Debang Technology: Several chip-level packaging materials have been introduced in large quantities, and it is expected that the domestic production rate of Semiconductor materials will steadily increase this year | Direct coverage of the Earnings Conferen

① The company's integrated circuit sector currently generates sales mainly from a series of products including UV films, die attach materials, thermal conductive materials, and other chip packaging materials; ② Jie Haihua stated that the domestic production rate of semiconductor materials is still at a low level, with great potential, and many products are in the certification and expansion stages, expecting a steady growth trend this year.

cls.cnDec 9 08:29 ET

The transfer price for the shareholders of Feivate has been initially set, with a discount of 14.68% compared to the market price, and 8 institutional investors are participating in the acquisition.

① Investment banking professionals at institutions indicate that the shareholding method of inquiry transfer is an innovation in the design of the star system at that time, which can help mitigate the impact of shareholding reduction; ② Analysts from private equity state that the sector of electronic components in which the company operates has seen a price increase exceeding that of Fevolite's stock prices since the beginning of the year. With the company's stock price being at a relatively low position, discounting the inquiry transfer of shares is relatively objective and reasonable.

cls.cnDec 4 09:01 ET

Anji Microelectronics Technology: Will not engage in single low stock price competition, will continue to strengthen the introduction of domestic products | Directly hit earnings conference

① Wang Shumin, chairman of Anji Technology, said that the company's 2024 performance expectations will continue the growth trend of the first three quarters; ② Yang Xun, secretary of the board of directors of Anji Technology, said that the company's capacity utilization rate is currently at a healthy level.

cls.cnDec 2 06:56 ET

Sanfu New Era: Demand for chemicals for PCBs is picking up, and composite copper foil equipment is ready for mass production | A direct look at the earnings conference

①It is reported that the company's MSA eco-friendly high-speed tin-plating special chemicals, due to its significant advantages in eco-friendliness and other aspects, have replaced the products originally used by customers and are currently being exported to Belarus; ②Mr. Shang Guan Wenlong stated that the company's one-step method and two-step method (hydroelectric plating) composite copper foil production equipment have been delivered, and currently have the capability to produce and ship in large quantities.

cls.cnNov 25 05:41 ET

Supply is insufficient! Industry giants are operating beyond capacity and the semiconductors industry chain is expected to further recover.

According to industry media reports, taiwan semiconductor's 3nm process capacity utilization rate in the first half of next year will reach 100%, and 5nm is even hotter, with a capacity utilization rate of 101%, that is, overloaded operation. Tianfeng Securities pointed out that in recent years, the country has vigorously supported the technology industry, and our semiconductor industry chain domestication has ushered in opportunities.

cls.cnNov 13 19:06 ET

Just ten days after the trade negotiations with Debonte technology fell through, Huawei Electronics intends to "fall" 100% equity in Huahai Chengke.

①Deppon Technology previously announced that the pricing range for the preliminary negotiation of 100% equity of Huawei Electronics is between 1.4 billion yuan and 1.6 billion yuan; ②At that time, Huawei Electronics made performance commitments, with a projected net income in 2024 of not less than 53 million yuan; ③Huawei Electronics experienced two rounds of financing, with investments from Zhejiang Business Venture Capital and Wingtech Group.

cls.cnNov 11 18:59 ET