The A-share market is experiencing another wave of buybacks in April! 35 listed companies have set a buyback plan with a ceiling exceeding 0.5 billion yuan, and Will Semiconductor intends to change the use of 1 billion yuan of repurchased shares to cancel

According to incomplete Statistics, in April, 35 A-share listed companies plan to repurchase a maximum amount exceeding 0.5 billion yuan (see attached table); Contemporary Amperex Technology ranks first with a planned repurchase amount cap of 8 billion yuan, while XCMG Construction Machinery has two repurchase plans within the month with a cumulative amount cap of 4.2 billion yuan, ranking second; 18 stocks announced plans to change the purpose of repurchased shares to cancellation (see attached table), among which Will Semiconductor plans to cancel 1 billion yuan of repurchased shares.

cls.cnMay 1 02:52 ET

The acceleration of the penetration of smart technology in mobile phones and autos has led to a 55% increase in Will Semiconductor's net income in Q1 | Earnings Reports.

Benefiting from the high-end Smart Phone market and the accelerated penetration of Autos intelligence, the company achieved a revenue growth of 14.68%. Coupled with internal product structure optimization and improved supply chain management, the overall gross margin has significantly increased, and the Net income surged by 55%, clearly outpacing revenue growth.

wallstreetcnApr 29 05:47 ET

Domestic Semiconductors equipment manufacturers discuss how to break through in the Industry: The prosperity of end terminals like AI is being transmitted to the equipment sector, and tariff policies do not change the opportunities for growth overseas.

① Many semiconductor equipment manufacturers have stated that their product demand in this year's market is driven by growth in AI, 5G, Internet of Things, New energy Fund vehicles, and other emerging applications, leading to a continued rebound in the overall industry situation; ② Despite the intense changes in international trade policies, domestic semiconductor equipment manufacturers remain bullish on growth opportunities in overseas markets, and strengthen cooperation with domestic and foreign peers, customers, suppliers, etc. to jointly mitigate risks.

cls.cnApr 28 23:17 ET

BOE Technology Group's Q1 performance saw double growth: Net income surged by 64%, and R&D investment continued to increase | Earnings Reports insights.

In the first quarter, BOE's revenue reached 50.6 billion yuan, a year-on-year increase of 10.27%. More notably, the company's net income attributable to shareholders reached 1.614 billion yuan, a significant increase of 64.06% year-on-year. The net income after deducting non-recurring gains and losses was 1.352 billion yuan, skyrocketing 126.56% year-on-year, reflecting a significant improvement in the profitability of the company's core business.

wallstreetcnApr 28 16:28 ET

Semiconductor Surge: How Sustainable Is the Rally?

Analysts NotebookApr 25 07:45 ET

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.

cls.cnApr 10 07:55 ET