智通财经7月28日电，石墨烯电池材料商Graphet美股盘前涨超68%。此前，三星与特斯拉达成新一代电 池开发协议。 ...

Core Viewpoint - The investment plans of 30 Japanese electronic component companies indicate a significant increase in capital expenditure, particularly in the AI sector, despite slow recovery in smartphone and automotive components [1][3][4]. Group 1: Investment Trends - It is expected that 21 out of 30 companies will increase their investment in 2025, with a total amount projected to rise by 50% compared to 2020, reaching 1.3477 trillion yen [1][3]. - The actual equipment investment for these companies in 2024 is estimated at 1.1786 trillion yen, a decrease of 5% from 2023, falling short of the initial plan of 1.3 trillion yen [3]. - Major manufacturers are anticipated to significantly increase their investments, contributing to the overall growth in investment amounts [3]. Group 2: Sector-Specific Investments - Murata Manufacturing plans to allocate 270 billion yen for equipment investment in the fiscal year 2025, a 50% increase year-on-year, focusing on AI data centers and long-term growth despite short-term declines [3][4]. - Nidec's equipment investment for fiscal year 2025 is set at 140 billion yen, a 16% increase, primarily for AI data center cooling equipment and generators [4]. - Kyocera is investing 180 billion yen in fiscal year 2025, a 27% increase, to build new facilities for advanced semiconductor packaging and manufacturing equipment related to AI [4]. Group 3: Market Demand and Challenges - The demand for capacitors used in servers is projected to quadruple by 2029, with Japanese companies like Murata having a competitive advantage in this area [4]. - The recovery in components for smartphones and personal computers is slow, compounded by the adverse effects of the U.S. tariff policies [4][5]. - TDK anticipates a 24% increase in equipment investment for fiscal year 2025, reaching 280 billion yen, with a focus on high-performance batteries for AI smartphones [5][6].

Group 1 - Vietnam is committed to achieving net-zero emissions by 2050, transitioning from traditional growth models to green growth and digital economy, with a focus on technology, innovation, and digital transformation [1] - Strategic technologies prioritized by the Vietnamese government include hydrogen energy, next-generation batteries, low-carbon technologies, circular technologies, artificial intelligence, the Internet of Things, big data, and semiconductor chips [1] - Discussions at the summit emphasized the application of digital trends and artificial intelligence in emission reduction and resource optimization, promoting public-private cooperation, and addressing technological, infrastructure, and data security challenges [1] Group 2 - The Vietnamese Ministry of Industry and Trade highlighted the need for improved systems and policies, particularly financial mechanisms, to promote a just and efficient energy transition [2] - The Ministry of Finance is working on enhancing the framework for green growth and sustainable development, including the national green growth strategy and various financial strategies [2] - Vietnam has introduced market development schemes for green bonds, social responsibility bonds, and sustainable bonds, along with green finance classification standards to encourage participation from domestic and international private sectors and financial institutions [2]