[Data Analysis] Block orders of IM futures significantly increased their long positions, with funds from multiple sources joining hands to rush to subscribe to China Wafer Level CSP.

①The main contract for IM futures saw a significant increase in long positions by over 7,000 lots, with the number of additional positions clearly exceeding the short positions. ②Chip stock China Wafer Level CSP attracted institutions, speculative funds, and algo funds to buy in, with Huaxin Securities Shanghai Wanping South Road branch buying 0.26 billion.

cls.cnNov 12 18:05

Just ten days after the failed trade with Deppon Technology, Huawai Electronics plans to acquire 100% equity of Huahai Chengke.

1. Deppon Technology previously announced that the pricing range for the preliminary negotiation of 100% equity of Huawei Electronics is between 1.4 billion yuan and 1.6 billion yuan; 2. At that time, Huawei Electronics made performance commitments, expecting to achieve a net income of not less than 53 million yuan in 2024; 3. Huawei Electronics has undergone two rounds of financing, invested by China Merchants Venture Capital and Wynn Group respectively.

cls.cnNov 12 07:59

The rise of the domestic substitution concept! ZTE's straight rise exceeds 10%, semiconductors stocks are soaring one after another.

ZTE's stock price hit the daily limit, reaching a new high of more than 1 year, with over 1.5 million shares blocked. Lately, companies whose names start with the middle letter have frequently seen a bullish trend. Previously, China Greatwall Technology Group had consecutive trading limit up, China National Software & Service has also been consistently bullish, and Dawning Information Industry hit a historical high.

Brokers in ChinaNov 11 11:22

Sales orders increase, China Hua Ocean sincere science net profit in the first three quarters compared with the same period last year increased by nearly 50%, but net profit declined year-on-year in Q3.

① Huahaichengke's net income increased in the first three quarters, mainly due to the increase in sales orders, the impact of input tax deduction for preferential tax policies, and the increase in interest on large amount of deposits; ② gmc products have passed assessments from multiple customers, and the self-developed gmc manufacturing special equipment is ready for mass production and continues to be optimized.

cls.cnOct 24 22:14

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

It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.

①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.

cls.cnOct 18 13:13