Minutes of SMM Aluminum Morning Meeting Shanghai Aluminum is weakened by the jump in US bond yields, and the inflection point of aluminum ingot inventory is expected to approach.
Minutes of SMM morning meeting: lead in Shanghai rose slightly overnight, while lead in Shanghai fell, and recycled lead maintained a premium.
Minutes of SMM morning meeting: the US dollar and US debt strongly pressured the price of zinc to go down.
Minutes of SMM morning meeting nickel short-term operation is frequent and fluctuates greatly in the day. The fundamentals are weak and there is no profit release for the time being.
Overnight, US bond yields rose, the dollar strengthened, metals fell, and US crude oil fell by more than 7%
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Yesterday, peripheral metals were mixed. Copper fell by nearly 0.7%, aluminum by nearly 0.6%, zinc by nearly 1.8%, nickel by nearly 0.4%, tin by nearly 0.9% and lead by nearly 0.3%. Copper was under pressure on Thursday, as the dollar rose and the yield of US Treasury bonds soared, but supply concerns caused by the shortage of copper concentrate limited the decline. In February this year, the copper price once reached US$ 96 17 per ton, the highest level since August of 201year, rising by more than 16% compared with the beginning of the year. Copper price is regarded by investors as an indicator to measure the health of the economy. Analysts pointed out that in the past few weeks, it was difficult for copper and other basic metals to find a clear direction due to the uneasiness of the macro market and the panic of the bond market. Domestically, international copper fell by nearly 0.2%, Shanghai copper by nearly 0. 1%, Shanghai aluminum by nearly 1.2%, Shanghai lead by nearly 0. 1%, Shanghai zinc by nearly 1.2%, Shanghai nickel by nearly 0.5% and Shanghai tin by nearly 0.5%.
The US dollar index rose 0.46% to 9 1.82, and fell to a two-week low of 9 1.30 earlier in the session. The yield of 10-year US bonds resumed its recent upward trend, hitting a three-month high of 1.754%. Yields rose faster than those of government bonds in the euro zone and Britain, so the dollar was supported.
US stocks closed down on Thursday. The soaring yield of US bonds made bank stocks outperform the broader market, while high-growth technology stocks were sold off. At the beginning of last week, the number of Americans applying for unemployment benefits rose to 770,000. Dow fell 153.07 points, or 0.46%, to 32,862.30 points; The Nasdaq fell 409.03 points, or 3.02%, to13116.17. The S&P 500 index fell 58.66 points, or 65,438+0.48%, to 3,965,438+05.46 points.
On Thursday, the Shanghai Composite Index reported 3,463.07 points, up 0.5 1%, with a turnover of 3165.29 million. Shenzhen Component Index reported 13963.92 points, up 1. 12%, with a turnover of 4202.1800 million. The business board reported 2,748.73 points, up 1.65%, and the turnover was143.727 billion. The total turnover of the two cities was 736.747 billion. On the disk, medical beauty, papermaking and silicone were among the top gainers, while agriculture, rare earth and coal were among the top losers.
LME inventory
Ministry of Commerce: China and the United States will hold a high-level strategic dialogue from March 8, 2008 to March 9, 2009. Gao Feng, spokesman of the Ministry of Commerce, said that at the invitation of the US, China and the United States will hold a high-level strategic dialogue from March 18 to March 19. If there is further information, we will release it in time.
Ministry of Finance: From June 5438 to February, the national general public budget revenue was 4180.5 billion yuan, a year-on-year increase of 18.7%. Among them, the central general public budget revenue was 2,045.8 billion yuan, a year-on-year increase of18.7%; The local general public budget revenue at this level was 2134.7 billion yuan, up by 18.7% year-on-year. In the same period, stamp duty was 65.438+0004 billion yuan, up 65.5% year-on-year. Among them, the stamp duty on securities transactions was 66.5 billion yuan, a year-on-year increase of 90.5%; In RMB, foreign non-financial direct investment decreased by 7.9% year-on-year.
Association of Interbank Dealers: Issued the Notice on Defining Carbon-neutral Debt Mechanism. Encourage enterprises to register and issue carbon-neutral bonds, and dealers' associations will open up a green channel for the registration and evaluation of carbon-neutral bonds. Encourage enterprises to register and issue innovative products of structured debt financing tools such as green asset-backed notes supported by cash flow generated by carbon emission reduction projects. All the funds raised by carbon-neutral bonds should be earmarked for clean energy projects, clean transportation projects, sustainable construction projects and industrial low-carbon transformation projects.
Eurostat: In June 5438+10 this year, the trade between Britain and Europe fell sharply. On June 5438+08, local time, Eurostat announced that bilateral trade between Britain and Europe fell sharply in June 5438+ 10. Among them, EU exports to the UK decreased by 27.4% year-on-year, while UK exports to the EU decreased even more, reaching 59.5%. Due to different statistical methods, the decline data released by Eurostat on June 5438+08 was higher than that of the UK last week.
March 18 Daily Review of Recycled Copper: Due to the sluggish demand of cable companies, the order for recycled copper rods is even worse. The self-raised price of Guangdong Bright Copper is 59,700-60,000 yuan/ton without tax, up by 200 yuan/ton compared with the last transaction, and the price difference of refined waste is 2,262 yuan/ton, up by 244 yuan. Due to the sluggish demand of downstream cable companies and the release of some demand, the order situation of recycled copper bars has deteriorated in the past two days. In order to speed up the withdrawal of funds, the factory sells copper bars at low prices ... "See details.
SMM data in March 18, SMM statistics show that the domestic social inventory of electrolytic aluminum is1250,000 tons, with a total of 22,000 tons in Zhou Du. The growth rate of South China Sea and Wuxi slowed down, and Gongyi declined. "Check the details.
March 18 Weekly Review of National Aluminum Rod Inventory Last week, the output of aluminum rod market increased by 06,000 tons to 70,900 tons, and the downstream demand rebounded from last week. At present, the inventory of aluminum bars has decreased by 3,900 tons to 232,900 tons. Among them, Changzhou and Huzhou performed well in destocking, with inventories reduced by 2,000 tons and 5,000 tons respectively. "Look at the details.
Daily evaluation of spot aluminum bars: the processing fee of aluminum bars moved down under pressure with the increase of base price, and the market trading was light. On March 18, the processing fee of domestic aluminum bars in the mainstream market was slightly under pressure with the increase of the base price, and the price center moved down by 30 yuan tons compared with yesterday. Among them, most merchants in the South China market cut their processing fees by 20-40 yuan/ton before noon, and then cut their 20 yuan/ton again after poor shipment. East China Wuxi market price center of gravity is the same as yesterday, the market trading is light, Nanchang price center of gravity.
At present, aluminum afternoon reviews continue to seek new game points. Before midday, Shanghai Aluminum operated in a narrow range of 1.75 million-1.76 million yuan/ton. In early trading, the spot aluminum ingots in East China market were concentrated at 175 17550 yuan/ton, and the spot discount in the same month was concentrated at 40-20 yuan. "Check the details.
SMM analysis: How does the policy of "double control of energy consumption" affect the processing fee of geometric zinc mine? Judging from the production situation of zinc concentrate in 2020, SMM mine sample enterprises were relatively less affected by epidemic situation, rainy season and environmental protection last year, and the main reason for the reduction of zinc mine output was …………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………
SMM nickel spot daily evaluation: Jinchuan nickel has high cost, and the demand depends on the demand of Russian nickel. The transaction is light. On March 18, nickel surged back, rising to around 122000 in early trading, and then gradually returning to the 120000 mark. The fluctuation of spot price is limited, the buyer's purchasing intention is not good, and the intraday transaction situation is light. In terms of quotation, Russian Nickel still reported more than it received, and the market reported an increase of 200-400 yuan/ton for the Shanghai Nickel 04 contract, and did not continue to wait and see the trend of the futures market. Jinchuan nickel can only receive goods in Gansu in the near future, and the premium rate is difficult to drop after the manufacturer's shipments decrease. The Shanghai Nickel 04 contract reported an increase of 4000-4200 yuan/ton. "Check the details.
Comments on nickel pig iron trading day: the driving factors for the continued weak operation of nickel-priced stainless steel are hard to find. The ferronickel market is relatively light, with few inquiries and quotations. Besides preserving the goods, it will take time for both parties to reach a consensus. Short-term nickel market logic is still weak. On the premise that nickel beans are not out of the warehouse in a large scale, the motive force of nickel price increase is hard to find, and the stainless steel market runs smoothly, and both of them have low pull on nickel and iron. It is expected that the short-term ferronickel market will remain weak. "Check the details.
Minutes of the meeting: Under the background of "carbon neutrality", looking at the trend of steel market in the later period, SMM thinks that in the short term, demand is still restrained and bullish expectations have been partially digested. Before the comparison festival, the profit margin of steel mills has also been partially opened, and the raw material prices directly hit by carbon neutrality are also dragged down by prices, and steel prices are still in a period of shock consolidation. But in the medium and long term, the rising space of demand is obviously stronger than supply. In the second quarter, the overall situation remained bullish. "Check the details.
Daily Brief Comment: In March, the iron ore market 18 even fluctuated strongly, and the spot market price of the port was raised by 5- 10 yuan/ton in early trading. Driven by the disk, some merchants have less bargaining space, while steel mills seriously depress prices. Today, the overall transaction atmosphere in the market has weakened. PB powder in Shandong was traded at 1 138 yuan/ton in early trading, up from yesterday 13- 18 yuan/ton. The turnover of super special powder was 945 yuan/ton, up by 5 yuan/ton compared with yesterday. According to market feedback, the control of environmental protection and limited production in Tangshan, Feng Run and other areas has been slightly relaxed recently, but Caofeidian has issued a notice of limited production, and there are still expectations of limited production and emission reduction in the later period. "Check the details.
SMM hot coil inventory: the decline of hot coil inventory driven by supply and demand is further expanded. The total inventory of hot-rolled coils this week was 40910.3 million tons, which was-264,400 tons compared with last week, -6.07% from the previous month and -26.27% from the same period last year. This week, the hot coil continued to fully reduce inventory, and the inventory decline was further expanded compared with last week. "Check the details.
SMM thread: the inflection point of inventory reduction comes as scheduled, and steel prices wait for demand to return. As of March 18, the national building materials inventory was17314,700 tons, which was -2.22% from the previous month and-17.4% from the same period last year. With the continuous recovery of terminal demand, the inflection point of thread inventory arrived as scheduled this week. "Check the details.
SMM blank adjustment operating rate: the blank adjustment operating rate has risen sharply, and it is doubtful under high cost control. SMM research shows that as of March 18, the operating rate of billet-adjusting steel mills was 8 1.43%, which was 50.43 percentage points higher than that in February1%and 7. 14 percentage points higher than that in the same period last year. After the Spring Festival, the billet-adjusting steel mills resumed production actively, but some steel mills were unable to reach full production due to high cost and limited production in some areas. "Check the details.
SMM analysis: short-term disturbance does not change the medium-term strong trend of steel price. SMM research shows that in March 18, the operating rate of blast furnace calculated by SMM was 85.6%, up 0.6% from the previous week and down 1.2% from the previous month. Some blast furnaces in Tangshan resumed production this week, and the operating rate rebounded slightly. "Check the details.
Foshan Stainless Steel Daily Review: Some steel mills are quoting prices to guide businesses to narrow profit margins and stabilize steel prices in the short term. According to SMM, the prices of cold and hot rolled steel products in various departments in South China today remain weak and stable compared with yesterday, with less demand in the short term and little room for optimism. Among them, the recent price reduction operation of 200 series steel mills has narrowed the profit margin of market trade, and some steel mills are selling goods at reduced prices. In the off-season of market consumption in the middle and late March, they just need to get the goods, but they prefer the transaction of individual specifications, so the cost of getting the goods is high, so "check the details.
20021March 18 daily review of high-carbon ferrochrome on March 18, the national high-carbon ferrochrome market was temporarily running smoothly. With the continuous weakness of the downstream stainless steel and nickel markets, the sentiment of the upstream ferrochromium market has been affected to some extent, and the industry is generally enthusiastic about buying and selling. Some people mainly wait and see, but the actual supply and demand situation still exists. "Check the details.
SMM magnesium ingot spot express March 18, the mainstream price of 999 magnesium ingot factory in Fugu area 15300- 15400 yuan/ton, and the mainstream ex-factory price of 95B magnesium ingot 15600- 15800 yuan/ton; The mainstream transaction price in Wenxi area is 15600- 15800 yuan/ton, and the mainstream transaction price of 95B magnesium ingot is 16000- 16200 yuan/ton. As some factories choose to let prices enter the market, the downstream with a wait-and-see attitude is forced to enter the market to purchase and complete orders, and the overall market transaction has improved. At present, there are still differences in the market's judgment on the future trend of magnesium prices.
SMM electrolytic manganese daily review: domestic electrolytic manganese bullish sentiment has increased, and the negotiation range is on the upper side. In March 18, the ex-factory price of the manganese triangle mainstream area including tax was around 16200- 16300 yuan/ton, which was higher than yesterday's average price150; Guangxi spot ex-factory price including tax is around 16300- 16500 yuan/ton, which is 150 higher than yesterday's market price. "Check the details.
SMM Manganese Ore Daily Review March 18, the quotation range of domestic imported manganese ore is stable. Some northern traders followed suit after individual traders lowered their 0.5 yuan/ton yesterday. At present, the mood in the northern market has declined slightly, but the operators in the southern market remain optimistic. Guizhou and Chongqing actively resumed production and increased production after the Spring Festival, and the rainy season in central and southern China in the afternoon is worth looking forward to. Individual manganese ore varieties have been actively investigated. Downstream, the stability of the southern market is stronger than that of the northern market recently. Before there is no obvious favorable policy update in Inner Mongolia, the spot market of silicon and manganese in the north may continue to be weak and stable. Although the northern manganese alloy market may rebound slightly, the uncertainty of supply and demand in the north may drag down the price.
Duan Shaofu, director of the heavy metal department of China Nonferrous Metals Industry Association, said: At present, China has not yet promulgated laws and regulations specifically for the comprehensive utilization of mineral resources, which leads to the problem of overlapping contents among these laws and regulations, as well as the inconsistency between concepts and implementation standards, and some even increase the comprehensive utilization burden of enterprises during implementation. Therefore, it is urgent to issue a targeted comprehensive utilization law of mineral resources to further promote the comprehensive conservation and recycling of mineral resources in China. "Check the details.
The scope of greenhouse gas accounting and reporting of carbon neutral revaluation electrolytic aluminum enterprises includes four aspects: emissions from industrial production process, emissions from net electricity purchase and heat consumption, emissions from fuel combustion, and emissions from energy as raw materials. Among them, electricity and prebaked anode are the main emission parts. In the case of high profit of electrolytic aluminum and strict carbon emission control, electrolytic aluminum enterprises tend to purchase high-quality anodes. "Check the details.
Seven-day six-plate Shunbo alloy: the rise in aluminum price cannot unilaterally generate excess returns for the company. On the 7th, Liuban Shunbo Alloy disclosed the announcement of stock price changes. The company's main business is the production and sales of recycled aluminum. The purchase price of waste aluminum, the main raw material, fluctuates in the same direction as the sales price of recycled aluminum, the main product. The rise in aluminum prices will also lead to the rise in the price of waste aluminum raw materials, and it cannot unilaterally generate excess returns for the company.
According to Top2 media reports, Japanese aluminum power plants Nippon Chemicon and Nichicon, which rank first and second respectively in the world, have successively announced the price increase of aluminum capacitors. Mei Jia has issued a price increase notice to customers, and domestic large and medium-sized power plants have also been notified one after another. On June 5438+07, downstream manufacturers sent nichicon's written price increase notice, expressing the current difficulties to customers with a whole page. "Check the details.
China's lead production in June 5438+0-February increased by nearly 30% year-on-year, but it was far below the level in the fourth quarter of last year. According to the data released by the National Bureau of Statistics, the lead output in China in May 438+0-February was1109,000 tons, up 27.8% year-on-year. 1-The monthly average lead output in February is much lower than that in the fourth quarter of last year. According to market analysis, an epidemic broke out in Hebei in June+10, 5438, which caused the logistics in the surrounding areas to be blocked, which had a certain impact on lead smelting enterprises and tightened supply. Then the Spring Festival holiday came, and most small and medium-sized smelting enterprises entered the state of overhaul or holiday, so the output recorded a decline.
Gionee Permanent Magnet Annual Report: The net profit in 2020 will increase by 55.84% year-on-year. It is planned to issue 2 yuan Jinli Permanent Magnet Announcement 6 times every 10. In 2020, the company achieved a total income of 2,465,438,000 yuan, a year-on-year increase of 42.58%, and a net profit attributable to shareholders of listed companies of 244 million yuan, a year-on-year increase of 55.84%. It is planned to distribute cash bonus 2 yuan (including tax) to all shareholders for every 65,438+00 shares, 0 bonus shares (including tax), and transfer 6 shares to all shareholders for every 65,438+00 shares with capital reserve.
Polysilicon prices continued to rise by more than 4% this week. According to the latest data released by Silicon Branch of Nonferrous Metals Industry Association, the price of polysilicon continued to rise this week, and the transaction price of heavy materials, single crystal dense materials and single crystal cauliflower materials increased by 4%-5%.
The sixth round of coke reduction began. Wan Xin, Hebei Province, said that due to the large increase in coke prices, production costs are under great pressure from raw material prices. In order to return to the reasonable price of coke and relieve the pressure of the company's production cost, it is decided to reduce the price of coke by 100 yuan/ton from 0: 00 on March 0.
The net profit of Jiaozuo Wanfang in 2020 was 568 million yuan, a year-on-year increase of 432.52%. Jiaozuo Wanfang released its 2020 annual report, achieving an operating income of 4.744 billion yuan, down 0.36% year-on-year. The net profit attributable to owners of listed companies was 568 million yuan, a year-on-year increase of 432.52%; The net profit attributable to shareholders of listed companies after deducting non-recurring gains and losses was 573 million yuan, a year-on-year increase of 440.77%; The basic earnings per share is 0.476 yuan, and it is planned to distribute the cash dividend 0.5 yuan (including tax) for every 10 share. The net cash flow from operating activities was 828 million yuan, up 65,438+03.93% year-on-year. "Check the details.
Contemporary Ampere Technology Co., Ltd. plans to acquire 65,438+00% equity of Tianyi Lithium Industry and purchase more than 200,000 tons of cathode materials from Yibin Bao Li. Contemporary Ampere Technology Co., Ltd. agreed to give priority to the purchase of no less than 200,000 tons of cathode materials produced by Yibin Bao Li in the next ten years at the same market price. On the same day, Tianyuan Co., Ltd. also signed a Property Right Transaction Contract with Contemporary Ampere Technology Co., Ltd., intending to transfer the equity of Tianyuan Lithium Industry 10% to Contemporary Ampere Technology Co., Ltd. at a price of 58.35 million yuan. "Check the details.
Recently, the iron ore market is still worried about the recent fierce iron ore futures market. First, there was a long-lost down limit on March 9, and then there was a big oscillation. What is the main logic of recent trading in the iron ore market, and what will happen to market sentiment in the future? We will analyze this. "Check the details.
On March 16, the national standard publicity and technical seminar of "Recycled Steel Raw Materials" sponsored by China Iron and Steel Industry Association and undertaken by Jiangsu Shagang Group Co., Ltd., Metallurgical Industry Information Standards Research Institute, China Scrap Steel Application Association and Metallurgical Science and Technology Development Center was successfully held in Zhangjiagang. More than 220 representatives from enterprises, institutions, research institutes and universities attended the meeting. The meeting was strongly supported by MCC CCID Group Co., Ltd., Anhui Changjiang Iron and Steel Co., Ltd. and Wuzhou Yongda Iron and Steel Co., Ltd. "See details.
Leon Micro: 6-inch silicon products are currently undergoing the second round of price increase. Leon Micro said on the interactive platform that the company's 6-inch silicon products had the first round of price increase at the beginning of 20021,and the second round of price increase is currently under way. Other large-size silicon wafers are currently communicating with customers to negotiate price increases.
The rebound of gold prices continues to rise, and the aftershocks of the Fed's risks are hard to stop. Coupled with the variables before the Sino-US meeting, the gold price continued to recover and rebound, and it is currently stable at around $65,438 +0.749. The Federal Reserve announced that it would keep interest rates unchanged, avoid the signal of raising interest rates immediately, raise economic expectations, moderately push market sentiment down the dollar, and support the gold rally. Before the high-level meeting between China and the United States, the latest variable risks may come from China enterprises seeking to reverse the punitive measures taken by former President Trump. However, investors need to carefully observe the trend of US bond yields, and the continuous rise will still limit the upside of gold prices. "Check the details.
DMC in silica gel will increase by 30% this month, and related companies will be affected. Recently, the prices of domestic silicone intermediates and downstream products have risen sharply. On March 17, the highest spot price of DMC in East China of silicone was 30,200 yuan/ton, returning to the era of 30,000 yuan. Most enterprises negotiate in real time according to the situation of the day. The export quotation of DMC is $4750/ton. A number of single manufacturers once again intensively raised their quotations. Wacker Group recently announced that it will raise the global price of all its silicone products from April, ranging from 65,438+00% to 20%. Since this month, DMC has increased by 30%, and the prices of some products such as DMC, raw rubber and 107 rubber have increased by more than 60% compared with the lowest level in early February 2020. "Check the details.
Huada Science and Technology plans to invest in the construction of magnesium alloy application and production projects for new energy vehicles. On March 8, Huada Automobile Technology Co., Ltd. announced that Jiangsu Hengyi Automobile Parts Manufacturing Co., Ltd., a holding subsidiary of the company, plans to set up a joint venture with Wujiang Shen Xin Aluminum Technology Development Co., Ltd. to jointly invest in the construction of high-performance magnesium alloy application and domestic production projects for battery trays for new energy vehicles in Zhongguancun Industrial Park, liyang city, Jiangsu Province. The total investment of the project does not exceed 363 million yuan, of which Jiangsu Hengyi plans to invest 254 million yuan and Shen Xin Aluminum plans to invest109 million yuan. "Check the details.
Liu Jincheng, chairman of Yiwei Lithium Energy, said at the second International Exchange Conference on New Energy Vehicles and Power Batteries (CIBF· Shenzhen): "(In terms of soft batteries), our current production capacity is 65,438+00 GWh, and this year it is full production and sales."
In February, new car sales in Europe fell by 20% year-on-year. According to industry data, sales are affected by the epidemic blockade and the ensuing uncertainty across Europe. In February, the number of registered cars in Europe decreased by 20.3% year-on-year to 850, 170, and the sales of several major automobile markets in Europe all experienced double-digit declines, among which the decline in Spain was as high as 38%.
Due to the lack of core, Volvo Cars suspended or adjusted its production in China and the United States in March 17. Volvo Cars said that due to the global shortage of semiconductor chips and insufficient supply of spare parts in March, it will temporarily suspend or adjust its automobile production in China and the United States. Volvo predicted that the situation would become severe in the second quarter, so it decided to take measures to minimize the impact on production.
SEMI: The equipment expenditure of global fabs is expected to reach a new high for three consecutive years, with an increase of 65,438+05.5% in 2028+0. The International Semiconductor Industry Association (Semi) today released the latest quarterly forecast report of global fabs, saying that the epidemic situation has pushed the demand for electronic equipment to surge, and the global semiconductor industry is moving towards a rare record of setting a new high in fabs' equipment expenditure for three consecutive years, with the growth rates of 16% in 2020, this year and this year. During the three-year forecast period, the equipment expenditure of global fabs will increase by about $654.38+00 billion every year, and finally climb to the $80 billion mark in the third year.
China Southern Power Grid: In 2030, five southern provinces and regions will add 200 million kilowatts of new energy installed capacity. Liu Wei, spokesman of China Southern Power Grid Corporation, said at the news conference held on June 5438+08 that by 2030, five provinces and regions in the south will add 200 million kilowatts of new energy installed capacity, five times that of 2020, and non-fossil energy installed capacity and power generation will account for more than 60%. According to Liu Wei, China Southern Power Grid will promote the development of new energy, the process of "new electrification" and the optimal allocation of inter-provincial energy resources, and build a new power system with new energy as the main body.
Cycling Association: In February, the pickup truck market sold 32,000 vehicles, a year-on-year increase of 507%. According to the data of Riding Association, in February 20265438+0, the pickup truck market sold 32,000 vehicles, up 507% year-on-year and down 33% month-on-month. The pickup truck market started in the new year continues to maintain a super strong trend. In 2020, the total pickup truck volume will increase by 9%, which is also a strong growth compared with the pickup truck market in 20 19. This year's1-February 139% growth is also a super start. In recent years, pickup truck has become a new hot spot for merchants to combine, and its performance continues to be strong. However, recently, pickup truck enterprises have been divided, and the main car companies have been strongly promoted. Some traditional pickup truck enterprises are facing tremendous growth pressure.
Zhao Yi Innovation: This year, the company's wafer production capacity is expected to increase by more than 30%. Zhao Yi Innovation recently said in an institutional survey that the company has maintained a comprehensive and close cooperative relationship with several fabs. At present, the wafer production capacity is very tight, and the close cooperation between the company and the wafer factory brings stable production capacity to the company. In 20021year, the company expects the production capacity to increase by more than 30%, laying a solid foundation for the company's performance growth in 20021year and 2022.
This article is from SMM.