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Institutions claim that the global simulation chip industry has clearly reached its bottom, and the turning point of domestic manufacturers' income has appeared.
According to a research report by Citic Securities, based on the year 2024, the global analog chip industry has reached the bottom, and downstream industries are gradually recovering. Domestic analog chip manufacturers have already seen a turning point in revenue, and some have even seen a turning point in profits. At the current point in time, it is more important to pay attention to the pace of the industry turning point and the elasticity of the next cycle than to focus on the valuation level of the year.
Leading the way in technology innovation, Southern Science and Technology Chip ETF (588890) rose by over 2.8%.
On June 20th, Gelun Hui reported that the STAR board rose against the trend, led by semiconductor stocks, with Golan Electronics up more than 11%, Yuanjie Technology and Anlu Technology up more than 9%, and the Southern STAR Semiconductor ETF (588890) rising more than 2.8%, hitting a historical high in early trading today. On the news front, the CSRC released eight measures to deepen the reform of the STAR board, serve technological innovation and new quality production development, and proposed to strengthen the STAR board's positioning in "hard technology". Tianfeng Securities research report pointed out that "Kete estimates" has recently attracted market attention. Semiconductors, as an important direction of cutting-edge technology, have strong growth potential, and combined with the industry cycle being relatively bottomed, sector investment.
Net profit doubled in the first half of the year! Fast-charging chip leader Nanxin Technology pre-releases with strong signals of terminal demand rebounding.
Nanxin Technology released the performance forecast for the first half of 2024, with operating income increasing by 86.51% to 97.11% compared to the same period of last year, and net income attributable to shareholders is expected to increase by 101.28% to 119.16% year-on-year; Nanxin Technology stated that in the first half of this year, the company's business scale has expanded due to the recovery of terminal demand, and there are full orders in hand.
In the first half of the year, the A-share memory leader, Biwin Storage, saw a sharp increase in revenue of at least 169.97%, and net income significantly reversed from losses.
Baivei Storage announced that it is expected to achieve revenue of CNY 3.1 billion to CNY 3.7 billion in the first half of 2024, which is almost the same as the annual revenue of last year, with a year-on-year growth of 169.97% to 222.22%; Baivei Storage also indicated that the change in performance in the first half of the year was mainly due to industry recovery, and the company achieved breakthroughs in market and business growth.
The AI wave is driving a boom in consumer electronics, and this subdivision of semiconductors is quietly strengthening.
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Opinion | How to estimate "tech valuation"? Which technology sectors are expected to increase in value?
Currently, the consumer electronics and semiconductor sectors are growing, and their corresponding valuations are expected to rise. In the field of technology stocks, AI and humanoid robots are highly anticipated. They are patiently waiting for technological progress and breakthroughs. Of course, if we refer to the market cap of global representative companies that develop AI faster, once domestic technology breaks through, there will be greater room for growth in the core symbol's valuation in the AI-related field.