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Is Shandong Sinocera Functional Material (SZSE:300285) A Risky Investment?
Haitong Securities: benefiting from the recovery of downstream demand, accelerating the development of high-end new materials.
From a global perspective, the global semiconductor industry experienced a moderate recovery in the first half of 2024. The strong demand for data centers and artificial intelligence drove the rapid development of the AI server and storage chip market. At the same time, the downstream terminals of semiconductors, such as smartphones and computers, saw a warming demand in the consumer electronics sector, leading to a resurgence of growth in the global integrated circuit industry.
Shandong Sinocera Functional Material (300285.SZ): Cumulatively repurchased 0.5772% of shares.
Shandong Sinocera Functional Material (300285.SZ) announced that as of August 31, 2024, the company repurchased 5,755,000 shares of the company's shares through a stock buyback special securities account via centralized bidding trading, accounting for 0.5772% of the total equity of the company. The highest fill price was 18.42 yuan/share, and the lowest fill price was 16.81 yuan/share. The total value of the trade was 99,991,154.00 yuan (excluding transaction costs). This buyback is in line with the company's established share buyback plan and relevant laws and regulations.
Sinolink: The basic chemical sector is focused on defense, with priority given to demand rigidity.
Regarding the marginal changes in basic chemical industry, the biggest change last week was in the export chain. Previously, the market was concerned about tariffs, even worried about a 60% tariff. However, based on Harris's speech, it can be seen that they have realized that imposing tariffs on other countries is equivalent to taxing their own people.
Shandong Sinocera Functional Material (SZSE:300285) Stock Falls 3.5% in Past Week as Three-year Earnings and Shareholder Returns Continue Downward Trend
Shandong Sinocera Functional Material (300285.SZ): Ceramic materials, high thermal conductivity ceramic substrates, and ceramic shell tubes have achieved integrated supply in the low-orbit satellite field.
Shandong Sinocera Functional Material, a subsidiary of the company, is one of the main suppliers of ceramic tube shells for low-orbit satellites. At the same time, ceramic materials, high thermal conductivity ceramic substrates, and ceramic tube shells have also achieved integrated supply in the field of low-orbit satellites. Benefiting from the continuous growth of downstream demand, the production and sales level of ceramic tube shell business is gradually improving.
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