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中芯国际跌2.17%,成交额86.64亿元,后市是否有机会?
Xin Lang Cai Jing· 2025-08-26 08:38
Core Viewpoint - SMIC's stock experienced a decline of 2.17% on August 26, with a trading volume of 8.664 billion yuan and a market capitalization of 806.06 billion yuan [1] Group 1: Company Overview - SMIC is the largest integrated circuit manufacturing enterprise group in mainland China, known for its advanced technology and comprehensive support [3] - The company's main business includes integrated circuit wafer foundry services based on various technology nodes and platforms, along with design services, IP support, and photomask manufacturing [3] - As of March 31, SMIC's revenue for the first quarter of 2025 reached 16.301 billion yuan, representing a year-on-year growth of 29.44%, while net profit attributable to shareholders was 1.356 billion yuan, up 166.50% year-on-year [7] Group 2: Investment and Shareholding - The National Integrated Circuit Industry Investment Fund holds a 1.61% stake in SMIC [2] - As of March 31, 2025, SMIC had 258,000 shareholders, an increase of 3.69% from the previous period, with an average of 8,042 circulating shares per shareholder, a decrease of 3.82% [7] - Major shareholders include various ETFs, with notable reductions in holdings observed among several funds [8] Group 3: Market Position and Performance - SMIC ranks second globally among pure wafer foundry companies and first among enterprises in mainland China based on the latest sales figures for 2024 [3] - The average trading cost of SMIC's shares is 92.90 yuan, with the stock currently trading between resistance at 109.24 yuan and support at 88.19 yuan, suggesting potential for short-term trading strategies [6]
中芯国际港股短线拉升
Di Yi Cai Jing· 2025-08-25 06:46
中芯国际港股短线拉升,涨幅扩大至5.27%,成交额37.63亿港元,总市值5862.45亿港元。 (本文来自第一财经) ...
中芯国际上涨5.88%,报96.4元/股
Jin Rong Jie· 2025-08-22 02:11
2024年1月-9月,中芯国际实现营业收入418.79亿元,同比增长26.53%;归属净利润27.06亿元,同比减 少26.36%。 本文源自:金融界 8月22日,中芯国际盘中上涨5.88%,截至09:57,报96.4元/股,成交47.79亿元,换手率2.55%,总市值 7698.82亿元。 资料显示,中芯国际集成电路制造有限公司位于PO Box 2681, Cricket Square, Hutchins Drive, Grand Cayman, Cayman Islands,公司是一家全球领先的集成电路晶圆代工企业,其主要业务是提供8英寸和12 英寸晶圆的制造与技术服务。公司在全球范围内设有多座晶圆厂和营销办事处,拥有强大的工艺制造能 力和产能优势,为全球客户提供服务。 截至9月30日,中芯国际股东户数23.6万,人均流通股3.38万股。 作者:行情君 ...
中芯国际8月20日获融资买入15.36亿元,融资余额93.26亿元
Xin Lang Cai Jing· 2025-08-21 05:35
Group 1 - On August 20, SMIC's stock rose by 3.28% with a trading volume of 7.756 billion yuan [1] - The financing data for SMIC on the same day showed a net financing purchase of 474 million yuan, with total financing and securities balance reaching 9.346 billion yuan [1] - The financing balance of SMIC accounted for 5.08% of its circulating market value, indicating a high level compared to the past year [1] Group 2 - As of March 31, SMIC had 258,000 shareholders, an increase of 3.69% from the previous period [2] - For the first quarter of 2025, SMIC reported a revenue of 16.301 billion yuan, a year-on-year increase of 29.44%, and a net profit of 1.356 billion yuan, up 166.50% year-on-year [2] - The top ten circulating shareholders of SMIC saw reductions in their holdings, with notable decreases from various ETFs [2]
7月经济发展“进”的步伐稳健 高质量发展取得新成效
Economic Performance Overview - In July, the industrial added value of large-scale enterprises increased by 5.7% year-on-year, indicating stable growth in production supply [1][2] - The total retail sales of consumer goods rose by 3.7% year-on-year, with retail sales of goods increasing by 4% [2][4] - The total import and export volume of goods grew by 6.7% year-on-year, reflecting resilience in foreign trade [1][2] Sectoral Growth Insights - The equipment manufacturing sector saw an increase of 8.4% in added value, outpacing the overall industrial growth rate [2] - High-tech manufacturing added value grew by 9.3%, continuing to exceed the industrial growth rate [3] - The production index for information transmission, software, and IT services rose by 11.9%, while leasing and business services increased by 8% [3] Consumer Market Dynamics - The combined retail of goods and services is estimated to have grown by around 5% year-on-year from January to July, indicating a stable upward trend in consumption [4][5] - The "old for new" consumption policy has positively impacted sales of home appliances, cultural office supplies, furniture, and communication equipment, with respective growth rates of 28.7%, 13.8%, 20.6%, and 14.9% [4] - The tourism and leisure sectors experienced double-digit growth in retail sales, driven by increased consumer demand during the summer [4] Policy and Future Outlook - The government plans to continue implementing measures to boost consumption, focusing on expanding both goods and service consumption [5][7] - Despite facing challenges, the long-term supportive conditions for economic growth remain unchanged, with a focus on stabilizing employment, enterprises, and market expectations [7][8] - The International Monetary Fund has raised its growth forecast for China's economy by 0.8 percentage points, reflecting increased confidence from the international community [8]
明微电子:上半年亏损3535.59万元,同比由盈转亏
人民财讯8月19日电,明微电子(688699)8月19日晚间披露2025年半年报,公司上半年实现营业收入2.86 亿元,同比下降1.64%;归母净利润为-3535.59万元,同比由盈转亏。基本每股收益-0.33元。传统产品 领域竞争加剧的局面仍未缓解,相应收入、毛利率均有所下降,同时相应资产减值损失亦增加,几方面 综合影响导致报告期经营业绩下滑。 ...
我国新质生产力稳步发展
Zhong Guo Hua Gong Bao· 2025-08-19 02:59
Group 1 - The core viewpoint emphasizes the integration of technological and industrial innovation, driving high-quality development in China through new productive forces [1] Group 2 - Continuous emergence of innovative achievements, highlighted by the domestic AI model trend and robotics competitions [1] - Rapid growth of emerging industries, with high-tech industries maintaining a fast growth rate; in July, the value added of integrated circuit manufacturing and electronic special materials manufacturing increased by 26.9% and 21.7% year-on-year, respectively [1] Group 3 - The digital economy is developing rapidly, with the value added of the digital product manufacturing industry increasing by 8.4% year-on-year in July; the integration of AI with the real economy is becoming closer, enriching application scenarios [1] Group 4 - Green development is improving quality and efficiency, with the production of new energy vehicles and lithium-ion batteries increasing by 17.1% and 29.4% year-on-year in July, respectively; production of carbon fiber and bio-based chemical fibers increased by 43.8% and 19.8% [1] - The effects of large-scale equipment renewal policies are continuously being released, creating favorable conditions for traditional industries to accelerate equipment updates and technological transformations [1]
中芯国际股价微涨0.51% 南向资金连续5日净买入
Jin Rong Jie· 2025-08-18 17:02
Core Viewpoint - SMIC's stock price has shown a slight increase, indicating positive market sentiment and ongoing investment interest from southbound funds [1] Group 1: Company Overview - SMIC is the largest and most advanced integrated circuit manufacturing enterprise in mainland China, specializing in wafer foundry and related services [1] - The company provides wafer foundry and technical services across various technology nodes ranging from 0.35 microns to 14 nanometers [1] Group 2: Market Performance - The latest stock price of SMIC is reported at 92.31 yuan, with an increase of 0.47 yuan from the previous trading day [1] - During the trading session, the stock reached a high of 95.17 yuan and a low of 91.36 yuan, with a total trading volume of 7.75 billion yuan [1] Group 3: Investment Activity - Southbound funds have been consistently increasing their holdings in SMIC, with net purchases for five consecutive trading days, totaling 1.036 billion Hong Kong dollars [1] - On August 18, a single-day net purchase amounted to 163 million Hong Kong dollars [1]
国家统计局新闻发言人就2025年7月份国民经济运行情况答记者问
中汽协会数据· 2025-08-18 08:02
Core Viewpoint - The economic performance in July 2025 demonstrates resilience and vitality despite external pressures and adverse weather conditions, with steady growth in production, consumption, and investment, alongside stable employment and prices [7][10][20]. Economic Performance Overview - The industrial output in July showed a year-on-year increase of 5.7%, with the equipment manufacturing sector growing by 8.4%, indicating strong industrial growth [7][51]. - The service sector also performed well, with a production index growth of 5.8% in July, driven by increased tourism and related services [7][15]. - Social retail sales increased by 3.7% year-on-year in July, with a notable 4% growth in goods retail [8][14]. - Fixed asset investment grew by 1.6% from January to July, with significant contributions from equipment updates and manufacturing investments [8][45]. Trade and Employment - The total import and export volume increased by 6.7% year-on-year in July, reflecting the resilience of foreign trade despite a complex international environment [8][31]. - The urban unemployment rate remained stable at 5.2%, indicating a steady employment situation [9][20]. New Growth Drivers - High-tech manufacturing saw a 9.3% increase in output, with significant growth in sectors like integrated circuits and new energy vehicles [10][38]. - The digital economy is rapidly developing, with a 8.4% increase in digital product manufacturing in July [10][38]. Consumer Trends - Consumer demand is being stimulated by policies such as the "old for new" consumption initiative, leading to increased sales in home appliances and cultural products [8][14]. - The service sector is experiencing growth, particularly in tourism and digital services, with a notable increase in transportation and cultural service indices [15][56]. Investment Landscape - Investment in manufacturing is growing, with a 6.2% increase in manufacturing investment from January to July, particularly in textiles and automotive sectors [45][46]. - Infrastructure investment is also on the rise, with water management and information transmission sectors seeing significant growth [46][47]. Policy Impact - The implementation of proactive macroeconomic policies is supporting production and investment growth, with a focus on stabilizing employment and market expectations [10][23]. - The government's commitment to deepening reform and opening up is enhancing the resilience and vitality of the economy [21][32].
国民经济稳中有进 新质生产力稳步发展
Sou Hu Cai Jing· 2025-08-18 02:04
Economic Performance - The industrial added value above designated size increased by 5.7% year-on-year, manufacturing investment grew by 6.2%, and total goods import and export rose by 6.7% in July [1] - The macroeconomic policies have shown effectiveness, allowing the national economy to maintain a stable and progressive development despite external complexities and extreme weather conditions [1] Technological and Industrial Innovation - There is a deep integration of technological and industrial innovation, leading to a high-quality increase in innovation supply, which continuously supports the development of emerging industries [2] - High-tech industries with higher technological content and added value maintained rapid growth, with the integrated circuit manufacturing and electronic materials manufacturing industries' added value increasing by 26.9% and 21.7% respectively in July [2] Digital Economy - The digital economy is performing well, with the added value of the digital product manufacturing industry above designated size increasing by 8.4% year-on-year in July [2] - The rapid development of artificial intelligence is increasingly integrating with the real economy, enriching application scenarios, and leading to significant growth in smart products, such as an 80.8% increase in smart unmanned aerial vehicle manufacturing [2] Green Development - The focus on green low-carbon development is creating new growth areas, with the production of new energy products like electric vehicles and lithium-ion batteries increasing by 17.1% and 29.4% respectively [2] - The added value of the waste resource comprehensive utilization industry grew by 11.7% year-on-year, indicating a rising "green content" in economic development [2] Traditional Industries - Traditional industry enterprises are enhancing their core competitiveness through the introduction of new processes, technologies, and concepts, leveraging flexible production and rapid response advantages [3] - Despite facing risks and challenges, the economic foundation remains stable, with strong advantages and potential, supporting a long-term positive trend [3]