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It is reported that the performance of Samsung's HBM3E memory can't meet the requirements, so it is difficult to supply it to NVIDIA in 2024. It is reported that Samsung's 8-and 12-layer stacked HBM3E memory samples can't meet the requirements of NVIDIA, so it is difficult to officially start supplying this big customer this year, and the actual supply will fall to 2025. According to the report, Samsung Electronics began to supply quality test samples of HBM3E memory to NVIDIA as early as October 2023, but the certification process of Samsung HBM3E has not made significant progress in more than one year.Wuzhou Spring Festival rose by 6.55% today. Guotai Junan bought 188 million yuan in Shanghai Haiyang West Road, and Wuzhou Spring Festival rose by 6.55% today, with a turnover of 3.902 billion yuan and a turnover rate of 37.90%. After-hours data show that Guotai Junan bought 188 million yuan in Shanghai Haiyang West Road, and the special seat of Shanghai Stock Connect bought 88.9787 million yuan and sold 58.7513 million yuan.In November, the loading capacity of power batteries was 67.2GWh, up 13.5% from the previous month. According to the data of China Automotive Power Battery Industry Innovation Alliance, the total output of power batteries and other batteries in China was 117.8GWh in November, up 4.2% from the previous month and 33.3% from the same period last year. The loading capacity of power batteries in China was 67.2GWh, up 13.5% from the previous month and 49.7% from the same period last year. Among them, the loading capacity of ternary batteries was 13.6GWh, accounting for 20.2% of the total car, up 11.6% from the previous month and down 13.5% from the same period last year. The loading capacity of lithium iron phosphate battery was 53.6GWh, accounting for 79.7% of the total vehicle, up 14.0% from the previous month and 84.0% from the same period last year.

Kaidianbao suspended the payment business. On December 11th, Kaidianbao Payment Service Co., Ltd. announced that due to the change of business conditions, in order to protect the interests of merchants and partners to the greatest extent, the company decided to suspend the payment business, and from now on, the existing stock business will be withdrawn and cleaned in an orderly manner, and the businesses with potential risks will be cleaned up before December 20th, 2024. All stock payment services will be suspended after December 31, 2024. Regarding why the business was suspended, the reporter interviewed the legal representative of the company, but did not get a response from the other party. (beijing business today)On the 11th, iron ore fell by 1.64%, and the latest main contract positions changed as follows. According to the exchange data, as of December 11th, the main contract iron ore was closed at 2501, up or down by -1.64%, with a turnover of 165,400 lots. The position data showed that the top 20 seats were clear, and the difference position was 14,975 lots. Iron ore futures contracts totaled 429,100 lots, a decrease of 195,200 lots from the previous day. The first 20 seats in the contract held 462,200 lots, a decrease of 6,055 lots from the previous day. There were 481,400 short positions in the top 20 seats of the contract, an increase of 7,172 lots over the previous day. (Sina Futures)Association: On December 1-8, the retail sales of new energy market for passenger cars reached 255,000, up 72% compared with the same period of December last year. According to the data of Association, on December 1-8, the retail sales of new energy market for passenger cars reached 255,000, up 72% compared with the same period of December last year and up 3% compared with the same period of last month. Since this year, the cumulative retail sales have reached 9.851 million, up 42% year-on-year. From December 1 to 8, the national passenger car manufacturers wholesale 280,000 new energy vehicles, an increase of 78% compared with the same period in December last year, and an increase of 0% compared with the same period of last month. Since the beginning of this year, the cumulative wholesale has reached 10.997 million vehicles, an increase of 39%.

Modern Pharmaceuticals: Sinopharm Zhijun, the holding subsidiary, obtained the drug registration certificate of Cefotaxime Tablets. Modern Pharmaceuticals announced that Sinopharm Zhijun Pharmaceutical Co., Ltd., the holding subsidiary, recently received the Drug Registration Certificate of Cefotaxime Tablets approved and issued by National Medical Products Administration. Cefopoxime axetil tablets are the third generation cephalosporins taken orally, which are used to treat upper respiratory tract infections and lower respiratory tract infections caused by sensitive bacteria. In 2023, the global sales of preparations will be USD 370 million, and the sales of public hospitals nationwide will be RMB 102 million. The accumulative R&D investment of Sinopharm Zhijun is about RMB 28.45 million. Obtaining the registration certificate will enrich the company's product line, increase market competitiveness and have a positive impact on the company's future development. However, drug sales are easily affected by factors such as policies and market environment, and there are uncertainties.SDIC Power and others have invested in the establishment of a new energy development company. The enterprise search APP shows that recently, Ganzi Yalongjiang Energy Development Co., Ltd. was established with Zhang Peng as its legal representative and a registered capital of 500 million yuan. Its business scope includes: solar power generation technical services; Research and development of emerging energy technologies; Technical services for wind power generation; Energy storage technology services, etc. Enterprise equity penetration shows that the company is jointly owned by Yalong River Basin Hydropower Development Co., Ltd. and Ganzi Energy Development Group Co., Ltd., a subsidiary of SDIC Power.AKIRA AMARI, a former Japanese parliamentarian, said that relying on TSMC alone for high-end chips is the biggest risk.