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Company News - Ningde Times has repurchased a total of 15.99 million A-shares, accounting for 0.3628% of the total A-shares, with a total transaction amount of RMB 4.386 billion [11] - Aikang Co. plans to acquire 100% equity of Dongguan Silikang for RMB 2.2 billion, focusing on battery thermal management and signal acquisition components, with a significant business ramp-up expected in 2025 [11] - Xi'an Yicai collaborates with Wuhan Optics Valley Semiconductor to invest in a silicon material base in Wuhan, with a total investment of RMB 12.5 billion, aiming to strengthen its leading position in the domestic market [11] - Jiangbolong plans to raise no more than RMB 3.7 billion through a private placement to fund high-end memory research and development projects in the AI field [11] - Wankai New Materials has signed an agreement with France's Carbios to establish a joint venture in China for a PET recycling project with an annual processing capacity of 50,000 tons, with a total investment of approximately RMB 920 million [12] - Xue Tian Salt Industry intends to purchase a 41% stake in Meite New Materials from its controlling shareholder for an estimated price of RMB 261 million, aiming to become the controlling shareholder [12] - Zoli Pharmaceutical plans to issue convertible bonds to raise up to RMB 1.556 billion for projects related to traditional Chinese medicine and to supplement working capital [12] Industry Insights - The Shanghai Municipal Transportation Commission and the Shanghai Development and Reform Commission have issued a notice requiring new public charging and swapping facilities to meet safety standards, which is expected to drive demand for certified charging infrastructure [7] - The global market for active copper cables is projected to reach 8.8875 million units by 2025, driven by the expansion of AI training and inference clusters, with significant growth anticipated in the AEC (Active Copper Cable) sector [9] - The AI industry is expected to see continued growth, with institutions optimistic about the cross-year market and focusing on sectors such as AI, advanced manufacturing, and semiconductor industries [14]