Wafer factory "bargains for orders"? Insiders: It's not so exaggerated that there is no need for drastic price reduction at present. Recently, some industry media reported that the Chinese mainland wafer foundry has overflowed its capacity and is striving for more IC design factory orders to return at a low price discount. A manager of Chinese mainland Head Wafer Factory told reporters that the actual situation was "not as serious as reported by the media, and not so exaggerated". The source said that since the fourth quarter of this year, the quotation of its wafer factory has been "stable at present". In the fourth quarter, product orders from display drivers, power management and other categories were "not bad", and the market demand was similar to that previously publicly disclosed. The independent control of the mainland market is still the main theme. It is understood that the fourth quarter is usually the "off-season" of the wafer foundry industry, and downstream customers will review the sales plan at the beginning of the year, and they are not willing to stock up and receive goods. A person from a consumer chip company in Chinese mainland said, "Fab factories generally adjust prices according to market supply and demand." Yang Shengxin, a senior analyst of Sigmaintell's semiconductor business unit, said in an interview that according to the observation of Sigma Intell, Chinese mainland's wafer factory decreased by about 5% in the fourth quarter of 2024, and concentrated on 12-inch products; The price of China Taiwan Province Wafer Factory has not changed significantly. (science and technology innovation board Daily)Former Vietnamese president Ruan Chunfu and others were punished. According to a report by the Vietnam News Agency on the 13th, the Viet Cong the Political Bureau of the Central Committee decided to give Ruan Chunfu and Zhang Heping a warning on the same day. Give Zhang Shimei a reprimand. At the same time, it is suggested that the relevant authorities give administrative sanctions to the three people. According to Yuetong News Agency, Ruan Chunfu served as members of the Political Bureau of the Communist Party of China Central Committee, secretary of the government party Committee and prime minister of the government; Zhang Shimei, once served as members of the Political Bureau of the Communist Party of China Central Committee of the Communist Party of Vietnam, Secretary of the Central Secretariat and Minister of the Central Democratic Movement Department; Zhang Heping served as members of the Political Bureau of the Communist Party of China Central Committee, Deputy Secretary of the Party Committee of the Government and Executive Deputy Prime Minister of the Government. During their tenure, the three people violated the provisions of the party and the state on performing their duties, implementing the tasks entrusted to them, and fighting corruption and negativity; Violation of the provisions of party member's behavior ban and responsibility for setting an example; Causing serious consequences, causing bad public opinion and affecting the reputation of the party, the state and the state management organs. (World Wide Web)
National Development and Reform Commission (NDRC): More active and promising macro policies will be implemented next year. The reporter learned from the National Development and Reform Work Conference held by NDRC yesterday (13th) that in order to fully implement the spirit of the Central Economic Work Conference, countercyclical adjustment of macro policies will be intensified next year, so as to solidly promote economic stability, structural improvement and development trend. The relevant person in charge of the National Development and Reform Commission said that a more active and promising macro policy will be implemented next year to enhance the consistency of macro policy orientation. It will expand domestic demand in all directions. Accelerate the "two-fold" construction, expand effective investment, make good use of all kinds of construction funds such as central budget investment, ultra-long-term special national debt, and new local government special debt, promote the formation of more physical workload as soon as possible, and continue to promote the introduction of private capital into major projects. We will do a good job in the "two new" work, implement special actions to boost consumption, and promote consumption expansion, quality improvement and efficiency improvement. It will promote the further comprehensive deepening of the implementation of reform measures, organize the implementation of the "Guidelines for the Construction of a National Unified Big Market (Trial)", revise and introduce a new version of the negative list of market access, and deeply break down market access barriers. Promote the private economy promotion law as soon as possible. In addition, we will accelerate the construction of a modern industrial system and promote the upgrading of key industries. Vigorously support the high-quality development of manufacturing industry and comprehensively rectify the "involution" competition. (CCTV News)Zhongjin's fixed income: the financing demand is weak under the background of debt conversion, and the monetary policy needs to continue to increase. Zhongjin's fixed income commented on the financial data in November, saying that it is expected that the currency will be loose or significantly accelerated next year, while the short-term interest rate may have a large downside. Under the background of slow real estate recovery, the domestic economy has stabilized relatively moderately, and the long-term interest rate has been affected or relatively limited. Next year, monetary and fiscal cooperation will be closer, and the supply factor of government bonds may not have much disturbance to the long end. Recently, the market has fully priced loose expectations, and the long-term interest rate has dropped rapidly. Next year, with the RRR cut, the short-term interest rate will fall or accelerate, and the yield curve will move down sharply.According to the information released by the National Earthquake Center of the University of Chile, a 6.3-magnitude earthquake occurred in the Maule region of central Chile on the 13th. (Xinhua News Agency)
In the first 11 months, nearly 90% of stock strategy private equity products realized floating profit. According to the latest statistics released by private placement network, in the first 11 months of this year, the average yield of stock strategy products of private equity institutions with only performance display in 2014 was 18.65%, of which 1753 products realized floating profit, accounting for 87.04%. Specifically, among the sub-strategy products of stock strategy products, subjective multi-strategy products lead the way. The data shows that in the first 11 months of this year, the average yield of 1342 subjective multi-strategy products with performance display was 20.25%, of which 1137 products realized floating profit, accounting for 84.72%. Although the performance of quantitative long strategy products is not as good as that of subjective long strategy products, the gap is not obvious. The data shows that in the first 11 months of this year, the average yield of 460 quantitative long strategy products with performance display was 18.18%, of which 444 products realized floating profit, accounting for 96.52%. (Securities Daily)Former US Speaker of the House of Representatives Pelosi was injured in Luxembourg and was taken to the hospital. On December 13th, local time, former US Speaker of the House of Representatives nancy pelosi was injured while attending an official event in Luxembourg and was taken to the hospital for evaluation. It is reported that Pelosi is currently being treated by doctors and medical professionals and continues to work. (CCTV)Huaxia Fund: Individual pensions are extended to the whole country, and the index is included to meet the needs of customers' pension investment, effectively coping with the aging test. Huaxia Fund believes that the inclusion of index funds in the list of individual pension funds plays an important role in reducing the social pension burden and meeting customers' pension investment needs. First, effectively cope with the test of aging and reduce the burden of social pension. Index funds are characterized by low rates, scattered risks, high transparency and long-term investment value, which is more in line with the long-term investment needs of pensions. Second, meet the needs of customers' pension investment and realize the preservation and appreciation of assets. The inclusion of index funds provides investors with more diversified choices. Investors can choose products that suit them according to their own risk preferences, investment objectives and financial conditions, and build a more personalized pension portfolio to better meet the needs of different groups of people. (21 Finance)
Strategy guide 12-14
Strategy guide 12-14
Strategy guide
12-14
Strategy guide 12-14