标签： 西安品茶网

According to micro-network news, this week, Huawei’s new M7 is selling well, which has aroused great concern in the market. Shenzhen O-film Tech Co.,lt, Celeste, Wencan and other A-share related supply chain manufacturers are favored by investors.

However, in terms of domestic chips, there are still many places to be broken, including the uneven development of the upstream and downstream of the semiconductor industry chain, the structural imbalance in chip design, and the "partiality" in the field of subdivided chips.

At the same time, semiconductor listed companies have recently launched repurchase programs, which set off a "repurchase wave", and the leading stocks quickly shot, which not only demonstrated their confidence in the future development of enterprises, but also greatly boosted market confidence.

A List of New M7 Supply Chain Manufacturers in A-share Market

A few days ago, Yu Chengdong said in his circle of friends that since the release of the new M7 from September 12 to October 6, the first sales have exceeded 50,000 units, with 3,500 units on October 5 and 7,000 units on October 6, which will be delivered in high quality and mass.

According to the three-month delivery date, the monthly sales volume exceeds 1.5w, which is much higher than the expectation of 6000 units given by the previous organization. The hot sales of the new M7 in the world have verified the feasibility of Huawei’s "Huawei Smart Choice" model in automobiles. Subsequent Chery, Jianghuai, BAIC and other models will also adopt the "Huawei Smart Choice" model to jointly build brands and empower channel brands, which is expected to drive the rapid resonance of the industry.

In addition to the OEM, the hot sale of the new M7 also makes investors think highly of the suppliers of "Huawei Auto".

According to the incomplete statistics of Jiweiwang, at present, the concept stocks of the new M7 supply chain include power system suppliers such as Kehua Holdings, Demaishi, Fulin Seiko, Changying Xinzhi, Shuanghuan Transmission, Yonggui Electric, Huguang and Wencan. Shenzhen O-film Tech Co.,lt (Ou Fei Che Lian), Beijing Junzheng (Haowei), United Electronics, Yingqu Technology, Huayang Group, Jingwei Hengrun, Jida Zhengyuan, Baolong Technology and other automotive electronics related suppliers.

In addition to the above suppliers, in the field of intelligent cockpit, Huawei’s partners also include Changshu Automobile Accessories, Shunyu Optics, Goer, Shangsheng Electronics, Desai Siwei, Zhongke Chuangda, BOE and other listed companies. In addition, it is understood that in the core three-electricity field, batteries are provided by Contemporary Amperex Technology Co., Limited. The cooperation with Huawei will also drive the business growth of relevant listed companies and increase their future performance.

Localization of car gauge chips into deep water area

Like the electrification and intelligence of automobiles, the localization of car gauge chips is also in full swing. Whether for supply chain security or other considerations, domestic host manufacturers are actively trying to get domestic chips on the bus.

Some car companies pointed out, "We also tried our best to use domestic chips to get on the bus. In 2020, we spent a lot of effort and got a lot of domestic chips, but according to statistics, domestic chips accounted for only 5% of the whole vehicle chips. Moreover, it is a chip that is not difficult to develop, such as power devices, communication devices, and linear power supplies. These chips with relatively low development difficulty account for about 60%. "

In 2022, there was a chip "crisis" in the market, and the chip industry was out of stock, which also accelerated the localization substitution. However, apart from the long replacement process, the safety and reliability of the car gauge chip on the core components are also a big test.

Some manufacturers said, "We have tried to do experiments with MCU from several domestic manufacturers, but our product design and functional characteristics are high. In the electronic control part, there are four layers of PCB circuit alone, and each layer needs MCU to have different jobs. There are several large MCU manufacturers that can be selected in China. Compared with overseas manufacturers, after all, the verification time period for them to enter the vehicle regulations is short, and some products really cannot be used for a long time in our high-intensity and harsh environment. "

The automotive electronics engineer of a new energy vehicle in Shenzhen told Jiweiwang that they had the same experience. "Before, when we were most short of materials, we also tried to find some MCU models of domestic powerful manufacturers for testing in the electronic control module of core components. However, when we took it to the treadmill experiment, some of them began to report faults after running for a long time, and some even crashed as soon as they ran, which could not meet our usage expectations. "

OEMs call for promoting the full coverage of seven categories of automotive semiconductor chips, and all chip development should not be "partial" and should be promoted in an all-round way. At present, on-board chips can be roughly divided into seven categories: computing, control, storage, communication, power, sensors and analog power driver. Starting from seven categories, the chip design, manufacturing, packaging and testing, and the localization of the entire upstream and downstream industrial chain can truly solve the problem of self-owned brand automobile chip sticking.

Therefore, it is a key direction for domestic semiconductor manufacturers to explore the field of high-precision and difficult car gauge chips in the future. Yang Xudong, deputy director of the Electronic Information Department of the Ministry of Industry and Information Technology, pointed out that in the next step, the Ministry of Industry and Information Technology will continue to guide enterprises to increase the technical research of automobile chips, promote the manufacturing capacity of production lines, guide the construction of the inspection and certification capacity of automobile regulations, strengthen the popularization and application of excellent automobile chip schemes, and make good use of relevant policies to promote the batch application of automobile chip products. At the same time, we will also play a key role with local governments and leading enterprises in the industry to promote the supply capacity of automotive chips.

55 semiconductor companies disclose the progress of stock repurchase

Just as the OEM needs to boost its confidence when using the immature domestic car-rating chips, the A-share market also needs to boost its confidence in semiconductor stocks that are in the low cycle of the industry, and repurchase and overweight are undoubtedly a booster.

According to the incomplete statistics of Jiwei. com, from January 1 to October 11, 2023, 55 semiconductor companies have implemented stock repurchase programs, with a total repurchase amount of 5.068 billion yuan, with an average repurchase amount of 92.1421 million yuan per company.

Judging from the amount paid for stock repurchase, Weir shares ranked first among all enterprises with 1.351 billion yuan, followed by Ziguang Guowei and Aojie Technology, with the amount of stock repurchased of 600 million yuan and 593 million yuan respectively, both exceeding 500 million yuan.

There are 8 enterprises that have paid 100 million yuan (inclusive) to 500 million yuan for stock repurchase, namely Wentai Technology, Siweituxin, Lanqi Technology, Nastar, Naxinwei, Guoxin Technology, Luxiao Technology and Huiding Technology, and their stock repurchase payments are 397 million yuan, 218 million yuan, 174 million yuan, 160 million yuan and 130 million yuan respectively.

There are 9 enterprises that have paid RMB 500 million (inclusive)-RMB 100 million for share repurchase, namely, Chujiang New Materials, Cambrian, Zhaoyi Innovation, Gekewei, Fenghua Hi-Tech, Shanghai Xinyang, Zhongying Electronics, Jingsheng Electromechanical and Lexin Technology, and their share repurchase payments are RMB 95 million, RMB 79 million, RMB 72 million and RMB 68 million respectively.

There are 20 enterprises that have paid RMB 100 million (inclusive)-RMB 500 million for stock repurchase, namely Torch Electronics, Shunluo Electronics, Puran, Broadcom Integration, Eastcore, Saiwei Electronics, Zhichun Technology, Diowei, Cisco Rui, Hongyuan Electronics, Hengxuan Technology, Jinghua Micro, Fengqi Technology, Xiwei Micro and Huaxing Yuan.

There are 15 enterprises that have paid less than RMB 100 million for stock repurchase, namely Jingfang Technology, Yangjie Technology, Yingjixin, Aiwei Electronics, Jiangfeng Electronics, National Technology, Guokewei, Biyiwei, Jiejie Microelectronics, Shanghai Beiling, Ruixinwei, Juxin Technology, Maijie Technology, Beifang Huachuang and Xinjieneng.

Generally speaking, A-share semiconductor companies, especially domestic leading stocks such as Weir, Ziguang Guowei, Aojie Technology, Wentai Technology, Naxinwei, Lanqi Technology and Guoxin Technology, have stabilized and boosted their share prices by repurchasing shares, thus safeguarding shareholders’ rights and interests. Although it can’t immediately reverse the downward trend of the broader market in the short term, it is of great significance to boost market confidence for the semiconductor industry which is still in its developing stage.

Special topic: picture channel

　　The group buying activity was launched in Beijing on the 17th, and Zou Tao said that it had negotiated with developers to provide 2,000 sets of houses.

　　Operating procedures of Beijing ten thousand people housing group purchase platform

　　1 property buyers can register through SMS or login to special websites.

　　Reply to the information within 14 working days for initial confirmation, and submit it to the bank for credit inquiry on whether the real estate and credit records under its name are eligible for loans.

　　3. Enter it into the internal database of the platform after passing the examination and having valid group purchase qualification.

　　4. Announcement of internal group purchase real estate (SMS or website)

　　Accept the registration according to the number of properties, and look at the house in batches or by yourself (report first and look at the house first)

　　6 unified arrangement and real estate enterprises to pay the deposit.

　　7. The public interest lawyer will sign a formal contract for the whole process.

　　Cooperative banks provide mortgage services and apply for real estate certificates.

　　■ Tracking of "’10,000-person house purchasing group will be launched in Beijing"

　　Yesterday, Zou Tao, the initiator of Shenzhen’s "Ten Thousand People Housing Group Buying Action", announced the launch of Beijing’s "Ten Thousand People Housing Group Buying" platform. He introduced that more than 2,000 Beijing property buyers have signed up for the "10,000-person group purchase".

　　Jia Haibing, chief liaison officer of Beijing, said that the website of Beijing 10,000-person housing group buying platform has been put into trial operation on October 17th (http//bj.zoutao.com). In the past four days, the number of applicants has exceeded 1,000, and at present, more than 2,000 Beijing property buyers have signed up. At present, the three Beijing developers under negotiation can provide more than 2,000 houses. The Beijing house purchasing platform continues to collect applications, and when the number reaches 10,000 to 20,000, it will enter the specific group purchase. It is planned to solve the housing requirements of some group-buying citizens before the end of the year.

　　Jia Haibing said that starting from December this year, preparations were made to build a "Zou Tao-Beijing10,000-person second-hand housing transaction platform free of agency fees". In the case that buying a new house cannot solve the needs of all participating citizens, some citizens’ needs can be solved through second-hand houses.

　　Zou Tao’s "high-profile" visit to Beijing was questioned by some people, and some people in the industry thought that "this campaign will not have any results". Zou Tao said that the working mode of this platform is to convene, contact and identify buyers, and through negotiations with developers, reduce the cost of people buying houses. "We just built a platform through which buyers can form a joint force to bargain with real estate developers."

　　Regarding the question of whether to profit from it, Zou Tao said that he has set three "iron rules" of "never charging people’s fees", "never charging commission from housing enterprises" and "always conducting legal and orderly activities" for the group purchase of housing for 10,000 people. And said that the platform is only for people to live for themselves, and does not accept buyers of the second suite; The platform has previously helped more than 300 people buy affordable housing in Shenzhen.

　　■ statement

　　Property buyers just want to buy a cheap house.

　　"I just want to buy a house cheaper when I take part in this." Mr. Li, from Shijiazhuang, Hebei Province, said that he has worked in Beijing for 4 years and now lives in Shijiazhuang. He really wants to buy a house in Beijing, but suffers from high housing prices.

　　Ms. Tong Hua from Jiangxi introduced that she wanted to buy a house in Beijing for her soon-to-graduate daughter. Three years ago, she knew something about the Zou Tao group. At the beginning of this activity, she signed up. "Don’t pay any fees, and don’t worry about being cheated."

　　Developers, this is a win-win model.

　　Yu Zhang, a developer in Yanjiao, as the first partner to buy houses for ten thousand people in Beijing, said that buying houses is an individual behavior, and the group of ten thousand people buying houses integrates the buyers and classifies the corresponding properties, forming an effective agglomeration effect.

　　He believes that for developers, the form of ten thousand people buying houses can effectively reduce marketing costs and gather effective customers, which is very beneficial to alleviate cash flow pressure and save costs and expenses. And the developer will give back the cost saved to the buyers. "This is a good thing for developers and buyers, and it is a win-win model."

　　Insiders, the campaign will have no results.

　　Meng Xiansheng, a lawyer who is famous for supporting "cooperative housing construction" in 2006, believes that it is a manifestation of social sentiment to launch a social movement in Zou Tao just by taking advantage of the high housing prices and consumers’ dissatisfaction. "There will be no results." Ten thousand people buy a house platform, saying that it is an organization, but it is not the main body of the market, and there is bound to be an irrational and emotional tendency.

　　A person in the real estate industry said that if an enterprise gives a large preferential margin to group purchases, it will be a kind of damage to customers who buy houses through normal channels, so it is impossible for "group purchases of 10,000 people" to have a large preferential margin.

　　■ response

　　Profit from it? The platform never charges.

　　Zou Tao said that he stipulated that his platform would never charge buyers’ fees and developers’ commissions and kickbacks, thus cutting off the interest relationship and ensuring the smooth progress of the activities. The whole operation process will be publicized and supervised by the applicants. "I don’t touch money. I’m just responsible for putting both sides on the horse, so that people who want to buy a house can directly deal with real estate developers."

　　Source of funds? At present, mainly from individuals.

　　In order to cope with the huge workload, in addition to collecting more than 40 volunteers, Zou Tao is also collecting companies and groups willing to cooperate, such as building materials and home appliance manufacturers in real estate to do some service work.

　　He introduced that the current funds are mainly based on individuals. Beijing ten thousand people housing group has invested more than 200 thousand yuan, all of which are contributed by Jia Haibing (chief liaison officer of Beijing Platform) personally.

　　"If possible, we will pull home decorators to operate the group buying platform together." Zou Tao said that in the future, he may seek the corresponding group purchase service for decoration, furniture and electrical appliances, which will broaden the sales channels for businesses and keep the platform for buying houses running.

　　Operational? An effective process has been established.

　　Zou Tao said that "operability" is not the most important issue faced by the platform for buying houses for 10,000 people. "On the contrary, this is the easiest." He said that a set of procedures has been formulated to ensure the smooth progress of group buying. What he is most worried about now is that others question his motives. Many people think that he is not making profits just to be famous. Therefore, Zou Tao repeatedly stated that "Zou Tao’s 10,000-person housing group purchase platform" is not for profit, nor is it any institution or organization, and all activities will be carried out within the legal and orderly scope.

　　This group of manuscripts/reporter Liu Zening Intern Li Shasha

Editor: Wang Jiaolong

　　People’s Daily Online, Beijing, October 18 (Zhu Jiang) The reporter learned from the Civil Aviation Administration of China that recently, the Civil Aviation Administration of China held a regular press conference in October. Tang Weibin, director of the Aviation Safety Office of the Civil Aviation Administration of China, said that in the first three quarters of this year, the total transportation turnover, passenger traffic and cargo and mail traffic of the whole civil aviation industry were 79.67 billion tons kilometers, 409 million passengers and 5.096 million tons respectively, and the year-on-year growth rates of the three indicators were 12.3%, 12.5% and 6.4% respectively, which was faster than the planned growth rate at the beginning of the year, and it is expected that the planned target at the beginning of the year can be successfully completed.

　　Tang Weibin introduced that in September, the civil aviation industry achieved 893,000 hours of transportation flight, a year-on-year increase of 12.4%; It achieved 70,000 hours of general aviation flight, an increase of 2.6% year-on-year. In the third quarter, the civil aviation industry achieved 2.755 million flight hours, an increase of 11.1% year-on-year; It achieved 226,000 general aviation flight hours, an increase of 1.3% year-on-year. In the first three quarters, the civil aviation industry achieved 7.862 million transport flight hours and general aviation flight hours, up by 11.4% and 2.7% respectively over the same period of last year. Since the beginning of this year, there has been no transport aviation accident in China’s civil aviation, and the industry’s safety production has continued to maintain a stable trend.

　　In the past five years (November 2012? September 2017)China’s civil aviation transport aircraft increased from 1922 to 3177, and the annual transport flight time increased from 6.19 million hours to 10.5 million hours, with an average annual growth rate of 11.2%.

　　Over the past five years, more than 41 million hours of transport flights have been realized, and there has been no fatal accident in transport aviation.The rate of major accidents per million hours in transport aviation is 0.In the same period, the world average was about 0.0872; The death toll per 100 million passenger kilometers in China’s civil aviation is 0, and the world average level in the same period is 0.0074. China Southern Airlines, Air China and China Eastern Airlines have successively achieved 10 million hours of safe flight and won the "Flight Safety Diamond Award" issued by the Civil Aviation Administration.

　　From August 24, 2010 to September 30, 2017, China’s civil aviation achieved sustained and safe flight of transport aviation for 85 months and more than 54 million hours, creating the best safety record in history.

　　These data strongly show that China is firmly in the forefront of civil aviation in the world with its good aviation safety record.

　　Combined with the industry characteristics and safety laws of civil aviation, we have made great efforts in the following four aspects:

　　First, adhere to the policy of "safety first".Firmly adhere to the bottom line of flight safety and effectively control the trend of small probability events. Always adhere to policy guidance and precise regulation, adhere to stricter safety standards in the establishment of airlines and the introduction of aircraft, and properly handle the relationship between safety and development, safety and normality, and safety and efficiency.

　　The second is to pay close attention to the implementation of safety responsibilities and not relax.Continuously improve the responsibility system for production safety, and pay close attention to the implementation of the "four responsibilities" of civil aviation production safety: main responsibility, supervision responsibility, leadership responsibility and post responsibility. Grasp the grass roots, lay the foundation and practice basic skills hard to ensure that the main responsibility of safety production is put in place.

　　The third is to strictly control security risks.Always adhere to the "zero tolerance" for security risks, combine the construction of safety management system, pay close attention to the investigation and management of security risks, and achieve effective control of security risks. Always adhere to supervision according to law and serious accountability, "rather be the wicked and not the sinner", further improve the "safety supervision toolbox", and comprehensively use legal, economic, administrative and public opinion supervision means to achieve accurate supervision.

　　Fourth, strengthening scientific and technological support is not relaxed.Vigorously advocate "developing Xing ‘an with science and technology", formulate the implementation plan and road map of new technologies, and popularize the practical application of mature new navigation technologies; Accelerate the independent research and development of core technologies, and strengthen the research on the basic theory of safety production science and the mechanism of accident prevention to improve the safety level.