Semiconductor
- 1309.065
- -3.770-0.29%
The A-share market is closed, but the A-share etf is still soaring!
"Betting on china" trading is hot, with funds from A-shares continuously flowing into Hong Kong and US-related ETFs, and the Hong Kong-listed ChinaAMC Star50 ETF once surged over 200%, with several Chinese concept ETFs soaring together. Market observers have noticed funds from other regions in Asia are flowing back into the Chinese stock market.
The third phase of the National Big Fund was officially established! The semiconductor industry is facing significant benefits; which targets are expected to benefit?
Regarding the specific investment of the third phase of the Big Fund, CITIC Securities expects semiconductor manufacturing to remain the largest, and is expected to further increase support for critical areas such as equipment, materials, components, EDA, and IP. It is recommended to continue to focus on leading companies in related fields.
2 nanochips, a money race for the giants
The development cost of the 28 nm process is about 51.3 million US dollars, the 16 nm process requires an investment of 100 million US dollars, and the cost of the 5 nm process reaches 542 million US dollars. If we calculate an increase of close to two times, the development cost may be close to 2 billion US dollars in the 2 nm process
Express News | Founder Securities: the upstream semiconductor support industry is getting more and more attention from the market.
Top ten institutional strategies: strengthen value allocation and lay out market conditions for the fourth quarter
CITIC Securities pointed out that the style change is speeding up, downplaying short-term games, strengthening value allocation, and laying out the market for the fourth quarter; Haitong Securities said that big finance and infrastructure-related manufacturing industries are expected to benefit; Societe Generale Securities pointed out that after experiencing turbulence, science and innovation has reached a point where it is worth spending time on dips and digging at the bottom.
CITIC: when the style switch is going on, the center of gravity is partial to the value.
The macroeconomic and policy environment continues to improve and the policy effect accumulates and improves fundamentals. 1) the domestic economy will improve month by month after bottoming out in August, and the economy will return to normal in the fourth quarter after the relief of short-term disturbances. Affected by the rise in raw material prices and the epidemic, PMI in manufacturing and non-manufacturing fell back to 50.1 per cent and 47.5 per cent respectively in August. On the financial front, the stock growth of social finance fell further to 10.3% in August compared with the same period last year. Structurally, government bond financing is the biggest drag. Considering that the recent net financing of new government debt has rebounded, the period of greatest downward pressure in this credit cycle has passed. In terms of foreign trade, exports grew by 25% in August.
Changes in Hong Kong stocks | Maoyan Entertainment (01896) rose more than 6%, earnings of nearly 1.8 billion yuan in the first half of 2021, and net profit reached 387 million yuan
On August 19, Maoyan Entertainment (01896) officially announced the results announcement for the first half of 2021. According to the announcement, as of June 30, the company's revenue for the first half of 2021 was 1,799 million yuan, and the net profit for the period was 387 million yuan. As of 13:53, it had increased by 6.64%, the price was HK$9.8, and the turnover was 1,5438 million. According to reports, as a leading service provider in the entire entertainment industry, Maoyan Online Entertainment's ticketing service was steadily promoted and developed in the first half of the year. In terms of movie ticketing services, as of June 30, the total number of Chinese movie tickets for the first half of 2021
Betting on the transformation of Australian cars, Blackrock (BLK.US) plans to invest A $100m in electric vehicle charging stations.
Blackrock (BLK.US), which is investing in Australia's charging infrastructure, believes that Australia's low penetration of electric vehicles will not be sustained. The Real Assets division of the world's largest asset manager made its first investment in the electric car charging industry in the Asia-Pacific region by taking a stake in Jolt Charge. Jolt Charge plans to launch more than 5000 charging stations in Australia and will provide financing of more than A $100m (US $72 million). Blackrock's Global Renewable Energy Fund (Global Ren)
Us stocks changed | Oil stocks fell at the beginning of the day, with Equinor (EQNR.US) down more than 3%.
U.S. oil and gas stocks were generally down at the start of trading on Thursday, August 19, with EQNR.US down 3.5% at $20.13, TotalEnergies SE (TTE.US) down 2.05% at $42.59, BP P.L.C. (BP.US) down 2.18% at $23.82 and Exxon Mobil Corp (XOM.US) down 1.95% at $53.33. Royal Dutch Shell (RDS.A) fell 1.76% to $38.54. On the face of the news, oil prices fell for six consecutive days, Brent crude oil futures and
Changes in US stocks | Mining stocks weakened at the beginning of the session, with TECK.US falling more than 6 per cent
The U. S. mining sector weakened at the start of trading on Thursday, Aug. 19. As of 21:45 Beijing time, TECK.US fell 6.60 per cent to $20.278, Vale SA (VALE.US) fell 5.67 per cent to $18.215, BHP Group Ltd (BHP.US) fell 2.50 per cent to $63.830 and Rio Tinto PLC (RIO.US) fell 1.85 per cent to $72.755. On the face of the news, iron ore prices plummeted today, and the Singapore Iron Ore Index Futures 09 contract fell below the $130 / ton mark today, down from March 23.
"half Daily Express" five major gains ETF FI two Southern country Index (07588.HK) rose 3.4% led the list.
The FI second Southern country Index (07588.HK) closed at HK $5.245, up 3.4%. The fi II South Hang Seng Index (07500.HK) closed at HK $5.16, up 3.2%. The 03191.HK (03191.HK) closed at HK $67.78, and by 2.8%, the TGX China Tramway (02845.HK) closed at HK $179.1, up 2.7%. GX China Tramway-U (09845.HK) charges US $22.96, up 2.5%.
Changes in Hong Kong stocks | Hyundai Dental (03600) rose more than 15%, broke the peak, then surged more than 40% after breaking the profit, and the net profit of the first half of the year reversed losses to a maximum of $245 million
Hyundai Dental (03600) previously announced that it is expecting a net profit of HK$230 million to HK$245 million for the first half of the year, and a loss of HK$140 million for the same period last year. The turning of losses into profits was mainly driven by the Group's strong sales performance in the context of a steady recovery in the dental industry. The stock rose more than 40% after a positive profit. Today, it hit an intraday high of HK$11, a new record high. As of press release, Modern Dentistry rose 10.69 to HK$10.56, with a turnover of HK$92.1214 million.
China Iron and Steel Association: steel prices tend to stabilize in August, focusing on the decline in supply and demand and the sharp rise in coal coke prices in the later period.
According to the July market steel price report released by the China Iron and Steel Association, domestic crude steel production decreased sharply in July compared with the previous month, and steel prices rebounded, with a decline in the first week and a continuous rise in the last three weeks. Since August, steel prices have stabilized and fluctuated slightly. According to the Iron and Steel Association, at the end of July, China's steel price index (CSPI) rose to 153.48 points, an increase of 10.01 points, or 6.98%, over the same period last year; an increase of 48.96 points, or 46.84%, over the same period last year. At the end of July, among the eight major steel varieties, the prices of high-speed wire, hot-rolled coil and cold-rolled sheet continued to rise.
"half Daily Express" five major gains ETF GX Asia Semiconductor (03119.HK) rose 3.2% to lead the list.
GX Asia Semiconductor (03119.HK) closed at HK $58.52, up 3.2%, 02826.HK, HK $85.48, and HK $5.515, up 3.1%, and 2.9%, respectively, at HK $5.515 and 2.9%, respectively, at US $10.95, or 2.7%, for China Cloud Computing U (09826.HK). TR Philippines (03016.HK) received HK $12.98, up 2.7%.
BeiGene, Ltd. (06160): the State Drug Administration of China approved Kaiser 100? Datuximab β is used in the treatment of patients with high-risk neuroblastoma
BeiGene, Ltd. (06160) announced that on August 17, 2021 (EDT), the company and EUSA Pharma jointly announced that China's State Drug Administration (NMPA) had approved Kaiser ®(datuximab β) for the treatment of high-risk neuroblastoma patients aged 12 months and older, who had previously achieved at least partial remission after induction chemotherapy, followed by myeloablative therapy and stem cell transplantation. It can also be used in patients with recurrent or refractory neuroblastoma with or without residual lesions. Kaiser ®is a project that has been awarded to Europe.
The semi-annual net profit of Bull Group (603195.SH) increased by 76.85% to 1.421 billion yuan compared with the same period last year.
Bull Group (603195.SH) issued an announcement that in the first half of 2021, the company seized the opportunity of rapid economic recovery, effectively responded to the sharp rise in raw materials, adopted positive business strategies, and achieved rapid growth in business performance. In the first half of 2021, the company achieved operating income of 5.82 billion yuan, an increase of 41.65% over the same period last year, and a net profit of 1.421 billion yuan belonging to shareholders of listed companies, an increase of 76.85% over the same period last year. In addition, basic earnings per share, diluted earnings per share and basic earnings per share after deducting non-recurring profits and losses increased by 74.26 over the same period last year.
Blackstone Group Inc Group (BX.US) Q2 position: continue to hold heavy positions in energy stocks Cheniere Energy (CQP.US), reduce holdings in Bumble (BMBL.US)
According to the Securities and Exchange Commission (SEC), Blackstone Group Inc Group (BX.US) submitted its position report for the second quarter ended June 30, 2021 (13F). According to statistics, the total market value of Blackstone Group Inc Group's positions reached US $44.015 billion in the second quarter, compared with US $50.186 billion in the previous quarter, down 12.3% from the previous quarter. Blackstone Group Inc Group added 301 shares to its position portfolio in the second quarter, increased its holdings by 27 shares, reduced its holdings by 64 shares and cleared 176 shares. Among them, the top ten positions account for 60.35% of the total market capitalization. In the top five heavy stocks
Changes in Hong Kong stocks | COSCO Shipping Holdings (01919) rose more than 8%, leading the shipping stock CITIC Construction Investment said that the third quarter of the collection super peak season has begun.
Maritime stocks regained their popularity today. As of press time, COSCO Shipping Holdings (01919) rose 7.69% to HK $12.6, Orient Overseas (00316) rose 7.68% to HK $152.9, Pacific Shipping (02343) rose 5.49% to HK $3.65, and SITC International Holdings (01308) rose 3.28% to HK $33.05. Citic Construction Investment recently issued a research report that the current market effective capacity is still maintained at 54-55W, affected by port congestion, shift delays and other impact on the actual capacity is far from enough. In the third quarter, the super peak season of transportation has begun.
Changes in Hong Kong stocks | Federal Pharmaceutical (03933) plans to set up a joint venture with Zhejiang Pulo to carry out strategic cooperation in the field of veterinary drugs.
Federal Pharmaceutical (03933) announced that its wholly-owned subsidiary, Federal Pharmaceutical (Inner Mongolia) Co., Ltd. and Zhejiang Pulo Biotechnology Co., Ltd. (Zhejiang Pulo) jointly signed a framework agreement on animal drug cooperation. According to the cooperation framework agreement, Federal Pharmaceutical (Inner Mongolia) and Zhejiang Plo will set up an operating joint venture company in cash, with a registered capital of 300 million yuan, and Federal Pharmaceutical (Inner Mongolia) will hold a 49% stake in the joint venture company. As of 13:46, it was up 7% to quote HK $5.50, with a turnover of 30.8327 million. Zhejiang Pulo is a company specializing in fermentation raw materials.
Future assets push three thematic ETF related to semiconductors, etc.
FutureAsset announced the launch of three exchange-traded funds (ETF) in Hong Kong, including Global X Asia Semiconductor ETF (03119.HK), Global X China Electronic Commerce and Logistics ETF (03124.HK) and Global X China Games and Entertainment ETF (03117.HK), all of which began trading on the Hong Kong Stock Exchange on July 23 (today). With the launch of three new ETF, the Global X ETFs local line will expand to 21 products, with assets under management of more than $2.67 billion.