► This article is reprinted from the WeChat public account “Ning Nanshan” (ningnanshan2017) Recently, I looked at the development of domestic semiconductor industry chain companies, and I must say that we are now in a golden age of domestic development, with leading domestic enterprises in every link developing very rapidly. The domestic leading enterprise in … Read more
Introduction On May 12, 2025, the “Battle of Industrial Robots” reported by the Reference News revealed a silent yet profound global industrial transformation: China, with a stock of 2 million industrial robots, occupies 43% of the global market, with a localization rate exceeding 58%, transitioning from a “follower” to a “rule-definer”. Behind this competition lies … Read more
The content is sourced from the internet. If there are any issues with publication, please contact us for removal;The article is for research reference only and does not constitute any investment advice. Investment carries risks, and caution is advised when entering the market. Q: How to assess the technical difficulty of home robot controllers and … Read more
1 Main Points ◼ Market Overview In the past week (04.07-04.11), the SW Electronics Index fell by 3.89%, underperforming the CSI 300 Index by 1.01 percentage points. Among the six major sub-sectors, the semiconductor, electronic chemicals II, other electronics II, optical optoelectronics, components, and consumer electronics sectors experienced changes of 0.56%, -1.91%, -7.48%, -8.60%, -9.26%, … Read more
Recently, the tariff war between the US and China has been intense, with both sides exchanging blows. Many people are likely more concerned about whether their stocks are crashing than the spectacle itself. I won’t delve into the timeline of the tariff war here; instead, I will focus on last Friday’s bombshell news—“the notice regarding … Read more
The China Semiconductor Industry Association has issued an “Emergency Notice on the Rules for the Recognition of the ‘Place of Origin’ of Semiconductor Products,” sparking widespread discussion. The notice states that according to the relevant regulations of the General Administration of Customs, the place of origin of “integrated circuits” is determined based on the four-digit … Read more
1. Corporate Culture: Low-Key and Pragmatic ‘Military Craftsman’ This company, headquartered in Chengdu, does not have the high-profile publicity of Huawei, nor does it appear frequently at consumer electronics exhibitions like DJI. However, when I delved into its official website, I was attracted by the corporate mission of ‘Achieving Together, Making Choices Simpler’ — these … Read more
“This is an unprecedented massacre!” On September 17 local time, multiple explosions involving “BB machines (pagers)” occurred in Lebanon. The next day, walkie-talkies used by Hezbollah also exploded in various locations in Lebanon, with one explosion occurring during the funeral of the victims from the previous day’s incident. The incident has resulted in 37 deaths … Read more
Upon seeing the news that the United States announced exemptions from tariffs on certain semiconductor equipment, many immediately thought of “bad news being fully priced in.” However, they overlooked the hidden information behind it: products originating from China can be exempt from a 125% tariff if they meet the condition of “U.S. content ≥ 20%” … Read more
1. Recent Changes in the Industry Impact of Tariff Policies:Currently, the volume of customs declarations is low. In the face of strong uncertainty, both customers and manufacturers are conducting internal business analyses, with only urgent goods being declared. Chips defined as originating from the United States are subject to a25% tariff, such as some isolation … Read more