000077 SSE Information Technology Sector Equal Weight Index
- 3144.74
- -14.13-0.45%
The third phase of the National Big Fund was officially established! The semiconductor industry is facing significant benefits; which targets are expected to benefit?
Regarding the specific investment of the third phase of the Big Fund, CITIC Securities expects semiconductor manufacturing to remain the largest, and is expected to further increase support for critical areas such as equipment, materials, components, EDA, and IP. It is recommended to continue to focus on leading companies in related fields.
The price of memory chips has risen by about 50% year on year, institutions say there is plenty of room for a rebound in the industry
① Memory chips are the most important segment of the semiconductor market, mainly divided into flash memory and memory. The data shows that since this year, the price of memory chips has increased by about 50% compared to the same period last year. ② Shanxi Securities said that in the future, as operating margins improve due to continued increases in storage prices, leading storage manufacturers are expected to experience a double hit in performance and valuation from Davis.
Northbound Capital Purchase Report: IFF received net sales of 215 million yuan
Northbound Capital sold a net sale of 1,967 billion yuan today.
Communication Holdings: Demand for structural improvements in smart phone products in emerging markets is high, and the market is expected to experience a moderate rebound this year | Direct performance
① Regarding this year's market outlook, Zhu Zhaojiang, chairman of Communication Holdings, quoted a third party agency predicting and answering the “Science and Technology Innovation Board Daily” reporter's question, saying that the global smartphone market will usher in a moderate rebound in 2024; ② Communication Holdings said that with the continuous development of emerging markets, the share of smartphones will continue to increase, and there is a large demand for structural improvements.
Northbound Capital Purchase Report: IFF received a net purchase of 468 million yuan
On May 16, Northbound Capital made a significant net purchase of 6.067 billion yuan throughout the day.
“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.
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.
#中芯国际 2024Q1 Performance Topic #持续更新
Financial report preview
Demand for memory chips may remain strong in the second half of the year, and manufacturers are expected to face a double hit in performance and valuation
① Samsung Electronics expects strong demand for server memory chips and steady demand for mobile and PC memory chips in the second half of the year. ② Gao Yuyang of Shanxi Securities said that the upward trend in prices is clear, and storage has entered a new upward cycle. In the future, as operating profit margins improve due to continued price increases in storage prices, storage manufacturers are expected to experience a double blow from Davis in performance and valuation, and there is plenty of room for a rebound in the industry.
In April, these listed companies were “broken through the threshold”! Drone concept stocks were surveyed by a group of institutions. A list of individual stocks with the highest number of visits received by the agency
① Sort through the list of listed companies that received more than 400 institutional visits in April (with photos). Lanqi Technology, Huaming Equipment, and Tianfu Communications ranked in the top three; ② Huazuan Testing and Hikvision, which are under the same drone concept, are all “famous on the list”.
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.
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.
The computing power section has “exploded”! Is IFF preparing for a new wave of rising and stopping markets?
The agency said that with the general trend of artificial intelligence development, computing power has once again become the clearest direction, and demand is expected to continue to be booming.
China Resources Micro's Q1 net profit fell 90%, and the 12-inch production line in Shenzhen is expected to open within the year, and the production capacity of the sealed testing business was full last year
① In the first quarter of this year, China Resources Micro's revenue reached 2.1 billion yuan, down 9.82% year on year; net profit to mother was 33.196 million yuan, down 91.27% year on year. ② According to China Resources Wei, its 12-inch wafer manufacturing line in Chongqing is actively promoting production capacity climbing and new customer verification for new products; construction of the 12-inch specialty analog integrated circuit production line in Shenzhen is progressing according to plan and is expected to be completed by the end of this year.
Science and Technology Innovation Board Evening News|Tianhe Solar's Q1 net profit fell 71% year on year, Haiguang Information's Q1 net profit increased 20.53% year on year
① Lanqi Technology: Net profit in the first quarter increased 1032.86% year on year; ② Changyang Technology plans to invest 302 million yuan to build a colorless transparent polyimide film project with an annual output of 1 million square meters; ③ New Scenery: Net profit of 394.71 million yuan in the first quarter increased 91.58% year on year; ④ China Micro: Net profit for the first quarter decreased 9.53% year on year.
“King of Africa” Communication Holdings's net profit in the first quarter more than tripled, optimistic about the market recovery trend throughout the year
① The company said that revenue growth mainly benefits from continuing to explore emerging markets and promote product upgrades, and overall shipment volume growth. ② Regarding the 2024 full-year performance forecast, the aforementioned staff said that judging from the overall mobile phone market trend, the market recovery since this year is expected to be better than last year.