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

Refrigerant leader zhejiang juhua: Some products in Q4 have stabilized and stopped falling, opportunities outweigh challenges next year | Directly hit the earnings conference

①It is expected that refrigerant prices will rebound comprehensively in Q4, while non-refrigerants will stabilize; ②Look optimistically at next year's performance prospects, highlighting the coexistence of opportunities and challenges; ③Next year, the upward trend of refrigerants is strong, and the competitive landscape has improved somewhat; ④Non-refrigerants are still in surplus, but the risks of a large decline over the past two years have been released.

cls.cnNov 12 05:13 ET

Below expectations? Refrigerant prices are steadily rising, zhejiang juhua's Q3 net profit declined compared to the previous quarter|Interpretations

1. The company's Q3 net profit declined compared to the previous quarter, and investor comments were below expectations; 2. It is becoming increasingly difficult to meet the full-year performance expectations set by the brokerage; 3. The structural contradictions of the product are prominent, with some products continuously dragging down performance; 4. The off-season for refrigerants in Q3 also had an impact, but demand in Q4 has not shown a clear increase.

cls.cnOct 24 09:12 ET

Leading explosive financial report confirms the hot demand for HBM, which semiconductor companies in A-shares are likely to benefit?

①sk hynix announced its third-quarter performance, with HBM sales up more than 330% year-on-year; ② Bank of America Merrill Lynch predicts that sk hynix's HBM sales in the next two years will reach $9.2 billion and $15.8 billion; ③ brokerage point of view, it is recommended to focus on new materials related to AI investment main line under computing power, storage, and advanced packaging.

cls.cnOct 23 23:19 ET

The overall weakness of fluorine chemical industry is revealed despite the soaring refrigerant prices. Zhejiang Juhua's Q2 net profit is lower than the peak in the same period of 2022 | Interpretations

① In Q2, zhejiang juhua had a net profit attributable to shareholders of 0.524 billion yuan, which was lower than the same period of 2022; ② The net profit attributable to shareholders in H1 increased by 70.31% year on year, and there is great pressure for profit growth in H2; ③ The refrigerant is outstanding, while other fluorine chemical products are dragging down the performance; ④ The company's diversified layout does not have an advantage in the current stage of the industry.

cls.cnAug 22 11:59 ET

Shanghai Putailai New Energy Technology Chairman Liang Feng: It is expected that there will be limited downward space for the price of anode materials in the future|Exclusive coverage of the earnings conference

① Director Liang Feng of Shanghai Putailai New Energy Technology expressed that due to reduced profits and tighter financing, the rate of new capacity investment in the industry has significantly slowed down, and it is expected that the future space for further price declines is limited. ② In addition to anode materials, investors have a higher level of interest in the layout of "next-generation" battery materials by Shanghai Putailai, including silicon-carbon anode and solid-state electrolyte.

cls.cnAug 21 08:01 ET