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."
Tesla's Robotaxi is about to debut, analyzing the core beneficiary symbols.
Tesla will hold the Robotaxi autonomous driving taxi unveiling event on October 11th Beijing time.
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.
Fushan Precision: Acquisition matters are currently being discussed with multiple parties | Directly targeting the earnings conference.
①Zheng Guangwen, the chairman of Fuchuang Precision, stated today that the company's current orders are quite sufficient, the operation is stable, and the existing production capacity can effectively meet customers' order delivery needs; ②Regarding the acquisition of 100% equity of Yisheng Precision, Zheng Guangwen stated that the acquisition is currently under discussion with multiple parties. Once completed, the acquisition will help enhance the company's comprehensive service capabilities.
Is baosheng science and technology innovation 'painfulletting go'? yangtze optical fibre and cable joint stock takes over multiple 'national champions' in domestic submarine cable assets | quick announcement
① Baosheng Submarine Cable will transfer 30% of its equity to Yangtze Optical Fibre and Cable, becoming a subsidiary and controlling shareholder of Yangtze Optical Fibre and Cable, with a transaction amount of 0.583 billion yuan; ② As an important subsidiary of Baosheng Science and Technology Innovation, Baosheng Submarine Cable has high standards and a total investment of 5 billion yuan, with multiple 'domestic best' project assets; ③ This year, the profit performance of many companies' submarine cable business has been under pressure due to factors such as the delay in the start of domestic offshore wind projects.