Changguang Huaxin: It is expected that this year's annual revenue will be on par with last year, actively developing laser medical and medical beauty related products|Directly focusing on the earnings conference
1. Changuang Huaxin's radar and optical communication business expansion may contribute revenue in Q4 this year; 2. The company has already laid out in the industrial laser and sensors field, actively developing laser medical and medical beauty related products.
Semiconductor Manufacturing International Corporation's Hong Kong stocks surged nearly 60% during the holiday, with the semiconductor sector showing high elasticity and possibly welcoming a big rebound opportunity.
①The Hang Seng Tech Index hit a new high since February 2022, with Semiconductor Manufacturing International Corporation rising nearly 60% since October. ②Guangfa strategy chief analyst Liu Chenming believes that during the National Day holiday, the most vigorous rise in Hong Kong stocks is the technology sector represented by semiconductors. "I think when we come back from the National Day, the focus should also be on sectors represented by the Star Market in the A-share market."
Star Evening News | The second IPO application after the eight science and technology innovation board regulations was accepted. The total amount of orders in Shanghai Shengmei exceeded 6.7 billion yuan
①MIIT: The software industry's integrated circuit design revenue in the first 8 months was 239.3 billion yuan; ②Peking: Striving to achieve a low-altitude economic industry scale of 100 billion yuan within three years; ③Guangdong: Accelerating technological breakthroughs and industrialization in large-scale models, embodied intelligent robots, future intelligent terminals, intelligent unmanned systems, etc.
National silicon industry group: downstream customers of silicon wafers are still destocking | Earnings conference.
①In the first half of 2024, the global semiconductor market has seen some improvement overall, but the recovery is slower than expected, and the global silicon wafer shipments still show a year-on-year decline trend. ②Director and President Qiu Ciyun of the national silicon industry group stated that both customer-side and company's own inventory digestion are ongoing.
Kulight Technology has reduced the salaries of multiple senior executives by up to 30%. The company incurred a loss of over 28 million yuan in the first half of the year.
①Liu Xingsheng, chairman and general manager of Kuguan Technology, and some directors and management personnel (including foreign nationals) have voluntarily applied for a salary reduction; ②Since the beginning of this year, many A-share listed company executives have voluntarily reduced their salaries to seek sustainable development of the company.
With a market capitalization of 7 billion, the lithography concept stock H.B. Fuller is halted for reorganization. Will the acquisition of related companies help to 'reverse fate'? | Fast reading announcement
①H.B. Fuller is planning to acquire the semiconductor-related assets of its indirectly controlling shareholder FERROTEC Group, and trading will be suspended from tomorrow; ②FERROTEC Group also owns three semiconductor-related companies domestically, all of which are larger than H.B. Fuller; ③Analysts say that this acquisition is still in the planning stages, and its success remains to be further observed.