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Huafu Securities: The performance of the electronics sector is gradually recovering, with the recovery of equipment/testing and strong growth in digital ICs.
From the perspective of sub-sectors, in the first half of 2024, the semiconductor equipment continued to recover, with the two main driving forces for the recovery of the equipment sector being the expansion of production of upward-cycle equipment and the increase in domestic demand for localization.
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.
Jefferies Adjusts Advanced Micro-Fabrication Equipment China's Price Target to 190 Yuan From 200 Yuan, Keeps at Buy
Ping An Securities: Semiconductor equipment companies have sufficient orders, and the industry's prosperity trend can be maintained.
Currently, there are signs of improvement in semiconductor manufacturing, with domestic substitution flourishing, ample orders for semiconductor equipment companies, and the industry's upward trend in prosperity being maintained;
Earnings Miss: Advanced Micro-Fabrication Equipment Inc. China Missed EPS By 44% And Analysts Are Revising Their Forecasts
Advanced Micro-fabrication Equipment Inc. China (688012.SH) added new orders of 4.7 billion yuan in the first half of the year, and the number of shipments for the whole year is expected to increase by over 200% compared to the previous year.
Advanced Micro-Fabrication Equipment Inc. China (688012.SH) disclosed the order and operation situation. In the first half of 2024, the company's revenue was the same...
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