300623Jiangsu Jiejie Microelectronics
17.541.22+7.48%4,587.40万8.05億16.3216.3219.0416.26128.90億117.56億7.35億6.70億+9.15%+8.94%+7.54%+19.89%+2.39%-9.75%+10.52%0.54%6.84%46.1658.8617.03%半導体
688206Primarius Technologies
14.300.56+4.08%553.33万7,943.58万13.8213.7415.1613.5662.03億25.32億4.34億1.77億+3.85%+5.07%-1.79%-20.33%-38.31%-47.31%-34.40%0.49%3.13%損失損失11.65%ソフトウェア開発
688126National Silicon Industry Group
13.400.51+3.96%2,415.05万3.27億12.9512.8914.0212.91368.12億364.52億27.47億27.20億+3.96%+0.37%+6.77%-13.21%-23.69%-33.50%-22.63%--0.89%損失197.068.61%半導体
688549Grandit Co.,Ltd.
6.760.25+3.84%3,681.92万2.52億6.706.517.086.7099.86億19.05億14.77億2.82億+6.79%+8.86%+9.39%-7.78%-27.31%+30.50%-19.33%--13.07%450.67751.115.84%電子化学II
688268Guangdong Huate Gas Co., Ltd
50.731.49+3.03%219.16万1.11億49.2049.2452.1848.8161.13億60.99億1.20億1.20億-1.15%-0.53%+8.12%-0.51%-31.78%-35.29%-24.71%0.79%1.82%34.7035.736.84%電子化学II
300398PhiChem Corporation
12.140.34+2.88%4,400.01万5.35億11.8011.8012.6611.7364.18億63.76億5.29億5.25億+5.38%+5.02%+10.56%-10.27%-30.94%-28.17%-22.97%0.66%8.38%64.2357.007.88%電子化学II
688233Thinkon Semiconductor Jinzhou Corp.
20.610.44+2.18%468.66万9,787.74万20.1020.1721.6619.8735.10億35.10億1.70億1.70億+2.90%+5.75%+20.88%-6.28%-40.89%-38.72%-41.60%--2.75%損失損失8.88%半導体
688286MEMSensing Microsystems(Suzhou, China)Co.,Ltd.
36.860.78+2.16%82.81万3,061.24万35.7436.0837.9935.2620.60億19.75億5,588.76万5,359.26万+0.93%+3.02%+8.80%-18.02%-32.35%-22.37%-48.59%--1.55%損失損失7.57%半導体
300458Allwinner Technology
19.250.40+2.12%2,139.11万4.17億18.8018.8520.0618.67121.61億97.49億6.32億5.06億-0.05%-2.28%+0.57%+0.16%-18.64%-28.17%-14.60%0.78%4.22%106.94534.727.37%半導体
688508Wuxi Chipown Micro-electronics
34.080.70+2.10%409.72万1.40億33.2933.3834.9933.1944.75億44.75億1.31億1.31億+2.53%+1.49%+12.77%-11.69%-37.92%-52.27%-30.75%0.44%3.12%71.3075.235.39%半導体
688123Giantec Semiconductor Corporation
52.380.93+1.81%329.84万1.73億51.2451.4553.6950.8083.13億83.13億1.59億1.59億-1.85%-4.50%+1.65%+4.45%-17.43%+4.47%-14.45%1.29%2.08%63.9682.885.62%半導体
603078Jiangyin Jianghua Micro-electronic Materials
12.540.16+1.29%1,829.97万2.31億12.3812.3812.9612.2348.36億48.36億3.86億3.86億+4.33%+5.20%+4.94%-5.36%-26.06%-28.66%-21.72%0.43%4.75%46.6245.935.90%電子化学II
300236Shanghai Sinyang Semiconductor Materials
32.050.35+1.10%952.07万3.09億31.8031.7033.5731.50100.44億89.23億3.13億2.78億+2.92%+0.63%+2.40%-2.52%-12.91%-15.97%-9.00%0.62%3.42%70.2960.246.53%電子化学II
300655Crystal Clear Electronic Material
7.560.08+1.07%6,265.96万4.80億7.487.487.917.3880.10億71.82億10.60億9.50億+6.18%+6.03%+5.88%-5.50%-28.00%-36.85%-22.30%0.38%6.60%損失540.007.09%電子化学II
300373Yangzhou Yangjie Electronic Technology
36.160.36+1.01%932.10万3.41億35.9035.8037.2635.68196.35億195.97億5.43億5.42億+0.67%-1.93%+1.63%-8.57%-1.36%-10.89%+0.17%1.66%1.72%21.2821.264.41%半導体
688012Advanced Micro-Fabrication Equipment Inc. China
130.411.00+0.77%892.79万11.84億129.41129.41136.37128.99808.64億808.64億6.20億6.20億-2.40%-0.65%-3.95%-5.81%-18.88%-19.81%-15.10%0.38%1.44%45.9545.285.70%半導体
300223Ingenic Semiconductor
57.470.39+0.68%809.14万4.70億57.3057.0859.1456.52276.76億238.94億4.82億4.16億-3.51%-7.20%-4.85%-12.83%-17.03%-31.33%-10.83%0.35%1.95%54.2751.504.59%半導体
605358Hangzhou Lion Microelectronics
21.010.14+0.67%932.60万1.99億20.9920.8721.7920.71141.05億141.05億6.71億6.71億-3.27%-3.71%+2.19%-12.46%-35.29%-46.48%-23.29%0.40%1.39%損失214.395.18%半導体
600641Shanghai Wanye Enterprises
12.640.08+0.64%1,905.22万2.47億12.8712.5613.3212.62117.63億117.63億9.31億9.31億-3.44%-0.55%+6.67%-6.16%-24.54%-34.92%-26.77%1.08%2.05%156.0578.025.57%不動産開発
688432GRINM Semiconductor Materials
9.600.06+0.63%369.03万3,613.31万9.679.549.979.58119.77億43.83億12.48億4.57億-1.44%-0.72%+5.03%-5.79%-25.47%-39.16%-22.27%0.63%0.81%51.3447.064.09%半導体
688416Zbit Semiconductor, Inc.
39.660.22+0.56%104.46万4,197.73万39.0139.4441.4038.8832.77億17.38億8,263.73万4,382.39万-0.35%-7.77%+5.28%-4.18%-33.97%-31.00%-32.31%--2.38%損失損失6.39%半導体
600206Grinm Advanced Materials
9.450.04+0.43%1,158.40万1.10億9.419.419.649.3680.00億80.00億8.47億8.47億-2.58%-1.77%-5.41%-13.30%-26.52%-28.92%-23.73%1.46%1.37%42.5735.262.98%半導体
688652Beijing Jingyi Automation Equipment
42.360.15+0.36%371.91万1.61億41.6342.2144.8241.6371.16億17.08億1.68億4,032.00万+8.42%+8.01%+0.02%-9.49%+32.58%+32.58%-29.69%--9.22%57.8759.757.56%半導体
000969Advanced Technology & Materials
8.640.03+0.35%1,413.95万1.23億8.578.618.808.5290.79億88.62億10.51億10.26億-5.16%-3.36%+0.47%+6.54%-9.62%-4.00%-3.89%1.39%1.38%36.1536.463.25%新しい金属材料
002371NAURA Technology Group
304.980.98+0.32%713.50万21.99億306.80304.00313.00303.521,619.48億1,617.96億5.31億5.31億+3.10%+4.70%-0.44%+13.71%+29.37%+2.86%+24.12%0.15%1.35%36.5241.533.12%半導体
603986GigaDevice Semiconductor Inc.
81.690.21+0.26%2,210.77万18.34億81.3981.4885.1681.02544.80億543.43億6.67億6.65億-1.48%-5.69%+5.94%+10.11%-13.79%-22.53%-11.58%--3.32%252.13337.565.08%半導体
300346Jiangsu Nata Opto-electronic Material
26.560.03+0.11%5,237.22万14.09億26.2026.5327.9026.00144.33億136.43億5.43億5.14億+8.59%+9.96%+12.85%+6.43%-8.93%-23.78%-3.68%0.32%10.20%66.0768.287.16%電子化学II
600584JCET Group Co., Ltd.
25.150.02+0.08%4,099.26万10.47億25.2825.1326.1825.07450.04億450.04億17.89億17.89億-2.90%-3.08%+3.46%+4.23%-21.33%-6.96%-15.77%0.80%2.29%30.0830.604.42%半導体
688019Anji Microelectronics Technology
162.060.05+0.03%151.77万2.49億160.53162.01168.00159.40160.55億160.55億9,907.04万9,907.04万+0.04%+0.35%+16.42%+8.22%-5.51%-10.51%+1.44%0.20%1.53%37.2039.875.31%電子化学II
300567Wuhan Jingce Electronic Group
60.85-0.02-0.03%474.44万2.94億60.8760.8763.5660.13169.26億125.80億2.78億2.07億-0.56%+9.15%+1.69%-4.65%-24.25%-42.61%-30.39%0.33%2.30%138.30112.695.64%一般機器
soyabean89 : Bull sensei,
Sorry highjack ur post on semichip. I cant find your post about commodities after i close app to search some info. Hope you dont mind
any view of lithium theme? I aware that ev are going into price war in china and usa... But shouldnt this also drive up demand for li ion battery?
Also per 1 of the analyst from susquehanna mentioned about semiconductor going recovery phase as its been 3 yr since the mad rush for digital device during covid lockdown, transition to remote working. He was bullish on semiconductor aspect as 3 yrs its about time for some business to change their device. Especially when window manage to integrate chatgpt to latest office
This would also drive up demand for li battery for laptops and mobile device..?
Also smart chips for automobile. I notice GFS has been very very resilience compared to intel
bullrider_21スレ主 soyabean89: Most people have already bought PC and other devices early in the pandemic. Together with high inflation, geopolitical tensions, etc, the sector is in a down turn now. It is still positive in the long term.
For lithium price, you must take into account that it has already risen a lot. So there will also be a big correction. So buy lithium stocks only after the correction.