China Resources Microelectronics (688396.SH): has already raised prices for some MOSFET, Insulated Gate Bipolar Transistor (IGBT), and other products in the first half of the year.
On July 31st, Global Wealth disclosed the investor relations activity record of China Resources Microelectronics (688396.SH), indicating that the production capacity utilization of the company's OEM and proprietary products are fully loaded and product prices have stabilized at the bottom; at the same time, the company has adjusted the prices for some MOSFET, IGBT and other products in the first half of the year.
China Resources Microelectronics (688396.SH): Chongqing 12-inch production line focuses on power devices and is expected to achieve full production in the second half of the year.
China Resources Microelectronics (688396.SH) disclosed the investor relations activity record, revealing that the company's two 12-inch projects are progressing as expected. The Chongqing 12-inch production line focuses on power devices, and is currently in a fully loaded state. It is expected to achieve full production in the second half of the year. The 12-inch production line in Shenzhen focuses on 40-90nm power ICs and MCUs, and has entered the stage of equipment installation and debugging. The research and development work is advancing synchronously, and it is expected to be put into operation by the end of the year.
China Resources Microelectronics (688396.SH): Currently, autos account for over 20% of the revenue in the sector of automotive electronics products and solutions.
Guangzhou Securities News reported on July 31 that the investor relations activity record disclosed by China Resources Microelectronics (688396.SH) showed that the revenue of the automotive electronics sector now accounts for more than 20% of the products and solutions sector in terms of proportion. With the continuous improvement of the market penetration rate of new energy vehicles and the optimization and upgrading of platforms, the future market space for growth potential will be large, and automotive electronics will still be the company's key focus direction.
China Resources Microelectronics (688396.SH): has formed strategic partnerships with several top OEMs and Tier1 suppliers.
China Resources Microelectronics (688396.SH) disclosed an investor relations activity record stating that the company has formed strategic partnerships with multiple leading automakers and Tier 1 manufacturers, launching a series of serialized power and driver grade products including MOSFETs, insulated gate bipolar transistors (IGBTs), SiCs, power ICs, etc., which are widely used in powertrains, chassis, body, and advanced driving assistance system (ADAS) and other vehicle applications.
China Resources Microelectronics (688396.SH): MOSFET product is expected to achieve growth this year.
On July 31st, Ge Long Hui reported that China Resources Microelectronics (688396.SH) disclosed an investor relations activity record, which shows that the company's MOSFET products, relying on advantages in 6+8+12 inch production lines, continue to iterate low-voltage MOS, high-voltage super-junction MOS and MOS module products, effectively expanding mid-to-high-end markets such as automotive electronics and AI computing power sources. It is expected to achieve growth this year.
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China Resources Microelectronics (688396.SH): Will not directly develop power supplies, variable-frequency drives, etc.
China Resources Microelectronics (688396.SH) stated on the investor interaction platform on July 19 that the company will not directly develop power supplies, variable-frequency drives, and so on.
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China Resources Microelectronics (688396.SH): Some power device products such as MOSFET and insulated gate bipolar transistor (IGBT) have price increases in the second quarter.
China Resources Microelectronics (688396.SH) stated on the investor platform on July 5 that there have been price adjustments for some power device products in the second quarter, including MOSFET and insulated gate bipolar transistor (IGBT).
China resources microelectronics (688396.SH): products and technology with gallium nitride.
China Resources Microelectronics (688396.SH) stated on the investor interaction platform on June 28th that the company has products and technologies related to gallium nitride.
China Resources Microelectronics (688396.SH): Overall capacity utilization rate in the second quarter improved compared to the first quarter.
China Resources Microelectronics (688396.SH) said on the investor interaction platform on June 28th that the overall capacity utilization rate of the company in the second quarter increased compared to the first quarter, and some product prices have been raised.
China Resources Microelectronics (688396.SH): Some product prices have been increased.
China Resources Microelectronics (688396.SH) stated on its investor communication platform on June 24th that the prices of some of its products have been adjusted upwards.
Capital Allocation Trends At China Resources Microelectronics (SHSE:688396) Aren't Ideal
China Resources Microelectronics (688396.SH) will distribute a dividend of 0.1118 yuan per share for the year 2023, with a record date of June 17th.
China Resources Microelectronics (688396.SH) announced that the company will distribute equity dividends for the fiscal year 2023, with a distribution of ... per share.
Hantian Tiancheng's IPO on the Shanghai Stock Exchange has been "terminated", having achieved a breakthrough in domestic production of 8-inch silicon carbide epitaxial wafers.
According to the Zhicheng Financial APP, on June 6, Han Tian Tiancheng Electronic Technology (Xiamen) Co., Ltd. (hereinafter referred to as Han Tian Tiancheng) had a change in the IPO audit status on the Shanghai Stock Exchange to "terminated." The Shanghai Stock Exchange terminated its review of the issuance and listing of stocks by Han Tian Tiancheng and its sponsor due to their withdrawal of the application. The prospectus indicates that Han Tian Tiancheng is a global leading provider of wide bandgap semiconductors (third-generation semiconductors) epitaxial chips, mainly engaged in the research and development, production, and sales of silicon carbide epitaxial chips used in the preparation of silicon carbide power devices, which are widely used.
Huajin Securities: Domestic power has long-term space for substitution, and the pattern is gradually optimized towards the head manufacturers.
In the long term, domestic power generation manufacturers will compete with international giants for substitution space. In the short term, terminal demand will gradually recover season by season, and the supply side will be relatively surplus with sufficient production capacity. However, in the overall pattern, it will gradually optimize towards the concentration of head manufacturers.
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China Resources (688396.SH): Medium- and low-voltage MOS and other power semiconductor products can be used in servers or PCs in the field of computing power
Gelonghui, March 22丨China Resources (688396.SH) said on the investor interactive platform that the company has no AI chip products. The company has power semiconductor products such as medium and low voltage MOS that can be used in servers or PCs in the field of computing power.
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