Ziguang Guowei bucked the trend and laid out new growth points to seize recovery opportunities

Due to weak demand in the semiconductor market and the resulting inventory adjustments, the semiconductor market entered a cold winter in 2023. However, with the gradual recovery of global market demand and increased government incentives, the entire industry may experience a full recovery by the end of 2024. According to the World Semiconductor Trade Statistics Association (WSTS), the global semiconductor market will grow 13.1% year over year to reach 588 billion US dollars in 2024. Meanwhile, IDC predicts that the semiconductor market will return to a growth trend in 2024, with an annual growth rate of more than 20%, and a market size of 630.2 billion US dollars. The so-called “Spring River Plumbing Duck Prophet,”

China InvestorsApr 26 14:43

Ziguang Guowei (002049): Short-term downstream demand is under pressure, optimistic about the company's long-term growth

Profit forecasts were lowered to maintain the “buy” rating, Ziguang Guowei released a quarterly report. 2024Q1 achieved revenue of 1,141 million yuan (yoy -26.16%, Qoq -40.68%) and net profit of 307 million yuan (

華泰證券Apr 26 13:26

Express News | Ziguang Guowei: Net profit returned to mother in the first quarter was 307 million yuan, down 47.44% year on year

BreakingsApr 25 20:49

Ziguang Guowei (002049): Maintaining high-intensity R&D investment performance is expected to continue to grow steadily

Incident: On April 19, the company released its 2023 annual report. In 2023, it achieved operating income of 7.565 billion yuan, 6.26% year-on-year, net profit to mother of 2,531 billion yuan, -3.84% year-on-year, and a gross margin of 61.

國投證券Apr 22 15:26

SDIC Securities released a research report on April 22 stating that it maintains the Ziguang Guowei (002049.SZ) purchase rating, and the target price is 88.7 yuan. The main reasons for the rating include: 1) maintaining high investment in R&D, continuing

SDIC Securities released a research report on April 22 stating that it maintains the Ziguang Guowei (002049.SZ) purchase rating, and the target price is 88.7 yuan. The main reasons for the rating include: 1) maintaining high investment in R&D, continuing to deepen the layout of the three product lines; 2) taking more measures to maintain stable gross margins, and continuing to enrich product systems such as FPGA, special storage, and simulation. (Mainichi Keizai Shimbun)

Zhitong FinanceApr 22 10:27

Earnings Miss: Unigroup Guoxin Microelectronics Co., Ltd. Missed EPS By 7.9% And Analysts Are Revising Their Forecasts

It's shaping up to be a tough period for Unigroup Guoxin Microelectronics Co., Ltd. (SZSE:002049), which a week ago released some disappointing annual results that could have a notable impact on how t

Simply Wall StApr 21 10:13