The adjustments to the MSCI Chinese Index have been announced! Verisilicon Microelectronics (Shanghai) Co., Ltd. (688521.SH) and 5 other constituent stocks have been newly included.

On May 14, the international Index compilation company MSCI announced the quarterly adjustment results for its Index for May 2025, which will take effect after the market closes on May 30, 2024.

Zhitong FinanceMay 14 07:57

Xinmi Technology's IPO has advanced further, and Venture Capital invested in the angel round.

① ChipMi Technology signed a coaching agreement on January 14, 2025, with a coaching period of about 3 months. ② The IPO coaching discovered that the company has situations related to shares being held in trust and required clearing; social insurance and housing provident fund being paid by a third party, requiring rectification. ③ The company's founder comes from Fudan University, and major investors in the semiconductors Industry Chain include Zhongxin Juyuan, Tuo Jing Technology, and Advanced Micro-Fabrication Equipment Inc. China.

cls.cnMay 13 22:29

An investigation into "Vortex" concerning Technology Lishuan. Executives claim that "the new financing will arrive as soon as the first half of the year."

① The executives of Lishuan Technology admitted that a meeting for all employees was recently held, during which the management communicated as transparently and honestly as possible. ② According to the latest financial data disclosed by Dongxin Co., its investment in Lishuan Technology has increased its operational burden.

cls.cnMay 10 07:08

Directly addressing the Semiconductor Manufacturing International Corporation Earnings Conference: Tariff anxiety has led customers to pull goods in advance. Mobile customers may lower their inventory targets for Q3.

①Semiconductor Manufacturing International Corporation stated that due to maintenance and equipment upgrades at its factories, production fluctuations led to a decrease in ASP in the second half of Q1, causing revenue growth to fall short of expectations, and this impact will continue into Q2; ②Semiconductor Manufacturing International Corporation indicated that the industry's total shipment target for mobile phones at the beginning of the year was too high, and there may be a customer adjustment to inventory targets in Q3, while lackluster PC growth and other factors will create downward pressure on pricing in the foundry industry.

cls.cnMay 9 14:23

The national Fund has reduced its shareholding! The stock prices of two major chip foundry giants, Semiconductor Manufacturing International Corporation and HUA HONG SEMI, have sharply declined.

On the evening of May 8, the two major domestic wafer foundry giants, Semiconductor Manufacturing International Corporation and Hua Hong Company, disclosed their Q1 2025 reports, while also revealing that the National Integrated Circuits Industry Investment Fund (the Big Fund) reduced its shareholding by 65.9772 million shares and 6.333 million shares through its wholly-owned subsidiary, Xinxin Hong Kong.

Futu NewsMay 9 09:33

Semiconductor Manufacturing International Corporation's Q1 Net income increased by 166.5% year-on-year, wafer sales were steady, but the outlook for Q2 is cautiously optimistic | Earnings Reports Insights

In the first quarter of 2025, Semiconductor Manufacturing International Corporation's revenue reached 2.247 billion USD (approximately 16.3 billion RMB), a quarter-on-quarter increase of 1.8% and a year-on-year increase of 29.4%; wafer sales grew by 27.7%. However, the company's outlook for Q2 is becoming cautious, expecting Q2 revenue to decrease by 4-6% quarter-on-quarter.

wallstreetcnMay 8 19:31