Shannon Semi(SZ:300475) Huan Qiu Lao Hu Cai Jing·2025-10-22 02:17Core Viewpoint - The announcement of a shareholder reduction by Wuxi High-tech Zone New Momentum Industry Development Fund has not hindered the stock price of Shannon Semiconductor, which continues to rise, reflecting strong market performance and investor confidence [1][2]. Group 1: Shareholder Reduction Announcement - Wuxi High-tech Zone New Momentum Industry Development Fund plans to reduce its holdings by up to 4.6377 million shares, accounting for 1% of the total share capital, within three months after the announcement [1]. - The fund currently holds a 5.13% stake in Shannon Semiconductor and acquired shares at a price of 24.65 yuan per share, totaling approximately 587 million yuan [1][2]. Group 2: Stock Performance - Following the announcement, Shannon Semiconductor's stock price reached a new high, closing at 104.9 yuan per share, representing a 9.03% increase, with a market capitalization of 48.65 billion yuan [1]. - The New Momentum Fund has realized over three times its investment, with a cumulative floating profit of 1.9 billion yuan from the stock price increase of over 200% since early August [2]. Group 3: Market Dynamics - The surge in Shannon Semiconductor's stock price is closely linked to a price increase trend in the storage chip market, with major manufacturers like Samsung and Micron raising prices significantly [2]. - Recent reports indicate that Samsung plans to increase DRAM prices by 15% to 30% and NAND flash prices by 5% to 10%, while Micron has raised its prices by approximately 20% [2]. Group 4: Company Performance - In the first half of 2025, Shannon Semiconductor achieved a revenue of 17.123 billion yuan, a year-on-year increase of 119.35%, and a net profit attributable to shareholders of 158 million yuan, up 0.95% [3]. - The company generated over 80% of its revenue from overseas markets, with overseas revenue accounting for 84.32% of total revenue [3].