Technology stocks are experiencing another outbreak, igniting market bullish sentiment. Grasping intra-day rotational opportunities remains crucial.
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Mild recovery as the main theme, A-share semiconductor sector welcomes a wave of earnings forecasts. How will the future industry prosperity evolve?
①15 semiconductor companies have announced their performance for the first three quarters, with 11 forecasting growth and 2 reversing losses; ② The moderate recovery of the industry and the rebound in market demand have become the main theme of this round of performance forecasts; ③ Some interviewees believe that only the market for mid- to high-end chips may do well in the second half of the year.
Q3 net profit soared nearly 400 times year-on-year! 14 billion TMA leading company reveals third quarter report | Highlights of post-market announcements
Wenyi Trinity Technology: The controlling shareholder and its concerted parties intend to resume trading of 17.04% of the total share capital at 24.45 yuan per share.
Star Evening News | Hikvision's Q3 net income increased by nearly 200% year-on-year. Effort's shareholders plan to collectively reduce their shareholding by no more than 4%.
Shanghai Municipal Transportation Commission: By 2030, the basic establishment of a "5G+digital twin" smart aviation hub; Domestic photoresist verified by mass production; The US government is reportedly considering restricting nvidia, AMD from selling ai chips to some countries.
HaiGuang Information's Q3 profits surged, Ge Weidong may reduce positions before the main uptrend.
①In the third quarter, Haiguang Information achieved a net income attributable to the mother of 0.672 billion yuan, a year-on-year increase of 199.9%; ②During the reporting period, Ge Weidong's Chaos Investment reduced its shareholding by more than 4.13 million shares; ③If Chaos Investment implements the reduction earlier than September 27, it will miss most of the increase.
Another meeting today! Leading photovoltaic companies discuss pricing mechanisms. The upstream has stabilized, but the downturn in components has not stopped.
①China Photovoltaic Industry Association held a symposium on preventing industry vicious competition, aimed at resolving excess production capacity earlier; ②Such meetings have been held many times, but the effectiveness is good. Currently, component prices continue to fall, and the industry is expecting more specific production reduction plans.
US stocks closed: on the two-year anniversary of this bull market, the S&P and Dow hit new highs, while Chinese stocks collectively strengthened.
①The s&p 500 index welcomes the second anniversary of the bull market, and on Friday, for the first time in history, it stood above the 5800 point integer mark; ②The nasdaq China Golden Dragon Index has risen for two consecutive days; ③Tesla fell by 8%, while uber technologies and Lyft strengthened; ④Boeing announced a 10% workforce reduction.
Driven by the growth in market demand, Haiguang Information's net profit in the first three quarters is expected to increase by more than fifty percent.
1. Preliminarily estimated by its financial department, it is expected that the revenue will reach 5.836 billion yuan to 6.358 billion yuan in the first three quarters of 2024, with a year-on-year growth of 48.02% to 61.26%; 2. Haiguang Information stated that the continuous increase in market demand further drove the rapid growth of the company's revenue.
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!
Shenzhen Transsion Holdings Co., Ltd.: New products will be launched one after another in the second half of the year to continue to implement the shareholding plan | Direct hit at the earnings conference
1. shenzhen transsion holdings co., ltd. will launch new products in the second half of the year, building core capabilities in technologies such as imaging, gaming, AI, charging, and basic experience; 2. Zhu Zhaojiang stated that the current shareholding plan of the company has not been fully implemented yet, and the shareholders will continue to fulfill the relevant shareholding plan.
National Silicon Industry Group: downstream customers of silicon wafers are still destocking | A closer look at the earnings conference
In the first half of 2024, the global semiconductor market overall showed some improvement, but the recovery was slower than expected, and the global silicon wafer shipments still demonstrated a year-on-year decline. Director and CEO of the national silicon industry group, Qiu Ciyun, stated that both customer-side and company's own inventory digestion are ongoing.
Express News | Solar energy stocks are rising across the board, with Enphase Energy, Sunrun, and Canadian Solar up more than 3%, and First Solar, JinkoSolar, and Nextracker up more than 2%.
2024 Service Trade Fair | Interview with Jinkosolar Vice President Qian Jing: Building a factory in Saudi Arabia is the breakthrough for Jinkosolar, and production is expected to start in early 2026.
① Service-oriented manufacturing is the next stage of the photovoltaic manufacturing industry; ② The Middle East market is growing significantly; ③ In the face of industry integration, building factories in Saudi Arabia is a breakthrough path for JingKe.
shenzhen transsion holdings co., ltd.'s financial officer has been detained, serving for as long as 10 years.
①Xiao Yonghui has been the Chief Financial Officer of shenzhen transsion holdings co., ltd. since January 2014. The lawyer said that being placed under coercive measures means that the relevant parties may be subject to coercive measures by the supervisory authorities due to suspicion of illegal or criminal activities. ②Shenzhen Transsion Holdings Co., Ltd. has had outstanding performance in recent years, but it still faces challenges at present.
Star Evening News | Advanced Micro-Fabrication Equipment Inc. China's major shareholder equity changes, Willfar Information Technology won the bid for a 26.13 million yuan national grid procurement project.
1. The State Council: vigorously develop biomedical research and development outsourcing, digital manufacturing outsourcing; 2. Ministry of Industry and Information Technology: plans to implement large-scale equipment digital transformation and upgrading; 3. Shanghai: strive to become an internationally influential live-streaming economic hub by 2026.
Overseas demand growth, Beijing Roborock Technology's Q2 net income increased by over 80% on a quarterly basis, with product sales increasing year-on-year.
① Beijing Roborock Technology stated that overseas revenue has achieved rapid growth due to the rapid increase in overseas consumer demand, and market share has continued to rise. ② With the increasing competition in the floor cleaning robot market, Beijing Roborock Technology admitted that there is a risk of price reduction for similar products in the market as technology progresses and market competition intensifies, which may result in a decrease in the company's gross margin.
Shenzhen Transsion Holdings Co., Ltd. released its semi-annual report: Q2 performance declined compared to the previous quarter, planning to generously distribute a mid-term dividend of 1.7 billion yuan.
In the first half of the year, Shenzhen Transsion Holdings Co., Ltd. achieved revenue of 34.56 billion yuan, a year-on-year increase of 38.07%, and a net income attributable to the parent company increased by 35.70% year-on-year. However, both the revenue and net income of Q2 decreased compared to Q1. Shenzhen Transsion Holdings Co., Ltd. plans to distribute a cash dividend of 1.694 billion yuan for the year, the highest total dividend among the star companies that have announced their mid-term dividend plans for 2024.
Star Market Evening News | Montage Technology's net profit in the first half of the year increased sixfold, and the IPO registration of SciEyes Technology on the Star Market became effective.
1. In the first half of the year, bestechnic (shanghai) co., ltd. saw a 199.76% year-on-year increase in net income; 2. Beijing kingsoft office software, inc shareholders plan to reduce their shareholding by no more than 0.0016%; 3. In the first half of the year, Daquan Energy recorded a net loss of 0.67 billion yuan; 4. In the first half of the year, Shanghai MicroPort Endovascular Medtech (Group) Co., Ltd. saw a 44.36% year-on-year increase in net income.
Another beneficiary of the AI industry wave, Montage Technology's net profit in the first half of the year increased more than six times, with the help of DDR5 penetration.
①In the second quarter, Montage Technology achieved a consecutive increase in net income for 5 quarters, with non-GAAP net income reaching a new high for the same period in history; ②The interconnect chip is the main performance growth point in its second quarter; ③Montage Technology also warns of concentrated customer risks.
WPS responded to the 'crash': the service has been restored, providing 15 days of membership compensation to all users.
According to the official weibo of WPS, the WPS service has been restored after emergency repairs by the engineers.