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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.
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.
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.