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The rise of the domestic substitution concept! ZTE's straight rise exceeds 10%, semiconductors stocks are soaring one after another.
ZTE's stock price hit the daily limit, reaching a new high of more than 1 year, with over 1.5 million shares blocked. Lately, companies whose names start with the middle letter have frequently seen a bullish trend. Previously, China Greatwall Technology Group had consecutive trading limit up, China National Software & Service has also been consistently bullish, and Dawning Information Industry hit a historical high.
Index volume stagflation reappears, under the rotation market, technology autonomy is expected to become the focus of capital chasing.
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One week preview | USA CPI, PPI data is coming! Powell and a group of Fed officials will speak intensively; The Chinese concept stock earnings season opens! Tencent, Alibaba performance will be announced soon.
China's financial data such as social zero, social financing, etc. will be released this week. The State Council Information Office will hold a press conference on the national economic situation; after the US election, the Bank of Japan will announce a summary of opinions from the October monetary policy meeting on Monday.
Semiconductor Manufacturing International Corporation: Consumer market recovery in downstream subcategories, layout of power device production capacity in response to new demand | Direct hit earnings conference
①Zhao Haijun, CEO of Semiconductor Manufacturing International Corporation, stated that the prices of some 12-inch nodes are good, the product mix is optimized, and the average selling price of the company in the third quarter increased compared to the previous quarter; ②It is expected to release approximately 0.03 million 12-inch wafers of monthly production capacity in the fourth quarter, and the capacity utilization rate and shipments will decrease at that time; ③Semiconductor Manufacturing International Corporation will accelerate the layout of power device capacity to fully support the development of the auto industry and the new energy market.
Daily Bull and Bear | Market focuses on the National People's Congress Standing Committee! Hang Seng Index Futures broke through the 0.021 million level, with many bull certificates surging over 150%; china-affiliated brokerage stocks soared, with many GF
At the close, the turnover of the market reached 219.775 billion Hong Kong dollars, with a total turnover of 19.841 billion Hong Kong dollars for all warrant bull and bear certificates, accounting for 9.0% of the market turnover, of which the bull position accounts for 5.4%, and the bear position accounts for 3.6%.
Capacity utilization rate continues to rise, semiconductor manufacturing international corporation achieved record high revenue in Q3.
1. In the third quarter, an additional 0.021 million pieces of 12-inch monthly production capacity were added, promoting further optimization of the product structure and an increase in average selling price; 2. The overall capacity utilization rate increased by 13 percentage points year-on-year to 90.4%, gross margin increased to 20.5%; 3. Looking ahead to the fourth quarter, Semiconductor Manufacturing International Corporation (SMIC) provides guidance: the single-quarter revenue is expected to remain flat to grow by 2% compared to the previous quarter, with a gross margin ranging from 18% to 20%.