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港股公告掘金 | 芯片行业上半年维持高景气度 这家FPGA公司发布上半年业绩 净利润增加172%!

Hong Kong stocks announcement Nuggets | the chip industry maintained a high demeanor in the first half of the year. This FPGA company announced a 172% increase in net profit for the first half of the year.

Zhitong Finance ·  Aug 16, 2022 07:55

[headline announcement Nuggets]

Shanghai Fudan (01385) released its first-half results, with a net profit of 531 million yuan, an increase of 172.99% over the same period last year.

Shanghai Fudan (01385) announced that in the first half of 2022, the group achieved operating income of 1.702 billion yuan (the same unit below), an increase of 50.83% over the same period last year; net profit belonging to shareholders of listed companies was 531 million yuan, an increase of 172.99% over the same period last year; basic earnings per share is 0.65 yuan.

Comments:Shanghai Fudan, based on the School of Microelectronics of Fudan University, was established in 1998 and listed in Hong Kong in 2000. It is a professional company engaged in integrated circuit design, development and testing. At present, the company has many product lines, such as security and identification chip, non-volatile memory, smart meter chip, FPGA chip, integrated circuit closed test and so on. At the same time, the market share of RFID chip, smart card chip, EEPROM, smart meter MCU and other products ranks in the forefront of the industry, and is in a leading position in the field of FPGA design.

According to the announcement, the company's highly reliable products continue to be in short supply. In terms of FPGA, the company is actively developing a new generation of 1 billion door-level products based on 14/16nm, further enriching the types of FPGA and PSoC chips in the 28nm process to expand new markets; in terms of MCU, the company's LG series MCU has successfully obtained AEC-Q100 certification, and the target application areas include vehicle wipers, windows, seats, door locks, air conditioners, electronic shifters and so on, which are being promoted in the market.

In terms of security identification chips, the company's gross profit margin of security and identification chips is relatively high, a number of products have passed vehicle regulation certification, FM1280 chips of smart cards and security chips and FM17 series read-write chips of intelligent device chips have successfully obtained AEC-Q100 certification, and made breakthroughs in the fields of automotive TBOX security chips and digital keys.

In addition, Hualing, the company's holding subsidiary, has applied for listing on the North Stock Exchange, and the company's integrated circuit testing service business is expected to be spun off and listed.

[key announcement Nuggets]

Jingdong Jingdian (00710) released interim results: profit attributable to shareholders was HK $251 million, an increase of 164% over the same period last year.

Jingdong Jingdian announced that the company's mid-term results in 2022, the company's revenue of about HK $4.831 billion, an increase of 51 per cent over the same period last year. Profit attributable to shareholders was HK $251 million, up 164 per cent from a year earlier. Basic earnings per share are HK34.5 cents.

Comments:Jingdian International, formerly founded in 1978, has been committed to on-board display business since 1997. After BOE subscribed in 2016, BOE Jingdian became the only vehicle product platform controlled by BOE Group.

In the era of smart cars, multi-screen and large-screen has become a trend. According to Sigmaintell, a group intelligence consultancy, it is expected to reach 226 million tablets in 2025. According to Omdia statistics, as of 2021, the company's car TFT shipping area leapt to the first place in the world, and more than 8 inches of thin film transistor (TFT) shipments remained the first in the world.

With the rapid improvement of the company's market position, from the point of view of demand, it is stuck in the Chinese market and enjoys the high demand of large screen and multi-screen under the trend of electric intelligence; from the point of view of supply, it is backed by BOE Group. on the one hand, sufficient production capacity, 8.5 generation line highlights the advantage of large size, on the other hand, technology leadership, all kinds of innovation continue to launch, on the other hand, the brand is strong, upstream resources and downstream customer base is extensive.

Benefiting from the mass production of TFT and touch screen display module projects and the increase in overall demand in the Chinese auto market, the company increased sales of thin film transistors (TFT) and touch screen display modules to customers in the first half of the year, with an increase of more than 60 per cent year-on-year in mainland China, the announcement said. At the same time, the Group has been able to deal with the combined effects of global electronic component shortages, isolation measures and geopolitical instability through various measures to reduce the impact on the company's supply chain and production.

Shanghai Fosun Pharmaceutical (02196): supplementary application for new indications for hepatocellular carcinoma with bevacizumab injection was accepted

Shanghai Fosun Pharmaceutical announced that the supplementary application of bevacizumab injection (Hanbeitai ®) developed by the company's holding subsidiary "Fuhong Hanlin" and its holding subsidiary for additional indications for hepatocellular carcinoma was accepted by the Drug Evaluation Center of the State Drug Administration.

Comments:Shanghai Fosun Pharmaceutical is a Chinese company mainly engaged in R & D, manufacturing and sales of pharmaceutical products. Focus on innovative research and development, focusing on cardiovascular, anti-tumor, central nervous system, blood system, metabolism and digestive tract and anti-infection and other treatment areas, the main products occupy a leading position in their respective market segments.

In the first quarter of 2022, the company realized operating income of 10.382 billion yuan, an increase of 28.87% over the same period last year, while non-net profit of 801 million yuan was deducted from the mother, an increase of 21.73%. In the second half of 2021, Hanqu you (trostuzumab), Sukexin (atorvatrippa maleate), Gland Pharma's heparin series, and COVID-19 mRNA vaccine Fubitai continue to drive sales growth as the main engines of growth.

Han Beitai is a monoclonal antibody biosimilar drug independently developed by the group. In November 2021, the application for registration of the drug for the treatment of metastatic colorectal cancer and advanced, metastatic or recurrent non-small cell lung cancer was approved by the State Drug Administration; in July 2022, the supplementary application for new indications for recurrent glioblastoma of the drug was accepted by the Drug Evaluation Center of the State Drug Administration.

[list of important announcements for Hong Kong stocks]

The translation is provided by third-party software.


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