Group 1 - Tianyu Semiconductor (02658) rebounded over 12% on its second day of listing, reaching a high of 46.16 HKD, still 20% lower than the IPO price of 58 HKD [1] - As of the end of May this year, Tianyu Semiconductor's annual production capacity for 6-inch and 8-inch epitaxial wafers is approximately 420,000 pieces, making it one of the companies with the highest capacity in this field in China [1] - The company's market share in the Chinese market for 2024 is projected to be 30.6% in revenue and 32.5% in sales [1] Group 2 - Revenue for Tianyu Semiconductor is projected to be 437 million, 1.171 billion, and 520 million CNY for the years 2022, 2023, and 2024 respectively, with net profit increasing from 2.814 million to 95.882 million CNY before turning to a loss of 500 million CNY in 2024 [1] - In the first five months of 2025, the company achieved revenue of 257 million CNY and a net profit of 9.515 million CNY [1] - The decline in performance for 2024 is attributed to reduced market prices for silicon carbide epitaxial wafers and decreased overseas sales, as noted by Guoyuan International [1] Group 3 - Hubble Technology, affiliated with Huawei, holds shares in Tianyu Semiconductor, which is expected to provide significant growth potential for the company's business in the medium to long term [1]
港股异动 天域半导体(02658)上市次日反弹逾12% 仍较招股价低20%