The Q4 decline did not change the annual net profit situation of Quartz shares soared, and the “red envelopes” of 2 billion yuan had an impressive dividend rate | Financial Report Interpretation
① Driven by rapidly growing demand in downstream photovoltaics, semiconductor and other industries, Quartz's net profit in 2023 increased 3.78 times year-on-year. ② The company also introduced a high dividend and transfer plan that pays a cash dividend of 57 yuan for every 10 shares and increases 5 shares for every 10 shares. ③ The company's 2023 cash dividend per share reached 7 yuan. Currently, the dividend ratio is 8.43%, ranking third among all A-shares.
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.
Advising the brokerage firm from Sino-German Securities to Orient Securities rare earth company Zhongxitanma plans to sprint to IPO again
① The explanation given by the company at the time was that the company's development strategy and capital operation plan were adjusted to further reduce operation and management costs in line with the company's development stage at the time and the company's operation and management needs. ② According to the industrial and commercial registration, shareholders holding 5% or more of the shares are as follows: Chairman Lin Ping holds 41.0747% of the shares; Mikawa Wisdom holds 16.3168% of the shares; and General Manager Sun Minghua holds 9.8456% of the shares.
Production and sales of photovoltaic materials are booming, semiconductor certification accelerates the annual net profit pre-increase of up to 4 times for Quartz
① Quartz shares expect net profit of 4.75 billion yuan to 5.33 billion yuan in 2023, an increase of 351.44%-406.56% over the previous year. ② Due to high demand for photovoltaics and resource bottlenecks, high-purity quartz sand is in short supply. Prices continued to rise last year, but this year they have declined slightly. ③ Quartz Co., Ltd. has just started in the semiconductor market, but it continues to pass certification from international semiconductor equipment vendors and is increasing production capacity.
Nvidia launches the first GPU to provide HBM3e memory, and the global HBM overall market is rapidly expanding
① Nvidia announced on its official website on Monday the launch of the NVIDIA HGX H200, the first GPU to provide HBM3e memory to accelerate generative AI and large language models. ② Market research agency TrendForce expects global HBM demand to increase by nearly 60% in 2023, reaching 290 million GB, and the overall HBM market is expected to reach more than 2 billion US dollars in 2025.
Nurturing the decline in diamonds drags down performance, Diamond's net profit shrunk by more than 20% in the first three quarters|Interpretation of financial reports
① Power Diamond experienced a “double kill” in its stock price performance in the first three quarters, and the company's operating income and net profit declined for three consecutive quarters; ② According to India's GJEPC data, imports and exports of cultivated diamonds declined in September compared to August, indicating a decline in industry sentiment; ③ According to Power Diamond's financial reports, there are signs of weakening in the company's repayment capacity and inventory turnover capacity.