The electronics industry index rose or fell this week: as of February 25, 2022, Shenwan electronics industry rose 2.37% this week, outperforming the Shanghai and Shenzhen 300 index by 3.69 percentage points, ranking fourth among Shenwan’s 31 first-class industries; Shenwan electronics sector rose by 1.40% in February 2022, outperforming the Shanghai and Shenzhen 300 index by 1.19 percentage points; Shenwan electronics sector fell by 12.18% in 2022, underperforming the CSI 300 index by 4.75 percentage points.
The secondary sub sectors of the electronics industry rose and fell this week: from high to low, they were: SW semiconductor (6.46%), SW electronic chemicals (4.14%), SW components (1.75%), SW consumer electronics (0.53%), SW other electronics (0.08%) and SW optical Optoelectronics (- 1.37%).
Some news and company dynamics this week: (1) there is a serious shortage, and the price of automobile chips rises across the board; (2) Qualcomm transferred the OEM orders of Samsung’s 4-nm Xiaolong 8gen1 to TSMC; (3) Lenovo Group: the net profit in the fourth quarter of 2021 was US $640 million, a year-on-year increase of 62%; (4) Lenovo Group: the net profit in the fourth quarter of 2021 was US $640 million, a year-on-year increase of 62%; (5) Lianhe 3Peak Incorporated(688536) performance express: net profit in 2021 increased by 141.32% year-on-year; (6) Macmic Science & Technology Co.Ltd(688711) performance express: net profit in 2021 increased by 139.62% year on year; (7) Guangdong Huate Gas Co.Ltd(688268) performance express: net profit in 2021 increased by 20.26% year on year; (8) Shenzhen Liande Automatic Equipment Co.Ltd(300545) : sot semiconductor packaging equipment has been delivered to Wuxi Infineon production site; (9) Performance express of core guide technology: net profit in 2021 increased by 54.38% year-on-year; (8) Performance express of core guide technology: net profit in 2021 increased by 54.38% year-on-year; (9) Advanced Micro-Fabrication Equipment Inc.China(688012) performance express: net profit in 2021 increased by 105% year on year.
View of Electronics Industry Week: the two sessions are about to be held. It is suggested to grasp the subdivided fields with high prospect of the electronics industry. The prosperity of the global electronics industry is divided. On the one hand, the prosperity of notebook computers, LCD panels, driver ICs and other sub sectors benefiting from the epidemic has fallen, and the demand for mobile phones / PCS and security has slowed down; On the other hand, the domestic alternative main line represented by semiconductor equipment and materials has maintained a high boom, while automotive electronics and AR / VR have become the main driving forces of industry innovation. It is suggested to pay attention to Goertek Inc(002241) ( Goertek Inc(002241) ), Wuhu Token Sciences Co.Ltd(300088) ( Wuhu Token Sciences Co.Ltd(300088) ), Wuxi Nce Power Co.Ltd(605111) ( Wuxi Nce Power Co.Ltd(605111) ), Naura Technology Group Co.Ltd(002371) ( Naura Technology Group Co.Ltd(002371) ), Starpower Semiconductor Ltd(603290) ( Starpower Semiconductor Ltd(603290) ), Suzhou Dongshan Precision Manufacturing Co.Ltd(002384) ( Suzhou Dongshan Precision Manufacturing Co.Ltd(002384) ) and Sanan Optoelectronics Co.Ltd(600703) ( Sanan Optoelectronics Co.Ltd(600703) ).
Risk tip: the downstream demand is not as expected, the domestic substitution is not as expected, and the innovation of the industry slows down.
