Express News | TongFu Microelectronics: Increased capital by 0.2 billion yuan to the affiliated subsidiary Xiamen TongFu.
How do domestic semiconductors industry chain grow against the wind? At this closed-door event, many "little giant" companies shared their insights and advice.
① The release of a new round of export control entity lists has fostered the consensus within the industry to cultivate and develop a domestic supply chain system. ② Several emerging companies in the semiconductors field recently stated at an industry event that the domestic market for semiconductor equipment and memory chips is vast, and small and medium-sized enterprises possess the resilience for growth and development.
Tongfu Microelectronics (002156.SZ): The company currently has no business cooperation with nvidia.
Tongfu Microelectronics (002156.SZ) stated on the investor interaction platform on November 26 that the company is vigorously developing fan-out, wafer-level, and flip-chip packaging technologies and expanding its production capacity. In addition, actively laying out top-notch packaging technologies such as Chiplet and 2D+ to form differentiated competitive advantages. As of now, the company has no related business cooperation with nvidia.
tongfu microelectronics (002156.SZ): providing global customers with one-stop services from design simulation to packaging testing.
Gelonghui, November 26th丨Tongfu Microelectronics (002156.SZ) stated on the investor interaction platform that the company is a provider of integrated circuit packaging and testing services, offering one-stop services from design simulation to packaging and testing for global customers. The company's products, technology, and services comprehensively cover various fields including ai, high-performance computing, big data storage, display driving, 5G, network communication, information terminals, consumer terminals, internet of things, automotive electronics, and industrial control, meeting diverse customer needs. The company seizes market development opportunities, focusing on high value-added products and market hot direction, based on a long-term strategy.
Tongfu Microelectronics (002156.SZ): Most of the world's top 20 semiconductor companies and the vast majority of domestic well-known integrated circuit design companies have become customers of the company.
Gelonghui November 25th | Tongfu Microelectronics (002156.SZ) stated on the investor interaction platform that the company's main business is integrated circuit packaging and testing business, with customers covering international giants and leading companies in various segmented fields, with most of the top 20 semiconductor companies in the world and the vast majority of well-known domestic integrated circuit design companies already being customers of the company.
Tongfu Microelectronics (002156.SZ): Not yet involved in the fields of optical computing, digital twin, etc.
On November 25, Glenwood reported that tongfu microelectronics (002156.SZ) stated on the investor interaction platform that the company's main business is integrated circuit packaging and testing, and it has not yet involved in areas such as optical computing and digital twin.
Express News | A-share market review: The Shanghai Composite Index fell more than 100 points, failing to hold above 3300 points with over 4900 individual stocks declining across all markets.
Express News | Tongfu Microelectronics and other investments in Chuzhou Guangtai Semiconductor Fund.
Tongfu Microelectronics (002156): Industry recovery promotes steady performance growth while AI continues to drive high-end testing capacity shortages.
Event: The company released the third quarter report of 2024. In the first three quarters of 2024, the company achieved revenue of 17.081 billion yuan, up by 7.38% year-on-year; achieved a net income attributable to the parent of 0.553 billion yuan, turning a loss year-on-year; achieving a non-net income of 5 billion yuan
Aiwei Electronics (688798.SH): The company disposed of some trading financial assets and no longer holds stocks of tongfu microelectronics.
Gelonghui November 15th | Aiwei Electronics (688798.SH) announced that as of the date of this announcement at the beginning of 2024, the company sold 1,506,390 shares of Tongfu Microelectronics stocks through the centralized auction trading system, with a transaction amount of 50.3968 million yuan. The target of this transaction is listed in the company's financial statements as 'trading financial assets', and this financial asset is measured at fair value and its changes are included in the current period's profit and loss. This transaction has generated accumulated income of 24.0724 million yuan (net of tax effects), including (1) the fair value that the company has confirmed from 2022 to 2023.
Express News | Aiwei Electronics: Sold tongfu microelectronics stocks, accumulated profit of 24.0724 million yuan.
Tongfu Microelectronics (002156): Deeply binding with AMD, riding the wave of the AI era.
Report summary: The company is a leader in the packaging and testing industry, with seven major production bases and a full range of packaging products. Tongfu Microelectronics is the fourth largest third-party packaging and testing factory globally, with seven major production bases located in Nantong, Hefei, Xiamen, Suzhou, and Penang, Malaysia.
Express News | Chip stocks fluctuated and fell, with tongfu microelectronics and other stocks down more than 5%.
Express News | Kaiyuan Securities: Domestic semiconductor industry chain accelerating penetration, focusing on three directions.
Express News | Yongxing Securities: Establishment of Low Altitude Economy Industry Fund, ai Empowers New Industrialization
Express News | 55 stocks with ultra-large inflow of over 0.2 billion yuan
Express News | Block orders continue to increase positions in electronic stocks at the end of the day while selling off bank stocks.
The rise of the domestic substitution concept! ZTE's straight rise exceeds 10%, semiconductors stocks are soaring one after another.
ZTE's stock price hit the daily limit, reaching a new high of more than 1 year, with over 1.5 million shares blocked. Lately, companies whose names start with the middle letter have frequently seen a bullish trend. Previously, China Greatwall Technology Group had consecutive trading limit up, China National Software & Service has also been consistently bullish, and Dawning Information Industry hit a historical high.
A-share anomaly: Tongfu Microelectronics hit the daily limit and reached a new high during trading hours, with a cumulative increase of over 35% within the month.
Gelonghui November 11th | Semiconductor chip stocks continue to rise, with Tongfu Microelectronics (002156.SZ) hitting the daily limit up, reaching 36.87 yuan, hitting a new high stock price, with a cumulative increase of over 35% this month, and a total market value of 55 billion yuan. In terms of news, the company recently announced a Q3 net income of 0.23 billion yuan, an 85.3% year-on-year increase, and a 2.5% increase from the previous quarter. Huaan's research reports pointed out that the company's performance continues to recover, actively seizing the opportunity of advanced packaging. The company's customer AMD's datacenter business continues to grow, and in the recent 3Q24 conference call, the full-year guidance was raised. According to consulting institutions
Tongfu Microelectronics (002156.SZ): The National Integrated Circuit Industry Investment Fund has cumulatively reduced its shareholding by 1%.
Gelonghui November 6th | Tongfu Microelectronics (002156.SZ) announced that on October 12, 2024, the company disclosed the "Major Shareholder Shareholding Reduction Pre-disclosure Announcement", the company's shareholder National Integrated Circuit Industry Investment Fund Co., Ltd. (referred to as the "Industry Fund") plans to reduce its holdings through centralized bidding or block trading within 3 months after 15 trading days from the date of the disclosure of the reduction plan announcement (from November 4, 2024 to February 3, 2025), with a maximum reduction of 45,527,907 shares (i.e. not more than 3% of the total number of company shares held) by the Industry Fund. The company has now received the Industry Fund's