Uncategorized - LinkinChina

9小时前

High-Yield, Low-PE, Record-Profit Stocks Emerge in China’s A-Share Market—Top Picks for Income-Focused Global Investors

Valuations are at decade lows, but a wave of targeted policy support is reshaping the investment landscape. For global investors, China’s A-share and H-share markets in 2024 present a nuanced opportunity defined by specific catalysts, not just broad optimism. This analysis breaks down the policy tailwinds, sector-specific capital flows, and the practical entry points—from advanced manufacturing to financial services—that separate strategic positioning from mere speculation.

39 000

9小时前

Zhongwei Semiconductor Announces 15%–50% Price Hike—A Signal for A/H-Share Investors in China’s Chip Sector

A major China-based fabless vendor just raised prices—and it’s not across-the-board fluff. China Microsemi announced targeted hikes of 15%–50% on select MCUs and PMICs, driven by rising advanced packaging and wafer costs plus strategic supply-chain reshaping as global capacity tightens. Read this if you track semiconductor margins or source components: the move highlights where the company sees real product leverage—high-value, design-win parts for industrial automation, smart energy and automotive customers—implying stronger pricing power, healthier gross-margin prospects, and a more disciplined portfolio. For foreign investors and OEM buyers, the short-term pain of higher BOMs could signal longer-term supplier stability and reduced discounting pressure. The article breaks down which segments are affected, the cost drivers behind the increase, and what this means for procurement strategy and competitive dynamics in China’s fabless landscape.

34 000