Dongxin Shares: Product demand and prices have entered an upward trend, and the GPU layout is progressing smoothly | Directly at the earnings conference.
①Jiang Xueming, Chairman of Dongxin Co., Ltd., stated at the earnings conference that the demand and prices of the company's products are gradually entering an upward trend, but overall prices this year have not yet recovered to the level of the same period last year; ② Jiang Xueming, in the second half of the year, the visibility of orders in the network communication sector is relatively high, and operators are actively tendering, with some expansion of product categories, which represents an incremental market for the company.
Star Evening News | Advanced Micro-Fabrication Equipment Inc. China's major shareholder equity changes, Willfar Information Technology won the bid for a 26.13 million yuan national grid procurement project.
1. The State Council: vigorously develop biomedical research and development outsourcing, digital manufacturing outsourcing; 2. Ministry of Industry and Information Technology: plans to implement large-scale equipment digital transformation and upgrading; 3. Shanghai: strive to become an internationally influential live-streaming economic hub by 2026.
The Star Market Evening News | Semiconductor Manufacturing International Corporation's net profit in the first half of the year dropped by 45%. Evert plans to invest in building a siasun robot&automation super factory.
① Shanghai SK Automation Technology's net income in the first half of the year increased by 2161.89% year-on-year; ② Weijie Chuangxin and Kewell Technology plan to repurchase; ③ Huayi Technology and related personnel received a warning letter from the Shanghai Securities Regulatory Bureau.
Beijing Huafeng Test & Control Technology: The downstream terminal application market demand is gradually recovering, and efforts will be made to expand overseas markets. | Earnings conference
①Sun Qiang, the chairman of Beijing Huafeng Test & Control Technology, said that the company's revenue was basically flat compared to the same period last year. This is due to the company's consistent investment in research and development and market expansion, which has put pressure on the net income during the reporting period; ②Despite the increased uncertainty in the international market environment, the company is still expanding overseas markets.
Star Market Evening News | Montage Technology's net profit in the first half of the year increased sixfold, and the IPO registration of Saifun Technology on the Star Market became effective.
①Bestechnic (Shanghai) Co., Ltd. net income in the first half of the year increased by 199.76%; ②Beijing Kingsoft Office Software, Inc. shareholders plan to reduce their shareholding by no more than 0.0016%; ③Energy Corp. incurred a net loss of 0.67 billion yuan in the first half of the year; ④Shanghai MicroPort Endovascular Medtech(Group)Co.,Ltd. net income in the first half of the year increased by 44.36%.
Another beneficiary of the AI industry wave, montage technology's net profit in the first half of the year increased by more than six times, with the assistance of DDR5 penetration.
① In the second quarter, Montage Technology achieved a continuous increase in net income for 5 consecutive quarters, with non-GAAP net income reaching a record high for the same period; ② The Internet of Things chip was the main driver of performance growth in the second quarter; ③ Montage Technology also highlighted the concentration risk for customers.