Movement Alert|BIREN TECH Declines 3.04% in Regular Trading, Pullback Continues After Multi-Day Rally Amid Broad Semiconductor Weakness

Market Focus09-24 09:43

On September 24, BIREN TECH fell 3.04% in regular trading, trading at HK$38.98, with turnover of HK$58.16 million. The stock extended its retreat after a sharp multi-day rally that saw gains of over 12% on September 21 and more than 4% on September 22.

The pullback coincided with broad-based weakness across the semiconductor sector. HUA HONG GRACE fell 3.5%, ILUVATAR COREX dropped 5.19%, GIGADEVICE declined 3.84%, SMIC shed 1.72%, and MONTAGE TECH slipped 1.37%, amplifying sector-wide selling pressure on BIREN TECH.

On the news front, Daiwa on September 22 raised its target price on BIREN TECH from HK$100 to HK$130, reiterating a Buy rating, and lifted revenue forecasts for the next two fiscal years by 94% and 58% respectively. Management recently doubled its revenue guidance to RMB 20 billion, reflecting confidence in the upcoming BR20x flagship chip. Despite the positive institutional backdrop, the stock's steep prior run-up and elevated short-selling activity — with a short-sell ratio reaching 29.85% on September 23 — weighed on sentiment, triggering profit-taking.

On the fundamental side, the company reported first-half revenue of RMB 1.236 billion, up 1,997.6% year-over-year, with gross margin rising to 42.7% and adjusted net loss narrowing 38.9%.

(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.)

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