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After a continuous decrease in volume and consolidation, there may be expectations for a short-term emotional recovery, with the Military Industry and Siasun Robot&Automation sectors gaining renewed attention.
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Brokerage morning meeting highlights: It is recommended to prioritize allocation to industry thematic directions that performed exceptionally in the first quarter report.
At today's brokerage morning meeting, China Securities Co.,Ltd. believes that the progress of Siasun Robot&Automation continues to break through, and the short-term Technology growth main line may continue to dominate; HTSC points out to seize internal certainty clues in the medium term; CITIC SEC indicates to prioritize allocating to industry themes that performed outstandingly in the first quarter report.
Semiconductor Manufacturing International Corporation: Revenue of $2.247 billion in Q1 2025 with net income increasing by 166.5%.
Semiconductor Manufacturing International Corporation Q1 2025 Performance Analysis: Steady Revenue Growth but Challenges Emerging in the Second Half Key Points Financial Performance is Outstanding: First quarter revenue of 2.247 billion USD, a quarter-on-quarter increase of 1.8%; gross margin remains at 22.5%; net income increased significantly by 166.5% year-on-year to 1.356 billion yuan. Capacity utilization rate has significantly improved: reaching 89.6%, a quarter-on-quarter increase of 4.1 percentage points, with wafer sales up 27.7% year-on-year. Changes in Product Structure: The proportion of Consumer Electronics applications increased to 40.6%, while the proportion of Smart Phone applications decreased to 24.2%, with industrial and automotive...
The market's long and short game has entered a phase of intense competition, and in the short term, it may continue to rotate around the three hot directions of chemicals, Siasun Robot&Automation, and AI.
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Direct coverage of the Earnings Conference for the Siasun Robot&Automation Industry: The localization rate of the supply chain is accelerating, while the industrial sector still faces fierce competition.
① Many companies participating in the performance briefing stated that currently, the core or most supply chain links have been localized, while a small number of links that require imports are actively planning localization solutions; ② From the perspective of the overall Siasun Robot&Automation Industry, the competition in the industrial robot industry is fierce, and in 2024, a situation of "growth in quantity without growth in revenue, and growth in revenue without growth in profit" may occur.
After ongoing fluctuations, the market may be nearing a directional choice, with the AI, Siasun Robot&Automation, and other Technology growth sectors likely to rebound.
Looking back at the market situation before the festival, the market has been in a state of fluctuating consolidation, and the atmosphere of market observation remains quite strong.