We provide a comprehensive analysis of the market trends in the semiconductor sector for the next year (from mid-2024 to mid-2025) based on the current market environment, industry cycle, and core driving factors. ### **Core Insights: Coexistence of Upward Cycle and Structural Differentiation, Focus on “Two Main Lines”** In the coming year, the semiconductor sector … Read more
Yesterday, we broke through 4000 points, congratulations to everyone for making the correct prediction. So, what comes next? First, let’s discuss the differences between this time and the previous two times. 1. The market is larger, and valuations are more realistic: The number of A-share companies is nearly double that of 2015, with a total … Read more
Note: The following information is a compilation of market rumors, not processed further, does not represent personal opinions, and does not constitute investment advice. Please refer to it with caution.1. Main Targets【Sanhua Intelligent Control】 It is rumored that Sanhua Intelligent Control will jointly establish a Tier 0 company with Tesla.【Weichuang Electric】 The cooperation with Sanhua … Read more
Fragrant, Bawei, Huahong, Shenghong, Hanwu, Xuchuang, Yangguang, Fulian, Chip Origin, SMIC, Huadong, each of these companies has a large market cap, but they are not slow to run. Grasp the core and align with the leaders!
Hello, I am a market explorer. Have you noticed that the global semiconductor industry landscape is quietly changing? The strategies of three industry giants, ASML, Micron, and NVIDIA, in China have undergone significant changes. These seemingly independent events are actually the result of a combination of geopolitical games and the rise of China’s local industrial … Read more
The competition above precision instruments concerns the future of China’s chip industry. Chip manufacturing is considered one of the most complex processes in the world, with thousands of steps behind a chip the size of a thumb. Any slight flaw can lead to chip failure, making semiconductor testing equipment the “guardian” of chip yield. With … Read more
A Village opened lower yesterday and fluctuated, with nearly 3,000 stocks adjusting, and a total transaction amount of 1.6905 trillion yuan, a decrease of 202.4 billion yuan compared to the previous day, with a net outflow of 66.695 billion yuan from the market. The market’s fluctuations this month are due to two main reasons: first, … Read more
1. Company Overview and Business Positioning 1.1 Basic Company InformationLingyun Industrial Co., Ltd. (stock code: 600480) was established in April 1995 and was listed on the Shanghai Stock Exchange main board on August 15, 2003. It is a large state-owned listed company controlled by China North Industries Group Corporation. The company is registered in Songlin … Read more
The storage chip sector continues to attract attention due to production cuts by major global manufacturers and price increases for high-end products. Chinese storage chip companies are seizing an opportunity for accelerated domestic substitution and market share expansion. In this issue, we summarize the recent important developments of companies in the A-share storage chip sector … Read more
Is the Semiconductor Boom Over? Last week’s market was quite frustrating, with repeated reversals; the index experienced three reversals in one week, which is something I haven’t encountered in many years. Looking back at the Shanghai Composite Index chart from 2009 to now, this week marks the only instance of three reversals, making it a … Read more