002409 Jiangsu Yoke Technology
- 58.83
- +0.27+0.46%
Jiangsu Yoke Technology News
Yake Technology (002409) 2023 Report and 2024 Quarterly Report Review: Revenue of LNG insulation materials doubled in 23 and continued to promote the construction of a strategic emerging materials platform
Incident 1: The company released its 2023 annual report. In 2023, the company achieved revenue of 4.738 billion yuan, an increase of 11.24% over the previous year; achieved net profit of 579 million yuan, an increase of 10.43% over the previous year; achieved deduction of negative funds
Minsheng Securities released a research report on April 27 stating that it gave Yake Technology (002409.SZ) a recommended rating. The main reasons for the rating include: 1) the steady increase in revenue in the first quarter, with significant month-on-mo
Minsheng Securities released a research report on April 27 stating that it gave Yake Technology (002409.SZ) a recommended rating. The main reasons for the rating include: 1) the steady increase in revenue in the first quarter, with significant month-on-month improvement in performance; 2) the production capacity of precursor products climbed, and photoresists made breakthrough progress; 3) the LNG business had sufficient orders in hand, and long-term profitability steadily increased. (Mainichi Keizai Shimbun)
Yake Technology (002409): The rise of domestic storage is a pioneer leader enjoying the dividends
Incident: The company released its 2023 annual report and 2024 quarterly report, with impressive growth in Q1. In 2023, the company achieved operating income of 4.738 billion yuan, +11.24% year-on-year; net profit to mother was 579 million yuan.
Yake Technology (002409): Revenue from LNG insulation materials doubled in 23, 1Q24 performance exceeded expectations
The 2023 results were slightly lower than our expectations, and the 1Q24 performance exceeded expectations. The company announced 2023 and 1Q24 results: in 2023, the company achieved revenue of 4.738 billion yuan, +11.2% year-on-year; achieved net profit to mother
Yake Technology (002409): 24Q1 performance exceeds expectations, new material platform construction continues to advance multiple businesses and enter a period of high growth
The company released its 2023 annual report, and Q4 results were dragged down by expenses: during the reporting period, the company achieved revenue of 4.738 billion yuan (YoY +11%), achieved net profit attributable to mother of 579 million yuan (YoY +11%), and achieved negative deductions
Yake Technology (002409): High year-on-year revenue growth in 24Q1, strong LNG plate business
Jacques Technology released its 2023 annual report and 2024 first quarter report. The company achieved operating income of 4.738 billion yuan in 2023, an increase of 11.24% over the previous year; net profit to mother was 579 million yuan, an increase of 10.4 million yuan over the previous year
Yake Technology (002409.SZ) reported first-quarter results, net profit of 246 million yuan, an increase of 42.21% over the previous year
Yake Technology (002409.SZ) released its report for the first quarter of 2024, with revenue of 1,618 billion yuan,...
Express News | The HBM concept market initially strengthened, and Lianrui New Materials, Huahai Chengke, Saiten Co., Ltd., Jacques Technology, and Shannon Xinchuang collectively rose.
Express News | Yaktech establishes new semiconductor technology subsidiary
Yake Technology (002409.SZ): The company's LNG insulation sheets are mainly used in the field of liquefied natural gas storage and transportation
Gelonghui, April 8 | Yake Technology (002409.SZ) said on the investor interactive platform that the company's LNG insulation sheets are mainly used in the field of liquefied natural gas storage and transportation.
Express News | Cinda Securities: HBM may be the main driving force for the recovery of the memory chip market
Yake Technology (002409): HBM's booming manufacturers are expected to benefit from continuing to expand production of precursors
Core view: The company is a leading semiconductor material platform enterprise in China. The company's products mainly include precursor materials & SOD, silicon powder, electronic specialty gas, photoresist, LDS, etc. Among them, the precursor is a leading domestic supplier, and the downstream is mainly storage
Express News | Caitong Securities: Advanced packaging is the main technology path for future semiconductor manufacturing
Strong AI demand continues to catalyze HBM and may usher in a big year of production expansion
Due to strong AI demand, orders for HBM and DDR5 are expected to increase. Samsung Electronics and SK Hynix are increasing their focus on high-value DRAM products and are considering increasing the factory's semiconductor wafer input to speed up the transition to 10 nm fourth generation (1a) and fifth generation (1b) versions to produce high-value products such as HBM, DDR5, and LP-DDR5.
Yake Technology (002409.SZ): LNG insulation sheets are mainly used in the manufacture of large-scale LNG transportation and storage equipment
Gelonghui, December 29丨Yake Technology (002409.SZ) said on the investor interactive platform that the company's LNG insulation sheets are mainly used in the manufacture of large-scale LNG transportation and storage equipment.
Jacques Technology (002409.SZ): The second plant has been put into operation
Gelonghui, December 29丨An investor asked Jacques Technology (002409.SZ) on the investor interactive platform. “Regarding the company's LNGRPUF board business, the 22nd annual report mentioned that “the construction of the company's second factory continues to advance and is expected to be put into operation by the end of 2023, reaching the production capacity of 30 ships.” Please ask if the second plant has been put into operation as of now?” The company replied that the company's second plant has already been put into operation.
Yake Technology (002409): Leading precursor manufacturer's platform-based strategy helps the company grow
Key investment points Jacques Technology is the world's leading semiconductor precursor supplier, stably supplying leading fabs such as Hynix, Micron, and Samsung. In addition, the company's platform-based layout of precursors, SOD, LNG sheets, silicon powder, electronic specialty gases, and photoresists
Jacques Technology (002409.SZ): Plans to close some fund-raising projects and permanently supplement liquidity with savings
On December 25, Gelonghui (002409.SZ) announced that on December 25, 2023, the company held the 5th meeting of the 6th Board of Directors and the 4th meeting of the 6th Board of Supervisors to separately review and pass the “Proposals on Closing Some Fund-raising Projects and Permanently Supplementing Liquidity with Savings and Cancelling Related Special Accounts”. In view of the “Zhejiang Huafei Electronic Substrate Co., Ltd. New Generation Large-scale Integrated Circuit Packaging Special Material Localization Project” in the fund-raising project, the “annual output of 12,000 tons of electronic-grade sulfur hexafluoride and the annual output of 2,000 tons of electronic grade tetrafluorocarbon production line technology for semiconductors
Jacques Technology (002409.SZ): Plans to postpone the “Next Generation Electronic Information Materials Localization Project - Photoresist and Photoresist Supporting Reagents” until March 2024
On December 25, Gelonghui (002409.SZ) announced that on December 25, 2023, the company held the 5th meeting of the 6th Board of Directors and the 4th meeting of the 6th Board of Supervisors to separately review and pass the “Proposals on the Postponement of Some Fund-raising Projects”. According to the actual construction situation of the project and after careful research and verification, the company extended the scheduled serviceability date of the “Next Generation Electronic Information Materials Localization Project - Photoresist and Photoresist Supporting Reagents” from September 2023 to March 2024.
Changxin Storage achieves a breakthrough in domestic DDR500, and the domestic storage industry chain is expected to fully benefit
① According to Changxin Storage's official website, Changxin Storage has launched the latest LPDDR5 DRAM memory chip. It is the first domestic brand to launch a LPDDR5 product developed and produced independently, achieving a breakthrough of zero in the domestic market. ② As domestic mobile phone brands continue to launch in the second half of the year, upstream shipping pressure will gradually ease, the memory chip adjustment cycle is coming to an end, and the entire storage market is expected to reach an inflection point.
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