“Questioned” that the dividend ratio is too low Silan Wei: It's very hard work to be a semiconductor, and it is expected that Q2 deducts non-net profit will improve further | Direct impact on performance

① In 2023, Silan Micro's net loss was 35.785,800 yuan, the first loss since listing; ② According to reports, the company's 6 inch and 8 inch production lines were basically full in April, and the company's silicon carbide orders are currently being delivered by customers; ③ Silan Wei said that as revenue continues to grow, it is expected that Q2 deducted non-net profit will improve further.

cls.cnMay 14 20:55

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.

cls.cnMay 10 20:06

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.

cls.cnMay 10 16:28

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%.

wallstreetcnMay 10 07:07

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.

cls.cnMay 9 22:15

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.

YY HK StocksMay 9 19:13