Data treasure statistics show that since December, a total of 21 chip stocks have been increased by northbound funds.
power management chip increased by nearly 10% in 2021
According to Jibang consulting data, since power management chips are short of semiconductor shortage, the price rise trend continues so far. It is estimated that the average sales unit price will increase by nearly 10% in 2021, a new high in recent six years. At present, there is a continuous demand for power management chips in the fields of electronic consumption, telecommunications, industrial control equipment, automobile terminals and so on, and various products have promoted the sharp rise in demand. Previously, the ddr5 memory module on the market was extended to 35 weeks due to the power management chip PMIC.
This year, the problem of insufficient chip supply is still serious, and the automotive field bears the brunt. According to the latest data of autoforecast solutions, as of December 5, due to the shortage of chips, the cumulative production reduction in China's auto market has reached 1.982 million, and the cumulative production reduction in the global auto market has been 10.122 million. With the acceleration of the process of automotive intelligence, the demand for power management chips continues to increase. At present, the orders related to automotive chips have been running at full capacity.
large fund phase II focuses on semiconductor equipment
Against the background of accelerating the process of semiconductor localization, the second phase of the national large fund focuses more on the manufacturing link, pays high attention to and continues to support the enterprises with existing layout in the fields of etching machine, film equipment, test equipment and cleaning equipment, and distributes the funds to the weak links in the semiconductor industry chain. At present, it has invested Semiconductor Manufacturing International Corporation(688981) SMIC south, SMIC capital, Ruili integration, Runxi microelectronics and other leading enterprises in manufacturing links.
On November 23, Semiconductor Manufacturing International Corporation(688981) disclosed that the second phase of big fund plans to acquire 22% equity of SMIC Shenzhen held by its subsidiary SMIC holdings, and complete the contribution of US $531.3 million to be paid. This means that the second phase of the big fund will participate in the development of Shenzhen's local IC manufacturing industry by taking shares in SMIC Shenzhen.
With the support of large funds, the localization process of semiconductor industry has been strengthened. According to the data of the National Bureau of statistics, the output of integrated circuits in October 2021 was 30.05 billion pieces, a year-on-year increase of 22.2%; From January to October, the cumulative output was 297.54 billion pieces, a year-on-year increase of 40.2%. The semiconductor industry continues to expand rapidly, China Industrial Securities Co.Ltd(601377) the research report believes that semiconductor equipment and materials will definitely benefit from the acceleration of downstream production expansion and localization in the next 3-5 years.
list of high growth chip stocks released
Integrated circuits can be divided into analog chips and digital chips, which process continuous analog signals and discrete digital signals respectively. in terms of scale, the scale of digital chip is much larger than that of analog chip, but it is equally important in electronic system.
Since this year, global analog chip sales have shown an upward trend of fluctuation, and the release of demand for automotive electronics is the main driving force of market expansion. According to the data of WSTS, the global analog chip market will reach US $55.7 billion in 2020 and is expected to grow by 31% to US $72.8 billion in 2021.
According to the statistics of securities times · databao, there are 73 stocks with chips in the A-share market. Since November, concept stocks have risen well, Giantec Semiconductor Corporation(688123) , China Wafer Level Csp Co.Ltd(603005) , Thinkon Semiconductor Jinzhou Corp(688233) and other 9 stocks have increased by 20%. Today, concept stocks generally corrected. Concept stocks fell by an average of 2.15%, Hunan Goke Microelectronics Co.Ltd(300672) fell by 8.4%, Sino Wealth Electronic Ltd(300327) , Naura Technology Group Co.Ltd(002371) , Espressif Systems (Shanghai) Co.Ltd(688018) and other six stocks fell by more than 5%.
In terms of performance, the net profit attributable to the parent company of 58 chip stocks in the first three quarters increased year-on-year, of which 35 shares increased by more than 100% year-on-year, Hunan Goke Microelectronics Co.Ltd(300672) , National Silicon Industry Group Co.Ltd(688126) -u, Sichuan Haite High-Tech Co.Ltd(002023) led the growth, with 11918.1%, 5895.22% and 4342.02% respectively. Other growth leaders include Amlogic (Shanghai) Co.Ltd(688099) , Ingenic Semiconductor Co.Ltd(300223) , Guangzhou Zhiguang Electric Co.Ltd(002169) .
According to the third quarterly report of Hunan Goke Microelectronics Co.Ltd(300672) , the company realized a net profit attributable to the parent company of 181 million yuan in the first three quarters. The company is a leading provider of data storage, multimedia and satellite positioning chip solutions in China. At present, it has launched a new generation of video acquisition chip products.
National Silicon Industry Group Co.Ltd(688126) - u said in an investor survey that the 8-inch SOI (silicon on insulator) has continued to operate at a high level since the beginning of the year. The work of adding 10000 pieces of capacity has been started next year and is expected to be completed in the second quarter. In addition, the company's refinancing plan has been announced. 300mm high-end silicon-based materials will be developed in the next 1-2 years. At present, certain achievements have been made.
Data treasure statistics show that since December, a total of 21 chip stocks have been increased by northbound funds. In terms of the number of shares increased, Grinm Advanced Materials Co.Ltd(600206) , Navinfo Co.Ltd(002405) obtained more than 10 million shares increased by going north, and Gigadevice Semiconductor (Beijing) Inc(603986) , Wuhan Guide Infrared Co.Ltd(002414) , Will Semiconductor Co.Ltd.Shanghai(603501) ranked first in the number of shares increased.
(data treasure)
