01 Entrepreneurial prospects
|Samsung Electronics announced the expansion of its partnership with ARM
Samsung Electronics Co., the world's largest maker of memory chips, said on Wednesday that it would expand its cooperation with Arm, a British chip design company owned by SoftBank Group, to strengthen the competitiveness of its foundry business. Samsung Electronics said that as part of the collaboration, its foundry division will work with Arm to optimize design assets for Arm's next-generation system-on-chip (SoC) or Samsung's latest Gate-All-Around (GAA) process technology. This will help Samsung Electronics' fabless customers increase their access to the most advanced GAA process and minimize the time and cost of next-generation product development.
|According to the news, the demand for Apple's M3 and M3 Pro chips has been revised downward
According to the news, the recent ** chain reported that the demand for the MacBook M3 M3 Pro chip released in November last year was revised downward, and the market speculated that the sluggish consumption power made the AI laptop boom postponed as the main factor, and the ** chain substrate and wafer foundry may be affected. The legal person pointed out that Apple's M3 M3 Pro uses TSMC's 3nm process, which may impact the 3nm utilization rate. TSMC said it would not respond to specific customers.
|Sinopharm intends to privatize Chinese traditional medicine
On February 21, China Traditional Chinese Medicine announced that Sinopharm Group intends to sell at a price of 4HK$6** privatization of Chinese medicine. As for the reasons for the privatization, China Traditional Chinese Medicine explained in the announcement that for the company, the current function as a listing financing platform is limited, because the share trading has been at a low level, the trading volume is limited, which restricts the company's ability to raise funds from the capital market, resulting in difficulty in using equity financing to provide available funds for the company's business development and support the company's development strategy. In addition, if privatization can be successfully achieved, it will be conducive to streamlining corporate governance, corporate and shareholding structures, and optimizing organizational layout.
02 Industry information.
|Huawei surpassed Apple to become the No. 1 tablet computer market in Chinese mainland in terms of shipments
Recently, IDC released the quarterly tracking report of China's tablet in the fourth quarter of 2023, which shows that the shipment volume of the Chinese mainland tablet market in the fourth quarter of 2023 was about 8.17 million units, a year-on-year decrease of about 57%, of which the consumer market decreased by 7 year-on-year3%, and the commercial market increased by 13% year-on-year8%。At the same time, in the fourth quarter of 2023, Huawei surpassed Apple to become the No. 1 tablet market in Chinese mainland in terms of shipments, which is the first time since 2010 that the top 1 brand has changed in quarterly tablet shipments in Chinese mainland. For the full year of 2023, the shipment volume of the Chinese mainland tablet market will decrease by 4% year-on-year5%, which is still going through a continuous adjustment cycle.
|Tang Renshen: At present, the pig production capacity basically meets the slaughter plan for this year and next year
Tang Renshen said in a recent survey that the company's current pig production capacity basically meets the slaughter plan for this year and next year, and the capital expenditure demand this year is less. The company's current projects under construction are mainly Guangdong Yunfu Sow Farm, Longhua Sow Farm and Sichuan Ya'an Sow Farm. In the future, the company's expansion direction is biased towards the "company + farmer" model, and the company will increase the development of "company + farmer" and other asset-light fattening models in Guangdong, Hunan and other regions, and form a low-cost fattening system based on "company + farmer" with 1000-3000 farmers as the mainstay.
|Xpeng Motors has established a strategic partnership with Ali&sons, a UAE dealer group
Xpeng Motors announced a strategic partnership with Ali&sons, a UAE dealer group. Up to now, Xpeng Motors has reached strategic partnerships in the Middle East and Africa market with Ali&Sons, UAE RAYA Group, Azerbaijan SR Group, Jordan T Gargour &Fils Group, and Lebanese Gargour Asia Sal Group, and a number of Xpeng Motors models will be launched and delivered in five Middle East and Africa countries from the second quarter.
03 New Deal Express.
|The national government and other departments issued the "Advanced Level of Energy Efficiency, Energy Conservation Level and Access Level of Key Energy-using Products and Equipment (2024 Edition)".
The National Development and Reform Commission and other departments issued the "Advanced Level of Energy Efficiency, Energy Conservation Level and Access Level of Key Energy-using Products and Equipment (2024 Edition)". On the basis of 20 kinds of products and equipment such as three-phase asynchronous motors, power transformers, and room air conditioners that have clarified the energy efficiency level in 2022, 23 kinds of product equipment or facilities such as industrial boilers, data centers, servers, charging piles, communication base stations, and photovoltaic modules will be added, basically realizing full coverage of key energy-using products and equipment, and further supporting energy conservation, emission reduction and carbon reduction in key areas.
|**The Cyberspace Administration of China (CAC) and other four departments issued the "Key Points for Improving Digital Literacy and Skills for All in 2024".
Recently, the Cyberspace Administration of China, the Ministry of Education, the Ministry of Industry and Information Technology, and the Ministry of Human Resources and Social Security jointly issued the "Key Points for Improving Digital Literacy and Skills for All in 2024". The "Key Points of Work" deploys 17 key tasks in 6 aspects. The first is to cultivate high-level interdisciplinary digital talents, including comprehensively improving the digital literacy and skills of teachers and students, improving the digital performance ability of leading cadres and civil servants, cultivating high-level digital craftsmen, cultivating rural digital talents, and expanding the industry digital talent team. The second is to accelerate the bridging of the digital divide, including building a digital barrier-free environment and providing inclusive public services. The third is to support the digital economy to become stronger, better and bigger, including accelerating the digital transformation and upgrading of enterprises and expanding the demand space for digital consumption. Fourth, expand smart and convenient digital life scenarios, including promoting inclusive and efficient digital public services and improving the digital level of key life areas. Fifth, we need to create a positive, healthy and orderly cyberspace, including creating a social atmosphere of co-construction and sharing, building digital rule of law ethics, and maintaining a safe and orderly digital environment. Sixth, strengthen support and coordination and linkage, including improving the collaborative support system, increasing the supply of high-quality digital resources, and actively participating in international exchanges and cooperation.