The semiconductor industry carnival is about to be held, Shanghai Xinyang has a loss of up to 20 million in the first half of the year.

July 13#集微早报#

★ The 2nd Jimei Semiconductor Summit: Industry Carnival, a different industry feast!

Gathering in Golden August, Qunxian Haoqing on the sword, August 31, 2018, the second Jimei Semiconductor Summit - China's IC industry carnival will be held in Xiamen! September 15, 2017, the first episode The Micro-Semiconductor Summit was held in Xiamen Haicang. More than 30 CEOs of listed companies, 50 investment partner partners, 150 industry company CEOs and 200 trillion-dollar fund managers witnessed this historical moment. On the first working day after the end, the A-share IC sector rose by 3.42%, the semiconductor sector rose by 2.71%, and the chip replacement sector rose by 4.53%. The three major sectors collectively rose.

★ Datang Telecom involved litigation, 12 cases of arbitration, involving 130 million cases

On July 12, Datang Telecom announced that Datang Telecom had carried out statistics on the recent litigation and arbitration of the company. The total amount of arbitration was RMB 132,856,355.88. According to the disclosure, Datang Telecom involved other lawsuits and arbitration. A total of 12 cases, the total amount of litigation is 9,155,147.20 yuan. Among them, Datang Telecom sued 9 cases, the total amount of litigation is 8,930,381.21 yuan; 3 cases, the total amount of litigation is 224,765.99 yuan; 2 contract disputes, the total amount of litigation is 7,209,181.21 yuan; 7 rights and unfair competition disputes, the total amount of litigation is 1,721,200.00 yuan; 3 labor and personnel disputes, the total amount of litigation is 224,765.99 yuan.

★ Haoyu June mobile phone lens shipments increased by 83% year-on-year, once again into the Samsung supply chain

Sunny Optical Technology Co., Ltd. announced the shipments in June 2018. In optical parts, the number of glass spherical lenses was 2.486 million, a decrease of 2.7% from the previous month and a decrease of 17% from the same period of last year. The number of mobile phone lenses was 87.27 million, an increase of 13.5% from the previous month and an increase of 83%. The number of vehicle lenses was 3.09 million, up 2% from the previous month and up 23.2% year-on-year; the other lenses were 3.706 million, up 174.2% from the previous month and down 1.1% year-on-year. In addition, Sunny Optical will supply the medium and low-end products of Samsung Electronics in the second half of this year. Smartphone camera module, once again into the Samsung mobile phone supply chain.

★ MLCC/ceramic substrate orders increased significantly, Sanhuan Group's 2018 net profit increased by 35% in the first half of the year

On July 12, Sanhuan Group released a performance forecast. The company expects the net profit attributable to shareholders of listed companies from January to June 2018 to RMB 537,395,500 - RMB 580,384,300, up from the same period of the previous year: 25% - 35%. Sanhuan Group It is said that with the continued strong demand in the electronic component market, MLCC products have formed a market situation that is in short supply. In addition, the upgrading of automotive electronics, the continuous expansion of LED lighting applications, the development of the Internet of Things and the promotion of smart homes have driven the film. The demand for resistors has expanded the market space for ceramic substrates and formed a steady growth in market size.

★Copper credits! Shanghai Xinyang expects a loss of up to 20 million in the first half of the year

On July 12, Shanghai Xinyang issued a performance forecast. The company expects net profit attributable to shareholders of listed companies from January to June 2018 - 20 million to -16 million, a year-on-year change of -157.64% to -146.11%, the average net of the chemical industry The profit growth rate was 68.84%. Shanghai Xinyang said that during the reporting period, the company's net profit is expected to be loss, mainly due to the fact that Jiangsu Kapu Le New Material Co., Ltd. (hereinafter referred to as 'Kopule'), a wholly-owned subsidiary of the reporting period. The profit fell sharply. The management of the company analyzed the situation of Copgle and then based on the principle of prudence, the provision for impairment of goodwill formed during the 2013 asset restructuring was about 60 million yuan.

★ TCL Group expects net profit growth of 60% in the first half of the year.

On July 12th, TCL Group released a performance forecast. The company expects the net profit attributable to shareholders of listed companies from January to June 2018 to be 1.50 billion to 1.65 billion, a year-on-year change of 50.00% to 60.00%, exceeding market expectations and showing outstanding performance. TCL The Group made the above predictions for the following reasons: (1) The TCL electronic product structure and channels continued to be optimized, and the sales volume and net profit increased significantly year-on-year; (2) The transformation and transformation of the communication business progressed smoothly, and the loss was significantly reduced year-on-year; (3) The home appliance and other businesses were stable. development of.

★ The impact of component price increases, Neusoft's carrier expects net profit in the first half of the year to drop to 35%

On July 12, Neusoft Carrier announced the performance forecast. The company expects the net profit attributable to shareholders of listed companies from January to June 2018 to be 85. 1.25 million to 98,787,700, a year-on-year change of -35.00% to -25.00%. The company said that due to resistance, capacitance, etc. The price increase of electronic components, the company's raw material procurement costs increased in the first half of 2018, resulting in a decline in gross profit margin, net profit decreased. Due to the above factors, coupled with the national grid high-speed power line carrier communication (HPLC) module bidding has not yet begun, leading to the company 2018 The net profit in the first half of the year has a certain decline compared with the same period of last year. ★Shanghai Belling expects to earn 58 million in the first half of the year, down 57.00% year-on-year.

On July 12, Shanghai Belling issued a performance forecast. The company expects the net profit attributable to shareholders of listed companies from January to June 2018 to be 58.80 million, a year-on-year change of -57.00%. Shanghai Belling said that the company made the above prediction based on the following reasons: During the reporting period, the company's original business operations were stable and rising, and the new consolidated company Shenzhen Ruineng Micro Technology Co., Ltd., the current sales revenue, gross profit increased by about 57% and 46% respectively over the same period of last year, profitability Increased, net profit attributable to shareholders of listed companies after deducting non-operating profit and loss increased by approximately 89% over the same period of the previous year.