09191 Global X China Semiconductor ETF
- 5.390
- -0.030-0.55%
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.
The Siasun Robot&Automation industry is experiencing a rise with a noticeable increase in entrants, and the Sector is expected to continue to be in the spotlight.
① According to Statistics from the new strategy humanoid robot research institute, as of December 2024, the number of Global humanoid robot Ontology companies has surpassed 220. Among them, companies from China account for half, exceeding 110. ② Shanghai Securities stated that the Industry Chain for humanoid robots has entered a phase of "a hundred flowers bloom, a hundred schools of thought contend," and the commercialization of humanoid robots is promising. It is recommended to pay attention to domestic component manufacturers that will benefit.
Next week's important schedule: Federal Reserve interest rate decision, China CPI, import and export, and financial data, AMD Semiconductor Manufacturing International Corporation Earnings Reports.
The Federal Reserve and the Bank of England announced their interest rate decisions, Canadian Prime Minister Carney will meet Trump for the first time in the United States, Musk's Grok 3.5 large model was unveiled, and Auntie in Shanghai plans to list on the Hong Kong Stock Exchange on May 8. In terms of data, pay attention to China's CPI and PPI inflation, foreign reserves, imports and exports, and financial data, while regarding Earnings Reports, focus on AMD, ARM, Semiconductor Manufacturing International Corporation, and others.
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.
Chinese humanoid robots are seizing a global $5 trillion "big track"!
Morgan Stanley expects that by 2050, a total of 1 billion humanoid robots will be deployed globally, with annual revenue reaching 4.7 trillion dollars, nearly double the total revenue of the top 20 global Auto Manufacturers in 2024. China's policy support, technological advancements, and manufacturing foundation place it in a leading position in the field of humanoid robots, especially in the Hardware supply chain.
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.
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.
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.
Semiconductor Surge: How Sustainable Is the Rally?
Humanoid robot competition: a "technical coming-of-age ceremony" where "flops" and "evolution" occur simultaneously.
① The champion team from Tian Gong, CTO Tang Jian of the Peking Humanoid Robot Innovation Center, told the Star Daily reporter, "The half marathon competition is mainly a limit test for the robot's Hardware and Software motion algorithm, or the stability and reliability of the robot's 'little brain'." ② The Wuxi embodied intelligence sports event opening tomorrow, along with the upcoming robot combat competition held by Yushu, will undoubtedly attract more attention for 'inspection.'
Technology stocks are rebounding, while high-profile stocks are collectively "cooling down". The market may enter a critical period for switching between high and low performances.
Track the entire lifecycle of the main Sector.
The trade war urges a breakthrough in chip and AI innovation. This event in Zhangjiang Science City gathers various sectors to explore collaborative development paths.
① In the special event on in-depth insights into AI and chips held in Zhangjiang Science City, guests stated during the speech segment that the tariff war has impacted the chip and AI industries, but there are also positive factors for industry development; ② Edge AI and AI Agent are developing rapidly, and companies should grasp the technology development trends, utilize the characteristics of domestic computing power, seek breakthroughs in difficulties, and promote the sustainable development of the chip and AI industries.
Siasun Robot&Automation team "operating" ignites the buzz! The Industry Chain frequently updates progress. Analysts suggest that the next 2-3 years may be a critical period for mass production.
① This year, the Guangzhou Fair has set up a special area for service robots for the first time, and exhibitors revealed that customers made deposits on the spot, with some even stating that "9 out of 10 display models were booked." ② Currently, there are 11 major humanoid Ontology manufacturers in China that have started mass production plans for 2024, with several manufacturers planning to produce over a thousand units in 2025. ③ Analysts state that the next 2-3 years will be a crucial period for large-scale mass production and delivery of robots.
Who is providing support to the Siasun Robot&Automation half marathon champion? | Focus
① The market generally believes that this event is not only a concentrated demonstration and testing of robotic technology, but also marks a critical point for humanoid robots transitioning from the laboratory to industrialization; ② Obizunlight claims that in the consumer goods industrial sector, humanoid robots have the potential to replace industrial robots and end effectors, especially exhibiting significant advantages in precision operation.
The first "half marathon" for humanoid robots has begun. How can they overcome their "physical limits"?
① The journalist interviewed the participating star seed players Song Yan Power, Lingbao Siasun Robot&Automation, and Peking Human-Robot Innovation Center; ② The challenge of robots running a half marathon mainly lies in Hardware stability, including the Ontology and joints' load-bearing capacity, durability, heat dissipation, as well as Battery endurance and energy management.
The humanoid robot marathon will kick off on April 19, with the industry entering a phase of intensive catalysis.
① According to reports, the world's first humanoid robot half marathon will start at 7:30 AM on April 19th in Peking Yizhuang. ② Shanghai Securities pointed out that the Siasun Robot&Automation Industry Chain has entered a stage of "a hundred flowers blooming, a hundred schools of thought contending". Currently, humanoid robots are entering industrial scenarios, which has become a highly certain application trend domestically and globally. The commercialization of humanoid robots is promising, and attention is recommended for domestic component manufacturers that will benefit.
Under the Deepseek effect, Goldman Sachs puts cold water on the Datacenter boom: the Global Datacenter utilization rate has reached its peak.
From the release of DeepSeek, which is a low-cost competitor to ChatGPT, to Microsoft scaling back its Global AI Datacenter projects, and Alibaba Director Zhang Yong warning about a bubble in USA AI infrastructure investments, multiple warning signals are flashing: the boom in AI Datacenters may soon be facing a cool down.
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.