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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."
A stock market is closed, but A stock etf is still soaring!
"Bets on China" trades are hot, with funds flowing continuously from A-shares during holidays to Hong Kong, US-related ETFs. The ChinaAMC STAR50 ETF listed in Hong Kong once rose over 200%, with many Chinese concept stock ETFs soaring together. Market observers have noticed that funds from other regions in Asia are flowing back into the Chinese stock market.
H1 non-GAAP net profit increased by 1079% year-on-year, rockchip electronics: market demand recovery, continued inventory digestion|Interpretations
In the first half of the year, rockchip electronics saw a double increase in revenue and net income, with inventory declining for four consecutive quarters. Rockchip electronics stated that the market prosperity in the first half of this year has significantly recovered year-on-year, especially AIoT product lines have collectively experienced synchronized growth.
The gross margin of injection products in the solution category has declined, and the imeik technology development's Q2 performance growth rate has dropped to single digits| Speed reading announcement.
①Imeik Technology Development's H1 revenue and net income growth rate slowed down. ②The gross margin of solution injection products has declined, and its proportion in total revenue has further decreased. ③In addition to laying out research and development pipelines for botulinum toxin, GLP-1 drugs, the company is also further expanding in the medical beauty equipment field.
Huahai Qingke's Q2 revenue and net profit hit a two-year high. The new model of third-generation semiconductors will undergo customer verification in the second half of the year.
The global semiconductor market has generally rebounded, and Huahai Qingke's Q2 revenue and net income attributable to shareholders both reached new highs since 2022, at 0.816 billion yuan and 0.23 billion yuan respectively. In the first half of this year, Huahai Qingke's equipment industrialization process and funded projects have made new progress. Among them, new models for third-generation semiconductors are currently being adjusted according to customer needs, and are expected to be delivered to customers for verification in the second half of the year.