April 28, 2024

IC Channel Sanxiong Achievements

China’s smart smartphones grew strongly. IC channel makers Great General Assembly (3702), Wen Hao, and Zenitron’s revenues returned to growth. In February, revenue was bright and continued to increase this month.

The domestic IC route Ergo Wenhao announced February revenues yesterday (December 12). Due to the consolidation of Zhiyuan’s revenue, the revenue in February was 6.33 billion yuan, up by 27.6 percent on a monthly basis, an increase of 34.3 percent year-on-year; February consolidated revenue was 11.3 billion yuan, an increase of 5.7% year-on-year.

Wen Hao’s earlier version of the law said that it would estimate revenue for the quarter to be between 16.8 billion yuan and 17.6 billion yuan, a 3.4% decrease or a slight increase of 1.2%. With Wenyi’s revenue of RMB 11.3 billion in the first two months of the month, the monthly revenue will reach RMB 5.5 billion, which will surpass the low of the fiscal measure. The legal person estimates that the revenue will continue to increase in March. Therefore, the company’s revenue will The target is expected to reach the touchdown and move closer to high standards. Wen Hao yesterday's stock price reflected better than expected revenue, rose 2.1 yuan, to close at 46.05 yuan.

Leading the IC route leader, General Union University (3702), also benefited from the strong growth of China's affordable smart phones in February, spurring demand for related semiconductor component pulls. February consolidated revenue reached 26.67 billion yuan, a monthly increase of 26.1%, and an annual increase of 27.7%. In March, revenue continued to rise, so as long as the revenue for this month reached 27.18 billion yuan, it could reach the low of 75 billion yuan in the first quarter.

China United University of Great Britain estimates that single-quarter consolidated revenue will fall in the range of RMB 75 to 79 billion during the quarter, down 3.9% from the quarter to 8.7%, and revenue from the previous February of Grand United University will be 47.82 billion yuan, up 0.4% annually; The big yesterday's closing price was 41.9 yuan, up 1.15 yuan.

Zeng Zeqiang and others benefited from tablet PCs and smart phones, driving demand for Nand Flash, memory cards, touch ICs, and related power management ICs. 33%, an increase of 10% year-on-year; however, the cumulative revenue for the first two months was 52.3 yuan, an annual decrease of 26%.

The legal person emphasized that flash memory, touch ICs, and power management ICs will continue to increase the three product pillars for revenue growth this year. Zenitron’s closing price was 20.8 yuan yesterday, down slightly by 0.3 yuan.

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