Taiwan taxes have not yet been released, but the Taiwan stock market has risen from 17306.97 points to 23468.21 points. Judging from the merger and acquisition of all listed companies (referring to domestic companies excluding KY shares) in the firs...
Taiwan taxes have not yet been released, but the Taiwan stock market has risen from 17306.97 points to 23468.21 points. Judging from the merger and acquisition of all listed companies (referring to domestic companies excluding KY shares) in the first half of this year, the merger and acquisition of 21 trillion yuan was a record high, and it grew by 14.01% compared with the same period in 2024. The taxes related to the above-mentioned taxes do not seem to have caused significant fluctuations.
CRIF pointed out that the Taiwan stock market has rebounded rapidly, but looking at the overall revenue performance of listed companies in the first half of the year, not all stocks can make a bright future. Among them, 19 major stocks have achieved a harvest, and 9 major stocks have achieved a harvest of more than 10% in the first half of the year, namely computers and weekly equipment, green environmental protection, semiconductors, other electronics, information services, biotechnology and medicine, electronic components and communication networks.
CRIF said that 13 of the stocks had a recession in their closing, among which the financial insurance stocks suffered a recession of 23.87% due to the severe financial holding and financial insurance industry exchange, the largest, and the other nine stocks with a recession of more than 4%, are plastics, automobile industry, other stocks, oil and electricity gas, building materials manufacturing, steel, tissue filtration and paper industry, which are clearly the biggest victims of taxes.
Among the nine major stocks with a harvest of more than 10% in the first half of the year, the computer and weekly equipment stocks had the strongest growth rate, and even the growth rate exceeded 25.46% of the semiconductor stocks. In order to rarely see the growth rate of downstream products exceeding the upstream products, the growth rate in the second quarter reached 41.92%, which showed that the growth rate in the first quarter was even stronger, indicating that market demand remained strong.
The AI server stocks have achieved 87.36% and 73.98% respectively. As the key to boosting the growth of stocks, the growth of Gigabyte, MSI and UK have also reached more than 20%. The strongest performance among the same stocks is Shenda Holdings, which benefited from the strong demand of super-large cloud data centers and cloud service customers, as well as the shipment of vehicle electronics and Edge AI products. The harvest in the first half of the year reached 120.93%.
Green Environmental Protection Stocks grew by 33.70% in the first half of the year, with growth only on computers and weekly equipment. Although they grew by 29.01% in the second quarter and only on computers and weekly equipment, the growth rate was lower than 39.67% in the first quarter, indicating that the growth rate in the second quarter has slowed down.
As for the first half of the year, the semi-conducting stocks had a 25.46% growth in the first half of the year, reaching a record high of 355 billion yuan, ranking third, but the second quarter's growth in the second quarter was 24.26%, compared with 27.02% in the first quarter, the performance of the third quarter still needs to be observed, while the traditional industry group performed extremely poorly in the first half of the year. Waiting for traditional industries with tax releases, they should make more aggressive operational preparations.
Taiwan Electric's operating income in the first half of the year was 40.03%. Although it ranked 8th among the same stocks, its operating income increased by 506.9 billion yuan in the first half of the year compared with the same period last year, it is still the company with the largest increase in operating income in the same stocks. At the same time, Taiwan Electric's operating income closed at 933.792 billion yuan in the second quarter, which is 47.40% higher than the second quarter of last year, and has achieved a strong growth potential.
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