The underlying foundation of new quality productivity in Technology, Institutions are Bullish on the future performance of the domestic Semiconductors industry.
According to media reports, the Ministry of Industry and Information Technology recently held a high-quality development industry conference for the national electronic information manufacturing sector in Taiyuan, Shanxi Province; CITIC SEC believes that the domestic Semiconductors industry, as the underlying base of new Technology productivity, is expected to perform better in the next stage under the bullish trends driven by policy support, cyclical reversals, and incremental innovations.
Semiconductors rise in adversity, Innovative Drugs make significant strides overseas, and Star companies work together to cope with external shocks.
① The increase in tariffs impacts the global business order, and companies on the Star are responding to challenges with their own innovations, becoming an important force in promoting Technology self-reliance and strength; ② Industry insiders point out that changes in overseas trade policies will force China's high-end manufacturing sector to further enhance its Technology innovation level, Industry Chain resilience, and globalization capabilities, thereby maintaining strategic determination and competitive advantage amidst tariff impacts, and accumulating energy for China to gain initiative in international competition.
The stock price surged 20cm to the limit! The A-share quarterly report market has begun, and the net income of listed companies is expected to increase by more than 15 times year-on-year.
① The A-share first quarter report market is gradually unfolding. The day after the disclosure of the first quarter performance forecast, Tailin Micro and Shengnuo Biotechnology closed at a maximum increase of 20cm, while Shanghai Sunglow Packaging Technology and Guanghe Technology also reached the maximum increase. ② A list of A-share listed companies with net income growth exceeding 100% year-on-year in the first quarter and the latest reviews from brokerages (attached table).
Li Hong has resigned as Director and President of China Resources Microelectronics.
① The Director and President of China Resources Microelectronics, Li Hong, has resigned from his position for personal reasons; ② China Resources Microelectronics stated that Li Hong's departure will not affect the progress of the company's current research and development projects.
In March, nearly 170 companies on the Star received institutional research, with mergers and acquisitions and domestic development becoming the focus of market attention.|Focus
In March this year, nearly 170 Star companies were investigated by Institutions, with Shanghai Bright Power Semiconductor Co., Ltd., Shengmei Shanghai, Geovis Technology Co.,Ltd, Guangzhou LBP Medicine Science & Technology, and Beijing Huafeng Test & Control Technology being the top 5 most关注 companies. Overall, Institutions focused on specific content such as corporate mergers and acquisitions, domestic production and self-control of the industry track, and the penetration of new technology routes.
Six listed companies increased their capital in Huake Zhixin! Layout of the Semiconductors Industry Chain is emerging the presence of PE Huaden International behind it.
① By penetrating the equity relationship, Wang Lin and Huang Qing currently serve as partners and managing directors at Huaden International; ② Shenzhen Yanmade Technology Inc. stated that Huaden International is also one of the original shareholders before the company's IPO.