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Direct coverage of the Star medical instruments industry collective Earnings Conference: Multiple companies are laying out AI medical Business, and key segments in innovation fields may accelerate the development of domestic production.
① Attending companies believe that tariff policies will bring some cost pressures and market challenges to enterprises, but at the same time, it has accelerated the localization process in relevant fields; ② Some attending companies disclosed the latest developments in their Business during the earnings briefing and the planning for related lines by 2025.
The "Origin Certification" accelerates the localization of Semiconductors, with Analog Chips leading the breakthrough; the leading stocks have surged nearly 30% this week.
①HTSC pointed out that as demand from clients in the Autos, Industry and other sectors gradually recovers, the Analog Chip Industry is entering a stage of mergers and acquisitions; ②Tianfeng believes that the Analog Chip, due to its characteristics of 'narrowing technology gap + low domestic production rate', has become a core breakthrough direction.
Track Hyper | How are Rockchip Electronics' performances in 2024 and Q1 2025?
In 2024, revenue reached a new high, and net profit increased 3.4 times year-on-year; the non-GAAP net profit in Q1 this year increased over 200% year-on-year.
【Data observation】 Institutions and speculative capital are engaged in fierce competition over SG Micro Corp, while Algo funds are selling off multiple Agriculture stocks.
① The Analog Chip Concept stock SG Micro Corp has received a Buy of 0.125 billion from two Institutions while facing a Sell of 0.1 billion from three Institutions; additionally, this stock saw a Sell of 0.211 billion from the CITIC SEC Peking headquarters trading department, while receiving a Buy of over 70 million from the Guotai Junan Shanghai Songjiang Zhongshan Road trading department. ② The Agriculture stocks have collectively experienced a significant drop, with multiple stocks being Sold by Algo funds, among which Heilongjiang Agriculture has been Sold for a total of over 0.17 billion by two Algo positions.
Shengmei Shanghai: It is expected that this year's revenue will reach 7.1 billion yuan, the impact of tariffs is "generally controllable" | Directly covering the Earnings Conference.
①Shengmei Shanghai expects its annual revenue for 2025 to be between 6.5 billion yuan and 7.1 billion yuan, with an average Order release cycle of about 6 to 8 months, and the average gross margin for the whole year of 2025 is expected to remain between 42% and 48%. ②The Shengmei Shanghai Semiconductors equipment research and manufacturing center in Shanghai Lingang is set to reach operational status by June 2025.
Huijin takes action to stabilize! The A-shares' "deep squat" may welcome a recovery window.
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