On February 11, 2022, Beijing Information Center held a special press conference on the construction of Beijing's global digital economy benchmark city. At the conference, it was mentioned to strengthen the layout of the whole industrial chain of integrated circuits, and Beijing has become the most important scientific and technological innovation and industrial agglomeration area in the semiconductor field in China.
In fact, many places are focusing on 5g, optoelectronics, semiconductors, new energy, Internet of vehicles, blockchain and other key areas, accelerating the deployment of new infrastructure construction, consolidating the foundation for the development of digital economy, cultivating digital industrial clusters and creating a highland for the development of digital economy. Optoelectronic and semiconductor enterprises, as providers of key infrastructure and key technologies of the digital economy, may usher in a golden period of development.
digital economy "leveraging" the growth of optoelectronic and semiconductor enterprises
According to incomplete statistics by the reporter of Securities Daily, up to now, 91 optoelectronic and semiconductor companies in A-share have disclosed the performance forecast of 2021. From the disclosed results, 89 companies are expected to make profits in 2021, with a total profit of at least 53.651 billion yuan. Among them, the net profit of the top 10 companies reached 24.476 billion yuan, accounting for 45.62%.
Wang Peng, associate professor of Gaoli Research Institute of Renmin University of China, said in an interview with the reporter of Securities Daily that optoelectronics and semiconductors are the infrastructure and core technology at the bottom of the digital economy. Component manufacturers, system integrators and relevant application developers in the field of Optoelectronics and semiconductors are the key links for the future informatization, intelligence and digitization of the digital economy, and have a promising development prospect.
Since 2021, with the rapid development of electric vehicles, Internet of things, artificial intelligence, automation equipment and other industries, "car core shortage" has detonated the industry shortage situation from point to area. Under the background of continuous extension of delivery cycle, semiconductor prices have risen in an all-round way; Driven by both volume and price, the prosperity of the global semiconductor industry continues to rise. The boom of the ultra-high industry with both volume and price increases and the acceleration of domestic substitution have helped China's optoelectronic and semiconductor sectors maintain rapid revenue growth and continue to create new market space.
For the industry outlook in 2022, Wang Peng pointed out that it will be a continuation of this development, and even for a long time in the future. Whether it is the application scenario, order or business model of Optoelectronics and semiconductor industry, it has very good development prospects in the long term.
build a trillion yuan "optical core screen end network" industrial cluster
The development of digital economy is in full swing, and related industries such as digital industrialization, industrial digitization and digital governance are booming. However, the situation that restricts the development of China's digital economy, such as the outbreak of the epidemic, the upgrading of geopolitical game and the "lack of core" is more prominent.
Wang Peng believes that core technology is competitiveness, which is a common problem. Especially for the optoelectronic and semiconductor industries, the significance of core technology to enterprises is not only how many orders, profits and capital enterprises receive in a short time, but also will drive the whole industrial chain and the development of the whole related industries in the longer term, It helps enterprises to enhance their niche in the industrial chain and industry chain.
Optoelectronic information industry is one of the top ten key industries in Hubei Province for many years. In recent years, Hubei has proposed to build the world's top trillion yuan "optical core screen end network" industrial cluster under the guidance of the construction of Wuhan Optical Valley Science and innovation corridor, and has gathered a number of characteristic enterprises with strong competitiveness to accelerate development. Since last year, Hubei optoelectronic and semiconductor enterprises have also made breakthroughs. This breakthrough is not only in performance, but also in technology.
Hubei optoelectronics and semiconductor listed companies performed well last year. Among them, Tkd Science And Technology Co.Ltd(603738) the net profit attributable to the parent company in 2021 is expected to be 215 million yuan to 265 million yuan, an increase of 456.81% to 586.30%; Hubei Dinglong Co.Ltd(300054) it is estimated that the net profit will be 208 million yuan to 238 million yuan, with a year-on-year turnaround; Wuhan P&S Information Technology Co.Ltd(300184) it is expected that the performance in 2021 will turn from loss to profit year-on-year; Hc Semitek Corporation(300323) it is estimated that the net profit attributable to shareholders of Listed Companies in 2021 will be RMB 80 million to RMB 120 million, a significant increase of 338.60% to 557.91% over the same period of last year.
Wuhan P&S Information Technology Co.Ltd(300184) the company released its first self-developed MCU chip in October 2021. In the fourth quarter of last year, the company's self-developed MCU chip has entered the stage of small batch production. "The company has long recognized that it wants to develop its own domestic chips. As an agent of international and Chinese first-line brands, in fact, half of it has stepped into semiconductor design. The company has always been forward-looking in development strategy, so after years of accumulation, it has launched this product, which will be mass produced soon, and may form a better scale in 2022." Wang Xiaodong, Secretary of the board of directors, said in an interview with the reporter of Securities Daily.
In addition, Tkd Science And Technology Co.Ltd(603738) last year gave full play to the technological advantages of semiconductor lithography, further improved the autonomy of high-end chips and the large-scale production of micro, small-size, high fundamental frequency and high stability crystal oscillators, and continued to strengthen the product scheme design and market matching of head end customers. And Hubei Dinglong Co.Ltd(300054) also achieved a breakthrough in polishing pad. The company increased the R & D investment in semiconductor CMP polishing fluid and cleaning fluid, photoelectric display panel materials and advanced packaging materials.
Yuan Bo, senior communication engineer of understanding Research Institute, said in an interview with the reporter of Securities Daily that Hubei's "optical core screen end network" industrial cluster is the future development direction of Hubei's information industry and the basis for Hubei to occupy the commanding height of science and technology in the fourth industrial revolution.
Wang Peng also pointed out that "optical core screen end network" optoelectronics, chips, terminals and networks cover the whole industrial chain of information or digital infrastructure. A complete set of upstream and downstream industries supporting each other have been formed within the industry. The core technology will not be "stuck", and the hematopoietic capacity will be continuously improved. At the same time, it will also produce spillover effect, which can drive the growth of relevant industries, and play a very important role in the whole regional economic integration, industrial upgrading and employment promotion.
