The U.S. and China’s trade relations are tense. The market speculates that the U.S. may control key semi-conductor equipment in order to increase the bargaining chips that require China to increase the protection of intellectual property rights.
The market believes that if the United States controls key semiconductor equipment for transmission, operations of US semiconductor equipment plants, such as applied materials, will be affected. The use of materials and other US-based partners in Beijing, such as Jingding, will also be affected.
Jing Ding today's stock price performance was weak, and once fell below the 200 yuan mark in intraday trading, it fell to 199 yuan, or 9.5 yuan, a drop of 4.55%, creating a new low for more than 2 months.
Jing Ding stated that the U.S. government has not yet issued a control order, nor has it received a notification that the customer has stopped production. At present, the order is still hot, and whether the U.S. government will speculate about key semiconductor equipment in the transmission market remains to be further observed.
Driven by the buoyant semiconductor equipment shipments, Jingding’s first-quarter revenue reached 2.272 billion yuan, an increase of 29.78% year-on-year. The legal person expects that Jingding’s second-quarter operation is expected to maintain its high-growth momentum, and its quarterly revenue will increase year-on-year. From 15% to 20%, the quarterly revenue will exceed 2.4 billion yuan, which is expected to hit a record high in single-season revenue.