Recently, Jinghe Integration announced its performance forecast for the first three quarters of 2024, which is expected to achieve business income of 6.7 billion yuan to 6.8 billion yuan, an increase of 33.55% to 35.54% over the same period last year. The net profit attributable to the owner of the parent company is expected to be 270 million yuan to 300 million yuan, a substantial increase of 240 million yuan to 270 million yuan, an increase of 744.01% to 837.79%. The dominant enterprises in the
semiconductor industry ushered in a period of recovery and growth, and companies with equity investment in the semiconductor industry began to benefit. In recent years , Shangfeng Cement has invested in the equity of a series of enterprises in semiconductor industry and new materials with the trend of "one main and two wings", including the series layout of superior enterprises such as Crystal Integration, Hefei Changxin, Shenghe Crystal Micro, Pioneer Electrical Science, Shanghai Super Silicon and Onruiwei, among which Crystal Integration has been listed and issued. Shangfeng Cement indirectly holds 1.320% equity of Jinghe Integration through the fund; Shenghe Jingwei, Onruiwei, Shanghai Super Silicon, etc. Enter the listing guidance; Pioneer Electrical Science ranks 320 in Hurun Research Institute's "2024 Global Unicorn Enterprise List" with a valuation of 21 billion yuan. In the evening of October 13, 2024, Guangzhi Technology (stock code: 300489) announced that the company planned to acquire 100% of the shares of Pioneer Electronics by issuing shares and paying cash, and Shangfeng Cement indirectly held 68138 0% of the shares of Pioneer Electronics through the fund.
According to the data released by the American Semiconductor Industry Association (SIA), in August 2024, global semiconductor sales reached 53.1 billion US dollars, up 20.6% year-on-year and 3.5% year-on-year. The total sales in August reached a record high, and monthly sales increased for the fifth consecutive month. Since the second quarter of 2024, with the outbreak of artificial intelligence demand, the semiconductor industry has recovered significantly. According to data released by SIA, global semiconductor industry sales totaled $149.9 billion in the second quarter of 2024, up 6.5% annually and 18.3% year-on-year.
In recent years, in addition to the high-quality and efficient competitiveness of Shangfeng Cement in its main business, the equity investment wing has gained a lot of bright spots. In particular, the investment in leading enterprises in various subdivisions of the semiconductor field has not only achieved remarkable results in economic benefits, but also laid a solid foundation for their overall upgrading and high-quality development.
