The layout of semiconductor equipment cleaning services, jiangsu yoke technology has completed the acquisition of a supporting service provider for Hynix, and the symbol company continues to incur losses.

①A brokerage's new materials analyst stated that one of the core business logics of this acquisition is that jiangsu yoke technology can save early equipment maintenance costs and outsourcing expenses by purchasing the equity of the target company. As for how large the third-party market space can be, there is still uncertainty; ②Jiangsu Yoke Technology stated that Wuxi Aisikaixi is mainly engaged in cleaning and maintaining semiconductor equipment components, among them, cleaning is an indispensable part of chip manufacturing.

cls.cnNov 13 20:42

Refrigerant leader zhejiang juhua: Some products in Q4 have stabilized after the decline, opportunities outweigh challenges next year. | Directly target the earnings conference

①It is expected that refrigerant prices will rebound across the board in Q4, while non-refrigerants will stabilize; ②Optimistically view next year's performance prospects, pointing out the coexistence of opportunities and challenges; ③Next year, the certainty of refrigerant price increases is strong, and the competitive landscape has improved somewhat; ④ Non-refrigerants are still in surplus, but the risk of a major drop over the past two years has been released.

cls.cnNov 12 18:13

Chips heat dissipation boost liquid cooling demand Another listed company digs into electronic fluorinated liquid | Speed reading announcement

①Shimao Energy intends to issue shares and pay cash to acquire a controlling stake in Zhanding Technology. After the transaction is completed, Zhanding Technology will become a subsidiary of the company. ②Zhanding Technology mainly produces fluororubbers, fluorinated liquids and other products, serving high-tech industries such as electronics, semiconductor integrated circuit manufacturing, etc. ③The valuation and pricing of Zhanding Technology have not been finally determined yet.

cls.cnNov 11 21:51

china kings resources group Q3 net profit decreased by more than 30%, rare interim report distributing dividends|interpretations

①In the peak season, the company's Q3 net income attributable to shareholders was less than 83 million yuan; ②The company's net profit growth rate has been declining by quarter, far from the institutional forecast target; ③The main reasons for the decline are the shutdown of mines and the downturn in the prosperity of new products such as lithium carbonate; ④The company is optimistic about Q4 expectations, expecting an increase in sales volume and prices on a month-on-month basis.

cls.cnOct 28 21:15

Below expectations? Refrigerant prices are steadily rising, zhejiang juhua's Q3 net profit declined compared to the previous quarter|Interpretations

1. The company's Q3 net profit declined compared to the previous quarter, and investor comments were below expectations; 2. It is becoming increasingly difficult to meet the full-year performance expectations set by the brokerage; 3. The structural contradictions of the product are prominent, with some products continuously dragging down performance; 4. The off-season for refrigerants in Q3 also had an impact, but demand in Q4 has not shown a clear increase.

cls.cnOct 24 21:12

Witness history! The sse composite index surged by 10%! All A-share brokerages hit the limit up! Semiconductors almost all hit the limit up.

After the National Day holiday, the A-share king is back!

Securities TimesOct 8 09:49