Semiconductor Surge: How Sustainable Is the Rally?
Yongxi Electronics turned a profit in Q1, achieving breakthroughs with overseas major clients.
① In the first quarter of 2025, Yongxi Electronics achieved a revenue of 0.945 billion yuan, a year-on-year increase of 30.12%, mainly due to the improvement in Industry prosperity and breakthroughs with overseas major clients; ② In 2024, Yongxi Electronics' main product packaging output reached 5.189 billion units, an increase of 44.99% compared to the previous year; sales volume reached 5.178 billion units, an increase of 44.96% compared to the previous year.
Haiguang Information: Revenue in Q1 2025 surged by 50.8%, with net income increasing by 75.3% year-on-year.
In Q1 2025, Haiguang Information's revenue surged by 50.8%, and Net income increased by 75.3% year-on-year. Key points summary: performance...
Uncertainties abroad and domestic policy support are expected to accelerate the localization process of Autos chips.
① Industry media reports that the highly anticipated 21st Shanghai International Autos Industry Exhibition (2025 Shanghai Auto Show) will grandly open on April 23 at the National Exhibition and Convention Center (Shanghai). ② Sealand points out that with policy guidance combined with the cooperation of automakers and suppliers at all levels, the development of domestic chips has rapidly advanced in recent years.
Aiwei Electronics: AI edge drives demand growth, tariff storm accelerates localization efforts | Directly covering the Earnings Conference.
① The company's independently developed 4×80W automotive-grade digital audio amplifier products, 15V flagship digital audio amplifier products, medium power digital audio amplifier products, and automotive-grade ambient light driver chip products have successfully begun mass production; ② Sun Hongjun stated that the USA's "reciprocal tariffs" will accelerate the process of domestic substitution, and the company's three major categories of high-performance analog-digital mixed signal, power management, and signal chain products can play an important role in domestic substitution.
The "Origin Certification" accelerates the localization of Semiconductors, with Analog Chips leading the breakthrough; the leading stocks have surged nearly 30% this week.
①HTSC pointed out that as demand from clients in the Autos, Industry and other sectors gradually recovers, the Analog Chip Industry is entering a stage of mergers and acquisitions; ②Tianfeng believes that the Analog Chip, due to its characteristics of 'narrowing technology gap + low domestic production rate', has become a core breakthrough direction.
