Shengmei Shanghai: It is expected that this year's revenue will reach 7.1 billion yuan, the impact of tariffs is "generally controllable" | Directly covering the Earnings Conference.

①Shengmei Shanghai expects its annual revenue for 2025 to be between 6.5 billion yuan and 7.1 billion yuan, with an average Order release cycle of about 6 to 8 months, and the average gross margin for the whole year of 2025 is expected to remain between 42% and 48%. ②The Shengmei Shanghai Semiconductors equipment research and manufacturing center in Shanghai Lingang is set to reach operational status by June 2025.

cls.cnApr 10 07:55 ET

The domestic Semiconductors Industry Chain continues to advance rapidly, and the Industry is expected to迎来 a Gold development period.

According to media reports, statistics indicate that among listed companies that have disclosed their performance, over 90% of Semiconductor equipment companies are profitable, and several listed companies are engaged in capital operations, conducting industry consolidation or participating in industry investments. CITIC SEC Research Reports state that leading domestic Semiconductor equipment and materials manufacturers are making significant advances, and the domestic Semiconductor Industry Chain is gradually being completed.

cls.cnApr 9 19:49 ET

Semiconductors rise in adversity, Innovative Drugs make significant strides overseas, and Star companies work together to cope with external shocks.

① The increase in tariffs impacts the global business order, and companies on the Star are responding to challenges with their own innovations, becoming an important force in promoting Technology self-reliance and strength; ② Industry insiders point out that changes in overseas trade policies will force China's high-end manufacturing sector to further enhance its Technology innovation level, Industry Chain resilience, and globalization capabilities, thereby maintaining strategic determination and competitive advantage amidst tariff impacts, and accumulating energy for China to gain initiative in international competition.

cls.cnApr 6 21:01 ET

After nearly four years, the Fund has once again reduced its shareholding in Semiconductor Manufacturing International Corporation.

① Xin Xin Hong Kong, holding more than 5%, has reduced its shareholding in Semiconductor Manufacturing International Corporation by 11.3 million shares, resulting in a new shareholding ratio of 6.91%; ② Xin Xin Hong Kong is a wholly-owned company of the Fund Phase I, and it has been nearly four years since the last shareholding reduction. The Fund Phase II has not announced a reduction plan since it was released from the ban in July 2021.

cls.cnMar 31 11:14 ET

AMD Put Options Volume Rise as Stock Languishes Near 2023 Low: Options Chatter

Luzi Ann SantosMar 27 13:50 ET

Nvidia, Broadcom, AMD Decline Amid Tariff Concerns, Worries Over China Business

Barron'sMar 27 09:47 ET