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[Brokerage Focus] Everbright maintains a “shareholding” rating for Shanghai Fudan (01385), indicating that the memory business is expected to improve along with the industry.
Everbright Securities issued a research report stating that Shanghai Fudan (01385) achieved revenue of 2.684 billion RMB in the first three quarters, a year-on-year decrease of 1.99%; in 24Q3, revenue reached 0.89 billion RMB, a year-on-year decrease of 5.55%; with differentiated product demand, where Q3 smart meter chip business revenue increased by 27% year-on-year, becoming a driving force for performance growth. On the other hand, revenue from security and identification chips/non-volatile memory chips/FPGA, and other chips businesses decreased by 9%/11%/1% respectively year-on-year. In terms of profits, the overall gross margin of the product for the first three quarters was 55.05%, a decrease of 9.53% compared to the same period last year.
Trending Industry Today: HG SEMI Leads Gains In Semiconductors Stocks
Express News | The semiconductor sector leads the gains in the Hong Kong market, with HG SEMI shares up 7% and SMIC shares up 6%.
Hong Kong stocks are moving abnormally | Semiconductor stocks lead the gains, the industry's third-quarter performance is outstanding. AI and consumer electronics industry chain continue to drive.
Semiconductor stocks led the gains. As of the time of publication, hg semi (06908) rose by 6.25%, closing at 0.85 Hong Kong dollars; semiconductor manufacturing international corporation (00981) rose by 4.26%, closing at 26.95 Hong Kong dollars; shanghai fudan (01385) rose by 3.68%, closing at 16.36 Hong Kong dollars.
Will the chip factory brought in by Biden be 'sabotaged' by Trump? The US manufacturing industry is very worried.
①Whether it's Biden, Harris, or Trump, they are all keen to see the reshoring of the manufacturing industry in the USA; ②But under the same goal, the two parties, Democrats and Republicans, seem to be taking completely different paths; ③And behind this significant difference, many American industry professionals are worried that the factory construction boom that Biden struggled to start with subsidies during his tenure may come to a sudden halt after Trump takes office...
haitong sec: M&A reorganization cases in the semiconductor sector are likely to continue to emerge, with the concentration of excellent listed companies' industries increasing.
haitong sec released research reports stating that there will be continuous cases of mergers and acquisitions in the semiconductor sector in the next 1-2 years.
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