[Market Data] IM期指 bulls significantly reduced positions, Institutions continuously sold off Kunshan Kinglai Hygienic Materials.
① The main contract for the IM futures has seen a decrease of nearly 7,000 long positions, with the reduction being significantly greater than that of the short positions. ② Stocks related to the Lithography Equipment Concept, Kunshan Kinglai Hygienic Materials, experienced Sell by Institutions of 0.191 billion, and the stock also faced over 90 million in Sell by Institutions yesterday.
Giantec Semiconductor Corporation's annual revenue has first surpassed the 1 billion yuan mark.
① The annual Earnings Reports released by Giantec Semiconductor Corporation indicate that in 2024, revenue reached 1.028 billion yuan, a year-on-year increase of 46.17%, with Net income increasing by 189.23% year-on-year; ② Products from Giantec Semiconductor Corporation used in DDR5 memory modules, auto electronics, and industrial control in high value-added markets have become important drivers for the expansion of revenue scale and improvement of profitability.
The display chip industry is approaching a cyclical turning point, and the anticipated synergy from leading consolidation is promising.
① The display chip Industry is experiencing a recovery this year. Recently, Xinxiang Micro announced its acquisition of Aixiasheng, which is expected to be a key signal for the industry to reach a turning point; ② Both companies focus on the display chip field, and the integration effect after the company restructuring is significant; ③ Peking Electronic Control is an important Shareholder of Xinxiang Micro, and in its "chip-screen" ecosystem, the synergistic effects between Xinxiang Micro and related parties such as Yandong Micro and JD.com will also be stimulated, becoming an important driving force for the industry's recovery.
A premium of 68.11 times! Youxian Silicon plans to acquire 70% of DGT's equity, horizontally expanding into the upstream equipment sector.
① Youyan Silicon stated that the operation of the symbol company may be affected by macroeconomic factors, industry development trends, changes in market demand, and other factors, leading to a certain degree of uncertainty in future development and operating revenue. ② This trade includes performance commitments, and RST promises that from 2025 to 2027, during the commitment period, DGT must achieve more than 90% of the cumulative forecast revenue; otherwise, RST will provide cash compensation to Youyan Silicon.
The integration of the Semiconductors equipment Industry is accelerating again! NAURA Technology Group plans to take control of Kingsemi Co., Ltd. | Quick Announcement
① NAURA Technology Group plans to acquire a 9.49% shareholding in Kingsemi Co., Ltd., and will continue to increase its shareholding in Kingsemi Co., Ltd. to gain control; ② A week ago, the actual controller of NAURA Technology Group, Electronic Control from Peking, announced plans to purchase the control of Aicelife; ③ Industry insiders indicate that mergers and acquisitions in the domestic Semiconductors field are highly active, and the integration of the Industry Chain optimizes resource allocation while also promoting the development of new technologies and accelerating breakthroughs in choke points.
Star Evening News | NAURA Technology Group plans to acquire 9.49% of Kingsemi Co., Ltd.'s shares. Jiangsu Jingyuan Environmental Protection Co.,Ltd. states that the proportion of Cloud Computing related Business is relatively small.
Today's Star evening report mainly includes: ByteDance responds to the rumor of "placing an order of 1 billion yuan with Cambricon": the news is false; Xinke Mobile: Deputy General Manager Sun Shaohui resigns due to job changes; Shen Keda: The concerted action agreement of the actual controller will not be renewed upon expiration.