09191 Global X China Semiconductor ETF
- 5.985
- +0.140+2.40%
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.
Star Evening News | Advanced Micro-Fabrication Equipment Inc. China's major shareholder equity changes, Willfar Information Technology won the bid for a 26.13 million yuan national grid procurement project.
1. The State Council: vigorously develop biomedical research and development outsourcing, digital manufacturing outsourcing; 2. Ministry of Industry and Information Technology: plans to implement large-scale equipment digital transformation and upgrading; 3. Shanghai: strive to become an internationally influential live-streaming economic hub by 2026.
The Star Market Evening News | Semiconductor Manufacturing International Corporation's net profit in the first half of the year dropped by 45%. Evert plans to invest in building a siasun robot&automation super factory.
① Shanghai SK Automation Technology's net income in the first half of the year increased by 2161.89% year-on-year; ② Weijie Chuangxin and Kewell Technology plan to repurchase; ③ Huayi Technology and related personnel received a warning letter from the Shanghai Securities Regulatory Bureau.
Star Market Evening News | Montage Technology's net profit in the first half of the year increased sixfold, and the IPO registration of Saifun Technology on the Star Market became effective.
①Bestechnic (Shanghai) Co., Ltd. net income in the first half of the year increased by 199.76%; ②Beijing Kingsoft Office Software, Inc. shareholders plan to reduce their shareholding by no more than 0.0016%; ③Energy Corp. incurred a net loss of 0.67 billion yuan in the first half of the year; ④Shanghai MicroPort Endovascular Medtech(Group)Co.,Ltd. net income in the first half of the year increased by 44.36%.
Another beneficiary of the AI industry wave, montage technology's net profit in the first half of the year increased by more than six times, with the assistance of DDR5 penetration.
① In the second quarter, Montage Technology achieved a continuous increase in net income for 5 consecutive quarters, with non-GAAP net income reaching a record high for the same period; ② The Internet of Things chip was the main driver of performance growth in the second quarter; ③ Montage Technology also highlighted the concentration risk for customers.
Net profit soared by 8 times! Will Semiconductor achieved a revenue of 12.09 billion yuan in the first half of the year, a year-on-year increase of 36.5%. | Financial Report News
Will Semiconductor's net income attributable to shareholders of the parent company in the first half of the year was 1.367 billion yuan, an increase of 792.79% year-on-year. The net profit after deducting non-recurring gains and losses soared by 1837.73% year-on-year.
A-shares and Hong Kong stocks opened high, with Hang Seng Technology rising more than 2%, and Semiconductor Manufacturing International Corporation rising more than 9% on the Hong Kong stock market.
Beyond expectations, Semiconductor Manufacturing International Corporation's Hong Kong shares rose by more than 9%, while Guolian Securities opened with an increase of more than 7%. The company's restructuring plan has been released: it plans to acquire 99.26% of Minsheng Securities' shares for 29.5 billion yuan, and long-term government bonds continue to decline.
Annual Financial Report
FINANCIAL STATEMENTS