on the evening of 7, Kweichow Moutai Co.Ltd(600519) had a good performance in the two months before the first announcement in history, and the stock price rose against the trend
on the evening of 8, “chip brother” Semiconductor Manufacturing International Corporation(688981) also disclosed the business data of the first two months for the first time – the profit growth momentum is very rapid
on the evening of 8, dozens of listed companies gathered to disclose the announcement of repurchase or increase of holdings
Leading companies have warmed the market with various positive signals.
According to Semiconductor Manufacturing International Corporation(688981) announcement, the company’s operating revenue from January to February was about US $1223 million, a year-on-year increase of 59.1%; The net profit was about US $309 million, a year-on-year increase of 94.9%. The profit growth is significantly greater than the revenue growth, which shows that its profitability has been significantly improved.
this is the first monthly data disclosure since Semiconductor Manufacturing International Corporation(688981) listing . Although the announcement did not disclose specific business details, the performance nearly doubled in the “traditional off-season”, which fully shows the high outlook of the industry and the strong explosive power of the company’s performance.
Semiconductor Manufacturing International Corporation(688981) in the investor survey minutes disclosed on February 22, more than 600 institutional and individual investors participated in the live broadcast of the fourth quarter performance presentation of 2021 held on February 11. The introduction of the company also revealed a lot of meaningful information.
At the performance presentation meeting, Semiconductor Manufacturing International Corporation(688981) acting chairman Gao Yonggang also revealed his outlook for 2022. In terms of industry, when the overall capacity of the industry is in short supply, the demand in some application fields slows down, and the overall capacity shortage gradually turns into the stage of structural shortage Semiconductor Manufacturing International Corporation(688981) facing an important task is how to keep up with the industrial development trend, dynamically balance the stock and incremental demand, and make up for the structural gap of the industrial chain.
More importantly, Semiconductor Manufacturing International Corporation(688981) senior management revealed an important signal.
According to Gao Yonggang, looking forward to 2022, the company expects that the annual sales revenue growth will be better than the average value of the OEM industry, and gross profit margin is higher than the company’s 2021 level . In order to continuously promote the expansion of existing old plants and three new plant projects, 2022 is still the peak investment, and the capital expenditure is expected to be about US $5 billion.
In the view of insiders, Semiconductor Manufacturing International Corporation(688981) ‘s capital expenditure budget means that the company has considerable confidence in expanding production, and also means that the impact of “entity list” on the company is less than market expectations.
The expansion project is of great significance to Semiconductor Manufacturing International Corporation(688981) China According to Zhao Haijun, Semiconductor Manufacturing International Corporation(688981) co CEO, at the beginning of 2022, Shanghai Lingang Holdings Co.Ltd(600848) new plant broke ground; The two projects in Beijing and Shenzhen are advancing steadily and are expected to be put into production by the end of 2022. After the above three new projects are completed, the production capacity of Semiconductor Manufacturing International Corporation(688981) will be doubled.
Specifically, by 2022, Semiconductor Manufacturing International Corporation(688981) stressed that the company plans to add 130000 to 150000 pieces of capacity equivalent to 8 inches in 2022, which will be more than that in 2021 (equivalent to 8 inches and more than 100000 pieces), of which the growth of 12 inches will be much more than that in 2021.
In the view of the above industry insiders, under the background of global semiconductor high vision and tight production capacity, Semiconductor Manufacturing International Corporation(688981) vigorously expanding production will not only significantly increase its own performance and enhance its own market share; More importantly, in the current context, Semiconductor Manufacturing International Corporation(688981) actively expand production, will drive the rapid growth of China’s whole industrial chain and improve the development level of the whole industrial chain .
In addition, the research summary also revealed some market supply and demand trends. Zhao Haijun introduced that looking forward to 2022, the mobile phone and consumer products market lacks development power and becomes a stock market, with supply and demand gradually reaching a balance; There is a structural capacity gap in incremental markets such as the Internet of things, electric vehicles and medium and high-end analog ICs, and the demand for application platforms such as RF, microcontroller and power management is still strong.
In contrast to the beautiful performance of the company, Semiconductor Manufacturing International Corporation(688981) recently, the share price of was very low, and the share price of the company on the science and Innovation Board almost hit a new low on the 8th.
Now, for the first time, the company has released a strong growth signal of performance. Can the stock price get out of the trough and even lead the rise of the semiconductor sector?
A recent case for reference is Kweichow Moutai Co.Ltd(600519) .
On the evening of March 7, Kweichow Moutai Co.Ltd(600519) released the main business data from January to February 2022 for the first time. The growth rate exceeded market expectations. On the 8th, the company’s share price soared by more than 4%. (10.2 billion yuan! Kweichow Moutai Co.Ltd(600519) first disclosure of monthly operating data! The company’s management is worried?)
Spring River warm duck prophet.
For some time to come, there may be more high-quality listed companies disclosing beautiful business data one after another.
