09191 Global X China Semiconductor ETF
- 5.185
- -0.075-1.43%
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.
Track the entire lifecycle of the main sector.
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%.
The convergence of big finance and technology may continue to lead the bullish trend.
Track the entire lifecycle of the main sector.
Market share steadily climbing, naura technology group Q3 net income surges over 55% | financial report insights
Benefiting from the continuous expansion of process equipment coverage, steady increase in market share, and constant improvement in operational efficiency, in the third quarter, naura technology group's net income increased by 55.02% year-on-year, while total revenue increased by 30.12% year-on-year. Due to the rapid growth in electronic process equipment revenue and a decrease in cost expense ratio, naura technology group's net income for the first three quarters increased by 54.72% year-on-year.
Leading explosive financial report confirms the hot demand for HBM, which semiconductor companies in A-shares are likely to benefit?
①sk hynix announced its third-quarter performance, with HBM sales up more than 330% year-on-year; ② Bank of America Merrill Lynch predicts that sk hynix's HBM sales in the next two years will reach $9.2 billion and $15.8 billion; ③ brokerage point of view, it is recommended to focus on new materials related to AI investment main line under computing power, storage, and advanced packaging.
Semiconductor manufacturing international corporation's stock price broke 100 yuan, with 17 companies having semiconductors trading at over 100 yuan. At which stage has the industry recovery reached?
①A-share semiconductor sector stocks surged, with Dongxin Corporation, Rockchip Electronics, Shanghai Belling Corp.,Ltd. and others hitting the limit up; ② Semiconductor Manufacturing International Corporation's stock price broke through the 100 yuan mark for the first time in history today, and there are already 17 companies in the A-share semiconductor "hundred yuan club," with Cambricon Technologies having the highest stock price; ③ Several A-share companies responded to the pace of industry recovery and demand trends with the reporter of the Star Market Daily.
Share buyback shareholding loans quickly landed! ICBC, BOC, ABC, CMB, CITIC and other first batch of multiple banks announced progress. Some banks have already shown cooperation intentions with nearly a hundred listed companies.
1. As of now, Bank of China has reached cooperation intentions with nearly a hundred listed companies, with 32 listed companies explicitly promised loans, covering multiple industries such as integrated circuits, transportation, high-end manufacturing, and business services; 2. The banks stated that they will strictly adhere to the risk compliance bottom line, rigorously prevent crediting funds that do not meet the conditions of stock increase stake & buyback and refinancing policies from illegally flowing into the stock market.
Technology stocks are experiencing another outbreak igniting bullish sentiment in the market, seizing intraday rotation opportunities remains crucial.
Track the entire lifecycle of the main sector.
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.
Chinaamc Star50 ETF increased its shareholding in Semiconductor Manufacturing International Corporation by more than 9.6 million shares, with domestic shareholding exceeding 5% for the first time.
Semiconductor Manufacturing International Corporation announced that E Fund Star50 ETF increased its shareholding by approximately 9.61 million shares, accounting for 5.47% of its total domestic share capital after the increase; ETF products are becoming an important channel for investors to allocate semiconductor manufacturing international corporation and other companies, with four of the top ten shareholders of semiconductor manufacturing international corporation being ETF funds.
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.
Star Evening News | The second IPO application after the eight science and technology innovation board regulations was accepted. The total amount of orders in Shanghai Shengmei exceeded 6.7 billion yuan
①MIIT: The software industry's integrated circuit design revenue in the first 8 months was 239.3 billion yuan; ②Peking: Striving to achieve a low-altitude economic industry scale of 100 billion yuan within three years; ③Guangdong: Accelerating technological breakthroughs and industrialization in large-scale models, embodied intelligent robots, future intelligent terminals, intelligent unmanned systems, etc.
The substrate factory of Sanan Optoelectronics has been illuminated! The silicon carbide industry chain is accelerating its attack on the 8-inch wafer. Several manufacturers have revealed new progress | Industry News.
①The third-generation semiconductor material silicon carbide (SiC) continues to evolve towards larger sizes, with frequent news of 8-inch silicon carbide. ②Sanan Optoelectronics stated that the chongqing Sanan project has already achieved the lighting and passivation of the substrate factory; Tianyue advanced 8-inch conductive silicon carbide substrates have now been delivered in batches. ③Analysis indicates that 8-inch wafers will help silicon carbide devices achieve large-scale commercialization in more application areas.