Hong Kong Stock Afternoon Review | Hang Seng Index rose slightly by 0.55%, Great Wall Motor rose nearly 10%, and Bilibili rose nearly 4%
Photovoltaic solar energy stocks rose one after another; Xinyi Solar Energy and GCL Technology rose nearly 3%; insurance stocks generally rose; China Taiping rose more than 4%, and China Ping An rose nearly 3%.
Intraday Overview | The Hong Kong Stock Index opened low and moved higher. After the resumption of trading, Shangtang is now up more than 12%
Technology stocks generally rose. Shunyu Optical Technology rose more than 7%, Huahong Semiconductor rose nearly 5%; Great Wall Motor rose more than 12%, and Q1 net profit surged year-on-year.
Changes in Hong Kong stocks | Huahong Semiconductor (01347) rose more than 5%, leading chip stock institutions say the sector will gradually recover from last year's low base
Chip stocks continued to pick up. As of press release, Huahong Semiconductor (01347) rose 5.19% to HK$15.4; Shanghai Fudan (01385) rose 4.31% to HK$10.4; SMIC (00981) rose 3.1% to HK$15.32; and CLP Huada Technology (00085) rose 0.77% to HK$1.31.
As of press release, Shang Tang-W (00020.HK) was up 15%, Bilibili (09626.HK) was up 5.49%, Huahong Semiconductor (01347.HK) was up 4.10%, and SMIC (00981.HK) was up 2.56%.
As of press release, Shang Tang-W (00020.HK) was up 15%, Bilibili (09626.HK) was up 5.49%, Huahong Semiconductor (01347.HK) was up 4.10%, and SMIC (00981.HK) was up 2.56%.
SMIC (00981) issues 2,457,900 shares of common stock as a result of the exercise of the share award scheme
SMIC (00981) issued an announcement that due to the exercise of the 2024 share award plan by non-company directors (in...
Intraday Overview | Hong Kong stocks fluctuated higher, the Tech Index rose more than 2%, and Shangtang surged nearly 30%
Technology stocks showed strong performance. Bilibili rose nearly 7%, Kuaishou rose more than 5%, and Lenovo Group rose nearly 5%.
Changes in Hong Kong stocks | Chip stocks collectively pick up in early trading, TSMC guides continued strong demand for AI, recovery in the traditional consumer electronics sector is in sight
Chip stocks picked up collectively in early trading. As of press time, ASMPT (00522) rose 6.43% to HK$101.8; Shanghai Fudan (01385) rose 4.43% to HK$9.91; SMIC (00981) rose 3.77% to HK$14.88; and Huahong Semiconductor (01347) rose 2.94% to HK$14.7.
Tech giants face profit challenges: the market value of Huali Seven Shares evaporates by nearly 1 trillion US dollars
Large technology companies are facing a profit test. The seven major tech giants lost nearly 1 trillion US dollars in market capitalization last week, and market anxiety is rising.
Huatai Securities: SEMI expects semiconductor manufacturing equipment to resume growth in 24 years and is optimistic that industry prosperity will pick up
Huatai Securities released a research report saying that industry-side semiconductor inventory levels continue to improve, the utilization rate of logic and memory customer lithography equipment continues to increase, and demand is expected to pick up in the second half of the year.
Global semiconductor manufacturer rankings: who is the big winner?
Top 25 global semiconductors in 2023: Nvidia bucked the trend, storage manufacturers collectively declined, and automotive chips became popular.
SMIC (688981): 23Q4 revenue reversed the year-on-year downward trend and continued to advance the medium- to long-term production capacity layout
Revenue recovered quarterly, and 23Q4 reversed the year-on-year downward trend. The 23-year semiconductor industry cycle declined, and the company's performance was under pressure in the short term. Annual revenue fell by about 9% year-on-year to 45.3 billion yuan, and the adjusted fluctuation was better than the industry average;
Research Report Nuggets丨Shanxi Securities: First to give SMIC a “buy-A” rating, leading to single-digit revenue growth in 24 years
Gelonghui, April 18 | Shanxi Securities Research Report indicates that the semiconductor industry cycle of SMIC (688981.SH) is declining in 2023, downstream demand is weak, and the company's wafer sales volume is declining, putting pressure on the company's performance. Benefiting from the release of new consumer electronics products and expectations of macroeconomic recovery, the industry gradually recovered in the second half of 2023. There was a marked month-on-month improvement in Q4, and mobile terminal applications grew strongly. With the adjustment of downstream inventory levels and a gradual recovery in demand, the company's revenue growth in 2024 is expected to be no less than the comparable industry average, achieving single-digit year-on-year growth. As a leading OEM in mainland China, the company has strong resistance to cyclical fluctuations and supply
SMIC (688981): Continuous month-on-month performance improvement guides single-digit revenue growth in 24 years
The event describes the release of the company's 2023 annual report. In 2023, the company achieved revenue of 45.250 billion yuan, -8.61% YoY; net profit to mother of 4.823 billion yuan, -60.25% YoY; net profit after deduction
How strong is the demand for HBM? Bank of America: Seizing production capacity may lead to a shortage of DRAM supply
As strong demand from HBM continues to crowd out DRAM supply, Bank of America anticipates a shortage of conventional DRAM for non-HBM use by 2025.
SMIC (688981): Actively expanding production countercyclically to welcome the next round of growth
Incident: The company released its 2023 annual report, achieving operating income of 45.25 billion yuan, a year-on-year decrease of 8.61%; net profit to mother of 4.823 billion yuan, a year-on-year decrease of 60.25%; deducted non-net profit of 3.27 billion yuan, a year-on-year decrease of 6
A quick overview of the Hong Kong market | The three major indices closed up slightly, and the Hang Seng Index stopped falling for 4 consecutive years
Semiconductor stocks strengthened, with Shanghai Fudan up more than 8%; heavy infrastructure stocks rose, with China Metallurgical, China Railway, and China Communications Construction up about 3%.
Hong Kong Stock Afternoon Review | Hang Seng Index and Technology Index fell slightly; chip stocks rose more than 5% in Fudan, Shanghai
Heavy infrastructure stocks generally rose; China Zhongzhi and China Railway rose about 3%; gaming stocks continued to decline, and Galaxy Entertainment fell more than 5%.
Most semiconductor stocks in Hong Kong fell, with Jingmen Semiconductor and Huahong Semiconductor falling more than 5%, and Shanghai Fudan and SMIC falling more than 3%.
Most semiconductor stocks in Hong Kong fell, with Jingmen Semiconductor and Huahong Semiconductor falling more than 5%, and Shanghai Fudan and SMIC falling more than 3%.
Is an upward cycle coming? Global semiconductor sales picked up for 4 consecutive months, and the Hong Kong stock semiconductor concept strengthened
① There are multiple signs that global semiconductor sales are recovering at an accelerated pace. Which signals are most worth paying attention to? ② The domestic semiconductor boom is strengthening at the same time. How strong is the recovery?
Most semiconductor stocks in Hong Kong rose. Jingmen Semiconductor rose nearly 4%, while SMIC, Hongguang Semiconductor, and Shanghai Fudan rose nearly 2%.
Most semiconductor stocks in Hong Kong rose. Jingmen Semiconductor rose nearly 4%, while SMIC, Hongguang Semiconductor, and Shanghai Fudan rose nearly 2%.
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