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The "Origin Certification" accelerates the localization of Semiconductors, with Analog Chips leading the breakthrough; the leading stocks have surged nearly 30% this week.
①HTSC pointed out that as demand from clients in the Autos, Industry and other sectors gradually recovers, the Analog Chip Industry is entering a stage of mergers and acquisitions; ②Tianfeng believes that the Analog Chip, due to its characteristics of 'narrowing technology gap + low domestic production rate', has become a core breakthrough direction.
Track Hyper | How are Rockchip Electronics' performances in 2024 and Q1 2025?
In 2024, revenue reached a new high, and net profit increased 3.4 times year-on-year; the non-GAAP net profit in Q1 this year increased over 200% year-on-year.
【Data observation】 Institutions and speculative capital are engaged in fierce competition over SG Micro Corp, while Algo funds are selling off multiple Agriculture stocks.
① The Analog Chip Concept stock SG Micro Corp has received a Buy of 0.125 billion from two Institutions while facing a Sell of 0.1 billion from three Institutions; additionally, this stock saw a Sell of 0.211 billion from the CITIC SEC Peking headquarters trading department, while receiving a Buy of over 70 million from the Guotai Junan Shanghai Songjiang Zhongshan Road trading department. ② The Agriculture stocks have collectively experienced a significant drop, with multiple stocks being Sold by Algo funds, among which Heilongjiang Agriculture has been Sold for a total of over 0.17 billion by two Algo positions.
Shengmei Shanghai: It is expected that this year's revenue will reach 7.1 billion yuan, the impact of tariffs is "generally controllable" | Directly covering the Earnings Conference.
①Shengmei Shanghai expects its annual revenue for 2025 to be between 6.5 billion yuan and 7.1 billion yuan, with an average Order release cycle of about 6 to 8 months, and the average gross margin for the whole year of 2025 is expected to remain between 42% and 48%. ②The Shengmei Shanghai Semiconductors equipment research and manufacturing center in Shanghai Lingang is set to reach operational status by June 2025.
Huijin takes action to stabilize! The A-shares' "deep squat" may welcome a recovery window.
Track the entire lifecycle of the main Sector.
Brokerage morning meeting highlights: The USA has increased tariffs on China, but the impact on these industries in the A-shares may be limited.
In today's brokerage morning meeting, GF SEC believes that the USA's tariffs on China have a limited impact on the A-share Computer Industry; China Securities Co.,Ltd. suggested being Bullish on the Innovative Drugs industry that is currently not affected by tariffs; Galaxy Securities stated that Deep Sea Technology has entered a new stage in Global Strategy, focusing on opportunities in core equipment.
