值得注意的是，据媒体报道，8月8日15时42分，日本九州岛附近海域发生7.1级地震。据悉，九州是日本半导体产业重镇，此次地震影响的主要是晶圆制造、部分半导体设备以及材料，实际影响还在评估中。分析人士称，国产半导体企业在设备、光刻胶、硅片、电子化学品等领域已取得一些突破，相关上市公司股价有望因此次事件而获得催化。SMIC (00981) opened more than 7% higher. At press time, it rose 7.34% to HK$16.96, with a turnover of HK$42.7307 million.
The Zhitong Finance App learned that SMIC (00981) opened more than 7% higher. As of press release, it had risen 7.34% to HK$16.96, with a turnover of HK$42.7307 million.
SMIC announced that second-quarter revenue was 1.9 billion US dollars, up 8.6% month-on-month, up 21.8% year on year; net profit was 0.1646 billion US dollars, down 59% year on year, far exceeding market estimates of 76.3 million US dollars. The company expects third-quarter revenue to increase by 13% to 15% month-on-month, and gross margin in the range of 18% to 20%.
Notably, according to media reports, a 7.1 magnitude earthquake struck the waters off Kyushu Island in Japan at 15:42 on August 8. According to reports, Kyushu is a major center of the semiconductor industry in Japan. The impact of this earthquake was mainly on wafer manufacturing, some semiconductor equipment, and materials. The actual impact is still being assessed. Analysts said that domestic semiconductor companies have made some breakthroughs in the fields of equipment, photoresists, silicon wafers, electronic chemicals, etc., and the stock prices of related listed companies are expected to be catalyzed by this incident.
