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HMT (Xiamen) New Technical Materials Co., Ltd (603306.SH): The USA's recent tariff policy will not have a significant negative impact on the company's Business and Operation.
On April 3, Gelonghui reported that HMT (Xiamen) New Technical Materials Co., Ltd (603306.SH) stated on the interactive platform that the company sells to the North American market through its factory in Vietnam. In 2023 and the first three quarters of 2024, the company's North America Business revenue accounted for 1.14% and 1.22% of the company's total revenue, which is a relatively small percentage. Currently, the company’s Global Strategy focuses on the Southeast Asia, Asia-Pacific, and Europe markets. The new factory in Vietnam is expected to officially start production in the second quarter of this year, with a planned capacity of about 2 billion RMB, primarily targeting the Southeast Asia, Asia-Pacific, and Europe regions. Therefore, the current U.S. tariff policy will not have a significant impact on the company's Business and Operation.
Express News | Summary of Shareholding changes on March 28 (table)
HMT (Xiamen)New Technical Materiasls Co.,Ltd (603306.SH): Chairman Wu Liming increased his Shareholding by 0.0272 million shares of the company.
On March 28, Ge Long Hui reported that HMT (Xiamen) New Technical Materials Co., Ltd (603306.SH) announced that on March 28, 2025, Chairman Mr. Wu Liming increased his shareholding in the company by a total of 27,200 shares through the centralized bidding transaction system of the Shanghai Exchange, accounting for 0.0083% of the company's total share capital. As of the date of this announcement, Mr. Wu Liming has not proposed any further shareholding plans.
The signal for price increase in cloud-based services has appeared, signaling the start of an upward cycle in computing power.
With the gradual release of deep thinking models such as Deepseek R1 and openAI o1/o3, the demand for high-performance computing on the inference side is rapidly being unleashed, leading to a rapid expansion of Capex by major companies like Alibaba and Tencent, with a quarterly capital expenditure increase of over 250% in Q4 2024, marking the formal entry of the cloud upstream into a new upward cycle.
Express News | Overview of A-share Share Buyback: 46 companies disclosed their buyback progress.
HMT (Xiamen) New Technical Materials Co., Ltd (603306.SH): A total of 5.46% of the company's shares have been repurchased.
On March 3, Gelonghui reported that HMT (Xiamen) New Technical Materials Co., Ltd (603306.SH) announced that as of March 3, 2025, the company has repurchased a total of 17,979,459 shares through the centralized bidding trading system of the Shanghai Exchange, accounting for 5.46% of the company's current total share capital of 329,059,959 shares. This represents an increase of 0.65% compared to the last disclosed figure, with the highest repurchase price being 40.41 yuan per share, the lowest price being 29.99 yuan per share, and the total transaction amount being 667,058,580.77 yuan (excluding stamp duty, trading commissions, and other transaction fees).
