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shenzhen transsion holdings co., ltd.: Currently in negotiations with patent holders on patent rights. Emerging markets are still in the trend of transitioning from feature phones to asia vets. | Earnings conference direct hit
① Zhu Zhaojiang stated that overall, the penetration rate of smart devices in emerging markets is lower compared to North America, Western Europe, and developed economies in the Asia-Pacific region and the china market. Replacing feature phones with smart devices remains an important factor driving smart device market growth in emerging markets; ② He mentioned that Transsion is currently negotiating with patent holders to promote the establishment of reasonable licensing fees within the framework of fairness, reasonableness, and non-discrimination principles.
After ten years since its establishment, semiconductor manufacturing international corporation's industry chain company Jimxi has started IPO guidance, with investments from sai microelectronics inc. and shanghai semiconductors fund.
① Jimxi's main clients include semiconductor manufacturing international corporation, hongli, HLMC Huāli microelectronics, and others; ② Jimxi has provided customized equipment and process solutions of hundreds of models and specifications to over 100 domestic wafer fabs, with main equipment covering full wafer sizes of 6-inch, 8-inch, and 12-inch.
Jinkosolar: Steady progress in signing orders in 2025, obvious trend of component prices rebounding, direct hit on the earnings conference.
①The company has already invested in 2GW of module production capacity in the USA, is expected to complete the capacity ramp-up by the end of this year, and is expected to increase production next year. The Saudi project is in the promotion execution phase, planning to start infrastructure construction in the first half of next year, and is expected to reach production in the first half of 2026; ②Li Xiande said that next year, global (module) demand will remain stable and increase, with an estimated growth rate of 10-20%.
Index volume stagflation reappears, under the rotation market, technology autonomy is expected to become the focus of capital chasing.
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Semiconductor Manufacturing International Corporation: Consumer broad categories downstream market rebounds, layout power device production capacity in response to new demand | Direct hit earnings conference
①Zhao Haijun, of semiconductor manufacturing international corporation, stated that the price of some 12-inch nodes is good, the product mix is optimized, and the average selling price of the company rose quarter-on-quarter in the third quarter; ②It is expected that about 0.03 million pieces of 12-inch monthly production capacity will be released in the fourth quarter, at which time the capacity utilization rate and shipments will decrease; ③semiconductor manufacturing international corporation will accelerate the layout of power device capacity to fully support the development of the automotive industry and new energy markets.
Star evening news | Semiconductor Manufacturing International Corporation Q3 revenue hits record high, Huahong Company Q3 net profit increased by 226.62% year-on-year.
1. Semiconductor Manufacturing International Corporation: Huang Dengshan, the candidate nominated by the National Social Security Fund, has been appointed as the first category director, non-executive director, and a member of the board of directors nominating committee. 2. 20CM6 consecutive boards of Hao Ou Bo: The PE ratio is significantly higher than the industry PE ratio level. 3. Crown Advanced Material received the administrative regulatory measures decision document from the Jiangxi Securities Regulatory Bureau.
Daring Lu : China is the next Super power.