Star Evening Report | Haiguang Information's net profit in 2024 increased by over 52% year-on-year, and the Fund has reduced its Shareholding in Tailin Micro by 1%.

Today's Star evening news mainly includes: Peking releases an action plan to promote the landing of 10,000 units of embodiment Siasun Robot&Automation; National Silicon Industry Group: plans to purchase minority equity and other Assets, Stocks continue to be suspended for no more than 5 Trading days; Saifang Semiconductors secures Pre-B round financing.

cls.cnFeb 28 07:55 ET

The focus of AI development is shifting from training to inference, with customized ASICs expected to experience a surge.

① Driven by DeepSeek, CSP providers are expected to more actively develop self-owned ASIC solutions with lower costs, shifting their focus from AI training to AI inference, which is estimated to gradually increase the proportion of AI inference servers to nearly 50%. ② GTJA points out that AI ASIC chips have advantages in power consumption and cost, making them a necessary choice.

cls.cnFeb 23 19:09 ET

Semiconductor Manufacturing International Corporation has again faced a significant Shareholding, with the mystery lying in the large redemption of the ChinaAMC STAR50 ETF. How to view the market divergence.

① Recently, China Asset Management reduced its holdings of Semiconductor Manufacturing International Corporation by 2.8103 million shares, lowering its shareholding ratio to below 5%; ② In February, the ETFs linked to the SSE Science and Technology Innovation Board 50 Index have experienced a total net outflow of 20.123 billion yuan, making it the core broad-based Index with the highest net redemption during the same period.

cls.cnFeb 21 02:16 ET

Star Evening News | Semiconductor Manufacturing International Corporation expands production with new progress. Shenzhen Keda plans to acquire 40% equity of its subsidiary Shenzhen Keda Semiconductors.

① A total of 13 Technology Innovation Comprehensive Index ETFs raised over 11 billion yuan; ② Sanfu New Technology, Ju Yi Technology, and Cigu Technology disclosed Shareholding plans; ③ Luwei Optoelectronics released a performance bulletin: in 2024, the Net income is 0.192 billion yuan, a year-on-year increase of 29.21%.

cls.cnFeb 18 08:03 ET

Yandongwei's over 4 billion fixed increase has been accepted. Company representatives said that the 28nm production line of Beidian Integrated Circuit started construction at the end of last year and is currently still sorting out the equipment procuremen

① Yandong Micro's plan to raise 4.02 billion yuan through a Private Placement directed at its actual controller, Peking Electronic Control, has been accepted by the Exchange, with the total investment amount for the North Electric Integration project expected to reach 33 billion yuan; ② A representative from Yandong Micro stated that the current supply surplus in the Industry, which mainly focuses on power products, is more pronounced, and the products from the North Electric Integration project will not primarily focus on power products, so the expected impact on the supply side of the Industry will be limited.

cls.cnFeb 17 09:42 ET

UBS Group provided a benchmark list: Cambricon compared to NVIDIA, Xiaomi compared to Tesla, Semiconductor Manufacturing International Corporation compared to Taiwan Semiconductor...

UBS Group stated that the valuation of Cambrian is three times higher than that of NVIDIA, while the valuations of Xiaomi and Li Auto are 80% and 90% lower than that of Tesla, respectively. The valuation of Semiconductor Manufacturing International Corporation is 15% lower than that of Taiwan Semiconductor.

wallstreetcnFeb 13 02:32 ET