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2024-12-13 04:33:08

Foreign media: The Israeli army said that Israel launched about 480 attacks on Syria in the past 48 hours. According to Agence France-Presse, the Israel Defense Forces issued a statement on the 10th local time, saying that in the past 48 hours, the Israeli army launched about 480 attacks on Syria's strategic targets.The retail sector moved up for 8 days and 5 boards of Zhongbai Group, while the retail sector moved up for 8 days and 5 boards of Zhongbai Group, with the daily limit of Youa shares, and Dashang shares, wenfeng shares, Xujiahui and Jiajiayue rose rapidly.The Huangmaohai Cross-sea Passage was opened to traffic today. At 15: 00 on December 11th, Guangdong-Hong Kong-Macao Greater Bay Area's key traffic project, the Huangmaohai Cross-sea Passage, will be put into trial operation, adding another "key level" to Guangdong-Hong Kong-Macao Greater Bay Area's cross-river traffic network. After opening to traffic, the land transit time from Zhuhai to Jiangmen will be shortened from more than one hour to about 30 minutes.


Retailer Party City is considering the second bankruptcy after a little over a year.The first demonstration in China! Seiko Technology's high-performance PAN fiber technology has made key progress, and Seiko Technology's high-performance fiber precursor (polymerization process) "The first demonstration of safety and reliability of chemical process used in China" has successfully passed the evaluation of the expert group, which indicates that Seiko Technology's carbon fiber precursor preparation technology can be applied to industrialization on a large scale. On December 7th, Zhejiang Petroleum and Chemical Industry Association, entrusted by Zhejiang Emergency Management Department, organized and held the review meeting of "Demonstration of Safety and Reliability of Chemical Process Used for the First time in China" for high-performance PAN fiber in Hangzhou. Seiko Technology received a reply letter on December 10th.Wei Shaojun, China Semiconductor Industry Association: The domestic chip design industry has returned to the double-digit high-speed development track. At the Shanghai IC Industry Development Forum 2024, Wei Shaojun, chairman of the IC Design Branch of China Semiconductor Industry Association, said that it is estimated that the domestic chip design industry sales in 2024 will be 646.04 billion yuan, an increase of 11.9% compared with 2023, returning to the double-digit high-speed development track, and the proportion of the global IC product market will be basically the same as last year. In terms of the distribution of industrial cities, Shanghai, Shenzhen and Beijing continue to occupy the top three cities in the scale of design industry this year. Among them, the scale of chip design industry in Shanghai has reached 179.5 billion yuan, which is further widened compared with that in Shenzhen. The scale of design industry in Wuxi has reached 67.82 billion yuan, surpassing Hangzhou and ranking fourth. In 2024, the number of chip design enterprises with sales exceeding 100 million reached 737.


Retailer Party City is considering the second bankruptcy after a little over a year.Shanxi Securities: The launch of new OpenAI products catalyzes the demand for low-orbit satellite to continue to accelerate. Shanxi Securities Research Report pointed out that 1) The "Open AI 12 Days" activity was held, and the official version of o1 &pro and the full version of ChatGPT pro o1 were released faster and more powerful than o1 preview, and they performed better in code, mathematics and writing, and still possessed the original ability of picture reasoning. With the marginal cost of training continuing to increase and cot reasoning computing power continuing to increase, the computing power demand in 2025 is real and may continue to exceed expectations. It is suggested that the current optical module, copper connection, power supply and liquid cooling should be switched to the low valuation of 2025 performance. 2) Amazon shows trn1 ultra cabinet products, and cloud manufacturer ASIC brings incremental demand for copper connection. Cloud manufacturers' self-developed ASIC will bring important demand increment for high-speed copper connection. At present, copper connection system component manufacturers are concentrated overseas, while bare wire supporting capacity is concentrated in China. 3) Last week, Yuanxin Qian Fan's third networking satellite was successfully launched in Taiyuan, and SpaceX mobile phones were directly connected to satellite networking for commercial use. The development of LEO satellite Internet is related to 6G standard discourse right, orbital frequency resources and the game of international air and space infrastructure powers, which is expected to force the launch of LEO constellation in China to accelerate again. Under the catalysis of continuous events, the relevant targets of the industrial chain are expected to usher in a certain performance contribution and drive the double-click market.The three major stock indexes opened lower, with the Shanghai Composite Index down 0.19%, the Shenzhen Component Index down 0.29% and the Growth Enterprise Market down 0.15%.

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