Workflow
消费级DDR4
icon
Search documents
【早报】服务业经营主体贷款、个人消费贷款,贴息政策来了;中国恒大将退市
财联社· 2025-08-12 23:10
Company News - China Evergrande announced it will cancel its listing status on August 25 [8] - China Unicom reported a revenue exceeding 200 billion yuan in the first half of the year, a year-on-year increase of 1.5% [8] - Kweichow Moutai announced a net profit of 45.403 billion yuan for the first half of the year, a year-on-year increase of 8.89% [9] - Jinlongyu reported a net profit growth of 60% in the first half of the year [9] - Zhenray Technology announced a staggering net profit growth of 1007% in the first half of the year [9] - Ganfeng Lithium announced a collaboration with LAR to integrate the PPGS lithium salt lake project, aiming to develop a production line with an annual output of 150,000 tons of lithium products [10] - ST Huamei announced it could not complete the rectification of fund occupation within the required timeframe, leading to a stock suspension [11] - Sifang Jingchuang announced that its controlling shareholder plans to reduce its stake by no more than 2.25% [12] Industry News - The National Bureau of Statistics is seeking opinions on three technical documents related to data infrastructure and trusted data space, emphasizing the need for secure isolation mechanisms for computing resources [4] - A closed-door meeting for key lithium battery separator manufacturers was held in Shenzhen to promote healthy industry development, with consensus on price discipline and capacity management [6] - The OPEC monthly report maintained the global oil demand growth forecast for 2025 at 1.29 million barrels per day, while adjusting the 2026 forecast from 1.28 million barrels per day to 1.38 million barrels per day [6] - The Suzhou Artificial Intelligence (Taihu) Computing Center has officially opened, with a total planned investment exceeding 2 billion yuan, capable of providing 8000P computing power [6] - The China Information Communication Research Institute and the Brain-Computer Interface Industry Alliance released a report forecasting a broad application prospect for brain-computer interface technology [7] - The quantum computing industry is at a critical turning point, with expectations for significant growth in market size and application in various sectors [21][22] - The supply of consumer-grade DDR4 has tightened significantly, with contract prices soaring by 60-85% in July, leading to an upward revision of third-quarter contract prices [23] - The price of Shandong white feather chicken seedlings has surged over 300% in a month due to supply constraints and increased demand [24][25] - The demand for high-efficiency, high-density power supplies is expected to rise as AI technology evolves, with significant growth projected in the associated power equipment market [26]
A股盘前播报 | 中美再次暂停实施相互24%关税90天;机器人赛道再迎催化
智通财经网· 2025-08-12 00:33
Group 1: Macroeconomic Developments - The US and China have jointly announced a 90-day suspension of the implementation of a 24% tariff, effective from August 12, while retaining the remaining 10% tariff on certain goods [1] - The Central Securities Depository Company has simplified the investment process for foreign central bank institutions, eliminating the requirement for a signed commitment letter [3] Group 2: Industry Developments - Hangzhou has introduced a draft regulation to promote the development of embodied intelligent robots across six key sectors, including industrial manufacturing and healthcare [2] - Ant Group and China Rare Earth Group have both issued statements denying any collaboration on the establishment of a rare earth-backed digital currency [4] Group 3: Market Trends - South China Power has signed a contract for a 2.8GWh semi-solid-state energy storage project, advancing the commercialization of solid-state battery technology [10] - The supply of consumer-grade DRAM is tight, with prices for consumer-grade DDR4 expected to increase by 85%-90% in the third quarter due to a weak recovery in smartphones and PCs [11] - Several innovative drugs are entering the breakthrough treatment phase, indicating a positive trend for the innovative drug sector [12]
影响市场重大事件:《杭州市促进具身智能机器人产业发展条例(草案)》公开征求意见
Mei Ri Jing Ji Xin Wen· 2025-08-11 23:00
NO.3 中央结算公司:即日起不再要求境外央行类机构提供协议签署承诺书 8月11日,据中央国债登记结算有限责任公司消息,为落实中国人民银行相关要求,进一步简化境外央 行类机构入市投资流程,中央国债登记结算有限责任公司(以下简称中央结算公司)决定,于即日起不 再要求境外央行类机构提供协议签署承诺书。中央结算公司将持续加强国家金融基础设施建设,保障安 全高效运行,深化核心服务能力,更好服务市场、服务客户。 NO.4 TrendForce:供需失衡更加严峻,第三季消费级DDR4合约价或季增85%-90% 8月11日,根据TrendForce集邦咨询最新调查,近期消费级DRAM的供应更加紧张,其终端需求来自工 控、网通、电视、消费性电子及控制器等,主要存储器的采用规格为DDR4,使得该市场供需失衡相对 更加严峻。7月消费级DDR4合约价飙涨逾60% - 85%,因此大幅上修第三季消费级DDR4合约价到季增 85%-90%。下半年DDR4市场处于持续供不应求与价格强势上涨态势,PC OEM不得不加速导入DDR5方 案,而DDR市场供需紧张也推升Mobile DRAM合约价格,第三季LPDDR4X涨幅为近十年单季最大。 ...