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Greater Beijing Logistics Investment Strategy

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  Recent years have seen infrastructure logistics and warehouses play an increasinglyprominent role in support of accelerating urbanisation and city cluster developmentacross China. Greater Beijing, which consists of Beijing, Tianjin and Langfang, has beenno exception to this trend, with the city cluster witnessing the development of high-standard warehouses catering torefned and specialised logistics requirements derivedfrom growing domestic consumption and industrial upgrading.

Investment in China – Winter of Despair or Spring of Hope

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  • Prices for Neon have been rising rapidly recently, in the short term, global semiconductor companies have 6 months inventory of the noble gas.  • China, as a major steel producer, has mature purification technology and production process for these noble gases, around 30% of noble gases for wafers above 8-inch are Chinese suppliers.  • It takes 3 to 6 months to find replacement due to the complex process of chip lithography; this crisis will accelerate the domestic substitution of Chinese semiconductor material manufacturers.