09191 Global X China Semiconductor ETF
- 5.640
- -0.025-0.44%
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.
Semiconductor Manufacturing International Corporation: In the first quarter, there was an urgent need for supplementary orders in multiple fields, further strengthening efforts in automotive products | Highlights from the Earnings Conference.
① Zhao Haijun stated that customers have a high willingness to replenish inventory, with many urgent orders for Consumer Electronics, Internet, and mobile phones; ② Semiconductor Manufacturing International Corporation plans to increase the sales proportion of Automotive products to 10% over the next three years, at which point the corresponding production capacity will meet one-third of the domestic Automotive market's demand; ③ Zhao Haijun stated that it's generally believed that by 2025, in addition to the continued rapid growth of AI, demand across various application areas in the market will remain flat or experience moderate growth.
Star Evening News | Semiconductor Manufacturing International Corporation's guidance for 2025 revenue outperforms peers. Beijing Longruan Technologies Inc. and Yongxin Zhicheng released announcements of significant changes.
① Eleven departments: Strongly promote the integration and application of AI technology in the Copper Industry; ② The EU launches a 20 billion euro Fund to support AI super factories; ③ Li Yanhong discusses DeepSeek: Continuous investment in AI infrastructure is still needed.
Xiaomi is taking the stage! DeepSeek ignites the "Hundred Mirrors War" as Consumer Electronics welcomes a new opportunity.
① The official Weibo of Xiaomi glasses has been launched, but no content has been published so far; ② Lei Jun expects the product's shipment volume to be "over 300,000 units." ③ Brokerages point out that AI glasses are likely to become a scenario where AI applications first take root.
Montage Technology's net profit for 2024 is expected to increase by over 200%. In Q4, multiple data points hit record highs, driven by the AI boom, leading to new product shipments.
Montage Technology expects to achieve a net income of 1.378 billion to 1.438 billion yuan for the fiscal year 2024, representing year-on-year growth of 205.62% to 218.93%; The company announced the launch of its latest developed PCIe 6.x/CXL 3.x Retimer chip, which has been successfully delivered to customers for sampling.
Boe Technology Group is expected to turn a profit in non-recurring net profit for the first time in three years. Can the panel industry maintain its growth trend in 2025? | Interpretations
① Boe Technology Group released its performance forecast for 2024, expecting a positive Net income for the first time in three years; ② The company stated that demand-based production of LCDs, policy incentives, and the continuous growth of OLED shipments are the main reasons for the company's performance growth; ③ Analysts believe that in 2025, LCD production will primarily focus on "controlling production and stabilizing prices," while OLED will continue to penetrate the market.
The semiconductor material manufacturer Xinyi Technology has started the A-share IPO counseling, with Tuojing Technology and Advanced Micro-Fabrication Equipment Inc. China both investing.
① Xinmi Technology has completed the listing counseling filing and intends to go public on the A-shares, with Sinolink serving as the counseling institution; ② The strategic financing completed by Xinmi Technology in May 2023 was jointly invested by the leading domestic film deposition equipment company Tuojing Technology and the leading company in the Semiconductors etching equipment, Advanced Micro-Fabrication Equipment Inc. China.
Only 6.6% away! Semiconductor Manufacturing International Corporation aims for a historical high, nearly 600 stocks have hit record highs this year, these stocks have created historical trading volumes.
① Today, Semiconductor Manufacturing International Corporation surged by 6.3%, with the intraday stock price reaching a new high in nearly two months, approaching the previously recorded all-time high. ② Currently, the financing balance of Semiconductor Manufacturing International Corporation remains at a historical high, but has recently decreased significantly, with a cumulative Shareholding of 2.1 billion yuan in the past month. ③ A total of over 590 stocks reached a new high this year today, with 43% of stocks also recording the highest trading volume for the year, among which 7 stocks simultaneously hit historical peak trading volumes.
The investigation authorities will legally initiate an investigation into the import of American chips, and the process of Semiconductors localization is expected to accelerate.
On January 16, during a press conference, the Ministry of Commerce stated that American companies' low stock price exports of related mature process chip products to China will be reviewed by the investigating authorities in accordance with relevant Chinese laws and regulations, following WTO rules, and an investigation will be initiated in accordance with the law. Research reports from Minsheng Securities point out that the urgent need for self-controllable demand in the core links of Semiconductors, and domestic manufacturers that continue to make breakthroughs in advanced manufacturing will usher in significant development opportunities.
The A-shares collectively fell, with the Northern Stock Exchange 50 dropping nearly 1%, Hong Kong stocks tumbled, Semiconductor Manufacturing International Corporation and Xiaomi both fell over 1%, and the yuan's central parity rate continues to hold firm
The central exchange rate of the RMB against the US dollar is reported at 7.1887, down 8 points; the previous trading day's central rate was 7.1879, and the official closing price on the previous trading day was 7.3275, while the overnight market reported a close of 7.3284. Treasury Futures declined.
Semiconductors are soaring across the board! Semiconductor Manufacturing International Corporation rises over 10% as the Industry welcomes a "dual drive of investment and application."
① The semiconductor sector in the A-shares and Hong Kong stocks surged collectively, with Espressif Systems, Starry Technology, Peak Technology, Cambricon, and SFTP seeing their stock prices reach historic highs during trading. ② Cambricon has become the second highest stock in the A-shares market, with a year-to-date increase of over 388%, exceeding NVIDIA and Broadcom. ③ SEMI recently pointed out that investments in mainland China related to AI are beyond expectations.
On the first day of listing, it rose by 533.84%! XGIMI Technology landed on the Star, with NAURA Technology Group, Advanced Micro-Fabrication Equipment Inc. China, and others as Shareholders.
① Pioneer Precision Technology officially listed on the Star on December 12, with a closing increase of 533.84%, ultimately closing at 71.56 yuan/share, with a Market Cap of 14.482 billion yuan; ② Several major clients of Pioneer Precision Technology are also its Shareholders, including Advanced Micro-Fabrication Equipment Inc. China, Semiconductor Manufacturing International Corporation, NAURA Technology Group, and MicroNano.
How do domestic semiconductors industry chain grow against the wind? At this closed-door event, many "little giant" companies shared their insights and advice.
① The release of a new round of export control entity lists has fostered the consensus within the industry to cultivate and develop a domestic supply chain system. ② Several emerging companies in the semiconductors field recently stated at an industry event that the domestic market for semiconductor equipment and memory chips is vast, and small and medium-sized enterprises possess the resilience for growth and development.
Unreasonable suppression! The Biden administration announced the latest semiconductor export restrictions to China. How will this affect various aspects?
1. The usa Biden administration has issued new controls on semiconductor exports to china, with over one hundred chinese entities being included in the 'entity list'; 2. The U.S. Department of Commerce has also introduced 'long-arm jurisdiction,' restricting third-party countries from providing products containing U.S. technology or chips to Chinese companies listed on the entity list, but the Netherlands, japan, and over 30 other countries are exempted; 3. The Chinese Ministry of Commerce and Ministry of Foreign Affairs respond: China will take necessary measures to resolutely defend its legitimate rights and interests.
INTERIM FINANCIAL STATEMENTS
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.
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.
Capacity utilization rate continues to rise, semiconductor manufacturing international corporation achieved record high revenue in Q3.
1. In the third quarter, an additional 0.021 million pieces of 12-inch monthly production capacity were added, promoting further optimization of the product structure and an increase in average selling price; 2. The overall capacity utilization rate increased by 13 percentage points year-on-year to 90.4%, gross margin increased to 20.5%; 3. Looking ahead to the fourth quarter, Semiconductor Manufacturing International Corporation (SMIC) provides guidance: the single-quarter revenue is expected to remain flat to grow by 2% compared to the previous quarter, with a gross margin ranging from 18% to 20%.