photoresist
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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.
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.
The layout of semiconductor equipment cleaning services, jiangsu yoke technology has completed the acquisition of a supporting service provider for Hynix, and the symbol company continues to incur losses.
①A brokerage's new materials analyst stated that one of the core business logics of this acquisition is that jiangsu yoke technology can save early equipment maintenance costs and outsourcing expenses by purchasing the equity of the target company. As for how large the third-party market space can be, there is still uncertainty; ②Jiangsu Yoke Technology stated that Wuxi Aisikaixi is mainly engaged in cleaning and maintaining semiconductor equipment components, among them, cleaning is an indispensable part of chip manufacturing.
Another semiconductor summit is about to be held, and the advanced packaging industry is expected to maintain a high level of prosperity.
①The 21st China International Semiconductor Exhibition (ICChina2024) will be held at the Beijing National Convention Center from November 18th to November 20th. ②Yole expects that the global advanced packaging market size is expected to increase from $46.83 billion in 2023 to $78.55 billion in 2028.
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.
The main theme is a mild recovery. The A-share semiconductor sector ushers in the trend of pre-increase. How will the future industry prosperity develop?
①15 semiconductor companies have forecasted their performance in the first three quarters, with 11 companies expecting growth and 2 turning losses around; ② The industry is gradually recovering, market demand is picking up, becoming the main theme of this round of performance optimism; ③ Some interviewees believe that in the second half of the year, perhaps only the market for mid-to-high-end chips is still doing well.
Consumer electronics are warming up, AI server demand is rising, and the MLCC industry is experiencing a moderate recovery.
According to media reports, after experiencing a prolonged two-year downturn, MLCC has begun to see a relatively mild recovery, with total shipments from related manufacturers increasing by 5.4% in the second quarter.
Kulight Technology has reduced the salaries of multiple senior executives by up to 30%. The company incurred a loss of over 28 million yuan in the first half of the year.
①Liu Xingsheng, chairman and general manager of Kuguan Technology, and some directors and management personnel (including foreign nationals) have voluntarily applied for a salary reduction; ②Since the beginning of this year, many A-share listed company executives have voluntarily reduced their salaries to seek sustainable development of the company.
The semiconductor equipment sector continues to thrive, with rapid growth expected in key areas such as lithography.
①In 2024, the delivery volume of semiconductor equipment in mainland China is expected to achieve growth on the basis of last year, reaching over 40 billion US dollars, and continue to rank as the world's largest semiconductor equipment market. ②Citic Securities pointed out that they are bullish on the new product layout and increased orders brought by advanced production capacity of domestic equipment, components, and material companies in key areas, and expect rapid growth in domestic equipment companies' orders in the next 2-3 years.
One makes a fortune while the other loses everything, the stark difference between two projects red avenue new materials group invested in four years ago | interpretations
①Red Avenue New Materials Group released its semi-annual report, with a net profit increase of over 40% in the first half of the year; ②The photoresist business in the first half of the year was the main driving force behind the company's growth, while the PBAT business saw a depreciation of over 94 million yuan in the first half of the year, dragging down the company's performance; ③Both the photoresist project and the PBAT project were started four years ago, and now the PBAT project is vastly different from the photoresist business.
Did the high stock price fail to save the decline in performance? Han's Laser Technology Industry Group's net income for Q2 has continued to fall for three consecutive years | Interpretations
1. Han's Laser Technology Industry Group's H1 net income increased significantly, with the sale of subsidiaries being the biggest contributor. 2. Han's Laser Technology Industry Group's Q2 net income has declined for three consecutive years, and its profitability has declined significantly. 3. Revenue from new projects in semiconductors and new energy funds of the company has declined.
Jiang Huawei: Zhenjiang subsidiary plans to introduce strategic investors by way of capital increase
Jiang Hua Wei (603078) announced that Zhenjiang Jianghua Micro, a wholly-owned subsidiary, intends to introduce strategic investors in the form of capital increase, which is the Golden Stone Manufacturing Industry Transformation and upgrading New Materials Fund (limited partnership). The amount of the capital increase is 280 million yuan, and the additional registered capital of the target company is 200 million yuan, and the excess part of the investment money is included in the capital accumulation fund. After the capital increase, the new materials fund is expected to hold 40% of the equity in the underlying company.
December 24 review: With sufficient reserve momentum this week, next week saw a substantial increase in trading volume as block orders targeted 5 stocks.
On December 24th, the three major indices opened higher and then fell back, with the Shanghai Composite Index maintaining a low consolidation, while the ChiNext Price Index led the decline in the two cities. In terms of sectors, the medical sector collectively surged, with traditional Chinese medicine stocks leading the gains, while food processing, retail, and other consumer stocks were active against the trend; new energy sectors such as lithium batteries, photovoltaics, and energy storage all fell across the board, with the heavyweight Contemporary Amperex Technology dropping over 9% intraday. The indices continued to weaken in the afternoon, with the ChiNext Price Index's decline expanding to 2.7% at one point. Stocks related to nurturing diamonds and the non-fungible token (NFT) concept surged, while sectors like autos, rare earths, fluorine chemicals, and digital currency remained sluggish. Overall, market sentiment is cooling, and individual stocks are showing a general downward trend in the two cities
Shenzhen Tongyi Industry Nets $95 Million From Private Share Sale
Zheshang Securities: give a buy rating to Camtel Gas.
2021-11-04 Zhe Shang Securities Co., Ltd. Wang Huajun and Zhang Yang conducted research on Camet Gas and issued a research report "Comet Gas Review report: major Breakthrough in Xenon sales, continuous expansion of Electronic specialties". This report gives a buy rating to Camtel Gas, the current stock price is 12.72 yuan. Kemite Gas (002549) Investment events: the holding subsidiary Camet Electronics Special Gas Co., Ltd. signed a "purchase and sales contract". Tianjin Saineng Gas buys 99.999% xenon from the company with a total contract amount of 4.2472 million yuan (including 13% VAT).
Anxin Securities: give Jacques Technology a buy rating, with a target price of 91.14 yuan
2021-11-01 Anxin Securities Co., Ltd. Ma Liang, Zhang Wangqiang and Guo Wang studied Jacques Technology and issued a research report entitled "purchase Integration to build a Semiconductor material platform, all Business Trends are good". This report gives a buy rating to Jacques technology. it is believed that its target price is 91.14 yuan, and the current share price is 76.8 yuan, with an expected increase of 18.67%. Jacques Technology (002409) event: October 28, 2021, the company released the third quarter of 2021 results report, the company achieved operating income of 2.692 billion yuan in the first three quarters, an increase of 59% over the same period last year.
CATL Earmarks Nearly $5 Billion for Battery Recycling Plant
Kemite Gas: three institutions, including Haifutong Fund and Changjiang Securities, investigated our company on September 23.
Kemite Gas (002549) issued an announcement on September 24th, 2021: Haifutong Fund Yang Ningjia, Changjiang Securities Yang Yang, Mo Wenyu, Huaxia Fund he Rongzhou, Yang Jin, Tang Mingzhen, Xu Heng investigated our company on September 23, 2021, this survey was conducted by Chairman Zhu Enfu and Board Secretary Zhang Wei. The main contents of this survey are as follows: first, the basic situation of the company, Mr. Zhu Enfu: using petrochemical tail gas (waste gas) and torch gas as raw materials, valuable components are separated, purified and processed into a variety of gases. Cometer Gas is a China Petroleum & Chemical Corp restructuring diversion three-industry enterprise, the traditional single
Hongda Xingye: nine institutions, including East Asia Qianhai Securities Co., Ltd., Tianfeng Securities Co., Ltd., investigated our company on September 17.
Hongda Xingye (002002) issued an announcement on September 23, 2021: Wang Ziang of East Asia Qianhai Securities Co., Ltd., Zhu Gang of Tianfeng Securities Co., Ltd., Zhang Jun of Cheung Kong Securities Co., Ltd., Yin Peijun of Huafu Fund Management Co., Ltd., Xia Siting of China International Capital Co., Ltd., Lu Xinzhi of Caitong Securities Co., Ltd., Deng Tsuen of Xingzheng Global Fund Management Co., Ltd. Liu Xin, Shanghai Ningquan Asset Management Co., Ltd. Yin Weijia and China Merchants Co., Ltd. Cao Chengan investigated our company on September 17, 2021. The survey was conducted by the chairman, Mr. Zhou Yifeng, and the director, Cai Hongbing.
Cosco Haite, * ST Zhongfu and other nine companies announced bad news on September 23rd.
1. Wachovia New Materials: shareholders Zhang Shengye and Zhang Chaokai plan to reduce their holdings by no more than 4%, shareholders Zhang Shengye intends to reduce their holdings by no more than 2%, and shareholders Zhang Chaokai plans to reduce their holdings by no more than 2%. two。 Cosco Haite: shareholder Qianhai open source plans to reduce its holdings by no more than 5%, and shareholder Qianhai open source fixed increase 11 asset management plan plans to reduce holdings by no more than 5%. 3. Hanyu Group: 13.28% shareholder verve Trading plans to reduce its stake of not more than 2.75%. Hanyu Group announcement, 13.28% shareholder Shenyun Trading Plan will be delivered 15 times from the date of disclosure of the announcement.