Venture(US:VEMLY) Jin Rong Jie·2026-01-13 01:35Company News - Yongxi Electronics plans to invest up to 2.1 billion RMB to establish an integrated circuit packaging and testing production base in Malaysia, focusing on system-level packaging products for AIoT and power module applications, with a construction period of 60 months [3] - Huidian Co. has approved a proposal to develop a "high-density optoelectronic integrated circuit board project" in Changzhou, with a total investment of 300 million USD, aiming to enhance product capabilities and establish a closed-loop system for R&D and application [3] - Jinpan Technology successfully launched a new production line for amorphous strip products, meeting national standards [4] - Huayin Technology's main business remains focused on the aerospace engine industry, with products applicable in commercial aerospace and robotics, although these applications are still in early market exploration stages [4] - Haimeixing collaborates with leading photovoltaic cell manufacturers to develop perovskite tandem batteries, which are expected to enhance efficiency for low-orbit satellites [5] - Wuxi Electric Kitchen signed an investment cooperation agreement to inject 100 million RMB into Yute Smart Kitchen, aiming to deepen strategic cooperation in smart kitchen technology [6] - Jinlongyu plans to invest approximately 1.2 billion RMB to establish a production line for solid-state batteries in Shenzhen [6] - Aerospace Development's major shareholder plans to reduce holdings during significant stock price fluctuations, while Bawei Storage's major shareholder intends to reduce shares due to operational needs [7] Industry Insights - The AI application sector continues to show strong momentum, with multiple stocks hitting the daily limit. The AGI-Next summit indicates a shift in focus from "Chat" to "Agent" tasks, with expectations for commercial value realization by 2026 [8] - The lithium battery industry sees a significant increase in lithium carbonate prices, which have risen 113.37% since October 2025, driven by supply constraints and surging demand. The demand for energy storage is expected to outpace that of power batteries, with a projected increase of 60% in energy storage battery demand by 2026 [9] - The AI toy market is gaining traction, with major tech companies actively investing in this sector, indicating a shift towards smart and AI-integrated toys [10] - Brain-computer interface company Qiangna Technology has submitted a confidential IPO application, highlighting the growing interest and investment in non-invasive brain-computer interface technologies [11] - The storage chip market is experiencing a price surge, with major manufacturers raising quotes by up to 30% due to capacity constraints, indicating a potential revaluation opportunity for testing suppliers [11]