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Bearish sentiment settled! The USA has announced export control measures on semiconductors to China, causing stocks related to Hong Kong and A concept to surge.
The semiconductor industry is once again facing unreasonable pressure from the usa, and domestic production is expected to accelerate further.
A-shares of domestic lithography concept stocks soared, with kunshan kinglai hygienic materials rising over 9%.
Gelonghui, December 3 | Kunshan Kinglai Hygienic Materials rose over 9%, Kema Technology rose over 5%, Qingdao Guolin Technology Group, Chengdu Xuguang Electronics, and Fuchuang Precision also saw an increase.
Kunshan Kinglai Hygienic Materials (300260.SZ): The AdvanTorr brand of general semiconductor vacuum products and the NanoPure brand of gas products can both be applied to the upstream and downstream of the general semiconductor industry chain.
Gelonghui November 14th, kunshan kinglai hygienic materials (300260.SZ) stated on the investor interaction platform that the company's semiconductor vacuum systems and gas systems can serve the relevant pan-semiconductor equipment suppliers and end manufacturers. Equipment-side customers cooperate directly with customers, while on the fab side, they are generally supplied indirectly through engineering companies (as specified by the end user). The company's pan-semiconductor vacuum products under the AdvanTorr brand and gas products under the NanoPure brand can be applied to both ends of the pan-semiconductor industry chain.
Kunshan Kinglai Hygienic Materials (300260): Q3 profit under pressure, driven by semiconductor business growth.
Investment highlights: The company released the third quarter report for 2024. The performance has been steadily growing in the first three quarters, with semiconductor demand picking up and company orders improving. In the first three quarters of 2024, the company achieved revenue of 2.16 billion yuan, a year-on-year increase of 9.4%, attributable to the parent.
kunshan kinglai hygienic materials (300260) 2024 third quarter report review: semiconductors components contribute core incremental growth
Event: On October 25th, kunshan kinglai hygienic materials released the third quarter report for 2024, achieving revenue of 2.161 billion yuan in the first three quarters, YOY +9.35%; realizing a net income attributable to equity holders of 0.198 billion yuan, YOY +
Xinlai Yingcai: Report for the Third Quarter of 2024
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