Defeated by Chinese competitors. Author: I Liu Bo Reported by: Investment界PEdaily It is lamentable. According to the Wall Street Journal, American silicon carbide wafer leader Wolfspeed is about to file for bankruptcy. Following the news, the company’s stock price plummeted 60% overnight on Wednesday, topping the list of declines in the US stock market. Wolfspeed … Read more
In the wave of transformation in the new energy vehicle industry, traditional automotive interior companies are facing the impact of “de-leatherization.” Mingxin Xuteng, as a leading domestic high-end automotive leather manufacturer, is experiencing revenue growth while falling into a net profit loss dilemma. However, the company is attempting to open a second growth curve by … Read more
Application Overview Hello everyone! Today, I want to talk about the application of the S7-200 PLC combined with the CANopen bus in the new energy vehicle test bench. The development of new energy vehicles is progressing rapidly, and the test bench serves as the “health check center” for these vehicles, capable of detecting various performance … Read more
According to NE Times’ statistics on new energy passenger vehicle terminal data, the installation volume of smart driving domain control systems in China for March 2025 is 418,000 sets. The top 10 suppliers of smart driving domain control systems include Desay SV, which launched a full-stack assisted driving solution with an end-to-end self-developed large model. … Read more
Currently, there is a continuous stream of information regarding the semiconductor industry reaching a fundamental turning point in Q2 2023. Typically, a semiconductor cycle lasts 3-5 years, with the market often anticipating changes 1-2 quarters ahead of the fundamentals. As we look towards mid-next year, the industry turning point is something everyone is eagerly anticipating. … Read more
Friends know that I have a habit when it comes to stock trading – I love to “dig up old accounts.” Back in 2018, during the reshuffle of the industrial robot industry, many domestic companies were beaten badly by foreign capital due to technological shortcomings, with stock prices halving repeatedly. At that time, I pondered … Read more
The scale of China’s MCU chip industry is expanding, driven by the electrification and intelligence of automobiles, leading to a high increase in demand for automotive MCUs.A microcontroller unit (MCU) is a chip that integrates a CPU, memory, input/output interfaces, etc., with 8-bit and 32-bit being the main types on the market. China’s MCU chip … Read more
The Chip Revolution Behind the Auto Show: From “Supporting Role” to “Leading Role”Under the spotlight of the 2025 Shanghai International Auto Show, the competition for range in new energy vehicles and smart driving technology remains the focus, but the true “invisible protagonist” in the exhibition hall is the small automotive-grade chips. From SanDisk’s global debut … Read more
After visiting this year’s Shanghai Auto Show, what stands out the most is the emergence of numerous new automotive suppliers, with various component suppliers’ booths integrated throughout the exhibition halls, collaborating closely with automotive manufacturers. The staff at the supply chain booths tirelessly introduced their new technologies and products to consumers. This could be a … Read more
——Unveiling the Technical Breakthroughs, Market Dividends, and Valuation Logic Behind the ‘Demon Stock’ 1. Stock Price Myth: 7 Times in a Year, from ‘Cold Stock’ to ‘Super Dark Horse’ As of April 25, 2025, Shuanglin Co. (300100.SZ) saw its stock price soar from less than 10 yuan a year ago to nearly 80 yuan, an … Read more