Jinkosolar: Steady progress in signing orders in 2025, obvious trend of component prices rebounding, direct hit on the earnings conference.

①The company has already invested in 2GW of module production capacity in the USA, is expected to complete the capacity ramp-up by the end of this year, and is expected to increase production next year. The Saudi project is in the promotion execution phase, planning to start infrastructure construction in the first half of next year, and is expected to reach production in the first half of 2026; ②Li Xiande said that next year, global (module) demand will remain stable and increase, with an estimated growth rate of 10-20%.

cls.cnNov 11 05:40 ET

Net income sharply declined with the contraction of overseas sales, Botai Biology opens up the microfluidic testing field | Earnings conference

①The rapid decline in overseas income dragged down the performance of Botuo Life Sciences, with overall revenue significantly decreasing compared to before the epidemic, and net income attributable to shareholders has decreased year-on-year for multiple years; ② Considering changes in the external environment, Botuo Life Sciences has terminated two major core investment projects, added the Microfluidic Fluorescence Detection Platform project, and ventured into the microfluidic technology field.

cls.cnNov 11 00:04 ET

Index volume stagflation reappears, under the rotation market, technology autonomy is expected to become the focus of capital chasing.

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cls.cnNov 10 20:25 ET

Semiconductor Manufacturing International Corporation: Consumer broad categories downstream market rebounds, layout power device production capacity in response to new demand | Direct hit earnings conference

①Zhao Haijun, of semiconductor manufacturing international corporation, stated that the price of some 12-inch nodes is good, the product mix is optimized, and the average selling price of the company rose quarter-on-quarter in the third quarter; ②It is expected that about 0.03 million pieces of 12-inch monthly production capacity will be released in the fourth quarter, at which time the capacity utilization rate and shipments will decrease; ③semiconductor manufacturing international corporation will accelerate the layout of power device capacity to fully support the development of the automotive industry and new energy markets.

cls.cnNov 8 05:00 ET

Star evening news | Semiconductor Manufacturing International Corporation Q3 revenue hits record high, Huahong Company Q3 net profit increased by 226.62% year-on-year.

1. Semiconductor Manufacturing International Corporation: Huang Dengshan, the candidate nominated by the National Social Security Fund, has been appointed as the first category director, non-executive director, and a member of the board of directors nominating committee. 2. 20CM6 consecutive boards of Hao Ou Bo: The PE ratio is significantly higher than the industry PE ratio level. 3. Crown Advanced Material received the administrative regulatory measures decision document from the Jiangxi Securities Regulatory Bureau.

cls.cnNov 7 07:53 ET

Capacity utilization rate continues to rise, semiconductor manufacturing international corporation achieved record high revenue in Q3.

1. In the third quarter, an additional 0.021 million pieces of 12-inch monthly production capacity were added, promoting further optimization of the product structure and an increase in average selling price; 2. The overall capacity utilization rate increased by 13 percentage points year-on-year to 90.4%, gross margin increased to 20.5%; 3. Looking ahead to the fourth quarter, Semiconductor Manufacturing International Corporation (SMIC) provides guidance: the single-quarter revenue is expected to remain flat to grow by 2% compared to the previous quarter, with a gross margin ranging from 18% to 20%.

cls.cnNov 7 07:22 ET