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Research Reports for Gold Mining | China Securities Co., Ltd.: Huadajiutian is a leading company in the domestic EDA Industry, rated as "Buy."
The CSC Research Reports indicate that the domestic EDA Industry has recently entered a rapid consolidation phase, with companies like Huada Jiutian (301269.SZ) and Kailun Electronics successively announcing plans for additional issuance and mergers. As a leading company in the domestic EDA Industry, Huada Jiutian's cooperation with Xinhe Semiconductors is expected to create a strong synergistic effect, achieving comprehensive coverage from chips to system components. Specifically, on one hand, the merger and integration will directly enhance the company's Earnings Reports, while on the other hand, the integration of products and sales channels will also significantly drive future growth. Revenue is expected to be 12.59 and 16.08 million in 2024 and 2026 respectively.
Investment has significantly increased, and Institutions state that the domestic production rate of the Semiconductors Industry is expected to accelerate.
①According to media reports, the latest report from the International Semiconductor Industry Association (SEMI) indicates that the global semiconductor manufacturing equipment shipment value will reach 117.1 billion dollars in 2024, an increase of 10% compared to 106.3 billion dollars in 2023. ②Soochow has released a Research Report stating that the localization rate of equipment is expected to accelerate. Bullish on upstream and downstream semiconductor equipment and component manufacturers.
Guotai Junan Securities: The overseas market opportunities for domestic ICT products are vast, and the income from the Computer Sector is relatively controllable.
The USA's tariff policy creates uncertainty in Global Industry Chain division of labor, while the Computer Sector's overseas revenue impact is relatively controllable. Under the backdrop of Technology security, information technology iteration and commercial market promotion are expected to benefit and accelerate.
Express News | Empyrean Technology Says Co Plans to Buy Assets in a Deal to Be Settled in Cash, Issue of Shares; Trading Halted
BGI JiuTian (301269.SZ) is planning to acquire the controlling stake of Chip and Semiconductors, and has been suspended from trading since March 17.
BGI Nine Sky (301269.SZ) announced that the company is planning to issue shares and pay Cash or other methods to purchase assets...
Huachuang Securities: AI leads the application of industrial scenarios, driving enterprises' Asia Vets transformation.
Recently, "DeepSeek" is accelerating the lead in vertical scenario applications, while in the industrial manufacturing sector, AI technology is reshaping the Global industrial landscape, driving the industry towards Asia Vets.
