Following yesterday’s “20cm” trading, the core semiconductor company IP, the Chinese mainland’s first semiconductor supplier, was again trading on the market. As of noon, the core stock rose 20%, and its total market value was 50 billion 800 million yuan, far exceeding the “semiconductor chip AI leader” Cambrian (market value of 41 billion 400 million yuan), ranking the top 10 of the market value of the company.
It is worth noting that the semi annual report shows that CAI Songsong, the “first brother of chip”, has increased the position of Xinyuan shares – u, and the managed noan growth and the shareholding ratio of noan Hexin rank first among the top ten circulating shareholders.
The performance of the semi annual report greatly exceeded the market expectation, and it was “20cm” in the morning
The sharp rise of Xinyuan shares in recent 2 days may be related to the newspaper performance exceeding market expectations in the first half of the year.
On the evening of August 3, the semi annual report data disclosed by Xinyuan shares showed that the company achieved a revenue of 873 million yuan in the first half of the year, a year-on-year increase of 26.92%, a net profit of – 45.645 million yuan and a year-on-year decrease of 28.54%. Among them, the revenue in the second quarter was 541 million yuan, a year-on-year increase of 40.95%, and the net profit was 22.6 million yuan, turning losses into profits year-on-year.
The company explained that the revenue increased significantly year-on-year in the second quarter, mainly benefiting from the substantial growth of mass production business and design business. According to the data, the mass production business of Xinyuan Co., Ltd. realized a revenue of 230 million yuan in the second quarter, a year-on-year increase of 40.82%; The revenue from design business was 137 million yuan, a year-on-year increase of 197.15%.
Fang Jing, an analyst at Cinda securities, told the media that the personnel transferred to strategic R & D projects by the design department of Xinyuan shares last year have officially returned since the first quarter of this year, helping the rapid growth of the above two businesses. In the first half of the year, the company realized 105 mass production and shipment chips, all from the company’s own design service projects, and another 27 existing chip design projects to be mass produced.
It is noteworthy that the order shipment ratio of mass production business of Xinyuan Co., Ltd. in the first half of 2021 was about 3 times, and the amount of newly signed orders was about RMB 1.722 billion, a year-on-year increase of more than 120%. The relevant person in charge of the company said at the semi annual performance briefing that the revenue of the above newly signed orders is expected to be recognized in the next 1-2 years.