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[Brokerage Focus] Citic Securities suggests that the future difficulty for mainland Chinese chip companies to obtain advanced processes may increase. In the long term, the scarcity of advanced processes in domestic wafer factories will be strengthened.
Jingu Finance | Citic Securities stated that against the backdrop of the possibility of Trump coming to power exacerbating technology competition, the market's concerns about stricter control over the access of Mainland Chinese companies to Taiwan Semiconductor's advanced process chip foundry services from the USA have intensified. For Mainland Chinese companies, especially AI chip companies, the "available advanced process" in Mainland China and the international advanced process have become two separate supply chain systems, with domestic-related wafer fabs expanding production relying on domestic equipment supply chains, long-term expanding revenue growth space, and expecting profitability improvement. In the current complex and ever-changing international environment, Mainland Chinese chip companies in the future will be able to access advanced chips.
Contel Technology Alters Financial Year-End Strategy
Contel (01912.HK) changes its fiscal year-end.
Contel (01912.HK) announced on November 8th that the board of directors has decided to change the company's financial year-end from December 31st to March 31st, effective immediately.
HK stocks surge, with semiconductor stocks leading the gains. The performance of leading companies in the third quarter is impressive, with domestic manufacturers accelerating the process of achieving self-reliance and controllability.
Semiconductor stocks led the gains, as of the time of publication, Contel (01912) rose by 9.02% to 0.145 Hong Kong dollars; HG Semi (06908) rose by 7.32% to 0.88 Hong Kong dollars; Semiconductor Manufacturing International Corporation (00981) rose by 3.72% to 29.3 Hong Kong dollars.
Express News | Some Hong Kong semiconductor stocks are strong, Contel surged more than 14%.
Semiconductor stocks surged in the afternoon, with Semiconductor Manufacturing International Corporation (00981) rising by 14.42%. Institutions expect steady development and performance improvement in the semiconductor industry.
Golden Finance News | Semiconductor stocks surged in the afternoon, with Contel (01912) up 23.81%, HG Semi (06908) up 18.31%, Semiconductor Manufacturing International Corporation (00981) up 14.42%, Shanghai Fudan (01385) up 13.15%, Hua Hong Semi (01347) up 10.61%, Solomon Systech (02878) up 8%. On the news front, GTJA stated that in the past week, among the seven major technology industries tracked, the semiconductor industry was the only one to rise, with the selected index rising by 3.2%, outperforming the SSE Composite Index by 6.8 percentage points, while the rest of the industries.
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