A veteran industry expert secretly bought a tech stock.

Will Semiconductor then embarked on a series of acquisitions, with a pivotal turning point occurring in 2019, when the company completed its acquisition of 85.5% of OmniVision Technologies, 42.3% of Sibyte, and 100% of VisionSource. This move propelled Will Semiconductor into the CMOS image sensor chip sector. Founded in 1995 and headquartered in the U.S., OmniVision specializes in highly integrated CMOS imaging technology and ranks third globally in this field—behind only Sony and Samsung. Will Semiconductor’s management demonstrates exceptional foresight, anticipating that cameras will see widespread adoption across three key domains: 1. Smartphone cameras: Originally equipped with just one camera, smartphones now commonly feature three—and further upgrades are inevitable. 2. Automotive and IoT trends: Cameras are essential for electric vehicles (EVs), with most EVs deploying over ten cameras. Currently, EV penetration stands at 12%, but is projected to rise to 60%, positioning Will Semiconductor to benefit significantly from this growth trend. 3. Security surveillance: Initiatives such as “Safe City” and ultra-high-definition infrastructure development continue driving robust demand for security cameras. Will Semiconductor is among China’s most established semiconductor firms—a high-conviction, low-risk-reward stock. Even amid this year’s broader semiconductor sector correction, Will Semiconductor charted its own course, attracting consistent foreign institutional buying and earning recognition as a blue-chip stock within China’s semiconductor industry. Domestic sell-side analysts forecast net profits of RMB 7.5 billion for 2023 and RMB 10 billion for 2025. With A-share semiconductor leaders trading at a P/E ratio of 50x, Will Semiconductor’s implied market cap would be approximately RMB 500 billion—yet its current market cap stands at only RMB 260 billion, suggesting roughly a 100% upside over five years. 1. Today, construction machinery giant Sany Heavy Industry surged 7%, primarily driven by capital positioning ahead of July’s expected rebound in construction equipment data. Two supporting indicators exist: (i) June’s excavator sales declined only 6%, a narrowing drop compared to May; and (ii) recent research notes indicate August excavator demand is expected to fall between March and April levels—approaching peak-season volume—mainly due to increased mining activity in Inner Mongolia and North China. 2. Securities firm China Securities Co., Ltd. released its mid-year earnings outlook: H1 revenue rose 24.51% year-on-year, while non-recurring net profit fell 1.47% YoY—likely below market expectations. The brokerage sector remains sluggish. Notably, Ningquan Asset Management—led by industry-respected fund manager Yang Dong—previously disclosed holding China Securities’ H-shares in Hong Kong. 3. Traditional Chinese medicine (TCM) leader Pien Tze Huang plunged to its daily limit-down on heavy volume, triggered mainly by its controlling shareholder—the Zhangzhou SASAC—announcing its first-ever share sale worth RMB 3 billion. Market rumors also surfaced regarding an official document titled “Special Rectification Plan for Participation in Speculative Trading of Pien Tze Huang.” 4. Tonight, “Jia Yueting—who promised to return home next week”—finally brought his EV dream to life: Faraday Future officially listed on the NASDAQ under ticker “FFIE,” with a current market cap of USD 4.5 billion. In 2018, Evergrande Health invested HKD 6.7 billion to acquire a 45% stake in Faraday Future, becoming its largest shareholder. Evergrande Health’s sharp rally today was directly linked to this news. 5. Today, both Evergrande Group and Guangfa Bank jointly issued an “amicable settlement” announcement—offering temporary relief to both banking and real estate sectors. Vanke A rose 2.11%. Vanke continues to command respect: Its famous 2018 slogan “Survive!” was widely mocked at the time as pretentious—but years later, in 2021, “surviving” has indeed become the stark reality for many property developers, underscoring Vanke’s remarkable foresight. Real estate reform won’t happen overnight: Starting from the “Three Red Lines” policy introduced in 2020, it may take several years before a new industry landscape fully emerges—accompanied by considerable pain, including the disappearance of some developers and consolidation via M&A.

Are foreign institutions continuously increasing their holdings in these stocks? Their performance tomorrow will be closely watched! (List attached)

Although the benchmark index posted five consecutive gains this week, this does not conceal the overall market’s recent lethargy. Yet foreign investors appear unfazed: As of this Friday, they have recorded 17 consecutive trading days of net buying, with cumulative net inflows reaching RMB 61.091 billion. Among those 17 days of continuous foreign buying, 33 companies saw foreign holdings increase by more than 1%. Will Semiconductor ranked first, with foreign ownership rising by 3.44%;卧龙电驱 (Wolong Electric Drive) followed closely at 3.12%. In terms of stock price performance during this period, 24 of these 33 companies posted gains—representing 73%—significantly outperforming the broader A-share market. As noted above, Will Semiconductor surged 17.13%, Wolong Electric Drive rose 15.27%, and Jingce Electronics—the third-most heavily bought—soared 35.94%. Indices remain volatile, thematic stocks lack momentum, market-wide profitability is weak, and trading difficulty remains high. Continuing to apply short-term trading strategies—as in the past—has yielded suboptimal returns recently. So how should investors trade during this period?

Welch & Forbes LLC Increases Stake in Linde PLC

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Welch & Forbes LLC increased its stake in Linde PLC by 2.1% in Q3, acquiring 2,138 shares worth over $50 million. Other institutional investors also adjusted positions in the industrial gas company.

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