semiconductor leader Northern Huachuang hit the limit again today (October 11), and the positive expectations of the third quarter report failed to save its stock price from the limit. The stock fell to the limit yesterday and today for two consecutive days.
The global semiconductor sector has been weak recently, and the stock prices of semiconductor giants such as TSMC have also been affected.
Northern Huachuang's third-quarter performance is expected to exceed last year's
Northern Huachuang released its performance forecast at noon today, and it is expected that the net profit attributable to shareholders of listed companies in the first three quarters of 2022 will be approximately 1.555 billion yuan to 1.795 billion yuan, a year-on-year increase of 136.16% to 172.62%; basic earnings per share will be approximately 2.95 yuan to approximately 3.40 yuan. The main reason for the performance changes is that in the first three quarters of 2022, the company's downstream market demand for electronic process equipment and electronic components business was strong and orders were full. The company actively takes various measures to achieve the effective operation of production and supply chain, ensure the timely delivery of customer orders, and the company's operating performance maintains continuous growth.
It is understood that from January to June this year, the operating income composition of North Huachuang was 75.31% of the electronic equipment industry and 24.51% of the electronic components industry respectively.
Beijing Youth Daily reporter noticed that Beifang Huachuang's net profit last year was 1.07741 billion. Based on the median performance of the first three quarters of this year, the net profit in the first three quarters of this year increased by 55% compared with the whole year last year.
stock price is close to the new low this year
Northern Huachuang closed at 225.5 yuan today, close to the new intraday low of 205.79 yuan on May 10 this year.
The weak trend of the global semiconductor sector has also affected A shares semiconductors. As of today's closing, the semiconductor sector fell 2.1%, ranking among the top industry's declines.
Haiguang Information fell by 19.25%, and the largest declines include Shengmei Shanghai, Tuojing Technology, Anji Technology, Huahai Qingke, Zhichun Technology , China Micro Company , etc.
According to market statistics, as of the close of October 10, 34 A-share semiconductor stocks had a closing price of more than 50% from the year's high. The latest market value of leading companies such as Weil Co., Ltd., Wingtech Technology , Sanan Optoelectronics , and Gigabit Innovation have all fallen below 100 billion yuan.
TSMC plummeted more than 8% today
Today, the stock price of TSMC, , plunged , plunged 8.33%, and the closing price was only 401, , setting the largest drop in history.
Since the beginning of this year, TSMC's stock price has almost halved, with its current market value of only US$349.7 billion. Compared with more than 640 billion at the beginning of the year, the US dollar's market value has lost more than US$300 billion, equivalent to more than 2 trillion yuan.
While the stock price plummeted, TSMC's performance has been rising, with revenue exceeding analysts' expectations in the third quarter, reaching US$19.4 billion, and earnings in the third quarter of 2022 were 48% higher than the same quarter last year.
TSMC also continued to fall in the U.S. stock market, closing at US$67.44 per share on October 10, hitting a new low in two years, with the latest market value equivalent to about RMB 2.48 trillion. Compared with historical highs, TSMC's retracement rate reached 52.85%.
market analysis, compared with the high this year, the average drawdown of the latest closing price of US semiconductors reached 45.84%. Among the stocks with a market value of more than 10 billion US dollars, 9 stocks have a drawdown of more than 50%, such as Chaowei Semiconductor, Nvidia, Maywell Technology, Terida , Intel , etc.
Compared with the end of last year, the market value of semiconductor stocks evaporated by more than US$1.6 trillion. The market value of giant companies including Nvidia, TSMC, Asmay, Intel, etc. has evaporated by more than 100 billion US dollars.
At the same time, many investors are optimistic about the long-term investment value of the chip sector and make plans when they are low. Data shows that on October 10, the net inflow of A-share chip ETFs exceeded 200 million yuan.
text/Beijing Youth Daily reporter Liu Shenliang
edit/tianye
