Nexchip - TechWire

Nexchip

2025.04.05

12:46

Many semiconductor leading stocks have high performance growth, and some high growth stocks are oversold

The performance of many leading semiconductor companies has shown signs of recovery. According to the Securities Times Databao statistics, according to the annual report, performance express, and the lower limit of the net profit forecast (the announced value is taken if there is no lower limit), there are 71 semiconductor stocks with positive net profits and year-on-year growth (including turning losses into profits) in 2024. Shanghai Belling, Purui Shares, Tianyue Advanced, Silan Micro, Jiangbolong, Biwei Storage, Yongsi Electronics and other stocks have turned losses into profits. Haiguang Information, North Huachuang, Will Shares, Lanqi Technology, Zhaoyi Innovation, Rockchip and other industry leading companies have achieved substantial growth in performance against the background of improved demand in downstream industries. From the perspective of secondary market performance, some high-growth stocks are in an oversold state. According to Databao statistics, among the above-mentioned semiconductor stocks with a net profit growth rate of more than 30%, 29 stocks have retreated by more than 20% compared with the closing price on April 3 and the high point since 2024. Jiejie Microelectronics, Shanghai Belling, Lianyun Technology, Kema Technology, Zhongjing Technology and others have retreated to the forefront. From the perspective of valuation level, among these 29 stocks, only 5 have a price-to-book ratio of less than 3 times, namely Huatian Technology, Jinghe Integrated Circuit, Shengong Co., Ltd., Saiwei Microelectronics, and Tongfu Microelectronics.

2025.02.26

13:58

Chip stocks fluctuated higher, Chengdu HUAWEI hit the 20cm daily limit

Chip stocks fluctuated higher, Chengdu HUAWEI hit the 20cm daily limit, Canxin shares and Xinyuan shares rose by more than 10%, SMIC, Xinlian Integrated Circuit, Jinghe Integrated Circuit, Huahong Company, and China Resources Microelectronics followed suit.

2025.02.25

17:40

Jinghe Integrated Circuit: Net profit of 533 million yuan in 2024, a year-on-year increase of 151.67%

Jinghe Integrated announced that in 2024, the company achieved total operating revenue of 9.249 billion yuan, a year-on-year increase of 27.69%; net profit attributable to the parent company's owners was 533 million yuan, a year-on-year increase of 151.67%; net profit attributable to the parent company's owners after deducting non-recurring gains and losses was 396 million yuan, a year-on-year increase of 739.72%.

2025.02.18

14:21

The integrated circuit manufacturing sector continued to decline, and Canxin shares fell by more than 7%

The integrated circuit manufacturing sector continued to decline, with Canxin shares falling by more than 7%, followed by Saiwei Semiconductor, Jinghe Integrated Circuit, SMIC, and Xinlian Integrated Circuit.

2025.01.23

22:16

Consumer electronics and artificial intelligence drive the Sci-Tech Innovation Board's integrated circuit companies to report good news on their performance

The disclosure of 2024 annual performance forecasts is entering the final stage, among which the performance of the integrated circuit companies on the Science and Technology Innovation Board has been frequently predicted to be good. As of January 23, more than 30 integrated circuit companies on the Science and Technology Innovation Board, including Haiguang Information, China Micro Corporation, Jinghe Integrated Circuit, and Montage Technology, announced their performance forecasts. Overall, these companies are distributed in multiple industry chain segments such as wafer foundry, chip design, and semiconductor equipment, showing good operating results, and conveying a positive signal that the domestic semiconductor industry is working together, seizing opportunities, and jointly seeking a new development cycle.

2024.12.31

18:22

Jinghe Integrated: Wanxin Integrated has received all the capital increase payments of 9.55 billion yuan from all capital increase parties

Jinghe Integrated announced that the company has signed capital increase agreements with 15 external investors on the capital increase of its wholly-owned subsidiary Wanxin Integrated, and the terms of the agreement remain consistent. Wanxin Integrated has received all the capital increase payments of 9.55 billion yuan from the capital increase parties. After the completion of this capital increase, the registered capital of Wanxin Integrated will increase from 50.001 million yuan to 9.589 billion yuan. The company's equity ratio in Wanxin Integrated has changed to 43.75%, and it is still the largest shareholder and maintains control over Wanxin Integrated. This transaction will not result in changes to the scope of the company's consolidated financial statements.

2024.12.16

15:01

A-share closing review: ChiNext Index closed down 1.51%, construction industry and other high-end stocks plummeted

The three major A-share indexes collectively adjusted today. As of the close, the Shanghai Composite Index fell 0.16%, the Shenzhen Component Index fell 1.30%, the ChiNext Index fell 1.51%, and the Beijing Stock Exchange 50 Index fell 3.44%. The total market turnover was 1,716.8 billion yuan, a decrease of 373 billion yuan from the previous day. More than 3,500 stocks in the market were in the red. In terms of sector themes, education, retail, ice and snow industry sectors, and film and television theater sectors led the gains; games and semiconductor sectors led the declines. On the market, large consumer stocks continued to strengthen, with retail, ice and snow economy, duty-free, and elderly care industries rising sharply. Dongbai Group, Xinhua Department Store, Ningbo Zhongbai, Hangzhou Jiebai, Dalian Friendship, Rhine Sports, Qujiang Cultural Tourism, Huifa Food, Dalian Shengya and many other stocks hit the daily limit, and Wenfeng shares staged a "ground-to-sky board". Education stocks led the gains, with Kede Education, Offcn Education, Borai Communication, and Xueda Education hitting the daily limit. High-priced stocks adjusted sharply, with Shuaifeng Electric and Jianshe Industrial hitting the daily limit, while Rishang Group, Shandong Fiberglass, Julun Intelligent, Wuzhou Xinchun, and Guosheng Financial Holdings hit the daily limit. The semiconductor sector led the decline, with Jinghe Integrated Circuit, Lexin Technology, Chengdu Huawei, and Loongson Technology falling by more than 5%.

13:08

The A-share semiconductor sector fluctuated downward, with Jinghe Integrated Circuit falling more than 8%, Espressif Technologies, Chengdu HMI, Tuojing Technology, Huahong Semiconductor, and Loongson Technology falling more than 5%.

13:03

Semiconductor sector fluctuated downward, with many stocks falling by more than 5%

The semiconductor sector fluctuated downward, with Jinghe Integrated Circuit falling more than 8%, Espressif Technologies, Chengdu HMI, Tuojing Technology, Huahong Semiconductor, and Loongson Technology falling more than 5%.

11:31

A-share midday review: ChiNext Index fell 1.27% in half a day, and the big consumer sector continued to explode

The three major A-share indices rose and fell in the morning. As of noon, the Shanghai Composite Index rose 0.10%, the Shenzhen Component Index fell 0.95%, the ChiNext Index fell 1.27%, and the Beijing Stock Exchange 50 Index fell 1.72%. The market's half-day turnover was 1,078 billion yuan, a decrease of 155.9 billion yuan from the previous day. More than 2,700 stocks in the market were in the red. In terms of sector themes, the retail and ice and snow industry sectors led the gains; semiconductors, games, and precious metals led the declines. On the market, large consumer stocks continued to strengthen, with retail, ice and snow economy, duty-free, and elderly care industries rising sharply. Among them, in the retail sector, Zhongdongbai Group, Xinhua Department Store, Ningbo Zhongbai, Hangzhou Jiebai, Zhongbai Group, Rhine Sports, Qujiang Culture and Tourism, Huifa Food and other stocks hit the daily limit, and Wenfeng shares staged a "ground-to-sky board". AI concept stocks rose the most, Zhaolong Interconnect, Wall Nuclear Materials, Yaowang Technology, Visual China, Tianxiaxiu, and Publishing and Media hit the daily limit, and Gravity Media staged a "ground-to-sky board". Elderly care stocks rose in the morning, with Yuexin Health, Aoyang Health, Reliable Shares, Lexin Medical, and Dezhan Health hitting their daily limit. High-priced stocks adjusted in the morning, with Rishang Group, Shandong Fiberglass, Guosheng Financial Holdings, and Tianyu Biotechnology hitting their daily limit. The semiconductor sector led the decline, with Jinghe Integrated, Lexin Technology, and Chengdu Huawei falling by more than 5%.

2024.12.13

21:58

Jinghe Integrated: Powerchip Ventures intends to transfer 1.50% of its shares

Jinghe Integrated announced that its shareholder Powerchip Venture Capital intends to transfer 30.092 million shares through price inquiry transfer, accounting for 1.50% of the company's total share capital and 7.29% of its shareholding ratio. The reason for the transfer is its own capital needs. This price inquiry transfer is a non-public transfer, and the transferee is an institutional investor with corresponding pricing ability and risk tolerance. The transfer shall not be made within 6 months after the transfer.

13:55

Semiconductor sector bottomed out and rebounded; Puran shares rose by more than 17%

The semiconductor sector hit bottom and rebounded, with Purui shares rising by more than 17%, followed by BlueXun, GigaDevice, Hengxuan Technology, Shanghai Belling, and Jinghe Integrated Circuit.

2024.12.09

10:00

The A-share semiconductor sector fluctuated downward, with Chengdu Huawei, Cambrian, Dawei Technology, Jinghe Integrated Circuit, and National Technical fell by more than 5%, followed by Jiejie Microelectronics and Xinyuan Technology.

09:59

The semiconductor sector fluctuated downward, Cambrian and other stocks fell more than 5%

The semiconductor sector fluctuated downward, with Chengdu Huawei, Cambrian, Dawei Technology, Jinghe Integrated Circuit, and National Technical Group falling by more than 5%, followed by Jiejie Microelectronics and Xinyuan Technology.

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