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CMP product market share expands, Huahai Qingsi Q3 net profit increases by more than 50% year-on-year.
①Huahaiqingke stated that the company's key consumables and maintenance services and other business scales are gradually increasing, while wafer regeneration and wet equipment income are gradually increasing, and the company's revenue has grown compared to the same period; ②The company's 12-inch wafer thinning film laminating machine Versatile-GM300 has been sent to domestic leading packaging and testing enterprises for verification.
Q3 revenue growth rate dropped to 1%. Can the next approved botox product in China be featured on imeik technology development? | Interpretations
①In the first three quarters, imeik technology development's performance has shown some growth, but the revenue and net income attributable to shareholders have slowed down. ②In order to seek new growth points, imeik technology development's research and development expenses continue to rise, focusing on the layout of weight management drugs, botulinum toxin and other fields.
imeik technology development Q3 revenue increased by 1.10% year-on-year, net income increased by 2.13% | Financial Report Watch
In the first three quarters, the company achieved revenue of approximately 2.376 billion yuan, a year-on-year increase of 9.46%; net income was approximately 1.586 billion yuan, a year-on-year increase of 11.79%. The operational scale of the company is steadily increasing, and the profitability meets market expectations.
Shanghai Friendess Electronic Technology Corporation: Asia Vets Welding Control System has achieved partial batch delivery, with points established in South Korea and overseas sales promoted | Direct hit on earnings conference
①The chairman stated that currently asia vets welding control system is gradually being promoted, and many first and second-tier siasun robot&automation manufacturers and integrators have already adopted the company's solutions, with good feedback. ②The company is enhancing the scale effect of products and optimizing product models, such as simplifying some hardware, and launching more efficient models of products.
The main theme is a mild recovery. The A-share semiconductor sector ushers in the trend of pre-increase. How will the future industry prosperity develop?
①15 semiconductor companies have forecasted their performance in the first three quarters, with 11 companies expecting growth and 2 turning losses around; ② The industry is gradually recovering, market demand is picking up, becoming the main theme of this round of performance optimism; ③ Some interviewees believe that in the second half of the year, perhaps only the market for mid-to-high-end chips is still doing well.
Semiconductor Manufacturing International Corporation's Hong Kong stocks surged nearly 60% during the holiday, with the semiconductor sector showing high elasticity and possibly welcoming a big rebound opportunity.
①The Hang Seng Tech Index hit a new high since February 2022, with Semiconductor Manufacturing International Corporation rising nearly 60% since October. ②Guangfa strategy chief analyst Liu Chenming believes that during the National Day holiday, the most vigorous rise in Hong Kong stocks is the technology sector represented by semiconductors. "I think when we come back from the National Day, the focus should also be on sectors represented by the Star Market in the A-share market."