In the last quarter, the national giant made a profit of more than 10 billion yuan, earning more than 100 million yuan every day. With the continuation of the shortage of stocks and price hikes, the market is optimistic. The national giant will continue to earn an amazing profit rate of more than 100 million yuan every day. Advance, gross margin, and net interest rate have room for ascension. 'One month to earn more than one share capital' should be easy to reach.
Global Silicon, Hejing and other semiconductor silicon fabs, this season will continue to rewrite the new profits, Hejing has a chance to meet the 'earning a year, to the past three years' grand occasion.
Although there are many external noises at this stage, most of the passive component factories still believe that the secondary products such as laminated ceramic capacitors (MLCC), aluminum electrolytic capacitors, solid capacitors, chip resistors and upstream ceramic substrates, and aluminum foils are in short supply and the price trend is high. Relevant manufacturers' performance in the third quarter is expected to rise to the next level.
Guoju said that the current order visibility is up to several seasons, the order-to-shipment ratio (BB value) is nearly 3, and the resistance and capacitance supply and demand are still very tight, and the capacity will continue to be opened to meet customer needs.
According to factors such as the withdrawal of Japanese manufacturers and the tightening of environmental assessments, the supply of passive components is in short supply, and the emerging applications such as fifth-generation mobile communication (5G), automotive electronics, and Internet of Things (IoT) are all resistors and capacitors. Rapid growth in demand.
For Huaxinke, the current market situation is in short supply, and the upward trend of the price trend remains unchanged. However, Guoli’s inductance factory, Qi Lixin, will also come due to the peak season, and the subsidiary chip resistor factory will be the Malaysian factory from July. Full capacity utilization will help boost revenue and gross margin.
Xu Xiulan, chairman of Global Crystal, said that at this stage, in addition to the full demand for 12-inch and 8-inch semiconductor silicon wafers, the 6-inch supply and demand level is even more unexpected than expected, and the company's global wafers from 3 to 12 silicon wafers. Fully loaded with production.
In order to ensure the long-term stability of the wafer supply, Global Crystal revealed that many large customers and the company have negotiated a long supply contract from 2021 to 2025, and the price will not see any signs of reversal until 2021.
Jiao Jinghai, chairman of Hejing, also believes that the global semiconductor silicon wafer shipments and sales prices will continue to be driven by demand for the Internet of Things, automotive electronics, smart home and big data cloud computing. Continue to create new heights.