The "Origin Certification" accelerates the localization of Semiconductors, with Analog Chips leading the breakthrough; the leading stocks have surged nearly 30% this week.
①HTSC pointed out that as demand from clients in the Autos, Industry and other sectors gradually recovers, the Analog Chip Industry is entering a stage of mergers and acquisitions; ②Tianfeng believes that the Analog Chip, due to its characteristics of 'narrowing technology gap + low domestic production rate', has become a core breakthrough direction.
SG Micro Corp's (SZSE:300661) 26% Share Price Surge Not Quite Adding Up
【Data observation】 Institutions and speculative capital are engaged in fierce competition over SG Micro Corp, while Algo funds are selling off multiple Agriculture stocks.
① The Analog Chip Concept stock SG Micro Corp has received a Buy of 0.125 billion from two Institutions while facing a Sell of 0.1 billion from three Institutions; additionally, this stock saw a Sell of 0.211 billion from the CITIC SEC Peking headquarters trading department, while receiving a Buy of over 70 million from the Guotai Junan Shanghai Songjiang Zhongshan Road trading department. ② The Agriculture stocks have collectively experienced a significant drop, with multiple stocks being Sold by Algo funds, among which Heilongjiang Agriculture has been Sold for a total of over 0.17 billion by two Algo positions.
Top Stock List | SG Micro Corp hits a 20% limit up, with Hujialou net Sell of 0.211 billion yuan.
SG Micro Corp (300661.SZ) hit the 20% limit up today, with a Turnover Ratio of 7.32% and a trading volume of 3.586 billion yuan. According to the dragon and tiger list data, HK->SZ bought 0.204 billion yuan and sold 0.15 billion yuan, with a net buy of 53.9313 million yuan; five Institutions bought 0.128 billion yuan and sold 0.103 billion yuan, with a net buy of 25.1181 million yuan; the speculative funds from "ZhongShanDong Road" ranked fourth in buying seats, with a net buy of 71.846 million yuan; "HuJiaLou" ranked first in selling seats, with a net sell of 0.211 billion yuan. (Gelonghui)
The Recent 5.7% Gain Must Have Brightened CEO Shilong Zhang's Week, SG Micro Corp's (SZSE:300661) Most Bullish Insider
SG Micro Corp (300661.SZ): Products are widely used in fields such as industrial control, automotive electronics, consumer electronics, Communication Equipment, and medical instruments.
On March 26, Glonghui reported that SG Micro Corp (300661.SZ) announced on the investor interaction platform that the company's products are widely used in fields such as industrial control, automotive electronics, consumer electronics, communication equipment, and medical instruments, as well as in Emerging Markets like AI, Siasun Robot&Automation, New energy Fund, and Internet of Things. Automotive electronics are one of many applications. This acquisition is part of SG Micro Corp's horizontal integration in the Analog Chip business area, further improving the company's industrial layout, promoting the implementation of the Global Strategy, and supporting the development of the company's core Business.
Here's What's Concerning About SG Micro's (SZSE:300661) Returns On Capital
Guosheng Securities: AI drives high growth of Analog Chips, domestic substitution has entered a deep water zone.
The current inventory in the Analog Chip Industry is gradually normalizing. Coupled with the recovery of downstream customer demand, the industry has gradually emerged from the cyclical bottom. Domestic Analog Chip companies are thriving, focusing on breakthroughs in high-end material numbers, and domestic substitution has entered a deep water zone.
Huafu Securities: Geely Autos (00175) takes the lead in promoting equity smart driving, lowering prices and increasing configurations to accelerate the penetration of smart driving.
Price reductions and increased features, Geely Autos (00175) accelerates the equality of intelligent driving.
Southwest Securities: The electronic Industry is expected to recover and prosper in 2025, it is advisable to hold stocks, Consumer + AI should be emphasized.
AI computing power and edge devices are the main growth lines for 2025, among which high multi-layer PCBs, Switch PCBs, and general IoT, especially AI glasses, have the greatest changes and the most catalyzing effects.
These 4 Measures Indicate That SG Micro (SZSE:300661) Is Using Debt Safely
Should You Investigate SG Micro Corp (SZSE:300661) At CN¥88.54?
Shengbang Co., Ltd.: 2024 performance forecast
Express News | SG Micro Sees 2024 Net Profit up 60-90% Y/Y
SG Micro Corp (300661.SZ) issued a positive profit alert, expecting a Net income of 0.449 billion yuan to 0.533 billion yuan for the year 2024, representing a year-on-year growth of 60%-90%.
SG Micro Corp (300661.SZ) released its performance forecast for 2024, expecting a Net income of 4.49...
Unpleasant Surprises Could Be In Store For SG Micro Corp's (SZSE:300661) Shares
With 33% Ownership, SG Micro Corp (SZSE:300661) Insiders Have a Lot Riding on the Company's Future
SG Micro's (SZSE:300661) Five-year Earnings Growth Trails the 9.5% YoY Shareholder Returns
Open Source Securities: Focus on supply chain autonomy and controllability, domestic IC design chips may soon counterattack.
In the "14th Five-Year Plan" of 2020, it is proposed that by 2025, the self-sufficiency rate of domestic chips should reach 70%.
The optical communication chip company Youxun Co. has started IPO guidance, with investments from China Mobile Capital, sg micro corp, and others.
① Youxun Co., Ltd. is one of the first companies in china engaged in the design of high-speed transceiver chips for optical communication, and has shipped nearly 2 billion chips to date, with products covering core transceiver cells for optical communication rates from 155M to 800G. ② The founder, Ke Binglan, once taught in the law department at Xiamen University and has "crossed" into the field of communication chip design; among the institutional shareholders of the company, Shenzhen Capital, Fujian Electronic Information Industry Fund, and Xiamen High-tech Investment are state-owned capital.