The largest stocks in public offerings have been revealed, with "King Ning" at the top, and East Money Information, Cambricon, Semiconductor Manufacturing International Corporation, and China Yangtze Power have newly entered the top ten.
① The top heavy-weight stock position is now occupied by Contemporary Amperex Technology, while Kweichow Moutai has dropped to the second position; ② Zijin Mining Group, Luxshare Precision Industry, Sungrow Power Supply, and Zhongji Innolight have exited.
GeKongwei: It is expected that the net profit excluding non-recurring gains and losses will decrease by more than 18% in 2024 as high-pixel single-chip integration technology is implemented.
① GeKewai expects the net income attributable to shareholders for 2024 to be between 0.16 billion yuan and 0.2 billion yuan, an increase of 231.64% to 314.55% year-on-year; ② The shipment volume of products with 13 million pixels and above has rapidly increased, with 50 million pixel products achieving mass production during the reporting period.
Express News | Hong Kong stock semiconductor shares rose, Semiconductor Manufacturing International Corporation increased by over 4%, HUA HONG SEMI increased by over 3%, and SHANGHAI FUDAN rose by nearly 2%.
Increase R&D investment to "bet" on new chip products and AI edge-side; Allwinner Technology's net income in Q4 2024 may decline year-on-year | Interpretations
① In the context of a low base from the previous year, Allwinner Technology expects a year-on-year growth of over 14 times in non-recurring net income for 2024; ② The company anticipates that the net income for Q4 2024 will be between 0.002 billion yuan and 0.039 billion yuan, compared to 0.044 billion yuan in the same period last year, indicating that the company's net income for last year's Q4 will decline year-on-year.
The demand for 6-inch conductive Silicon Carbide is expanding, and Tianyue Advanced expects to turn losses into profits in 2024.
① A person from Tianyue Advanced Secretary Office stated that the company currently relies on 6-inch conductive Silicon Carbide substrate products as its main source of income; regarding 8-inch conductive Silicon Carbide substrate products, the company has had products available since the fourth quarter of 2024 and is now capable of bulk shipping; ② In November 2024, Tianyue Advanced launched 12-inch N-type Silicon Carbide substrate products, which is currently the largest size of Silicon Carbide substrate globally.
Star Evening News | Baiwei Storage expects to turn losses into profits in 2024. Aisen Co., Ltd. and Fumiao Technology will be suspended from trading tomorrow.
① The Ministry of Commerce responds to the U.S. hope of owning 50% of TikTok's shares; ② The Dutch Prime Minister indicates that export policies to China should be decided independently; ③ ByteDance launches a long-term research project on AGI codenamed SEED Edge.