Breaking! The leading company of phased array TR chips announces a possible (Delisted) risk warning | After-hours announcement highlights.
Baolingbao: The company's products involved in the case have been subjected to a 34.4% anti-dumping duty by the EU, while other related companies in China have been subjected to anti-dumping duties ranging from 78.4% to 233.3%.
Hoyuan Green Energy forecasts its first loss for the 2024 annual report and plans to sell silicon material assets to 'weather the winter' | Interpretations
① The company expects to incur losses in 2024, with the loss amounting to between 2.5 billion and 2.7 billion yuan, and the loss in Q4 ranging from 0.87 billion to -1.07 billion yuan, which is an increase compared to Q3; ② The reduction in Global Strategy has also become an important means to reduce losses, and the company plans to sell its silicon material Assets to minimize subsequent losses.
The investigation authorities will legally initiate an investigation into the import of American chips, and the process of Semiconductors localization is expected to accelerate.
On January 16, during a press conference, the Ministry of Commerce stated that American companies' low stock price exports of related mature process chip products to China will be reviewed by the investigating authorities in accordance with relevant Chinese laws and regulations, following WTO rules, and an investigation will be initiated in accordance with the law. Research reports from Minsheng Securities point out that the urgent need for self-controllable demand in the core links of Semiconductors, and domestic manufacturers that continue to make breakthroughs in advanced manufacturing will usher in significant development opportunities.
Holding more than 5%! The large Fund Phase II has invested in a Semiconductors "membrane technology" company.
① The subscribed capital contribution of the large Fund phase II amounts to 1.234568 million yuan, with a shareholding rate in Shenzhou Semiconductors reaching 5.2632%. ② As part of the semiconductor manufacturing process, Shenzhou Semiconductors provides "film technology" services. ③ Shenzhou Semiconductors is a publicly listed company in Yangzhou.
Benefiting from strong demand for Semiconductors equipment, Semei Shanghai's revenue is expected to increase by more than 50% in 2024.
① Shengmei Shanghai stated that the company's furnace tube equipment may contribute significant revenue in 2025, becoming another growth point; ② CITIC SEC believes that the global Semiconductor industry is expected to continue growing in 2025, while looking forward to edge AI becoming a new growth point to drive further growth in the Semiconductor industry.
Terminate an investment of 0.245 billion yuan in South Korea. Seng Mei Shanghai: Avoid risks from changes in the global business environment.
① Semei Shanghai indicated that in order to avoid risks arising from changes in the Global business environment, it plans to terminate its investment project for the Semiconductor equipment R&D and manufacturing center located in South Korea; ② Semei Shanghai stated that it will continue to focus on development opportunities in overseas markets and will optimize its Global layout strategy to promote international development in a more robust and flexible manner.