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Another 150 million yuan! A small border town in Heilongjiang has emerged as a third-generation semiconductor company
① Beiyi Semiconductor was founded in 2020 from the small border town of Muleng. The latter belongs to Mudanjiang City, Heilongjiang Province. The founder is an entrepreneur returning home with 21 years of work experience at Samsung in South Korea; ② Beiyi Semiconductor's recent two rounds of financing are related to “production line expansion”. Technically, Beiyi Semiconductor has also moved from IGBT modules to silicon carbide MOSFETs.
Is depreciation “crushing” performance? SMIC: It will take time for the new construction project to achieve benefits and prioritize the supply of urgent orders such as mobile phones | Direct access to the performance conference
① At the performance conference held by SMIC today, the company's co-CEO Zhao Haijun said that the company has seen an increase in the willingness of global customers to prepare goods. ② Zhao Haijun revealed at the performance meeting that the company received some urgent orders in the first quarter of this year, and some production lines were close to full load, so priority was given to guaranteeing urgent orders related to market share, such as mobile phones.
SMIC's first quarter revenue rose 19.7% year on year, net profit of 71.8 million US dollars, down 68.9% year on year
SMIC expects revenue growth of 5% to 7% month-on-month in the second quarter, and gross margin in the range of 9% to 11%.
Domestic semiconductor Shuangxiong's Q1 performance is under pressure, and Q2 revenue may now be recovering, but the decline in gross margin is likely to be a drag
① In the first quarter, both companies' revenue and capacity utilization increased month-on-month; ② capital expenditure in the first quarter both declined month-on-month; ③ both expected revenue to increase month-on-month in the second quarter, but gross margin declined month-on-month.
Opinion | The market is moving forward amidst hesitation, and Hong Kong stocks are moving towards a bull market
The reason is also very simple: believe in common sense and believe in a return to the mean.
Yangzhou Yaxing Bus Co., Ltd. production and sales data report for April 2024
#中芯国际 2024Q1 Performance Topic #持续更新
Financial report preview
Zhejiang Xiantong - Annual Report 2023 (after correction)
Zhejiang Xiantong - 2023 Annual Report Correction Notice
Xilinmen Furniture Co., Ltd. 2024 First Quarter Report (after correction)
Announcement of Xilinmen Furniture Co., Ltd. on the correction of the report for the first quarter of 2024
Notice of Corrections to the 2023 Annual Report
2023 ANNUAL REPORT
Nearly 20 companies issued announcements in unison, and a wave of holdings reduction was concentrated! Leading semiconductor stocks are on the list
① Seven companies, including Jinhui Liquor, Fengyuan Co., Ltd., Babycare, United Water, Guizhou Gas, Zhuojin Co., Ltd., and Zhongman Petroleum, plan to reduce their holdings by no more than 3%. ② Star Semiconductor, the leading semiconductor stock, plans to reduce its holdings by the highest market value.
Yingke Regeneration: The gross margin of recycled particles gradually recovered, and the Malaysian PET recycling project passed the Pepsi factory inspection | Direct Performance Report
① In the first quarter of 2024, for the recycled particle business sector, Inco Regeneration increased the profitability of its main product through multiple measures such as marketing strategies, R&D innovation, and increased the added value of the product. ② “Malaysia's “50,000 tons/year PET recycling project” is climbing in production capacity and has already passed the Pepsi factory inspection stage.
Guoxin Securities's re-receipt warning letter concerns the use of capital raised by science and technology innovation board company Opt
① Xu Xueliang, director of Opt, once told the “Science and Technology Innovation Board Daily” reporter, “Mainly because the early plans between fund-raising projects were not clear, but the funds for the fund-raising projects were distributed normally to the project, and no fund-raising project funds were misappropriated.” ② Guoxin Securities also received 2 warning letters in April of this year, which involved various issues relating to the company's compliance and internal control. At the same time, the company's executive positions also recently completed a new round of changes.
Tianyue Advanced: 8-inch silicon carbide has been sold in batches and plans are being made to increase production capacity in the second phase of the Lingang factory|Direct Performance Report
① Zong Yanmin said that only a few enterprises in Tianyue Advanced are engaged in the research and development of liquid phase method as a new technology, but liquid phase method is cutting-edge technology and has not yet achieved large-scale industrial production; ② Shanghai's Lingang plant already has the capacity to produce 300,000 conductive substrates per year.
Real estate stocks are collectively “agitated”! Shimao Group surged more than 60%. Can we expect the market on the right?
It is expected to transition to the market on the right
The release of the world's first pure electric anthropomorphic running robot “Tiangong” is expected to build a new engine for industry growth
① On April 27, the Beijing Humanoid Robot Innovation Center released the world's first full-size humanoid robot “Tiangong” with pure electric drive and anthropomorphic running, which can run stably at a speed of 6 km/h. ② Open Source Securities said that 2024 may be the first year of mass production of humanoid robots. The holding of the humanoid robot industry conference is also expected to drive the rapid development of the industry, and humanoid machine manufacturers are expected to enter the “fast track” of development.
Haiguang Information received a net inflow of 194 million from the north, and Puyuan Precision Electronics acquired 67.74% of Naishu Electronics | Science and Technology Innovation Board Weekly Report (April 22-26, 2024)
This week, Science Innovation 50 rose 3.0%, Science Innovation 100 rose 6.8%, and the internal pharmaceutical biology sector took the lead. The entire northbound inflow of 790 million dollars into the Science and Technology Innovation Board, of which Haiguang Information received an inflow of 194 million. Puyuan Precision Electric acquired 67.74% of the shares of Naisu Electronics, involving an amount of 252 million yuan.