Semiconductors▲
Morning briefing: Inno Laser first-half net profit up 314.55%, MSCI China Index adjustment effective today
Today, the MSCI China Index adjustment takes effect after market close, with 33 new constituents added, including 31 A-shares such as Tongguan Copper Foil, Fenghua Advanced Technology, Huafeng Test & Control, Dingtai High-Tech, and KINGSEMI. Meanwhile, Inno Laser released its half-year report, with first-half operating revenue of 259 million yuan, up 19.02% year on year, and net profit attributable to the parent of 35.1507 million yuan, up 314.55% year on year. In addition, ChangXin Memory Technologies announced that its self-developed LPDDR6 memory has entered mass production and is first featured in the Xiaomi 18 Fold flagship foldable phone, marking the world's first commercial deployment of LPDDR6 products and breaking the monopoly of overseas manufacturers. China State Shipbuilding Corporation's wholly owned subsidiary Shanghai Waigaoqiao Shipbuilding, together with China Shipbuilding Trading, signed a contract with COSCO Shipping Assets for the construction of 12 21,700-TEU LNG dual-fuel container ships, with a total value of 2.688 billion US dollars, with delivery expected between 2028 and 2030. Shengyi Electronics' wholly owned subsidiary Ji'an Shengyi Electronics plans to invest 2.257 billion yuan to build a high-speed interconnect circuit board project, with a designed capacity of 445,900 square meters per year.
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Semiconductors › Memory — DRAM, NAND & HBM ▲Technology
Critical Materials & Supply Chain › Semiconductor Materials ▲Technology
Critical Materials & Supply Chain › Copper ▲Demand
Semiconductors › PCB Laminates & Substrate Materials (CCL) ▲Supply
Aerospace & Aviation › Aircraft Engines & Propulsion ▲Demand
Critical Materials & Supply Chain › Bulk & Structural Metals (Reshoring) ▲Demand
301021.CS · Capital · Positive Inno Laser reported first-half net profit up 314.55% year on year on revenue of 259 million yuan.
688825.CG · Technology · Positive CXMT's self-developed LPDDR6 memory entered mass production and is first commercially deployed in the Xiaomi 18 Fold, breaking overseas monopoly.
688183.CG · Capital · Positive Shengyi Electronics' subsidiary plans a 2.257 billion yuan high-speed interconnect circuit board project, a capex investment.
1810.HK · Technology · Positive Xiaomi 18 Fold is the first flagship to feature CXMT's mass-produced LPDDR6 memory, a product/tech development for Xiaomi's device.