B[Semiconductor demand ignites the market, isopropyl alcohol has risen by more than 40% in more than two months] September 30th, since September, isopropyl alcohol (IPA) has become one of the leading varieties in the domestic chemical sector. According to SunSirs' monitoring, the domestic reference price of isopropyl alcohol was 9,308.33 yuan/ton on September 29, an increase of 23.84% from September 1; the market once hit a stage high of 9,780 yuan/ton during the month, which was a year-long low of 6,142 yuan/ton in early July, with a cumulative increase of more than 40% in more than two months. Isopropyl alcohol is an indispensable cleaning solvent for semiconductor manufacturing and is widely used in wafer cleaning, photoresist residue stripping, and precision drying. B[The total national social logistics volume in the first eight months of this year was 243.6 trillion yuan, a year-on-year increase of 4.9%] On September 29, the China Federation of Logistics and Purchasing announced today (September 29) logistics operation data from January to August this year. Data shows that from January to August this year, China's logistics operations maintained a steady and progressive development trend, the scale of the logistics market expanded steadily, and the capacity and quality of international logistics channels were expanded.
From January to August this year, the total amount of social logistics nationwide was 243.6 trillion yuan, a year-on-year increase of 4.9%. The steady growth of the total amount of social logistics has been promoted simultaneously with structural optimization, and the resilience of the industrial chain and supply chain has been further highlighted. Specifically, the basics of industrial product logistics are stable. From January to August, the total amount of industrial product logistics increased by 5.3% year-on-year, and the demand for upgraded industrial manufacturing logistics accelerated. In August, the added value of high-tech manufacturing and digital product manufacturing increased by 16.7% and 15.7% respectively, contributing more than 60% to the growth of designated industries. The output of industrial robots was 34.6%, jointly driving new logistics demand.
In terms of import logistics, from January to August, the total amount of import logistics increased by 0.6% year-on-year, and industrial upgrading goods continued to form the main support. The import value of mechanical and electrical products and high-tech products increased by 44.0% and 60.1% respectively year-on-year; the import volume of industrial robots and semiconductor manufacturing equipment increased by 27.8% and 53.6% respectively. Changes in the structure of imported products have put forward higher requirements for bonded logistics, precision transportation, and international channel adaptation capabilities, and relevant logistics supply has accelerated follow-up and adaptation. B[*ST Infineon: Signed a Reorganization Investment Agreement with Reorganization Investors] On September 17, *ST Infineon (002528.SZ) announced that the company signed a "Reorganization Investment Agreement" with 6 reorganization investors including China Science Holdings. The reorganization investors will subscribe for converted shares at 2.61 yuan per share, with a total investment of approximately 2.841 billion yuan. Among them, Guoke Holdings, as the lead investor, will gain control of the company. The investment funds from this restructuring are planned to be used to pay off debts, supplement working capital, etc., and strive to achieve an overall repayment rate of 80% of ordinary claims. The company reminded that there is still uncertainty about whether it can enter the reorganization process. If the reorganization fails, the company's shares will face the risk of being terminated from listing. Guoke Holdings is an industrial holding platform deeply involved in the field of integrated circuits. It has built a semiconductor manufacturing industry ecosystem with Hunan Guoke Microelectronics Co., Ltd. as the core, covering chip design, semiconductor materials, packaging and testing and other aspects. B[Severe supply shortage of semiconductor components in South Korea, lengthening delivery cycle. Some equipment manufacturers may have to wait 40 months] September 17th, according to Korean technology media ETNEWS, industry insiders revealed on the 16th that the delivery cycle for key components of semiconductor manufacturing equipment has more than doubled, and the industry is facing a supply shortage. An executive at a company that produces deposition equipment said: "In the past, parts required for deposition equipment could be received four months after ordering, but recently, the delivery time has been extended to 10 months." Another semiconductor laser processing equipment manufacturer purchases key parts from Japan, and the delivery time may be as long as 40 months. A person in charge of the company said: "We are willing to pay a premium to speed up delivery, but we were told that it is very difficult to shorten the delivery cycle due to limited production capacity of component suppliers." The person in charge added: "Unless an alternative supply chain is found, it will be difficult to start producing equipment immediately." An industry insider said: "Even if the parts industry expands production capacity now, it is too late to meet current demand." The person added: "It is unclear when the AI-driven semiconductor super cycle will end, so upstream suppliers lack active investment in capacity expansion."
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