688072Piotech Inc.
175.506.89+4.09%2.38M413.68M167.20168.61178.00165.4233.03B18.27B188.19M104.08M+2.02%-4.54%+2.63%-0.44%-29.27%-36.99%-24.12%0.10%2.28%53.3349.847.46%Semiconductors
300567Wuhan Jingce Electronic Group
57.101.15+2.06%3.33M189.34M55.8455.9557.9955.2115.88B11.80B278.15M206.74M-4.79%-6.94%-2.59%+11.96%-32.08%-45.95%-34.83%0.53%1.61%129.77105.744.97%General Equipment
600160Zhejiang Juhua
25.830.49+1.93%25.07M645.95M25.3325.3426.0525.3069.73B69.73B2.70B2.70B+3.90%+9.22%+14.80%+54.49%+75.00%+73.59%+56.64%1.05%0.93%63.3174.012.96%Chemicals
301297Ferrotec
20.310.30+1.50%7.31M151.38M20.0720.0121.3219.756.87B2.81B338.39M138.39M-3.56%-0.05%+0.89%+23.62%-46.04%-8.72%-24.67%0.39%5.28%71.5176.937.85%Semiconductors
600584JCET Group Co., Ltd.
26.210.26+1.00%33.78M893.60M25.9025.9526.8925.6446.90B46.90B1.79B1.79B+0.04%+4.13%+2.66%+12.01%-17.79%-18.30%-12.22%0.76%1.89%31.3531.894.82%Semiconductors
688138Shenzhen Qingyi Photomask
20.460.20+0.99%2.29M47.25M20.2220.2621.0220.025.46B5.46B266.80M266.80M-2.20%+14.94%+22.51%+52.46%-13.89%-9.51%-9.55%0.59%0.86%33.2740.764.94%Semiconductors
688037Kingsemi Co., Ltd.
89.220.57+0.64%2.23M198.86M88.6588.6590.4886.8112.30B12.30B137.89M137.89M+0.76%-10.69%-4.53%-0.89%-46.51%-53.71%-33.22%0.30%1.62%61.3249.084.14%Semiconductors
002409Jiangsu Yoke Technology
58.830.27+0.46%6.50M384.11M58.5658.5660.1157.6028.00B18.74B475.93M318.52M-2.94%-2.16%+9.55%+55.84%-0.64%-12.64%+5.56%0.54%2.04%42.9148.304.29%Semiconductors
688508Wuxi Chipown Micro-electronics
33.670.09+0.27%1.44M48.39M33.5533.5834.1132.884.42B4.42B131.31M131.31M-0.85%+5.88%+11.12%+12.50%-41.27%-51.06%-31.58%0.74%1.10%70.4474.333.66%Semiconductors
002967GRG Metrology & Test Group
14.450.03+0.21%10.67M154.11M14.2114.4214.7214.048.31B7.32B575.23M506.47M-6.95%-8.31%-0.14%+34.92%-4.68%-35.81%-3.73%1.04%2.11%40.9341.644.72%Professional Services
600141Hubei Xingfa Chemicals Group
23.160.03+0.13%21.42M492.84M23.1323.1323.4822.5825.55B25.55B1.10B1.10B-2.20%+8.17%+13.25%+41.56%+16.21%-2.28%+26.90%4.32%1.94%19.4918.533.89%Agrochemicals
300054Hubei Dinglong
22.80-0.02-0.09%4.13M94.53M22.8422.8223.1822.5821.56B16.77B945.73M735.62M-2.10%+2.33%+11.60%+24.25%-7.24%-13.86%-5.79%--0.56%80.2897.022.63%Electronic ChemicalsⅡ
600198Datang Telecom Technology
5.51-0.01-0.18%6.40M35.50M5.525.525.625.477.22B4.85B1.31B880.45M-2.99%-4.51%-3.67%+15.27%-23.04%-17.02%-16.13%--0.73%229.58183.672.72%Communications Equipment
603929L&K Engineering
24.90-0.05-0.20%5.83M146.02M25.0924.9525.4924.375.31B5.31B213.36M213.36M-7.19%-4.78%+25.57%+77.10%-10.27%+64.25%+8.64%4.02%2.73%14.3218.514.49%Professional Engineering
600378Haohua Chemical Science& Technology Corp.,
32.20-0.07-0.22%2.22M71.56M31.9832.2732.7431.7329.35B29.11B911.47M903.95M+1.48%-3.79%+0.75%+15.29%+7.37%-15.86%+5.64%1.99%0.25%36.2632.623.13%Chemicals
300398PhiChem Corporation
11.52-0.04-0.35%6.31M73.21M11.5411.5611.7511.416.09B6.05B528.66M525.20M-4.64%+1.59%+3.23%+14.63%-38.46%-36.56%-26.90%0.69%1.20%60.9554.082.94%Electronic ChemicalsⅡ
688123Giantec Semiconductor Corporation
54.64-0.21-0.38%2.84M156.52M54.5954.8556.3553.888.67B8.67B158.70M158.70M-1.53%+1.19%+5.93%+40.35%-20.04%-11.09%-10.76%1.24%1.79%66.7286.464.50%Semiconductors
002371NAURA Technology Group
290.05-1.25-0.43%3.32M968.81M288.00291.30295.50287.00154.00B153.86B530.94M530.44M-7.28%-7.53%+0.02%+15.56%+12.80%-13.18%+18.05%0.15%0.63%34.7339.492.92%Semiconductors
600641Shanghai Wanye Enterprises
12.65-0.06-0.47%5.14M65.59M12.7012.7112.8812.6011.77B11.77B930.63M930.63M-2.62%+1.85%+4.12%+19.68%-29.99%-37.79%-26.71%1.08%0.55%156.1778.092.20%Real Estate Development
688206Primarius Technologies
13.54-0.07-0.51%1.73M23.53M13.6113.6113.8213.265.87B2.40B433.80M177.06M-8.70%-9.67%-4.85%-1.81%-45.75%-54.58%-37.89%0.52%0.98%LossLoss4.12%Software Development
300346Jiangsu Nata Opto-electronic Material
24.05-0.14-0.58%5.42M131.44M24.1024.1924.5823.8813.07B12.35B543.42M513.68M-3.68%-3.49%-0.78%+18.94%-23.19%-36.51%-12.89%0.35%1.06%59.8361.832.89%Electronic ChemicalsⅡ
605358Hangzhou Lion Microelectronics
21.69-0.13-0.60%3.36M73.20M21.8021.8222.0621.5014.56B14.56B671.36M671.36M-2.78%+1.31%+6.01%+11.75%-37.64%-52.52%-20.81%1.94%0.50%Loss221.332.57%Semiconductors
300260Kunshan Kinglai Hygienic Materials
22.22-0.16-0.71%4.80M107.70M22.3822.3822.8422.029.06B6.19B407.81M278.60M-7.15%-7.11%-8.18%+18.95%-39.37%-43.87%-26.98%0.40%1.72%36.1338.443.66%General Equipment
688233Thinkon Semiconductor Jinzhou Corp.
19.35-0.14-0.72%1.35M26.35M19.4319.4919.8519.153.30B3.30B170.31M170.31M-5.38%-0.57%+4.59%+21.62%-42.65%-51.56%-45.17%--0.79%LossLoss3.59%Semiconductors
603633Shanghai Laimu Electronics
8.05-0.06-0.74%5.24M42.42M8.108.118.218.033.44B3.44B426.81M426.81M-1.11%+8.78%+9.23%+36.90%-17.94%-9.28%-15.97%0.62%1.23%44.4847.632.22%Consumer Electronics
000969Advanced Technology & Materials
8.87-0.07-0.78%20.19M181.64M8.988.949.118.859.32B9.10B1.05B1.03B-0.11%+1.84%+1.14%+29.87%-9.67%+2.54%-1.33%1.35%1.97%37.1137.432.91%New Metal Materials
688268Guangdong Huate Gas Co., Ltd
50.58-0.42-0.82%444.13K22.54M50.9151.0051.1750.156.09B6.08B120.49M120.22M-5.46%+3.75%+13.46%+17.63%-29.71%-40.21%-24.93%0.79%0.37%34.6035.622.00%Electronic ChemicalsⅡ
688596Shanghai Gentech
34.64-0.29-0.83%2.26M79.03M34.6734.9335.6534.529.82B9.82B283.61M283.61M-5.23%-8.19%-3.10%+13.57%-9.72%-17.37%-12.59%--0.80%23.6624.483.24%Special Equipment
600206Grinm Advanced Materials
9.54-0.08-0.83%8.13M77.90M9.639.629.679.498.08B8.08B846.55M846.55M-2.15%-7.83%-13.04%+6.95%-28.27%-30.08%-23.00%1.01%0.96%42.9735.601.87%Semiconductors
002129TCL Zhonghuan Renewable Energy Technology
10.55-0.09-0.85%64.57M693.39M10.6510.6411.0310.5342.65B42.62B4.04B4.04B+1.44%+1.05%-4.18%-8.42%-44.97%-68.21%-32.54%0.76%1.60%150.7112.494.70%Photovoltaic Equipment
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_21OP 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.