Movement Alert|SICC Rises 7.21% in Regular Trading, Interim Results Review Imminent Combined with 8-Inch SiC Substrate Volume Growth

Market Focus
08/10

On August 10, SICC rose 7.21% in regular trading, trading at HKD 76.3 per share, with turnover of HKD 34.93 million, extending a recent streak of consecutive gains.

On the news front, the company's board of directors is scheduled to convene on August 19 to review and approve the unaudited consolidated interim results for the six months ended June 30, and to discuss whether to recommend an interim dividend. The upcoming earnings disclosure continues to fuel positive market sentiment.

Fundamentally, a recent research report from Dongwu Securities International highlighted that in Q1, as 8-inch products rapidly scaled, SICC's gross margin recovered to approximately 20%, with 8-inch revenue contribution rising to around 45%, marking a notable improvement from the prior year. Key customers including Infineon, whose orders reportedly doubled year-over-year, and SAIC Motor's Xinlian Integrated, where SICC holds an 80%-90% supply share for 8-inch substrates, demonstrate strong order visibility. The brokerage initiated coverage with a Buy rating, noting that earnings recovery could further materialize as supply-demand dynamics improve and product mix shifts favorably.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

免責聲明:投資有風險,本文並非投資建議,以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請,作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考,不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證,投資者應自行研究並在投資前尋求專業建議。

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