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This Canton Fair is the 140th and coincides with the 70th anniversary of the Canton Fair.
Today (October 15th), the 140th Canton Fair will be held in Guangzhou. This year coincides with the 70th anniversary of the Canton Fair. The exhibition scale of this Canton Fair reaches 1.55 million square meters and will be held in three phases. The exhibition period will last until November 4.
The exhibits at this Canton Fair closely follow the development trend of "new, green and smart", attracting merchants from all over the world to negotiate and connect.
This year's Canton Fair complies with the new trend of foreign trade. Among the 32,000 exhibiting companies, there are more than 11,000 high-quality companies that specialize in special innovations and individual champions. 64% of exhibitors apply new technologies such as industrial Internet and artificial intelligence. The proportion of new products and green products on display reached 23.2% and 26% respectively, both reaching record highs. This year's Canton Fair plans to hold more than 700 new product launch events, with the number of products released increasing by 15%.
Among them, the first phase of the 140th Canton Fair will be held from October 15 to October 19, with the theme of "Advanced Manufacturing". The total exhibition area is 520,000 square meters, with more than 25,000 booths and more than 12,000 exhibiting companies. It focuses on displaying cutting-edge achievements in 19 exhibition areas in five major sectors, including electronic home appliances and industrial automation, focusing on global procurement hotspots such as new energy, intelligent manufacturing, and embodied intelligence. It also sets up 17 emerging future industry areas such as service robots, drones, and display technology to showcase the upstream and downstream collaboration of the advanced manufacturing industry chain and the results of technological innovation and transformation.

TSMC will hold a press conference on the afternoon of the 15th and announce its third-quarter financial report. Wall Street estimates that revenue will increase by 47% annually and that the annual growth rate in the fourth quarter will reach 54%. Although the stock price has fallen or performed weakly in three of the past four financial reports, the report pointed out that stock prices usually reflect positive news 1 to 2 months after the financial report. The continued rise in AI demand and the expected increase in wafer foundry prices are seen as long-term support. Analysts believe that TSMC has a key position in the semiconductor supply chain and the stock price may still have room to rise.

Inhuida CEO Jen-Hsun Huang said that if customers develop unsafe AI software, the company may stop supplying chips, but emphasized that it will communicate before cutting off supply. He believes that the current concerns about AI security lack sufficient grounds, and announced that he will provide US$250 million in computing resources to British research institutions in the next five years to support AI security research.

A large number of PCB and semiconductor equipment factories (3167) announced that their self-earned monthly net profit after tax in September was 352 million yuan, an annual increase of 542.87%, and the after-tax profit per share was 3.82 yuan. Benefiting from the surge in shipments of high-end CCD back drilling rigs and the visibility of orders reaching 2027, the stock price bucked the trend and rose 7.29% today, returning to above a thousand yuan, temporarily trading at 1,030 yuan.
In 2025, the total output value of China's geographical information industry will exceed 900 billion yuan, reaching 900.5 billion yuan, with a growth rate of 5.9%. There were approximately 269,000 working units, a year-on-year increase of 11.1%. The industrial chain is complete. A total of 694 civilian remote sensing satellites have been launched, with 126 new satellites added in 2025. The association stated that the industry is making steady progress, improving quality and expanding volume, and will promote spatio-temporal intelligent technology research and strive to achieve an average annual total output value exceeding one trillion yuan during the "15th Five-Year Plan" period.

Japanese foreign investors have raised Lianmao's target price from 600 yuan to 1,110 yuan due to rising copper foil substrate prices and an increase in the proportion of high-end products. They predict that its product prices will increase by about 30% and 20% in the third and fourth quarters, respectively, and its gross profit margin will increase to about 35%.

Affected by the higher-than-expected inflation data in the United States in September, the market was worried that the Federal Reserve would further raise interest rates, causing Taiwan stocks to drop more than 1,400 points at the opening. Electronic stocks such as TSMC, UMC, MediaTek, and Nanya led the decline. Asian stocks plummeted across the board, Korean stocks triggered a circuit breaker, and Japanese stocks plummeted by more than 2,600 points.