Recently, the semiconductor chip sector has experienced a strong rebound.
However, behind this rebound, not all companies have reported positive earnings; some have seen declines.
Among the chip stocks with declining earnings, four companies received attention from major institutions such as Goldman Sachs, Morgan Stanley, and UBS in the second quarter..
The first company is ChipGuide Technology, which saw a net profit decline of 3.86%.
The main business involves the research and sales of power semiconductors; the company’s power semiconductor products include power devices and power ICs, widely used in consumer electronics, network communications, security, and industrial fields.
The latest second-quarter report shows that Goldman Sachs acquired 200,000 shares, making it the ninth largest circulating shareholder.
Coincidentally, notable investor Lv Qiang also heavily invested in 200,000 shares. This is somewhat surprising because these notable investors typically focus on low-priced stocks. The fact that they are now investing in the STAR Market may indicate a shift in their investment style.
The second company is Dawei Co., Ltd., which saw a net profit decline of 14.01%.
The company’s wholly-owned subsidiary, Shenzhen Dawei Chuangxin Microelectronics Technology Co., Ltd. (hereinafter referred to as “Dawei Chuangxin”), primarily produces NAND and DRAM memory products, providing customers with high-performance, high-quality storage solutions.
In the second quarter, Goldman Sachs acquired 1 million shares, making it the ninth largest circulating shareholder.
The third company is Xinhenghui, which saw a net profit decline of 11.94%.
The company is an integrated circuit enterprise that combines the research, production, sales, and packaging testing services of chip packaging materials.
The top ten circulating shareholders of the company are impressive, with Goldman Sachs acquiring 750,000 shares.
Moreover, Barclays, Morgan Stanley, and UBS have also invested in the top ten shareholders..
Additionally, not only foreign investment banks, but also domestic brokerages such as Huatai, CICC, CITIC, and Guotai Junan have also invested in the top ten circulating shareholders.
Among the top ten circulating shareholders, there are eight major investment banks from both domestic and foreign markets.
The fourth company is Saiwu Technology, which saw a net profit decline of 365%.
The company’s semiconductor polymer materials mainly include materials for wafer processing and semiconductor packaging processes, with key products including CMP polishing adhesive materials, among others. Currently, some products have achieved mass shipment.
In the second quarter, Goldman Sachs further increased its holdings by 2.02 million shares, totaling an increase of 3.64 million shares, making it the sixth largest circulating shareholder.