There is a supply-demand imbalance! Industry giants are operating at full capacity, and the semiconductors industry chain is expected to further recover.

①According to industry reports, taiwan semiconductor's 3nm process capacity utilization rate will reach 100% in the first half of next year, with 5nm even more popular, and the capacity utilization rate will reach 101%, which is overload operation. ②tianfeng Securities pointed out that in recent years, the country has vigorously supported the technology industry, and China's semiconductor industry chain localization has ushered in an opportunity.

cls.cnNov 14 08:06

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

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

Leading explosive financial report confirms the hot demand for HBM, which semiconductor companies in A-shares are likely to benefit?

①SK Hynix announced its third-quarter performance, with HBM sales increasing by more than 330% year-on-year; ②Bank of America expects that SK Hynix's HBM sales in the next two years will reach $9.2 billion and 15.8 billion respectively; ③Brokerage view suggests focusing on new materials related to AI investment themes such as computing power, storage, and advanced packaging.

cls.cnOct 24 11:19

The overall weakness of the fluorine chemical industry is not concealed by the soaring refrigerant prices. Zhejiang Juhua's net profit in Q2 is lower than the peak in the same period of 2022. interpretations

① In Q2, the net profit attributable to shareholders of Zhejiang Juhua was 0.524 billion yuan, lower than the same period of 2022; ② H1 net profit attributable to shareholders increased by 70.31% YoY, facing greater profit growth pressure in H2; ③ Refrigerants performed well while other fluorine chemical products dragged down performance; ④ The company's diversification strategy does not currently have an advantage in the industry.

cls.cnAug 22 23:59