证券日报网讯云南锗业（002428）8月27日在互动平台回答投资者提问时表示，广西誉升锗业高新技术 有限公司作为上游矿山生产企业，其锗、铟等产品均是公司控股子公司鑫耀公司所需原材料，引入该股 东，将进一步加强鑫耀公司与上游资源端的合作关系，进一步丰富鑫耀公司的原料供应渠道，有利于进 一步强化供应链稳定性，对鑫耀公司构建更加稳定的供应链形成助力。 ...

Core Viewpoint - Samsung Electronics has signed a chip manufacturing agreement worth 22.8 trillion KRW (approximately 165 billion USD) with a global major company, believed to be Tesla, to produce semiconductors for the latter's next-generation AI6 chip, enhancing Samsung's underperforming foundry business [1][2]. Group 1 - The contract period for the agreement is from July 24, 2025, to December 31, 2033, with details about the client to be disclosed by the end of 2033 [1]. - Elon Musk confirmed the collaboration, emphasizing its strategic importance and stating that the new giant factory in Texas will be dedicated to producing Tesla's next-generation AI6 chips [2]. - This partnership is seen as a critical move for Tesla to strengthen its supply chain stability while injecting new momentum into Samsung's foundry business [2].

Core Viewpoint - China is becoming a significant market and innovation source for Honeywell, with products developed based on current and future local demands [1] Group 1: Market Position and Strategy - Honeywell's products in China are tailored to meet local customer requirements, which also opens up more application scenarios overseas [1] - The company emphasizes the importance of growing alongside customers and supporting their development [1] Group 2: Supply Chain Resilience - Honeywell's China President praised the robustness of China's industrial sectors and the responsiveness of its supply chain [1] - A strong team of engineers in China is highlighted as a crucial support for Honeywell's operations in the region [1] - Despite global challenges in the aviation supply chain, the stability of China's supply chain remains a foundation for long-term business confidence [1]