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华虹公司第二季度营收5.661亿美元,预估5.625亿美元
Xin Lang Cai Jing· 2025-08-07 08:42
华虹公司第二季度净利润795万美元,预估1,280万美元。第二季度毛利率10.9%,预估8.34%。第二季度 资本支出4.077亿美元,预估5.794亿美元。华虹公司预计第三季度营收6.20亿美元至6.40亿美元。华虹公 司预计第三季度毛利率10%至12%,预估9.23%。 ...
中芯国际涨0.87%,成交额24.19亿元,近3日主力净流入7817.13万
Xin Lang Cai Jing· 2025-08-06 07:49
Core Viewpoint - SMIC (Semiconductor Manufacturing International Corporation) is a leading integrated circuit manufacturing company in China, showing strong financial performance and significant market presence in the semiconductor industry [3][7]. Company Overview - SMIC is the largest and most advanced integrated circuit manufacturing enterprise in mainland China, providing a range of services including wafer foundry, design services, and IP support [3]. - The company was established on April 3, 2000, and went public on July 16, 2020. Its main business revenue composition includes 92.13% from integrated circuit wafer manufacturing, 6.68% from other services, and 1.19% from supplementary services [7]. - As of March 31, 2025, SMIC reported a revenue of 16.301 billion yuan, representing a year-on-year growth of 29.44%, and a net profit of 1.356 billion yuan, with a significant increase of 166.50% year-on-year [7]. Investment and Market Position - The company has received investment from the National Integrated Circuit Industry Investment Fund, holding a 1.61% stake in SMIC [2]. - SMIC ranks second globally among pure-play foundries and is the top player among mainland Chinese companies [3]. Stock Performance - On August 6, SMIC's stock price increased by 0.87%, with a trading volume of 2.419 billion yuan and a market capitalization of approximately 724.998 billion yuan [1]. - The average trading cost of SMIC's shares is 90.52 yuan, with the stock currently near a support level of 90.50 yuan [6]. Shareholder Information - As of March 31, 2025, SMIC had 258,000 shareholders, with an average of 8,042 shares held per shareholder, reflecting a decrease of 3.82% from the previous period [7]. - Major shareholders include various ETFs, with notable reductions in holdings among top shareholders [8].
中芯国际跌0.08%,成交额17.62亿元,今日主力净流入-7477.47万
Xin Lang Cai Jing· 2025-08-05 08:03
Core Viewpoint - SMIC (Semiconductor Manufacturing International Corporation) is a leading integrated circuit manufacturing company in China, with significant investments and a strong position in the AI and semiconductor sectors [2][3]. Group 1: Company Overview - SMIC is the largest and most advanced integrated circuit manufacturing enterprise in mainland China, providing a range of services including wafer foundry, design services, and IP support [3]. - The company specializes in various technology nodes ranging from 0.35 microns to 14 nanometers, with wafer foundry services accounting for 92.13% of its revenue [7]. - As of March 31, 2025, SMIC reported a revenue of 16.301 billion yuan, representing a year-on-year growth of 29.44%, and a net profit of 1.356 billion yuan, which is a 166.50% increase compared to the previous year [7]. Group 2: Investment and Market Position - SMIC has received investment from the National Integrated Circuit Industry Investment Fund, holding a 1.61% stake in the company [2]. - The company ranks second globally among pure-play foundries and first among enterprises in mainland China based on the latest sales figures for 2024 [3]. - The AI 50 Index, which focuses on AI-related capabilities, includes SMIC as a key player, highlighting its importance in the AI and semiconductor landscape [2][3]. Group 3: Market Activity - On August 5, SMIC's stock price decreased by 0.08%, with a trading volume of 1.762 billion yuan and a market capitalization of 718.746 billion yuan [1]. - The stock has shown no significant trend in net inflow from major investors, indicating a dispersed holding pattern among shareholders [4][5].
破发股芯联集成上半年减亏 2023年上市募110亿连亏两年
Zhong Guo Jing Ji Wang· 2025-08-05 06:55
Core Viewpoint - ChipLink Integrated (688469.SH) reported a revenue of 34.952 billion yuan for the first half of 2025, marking a year-on-year growth of 21.38% [1][3] Financial Performance - The company achieved a net profit attributable to shareholders of -170 million yuan, a reduction in losses by 63.82% compared to the previous year [1][3] - The net profit attributable to shareholders after deducting non-recurring gains and losses was -536 million yuan, reducing losses by 31.11% year-on-year [1][3] - The total profit for the period was -937 million yuan, reflecting a loss reduction of 16.88% compared to the same period last year [3] - The net cash flow from operating activities was 981 million yuan, an increase of 77.10% year-on-year [1][3] Future Projections - For the years 2023 and 2024, the projected revenues are 5.324 billion yuan and 6.509 billion yuan, respectively [3] - The projected net losses attributable to shareholders for 2023 and 2024 are -1.958 billion yuan and -962 million yuan, respectively [3] - The projected net losses after deducting non-recurring gains and losses for 2023 and 2024 are -2.262 billion yuan and -1.410 billion yuan, respectively [3] Company Name Change - The company announced a change in its Chinese name from "Shaoxing Zhongxin Integrated Circuit Manufacturing Co., Ltd." to "ChipLink Integrated Circuit Manufacturing Co., Ltd." effective December 6, 2023 [4]
芯联集成: 芯联集成电路制造股份有限公司第二届监事会第七次会议决议公告
Zheng Quan Zhi Xing· 2025-08-04 16:22
证券代码:688469 证券简称:芯联集成 公告编号:2025-045 芯联集成电路制造股份有限公司 第二届监事会第七次会议决议公告 本公司监事会及全体监事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性依法承担法律责任。 一、 监事会会议召开情况 芯联集成电路制造股份有限公司第二届监事会第七次会议于 2025 年 8 月 1 日以现场结合通讯的方式召开。会议通知于 2025 年 7 月 22 日向全体监事发出。 会议应出席监事 5 人,实际出席监事 5 人,会议由监事会主席王永先生主持。会 议的召集和召开符合《中华人民共和国公司法》等法律法规和《公司章程》的有 关规定。 二、监事会会议审议情况 监 事会认 为 :公司 2025 年半年 度报告 的编制和审 核程序 符合 法律、 行 政 法 规、公 司章程 和 公司内 部管理制度 的相关 规定 ;公司 2025 年半 年 度报告的内容和格式符合法律、行政法规、中国证券监督管理委员会和 上海证券交易所的相关规定,该报告内容真实、准确、完整反映了公司 的 实 际 情况。 综 上,监 事 会同意 公 司编制 的 2025 ...
芯联集成2025年上半年主营收入同比增近25% 单季度归母净利首次转正
Core Insights - The company reported a revenue of 3.495 billion yuan for the first half of 2025, representing a year-on-year growth of 21.38% [1] - The main revenue reached 3.457 billion yuan, with a year-on-year increase of 24.93% [1] - The company achieved a net profit of 12 million yuan in the second quarter, marking its first positive quarterly profit [1] - The gross margin for the first half was 3.54%, an increase of 7.79 percentage points year-on-year [1] - Operating cash flow net amount was 981 million yuan, up 77.10% year-on-year [1] - EBITDA exceeded 1.1 billion yuan [1] Business Performance - The company’s operational efficiency improved, with significant growth in the new energy and AI sectors [2] - Revenue from the automotive sector grew by 23% year-on-year, while the industrial control sector saw a 35% increase [2] - R&D investment reached 964 million yuan, a growth of over 10% [2] - The company has established over 10 new projects for 6-inch SiC MOSFETs and has entered mass production with five new automotive clients [2] - The first domestic 8-inch SiC production line has achieved mass production, with key performance indicators leading the industry [2] AI Business Development - AI business contributed 6% to the company's revenue [4] - The company provides a comprehensive chip system foundry solution for AI infrastructure, covering power devices, driver ICs, and more [4] - The second-generation high-efficiency power management chip platform for data centers was launched, with key customer adoption [4] - The company has developed China's first 55nm BCD integrated DrMOS chip, which has completed customer validation [4] Product Innovations - The company has established a complete series of wind-solar-storage products and has formed close collaborations with leading industry clients [3] - The industrial frequency conversion module using self-developed micro-groove field cutoff technology has entered mass production [3] - The number of analog IC foundry products increased by 140%, with a 25% growth in customer numbers [3] Market Position - The company ranks third in the national installation volume of silicon carbide power modules and fourth in the installation volume of main drive power modules for new energy vehicles [2]
上半年我国经济稳中有进
Zhong Guo Hua Gong Bao· 2025-08-04 05:58
Core Insights - The National Development and Reform Commission (NDRC) reported that China's economy showed resilience and performed better than expected in the first half of the year, achieving high-quality development with increasing "gold content" [1] Economic Performance - China's GDP grew by 5.3% year-on-year in the first half of the year, which is an increase of 0.3 percentage points compared to the same period last year and the full year [1] - The contribution rate of domestic demand to economic growth reached 68.8%, indicating that it continues to be the main driving force for growth [1] Sectoral Highlights - The equipment manufacturing sector demonstrated strong performance, with an added value growth of 10.2% [1] - Emerging industries such as smart unmanned aerial vehicle manufacturing, smart vehicle-mounted equipment manufacturing, and integrated circuit manufacturing are rapidly developing, showcasing significant innovation capabilities [1] - The added value of high-tech manufacturing increased by 9.5% in the first half of the year [1]
7月份96%普通股票型基金上涨 中欧医疗创新涨26%
Zhong Guo Jing Ji Wang· 2025-08-03 23:20
资料显示,永赢医药健康在今年二季度的前十大重仓股为舒泰神、热景生物、益方生物、泰恩康、奥赛 康、康辰药业、荣昌生物、神州细胞、迪哲医药、汇宇制药。从股价走势看,其第一大重仓股舒泰神单 月涨幅近40%,如果从5月份开始,该股在三个月的时间里股价涨幅竟然高达5倍。而第二和第三大重仓 股也在7月份分别上涨了近40%和45%以上。 永赢医药健康的现任基金经理为单林,其在今年3月份开始管理该基金,4月8日独自管理至今。从履历 上看,单林始终坚守在医药研究领域,其曾任东方证券股份有限公司医药研究员;长江证券股份有限公 司医药研究员,2023年加入永赢基金管理有限公司。 财通集成电路产业股票则由金梓才管理,其现任财通基金管理有限公司党委委员、副总经理、权益投资 总监、基金投资部总经理、基金经理,累计管理公募基金将近11年。今年二季报显示,其持有的前十大 重仓股为仕佳光子、生益电子、新易盛、中际旭创、天孚通信、太辰光、工业富联、长芯博创、德科 立、汇绿生态。尽管与一季度相比已经全部变更,但好在仕佳光子、新易盛、中际旭创等多只个股的单 月涨幅都超过了40%,极大拉动的该基金业绩表现。 今年以来,生物医药板块持续大涨,令众多医药 ...
中国经济发展“含金量”不断提高
Economic Performance - China's economy showed resilience in the first half of the year, with GDP growth of 5.3%, an increase of 0.3 percentage points compared to the same period last year [2] - Domestic demand contributed 68.8% to economic growth, highlighting its role as the main driver [2] - Exports grew by 7.2%, with total import and export volume exceeding 20 trillion yuan [2] New Growth Drivers - Emerging industries such as artificial intelligence, domestic processors, and innovative pharmaceuticals are rapidly developing [2] - New sectors like smart drones and integrated circuits are thriving, showcasing strong innovation capabilities [2] Consumption Trends - Retail sales of consumer goods increased by 5% in the first half of the year, with notable growth in household appliances and new energy vehicles [7] - The government is implementing various policies to boost consumption and enhance consumer capacity [7] National Market Development - The establishment of a unified national market is progressing, with inter-provincial trade sales accounting for 40.4% of total sales, up 0.6 percentage points year-on-year [4] - Cross-provincial electricity trading volume increased by 18.2%, indicating reduced market transaction costs [4] Policy Implementation - The National Development and Reform Commission (NDRC) plans to strengthen economic monitoring and timely policy adjustments to stabilize employment and market expectations [3] - A total of 800 billion yuan for "two重" construction projects has been allocated, with further funding planned to support consumption [8]
中国经济发展“含金量”不断提高(年中经济观察)
Economic Performance - China's GDP grew by 5.3% year-on-year in the first half of the year, an increase of 0.3 percentage points compared to the same period last year and the entire previous year [2] - Domestic demand contributed 68.8% to economic growth, continuing to be the main driving force [2] - Exports increased by 7.2%, with total import and export scale reaching 20 trillion yuan [2] Consumer Market - Retail sales of consumer goods increased by 5% in the first half of the year, with growth accelerating by 0.4 percentage points compared to the first quarter [7] - Notable growth in specific sectors: retail sales of home appliances and communication equipment rose by 30.7% and 24.1% respectively, while new energy vehicle sales surged by 40.3% [7] - Various departments have implemented significant policies and activities to boost consumption [7] National Market Development - The construction of a unified national market has made positive progress, with inter-provincial trade sales accounting for 40.4% of total sales revenue, an increase of 0.6 percentage points year-on-year [4] - The volume of cross-regional electricity transactions increased by 18.2% year-on-year, with market-based transaction volume rising by 2.6 percentage points [4] Policy Measures - The National Development and Reform Commission (NDRC) plans to enhance economic monitoring and policy research, focusing on stabilizing employment, businesses, and market expectations [3] - The NDRC has allocated 800 billion yuan for "two heavy" construction projects and 735 billion yuan for central budget investments, with plans for further funding to support consumption [8]