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Overall shipment volume growth, Shenzhen Transsion Holdings Co., Ltd. experienced a rebound in performance in Q4 2024, but the gross margin declined for the entire year.
① After experiencing performance declines for two consecutive quarters, Shenzhen Transsion Holdings Co., Ltd. showed growth in both year-on-year and quarter-on-quarter performance in the fourth quarter of 2024. However, there was a year-on-year decline in non-recurring net income and EPS; ② Recently, Shenzhen Transsion Holdings Co., Ltd. announced it will launch smart glasses, flagship smartphones, and laptops at MWC 2025. According to projects disclosed by the Shenzhen Municipal Bureau of Industry and Information Technology, the company is expanding its industrial land.
Benefiting from the recovery of market demand and the trend of the AI industry, Montage Technology's net profit in 2024 is expected to increase more than twice.
① Montage Technology achieved a net income of 1.412 billion yuan in 2024, a year-on-year increase of 213.10%, setting a historical high; ② The shipment volume of its DDR5 memory interface chips exceeded that of DDR4 memory interface chips, and the shipment volume of the second generation DDR5 memory interface chips exceeded that of the first generation products.
Haiguang Information's revenue and net profit are expected to grow by 50% in 2024, and domestic computing Hardware may benefit from major AI investments.
① Haiguang Information achieved a total revenue of 9.162 billion yuan in 2024, with a year-on-year growth of 52.40%, and the Net income attributable to shareholders grew by 52.73% year-on-year; ② Haiguang Information announced this month that its computing power chip products have completed the adaptation and optimization for the DeepSeek-Janus-Pro multimodal large model.
Semiconductor Manufacturing International Corporation has again faced a significant Shareholding, with the mystery lying in the large redemption of the ChinaAMC STAR50 ETF. How to view the market divergence.
① Recently, China Asset Management reduced its holdings of Semiconductor Manufacturing International Corporation by 2.8103 million shares, lowering its shareholding ratio to below 5%; ② In February, the ETFs linked to the SSE Science and Technology Innovation Board 50 Index have experienced a total net outflow of 20.123 billion yuan, making it the core broad-based Index with the highest net redemption during the same period.
Star Evening News | Semiconductor Manufacturing International Corporation expands production with new progress. Shenzhen Keda plans to acquire 40% equity of its subsidiary Shenzhen Keda Semiconductors.
① A total of 13 Technology Innovation Comprehensive Index ETFs raised over 11 billion yuan; ② Sanfu New Technology, Ju Yi Technology, and Cigu Technology disclosed Shareholding plans; ③ Luwei Optoelectronics released a performance bulletin: in 2024, the Net income is 0.192 billion yuan, a year-on-year increase of 29.21%.
UBS Group provided a benchmark list: Cambricon compared to NVIDIA, Xiaomi compared to Tesla, Semiconductor Manufacturing International Corporation compared to Taiwan Semiconductor...
UBS Group stated that the valuation of Cambrian is three times higher than that of NVIDIA, while the valuations of Xiaomi and Li Auto are 80% and 90% lower than that of Tesla, respectively. The valuation of Semiconductor Manufacturing International Corporation is 15% lower than that of Taiwan Semiconductor.