor in this round was Gimpo Investment. Benyuan Wisdom is a company focusing on the field of maglev high-speed motors, and is committed to promoting the development of maglev high-efficiency and energy-saving equipment and maglev flywheel energy storage.
1. On April 22, the three major indexes collectively fell, as of the close, the Shanghai Composite Index fell 0.67% to 3044.60 points, the Shenzhen Component Index fell 0.43% to 9239.14, the ChiNext Index fell 0.32% to 1750.46 points, and the CSI 500 Index fell 0.89% to 5267.58 points.
2. On April 22, Hong Kong stocks closed, Hong Kong's Hang Seng Index closed up 1.77%, the Hang Seng Technology Index closed up 1.78%, and the State-owned Enterprises Index closed up 1.47%.
How is the development of semiconductor equipment in China and what is the market size?
Hello and thank you for your question.According to SEMI data, the size of the semiconductor equipment market in Chinese mainland from 2016 to 2021 has shown a year-on-year growth trend. In 2019, the growth rate of the industry's market size decreased compared with 2018. In 2020, China became the world's largest semiconductor equipment market for the first time, with a market size of US$18.72 billion. According to data from the China Electronic Special Equipment Industry Association, China's semiconductor equipment market will reach US$29.62 billion in 2021, showing an accelerated growth trend, reaching US$7.57 billion in the first quarter of 2022.
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