Semiconductor Industry Recovery

Search documents
强势霸屏!连续两天“20cm封板”,长川科技预计前三季度利润同比翻倍
Hua Xia Shi Bao· 2025-09-28 02:04
华夏时报记者 谢碧鹭 北京报道 长川科技(300604)今年以来股价走势 今年以来,半导体板块强势崛起,资金密集涌入推动板块内掀起涨停热潮。在行业风口之下,长川科技 9月23日至24日连续两日收获"20cm涨停",股价从66.89元/股飙升至96.32元/股,引发投资者关注。此后 两个交易日,该股小幅震荡,26日收涨约1%,至95.6元/股。 就在9月22日晚,长川科技对外发布了前三季度的业绩预告,归属净利润预计达8.27亿至8.77亿元,同比 实现翻倍。此前披露的一则收购信息,亦强化了投资者的信心。不过,仔细剖析不难看出,长川科技近 几年来的业绩和经营活动产生的现金流量净额存在波动,而且应收账款不断攀升。 此前的9月9日,长川科技发布公告称,公司根据发展战略需要,为了优化整合产业资源,提升公司综合 竞争力,拟通过自有资金及银行并购贷款的方式,以1.19亿元收购科为升视觉技术(苏州)有限公司部分 股权。本次交易完成后,公司将持有科为升100%的股权。 市值已突破600亿元大关 在行业风口下,长川科技的近期表现堪称"现象级"。9月23日至24日,公司股价连续斩获"20cm涨停", 从66.89元/股飙升至96. ...
连续两日获资金净流入,科创芯片ETF(588200)盘中成交额突破5亿元,机构:半导体产业竞争格局有望加速出清修复
2 1 Shi Ji Jing Ji Bao Dao· 2025-05-08 02:48
Group 1 - The A-share market showed positive performance with all three major indices rising, particularly the ChiNext index which increased by over 1.1% [1] - The Sci-Tech Chip ETF (588200) experienced a decline of 0.75% but had a trading volume exceeding 500 million yuan, indicating active trading [1] - The Sci-Tech Chip ETF has seen a net inflow of over 680 million yuan over the past two days, reflecting strong investor interest [1] Group 2 - In 2024, unprofitable companies on the Sci-Tech Board achieved a record revenue of 174.48 billion yuan, marking a 24% year-on-year growth, surpassing the overall revenue growth of the sector [2] - The net losses of these unprofitable companies decreased significantly by 36%, totaling 13.64 billion yuan [2] - The semiconductor industry is expected to experience a comprehensive recovery by 2025, with improved competitive dynamics and profitability for related companies [2] - The HBM industry chain is anticipated to grow rapidly due to increased demand from advanced computing chips, while the storage chip sector is expected to recover as supply constraints ease and AI drives demand for various memory types [2]