Open Source Securities: The inflection point of the semiconductor equipment cycle is getting closer and the era of domestic substitution 2.0 begins
At this point, manufacturers with a higher proportion of advanced wafers in the customer structure are expected to achieve the performance expected by the EPS market in the next few years, and manufacturers with low localization rates are expected to achieve mass production breakthroughs in the new wave of localization.
Piotech (SHSE:688072) Shareholders Should Be Cautious Despite Solid Earnings
Piotech Inc.'s (SHSE:688072) solid earnings report last week was underwhelming to investors. Our analysis has found some underlying factors which may be cause for concern. SHSE:688072 Earnings and
Tuojing Technology (688072.SH) announced first-quarter results, net profit of 10.4717 million yuan, down 80.51% year on year
Tuojing Technology (688072.SH) disclosed its report for the first quarter of 2024. The company achieved operating revenue during the reporting period...
Investors Will Want Piotech's (SHSE:688072) Growth In ROCE To Persist
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a trend of growing return on capital employed (ROCE) and alongside that, an expandin
Tuojing Technology (688072.SH): The ban on 1.403,900 restricted shares was lifted on April 22
Gelonghui, April 12丨Tuojing Technology (688072.SH) announced that the total number of shares in circulation during the current stock listing is 1.403,900 shares. The stock listing and circulation date is April 22, 2024.
Tuojing Technology (688072.SH): A total of 191,500 shares have been repurchased
Gelonghui, April 1 | Tuojing Technology (688072.SH) announced that in March 2024, the company has repurchased a total of 191,540 shares of the company through centralized bidding transactions, accounting for 0.1018% of the company's current total share capital of 188,188,255 shares. The highest transaction price is 190.10 yuan/share, the minimum transaction price is 183.55 yuan/share, and the total transaction amount is 35,881,770.11 yuan (not including transaction fees such as trading commissions).
Tuojing Technology (688072.SH): Initial repurchase of 191,500 shares
Gelonghui, March 29丨Tuojing Technology (688072.SH) announced that on March 29, 2024, the company repurchased 191,540 shares of the company's shares for the first time through centralized bidding transactions, accounting for 0.1018% of the company's total share capital of 188,188,255 shares. The highest transaction price for the initial share repurchase was 190.10 yuan/share, the minimum transaction price was 183.55 yuan/share, and the total transaction amount was 35,881,770.11 yuan (not including transaction fees such as trading commissions).
Minsheng Securities: SEMICON market is booming, semiconductor equipment investment is booming
The SEMICON China conference was held in Shanghai from March 20 to March 22. The exhibition had about 1,100 exhibitors and 4,500 booths. The exhibitors covered the entire semiconductor design, manufacturing, packaging, testing, equipment, materials, and key components.
Zheshang Securities: Global semiconductor boom cycle gradually sees a recovery in terminal demand and product prices
The share of semiconductor equipment sales in mainland China reached a record high in 2023, and we are optimistic about capital expenditure in mainland China in 2024.
Guotai Junan: AI computing power boosts HBM demand, and domestic supply chains are expected to benefit
The Zhitong Finance App learned that Guotai Junan released a research report saying that due to AI computing power demand, the medium- to long-term HBM demand growth rate is expected to reach 40% per year. Hynix will invest 1 billion US dollars to develop HBM. By the end of 2024, Hynix HBM production capacity will double, and the shipment volume is expected to reach 100 million units by 2030. Samsung HBM will invest 700-1000 billion won in new packaging lines, and shipments are expected to increase 2.5 times in 2024. The bank believes that AI computing power will drive mass production of HBM, and Hynix HBM3E is expected to be mass-produced in March 2024
Huajin Securities: HBM becomes the strongest AI chip to help accelerate the domestic supply chain
The global HBM market is expected to exceed 10 billion US dollars in 2024, with sufficient market space and accelerated support for the domestic supply chain.
Tuojing Technology (688072.SH): Plans to invest 250 million yuan to build a high-end semiconductor equipment industrialization base construction project
Gelonghui March 1 丨 Tuojing Technology (688072.SH) announced that based on the overall strategic layout and business development needs, the company plans to invest in the construction of a “high-end semiconductor equipment industrialization base construction project” (referred to as “this project”) in order to speed up production capacity planning and industrial layout. This project will be jointly implemented by the company and the company Tuojing Chuangyi. The project plans to purchase land in the Hunnan district of Shenyang City to build a new industrial base, including clean production rooms, three-dimensional warehouses, test laboratories, etc. After the completion of this industrialization base, the company's production capacity will be further increased to support the company PECVD, SACVD, and HDPCVD
There's Reason For Concern Over Piotech Inc.'s (SHSE:688072) Massive 30% Price Jump
Those holding Piotech Inc. (SHSE:688072) shares would be relieved that the share price has rebounded 30% in the last thirty days, but it needs to keep going to repair the recent damage it has caused t
Piotech's 2023 Attributable Profit Surges 80%
Piotech's (SHA:688072) attributable profit increased 80.38%% to 664.7 million yuan in 2023 from 368.5 million yuan, after adjustments, in 2022, a Tuesday filing said. Earnings per share rose to 3.55 y
Could The Market Be Wrong About Piotech Inc. (SHSE:688072) Given Its Attractive Financial Prospects?
With its stock down 21% over the past three months, it is easy to disregard Piotech (SHSE:688072). But if you pay close attention, you might gather that its strong financials could mean that the sto
Haitong Securities: The wafer foundry industry is expected to pick up quarterly in 24 years, optimistic that the performance of local semiconductor equipment companies will continue to grow
Along with the gradual introduction of new 24H2 electronic terminal products, it is expected to drive revenue from the foundry industry to show a quarterly increase trend.
Here's Why We Think Piotech (SHSE:688072) Is Well Worth Watching
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story even if these companies are loss-making. But the reality is that when a company lo
Tuojing Technology (688072.SH): Net profit is expected to increase 62.84% to 95.4% year-on-year in 2023
Gelonghui, January 22丨Tuojing Technology (688072.SH) announced that according to preliminary estimates by the finance department, Tuojing Technology Co., Ltd. is expected to achieve operating income of 260,000,000 yuan to 280,000 yuan in 2023, an increase of 894.4373 million yuan to 1094.373 million yuan compared with the same period last year, and an increase of 52.44% to 64.17% compared with the same period last year. The company is expected to achieve net profit attributable to owners of the parent company in 2023 of 60.0 million yuan to 720 million yuan, the same as the previous year
Minsheng Securities: The performance resilience of the semiconductor equipment sector exceeded expectations, and the previous pullback was fully cost-effective
Compared with leading players in China and the US, A-share semiconductor equipment showed more growth.
League of Nations Securities: The semiconductor equipment industry continues to prosper, and the valuation level is relatively low
In '24, equipment companies are still expected to continue to increase product coverage and speed up the pace of new product introduction. Coupled with tenders from leading domestic storage manufacturers to expand production, the bank continues to be optimistic about the investment value of semiconductor equipment companies.
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