Domestic Semiconductors equipment manufacturers discuss how to break through in the Industry: The prosperity of end terminals like AI is being transmitted to the equipment sector, and tariff policies do not change the opportunities for growth overseas.
① Many semiconductor equipment manufacturers have stated that their product demand in this year's market is driven by growth in AI, 5G, Internet of Things, New energy Fund vehicles, and other emerging applications, leading to a continued rebound in the overall industry situation; ② Despite the intense changes in international trade policies, domestic semiconductor equipment manufacturers remain bullish on growth opportunities in overseas markets, and strengthen cooperation with domestic and foreign peers, customers, suppliers, etc. to jointly mitigate risks.
Micro-Tech's performance in 2024 remains stable, driven by the growth in endoscopy and tumor intervention business.
① The company achieved revenue of 2.755 billion yuan for the entire year, a year-on-year increase of 14.26%; net income attributable to shareholders was 0.553 billion yuan, a year-on-year increase of 13.85%; the non-recurring net income was 0.544 billion yuan, with a year-on-year growth rate of 17.48%. ② The high incidence of gastrointestinal cancer has driven the demand for endoscopic diagnostic equipment, while early diagnosis and treatment policies for cancer have further enhanced market potential.
BOE Technology Group's Q1 performance saw double growth: Net income surged by 64%, and R&D investment continued to increase | Earnings Reports insights.
In the first quarter, BOE's revenue reached 50.6 billion yuan, a year-on-year increase of 10.27%. More notably, the company's net income attributable to shareholders reached 1.614 billion yuan, a significant increase of 64.06% year-on-year. The net income after deducting non-recurring gains and losses was 1.352 billion yuan, skyrocketing 126.56% year-on-year, reflecting a significant improvement in the profitability of the company's core business.
Shenzhen Mindray Bio-Medical Electronics' Q1 revenue decreased by 12.12% year-on-year, and Net income decreased by 16.81% year-on-year | Earnings Reports Insights.
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Nanjing King-Friend Biochemical Pharmaceutical turned a profit last year, but its net profit in Q1 this year halved year-on-year | Interpretations
① After clearing the inventory risk of heparin Active Pharmaceutical Ingredient, Nanjing King-Friend Biochemical Pharmaceutical successfully turned losses into profits last year; ② The impact of centralized procurement mainly reduced the gross margin of key products, with pressure continuing into this year, and the first quarter's Net income nearly halved; ③ Tariffs from the USA have not yet had a significant impact on the company's Business, but the company will focus on developing markets outside the USA.
Last year's net income increased by over 10% year-on-year. XCMG Construction Machinery: This year, there will be an increased focus on mining machinery and other XINXINGCHANYE.| Earnings Reports Summary.
In 2024, XCMG Construction Machinery's revenue is expected to decrease by 1.28% year-on-year, while the net income attributable to the parent company is expected to increase by 12.2%; This year, the company will focus on developing new industries such as mining machinery; The company's Operation plan shows that in 2025, the company anticipates a revenue growth of over 10% year-on-year.
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起 OP Remoortel : Hmmmm but the record date is before the exdate