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gtja: Numerous convertible bonds in the semiconductor industry chain, short-term performance is expected to bottom out and rebound.
"Trump 2.0" may further expand the scope of the entity list and expand the range of key technology products exported to China, further restricting inflow of US capital into China's semiconductor industry. It is imperative for China to achieve independent and controllable semiconductors.
The three major stock indices in Hong Kong collectively weakened, with auto retail stocks rising against the trend due to bullish news from Huawei.
How do you view the current adjustment in the Hong Kong stock market? Why do stocks related to digital currency concepts continue to strengthen? What is the reason for the rise of Hua Hong Semiconductor?
[Brokerage Focus] Guosen Securities maintains a 'outperform the market' rating on Hua Hong Semi (01347), bullish on the company's distinctive technology outsourcing and leading edge technology competitive advantage.
King's Finance News | Guosen Securities issued a research report stating that hua hong semi (01347) released unaudited performance: Achieved sales revenue of 0.5263 billion US dollars in 3Q24 (YoY-7.4%, QoQ+10.0%), slightly exceeding the guidance (0.5-0.52 billion US dollars), with a gross margin of 12.2% (YoY-3.9pct, QoQ+1.7pct), slightly exceeding the guidance (10%-12%), revenue, gross margin, and capacity utilization rate all achieved a sequential growth. As the company enters 2024, the capacity utilization rate is expected to increase each quarter. According to the company's guidance, sales revenue in 4Q24 is estimated to be around 5.3-
Hong Kong stock market midday review | Hang Seng Index fell 2.12% in the morning, car dealers/auto retailers layout new energy fund, and the stock price soared.
Currently, increasing investment in the new energy vehicle sector may become one of the ways for many dealers to break the deadlock.
[Brokerage Focus] Morgan Stanley raises Hua Hong Semiconductor (01347) target price by 7.69%, citing slightly better than expected third-quarter performance.
Golden Finance News | Morgan Stanley's research report pointed out that the wafer price increase rate of Hua Hong Semiconductor (01347) in the second half of 2025 was weaker than expected, mainly due to a weak end-demand environment. However, the progress of Hua Hong's new 12-inch wafer factory (Fab9) investment is smooth, which may help to increase the overall sales average price. As for capacity expansion, it may continue to be a revenue driver for its 2025 fiscal year. The bank expects fourth-quarter revenue to reach $0.53 billion to $0.54 billion, meaning a quarterly increase of 1% to 3%; gross margin is expected to remain at 11% to 13%. Management also mentioned that the demand for 12-inch wafers remains strong.
Express News | Hong Kong Shares of Hua Hong Semiconductor Rise More Than 7%
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李白的李 : Semiconductor Manufacturing International Corporation has advanced processes.