The market scale of silicon carbide power devices continues to expand.
On the morning of December 21, the real estate industry chain was adjusted, and household appliances, architectural decoration, real estate, steel and other sectors ranked at the top of the decline list. Stimulated by the concept of meta universe, media sector rose again in the morning, followed by electronics led by Apple concept.
In early trading, the 100 billion chip giant Sanan Optoelectronics Co.Ltd(600703) was one of the best performing heavyweights. As of the morning closing, the stock rose more than 8%. On the news side, Sanan Optoelectronics Co.Ltd(600703) deputy general manager Chen Dongpo recently said that silicon carbide devices may penetrate 100% in long-range new energy models.
chip giant heavyweight message
On the 22nd, at the wide band gap semiconductor assisted carbon neutralization Development Summit held on the 21st, Sanan Optoelectronics Co.Ltd(600703) deputy general manager Chen Dongpo said that silicon carbide has priority to penetrate into vehicles with long range, because the import driving force ratio of vehicles with long range is strong. It is expected that 80-90% of these vehicles will be in 2023-2024, Even 100% will be imported into silicon carbide devices . models with a range of 400-500km are expected to be introduced after 2024, and the overall penetration rate of this kind of vehicles will reach about 40%. For this type of vehicle below 400km, it is expected to follow up gradually after 2025, and the overall penetration rate of this type of vehicle will not be very high, which is estimated to be about 10%.
Perhaps affected by the above news, this morning Sanan Optoelectronics Co.Ltd(600703) opened higher and went higher, which once impacted the daily limit. As of the morning closing, the stock rose 8.45% to close at 37.85 yuan.
giants compete for layout
As a typical representative of the third generation semiconductor materials, silicon carbide (SIC) has wide band gap, high breakdown electric field, high thermal conductivity, high electron saturation rate and higher radiation resistance. It is an ideal semiconductor material in high temperature, high frequency and high power applications. In addition, since SiC power devices can significantly reduce the energy consumption of electronic equipment, they can make the system efficiency of new energy vehicles higher, the weight lighter and the structure more compact, help to save costs and improve the mileage.
According to relevant data, in 2016, Tesla took the lead in adopting 24 silicon carbide MOSFET modules of STMicroelectronics on Model 3. Subsequently, foreign auto companies such as Toyota and Volkswagen , and China such as Byd Company Limited(002594) and Weilai successively announced that they would adopt silicon carbide scheme. Among Chinese automobile enterprises, Byd Company Limited(002594) Han EV models have begun to use independently developed SiC MOSFET (silicon carbide power field effect transistor). Not long ago, Byd Company Limited(002594) chairman Wang Chuanfu also shouted that smart cars have greater demand for semiconductors.
In addition to Tesla, Byd Company Limited(002594) and other auto giants, Huawei is also vigorously distributing silicon carbide. Public information shows that Shenzhen Hubble, an investment company of Huawei, has taken shares in a number of related companies, including silicon carbide technology manufacturers such as Shandong Tianyue, hantiancheng and Tianyu semiconductor .
Huatai Securities Co.Ltd(601688) believes that the market scale of SiC power devices continues to expand, and the penetration rate in the field of new energy vehicles is expected to accelerate. With the price difference between SiC and silicon-based devices gradually narrowing, Huatai Securities Co.Ltd(601688) SiC power devices are expected to accelerate their penetration in new energy vehicles, charging piles, industrial control, photovoltaic and other fields. Companies related to the industrial chain include Tianyue advanced, Tyco Tianrun, Jingsheng equipment, Zhejiang Jingsheng Mechanical & Electrical Co.Ltd(300316) , etc. it is suggested to pay attention to the investment opportunities of Starpower Semiconductor Ltd(603290) , China Resources Microelectronics Limited(688396) and other device companies.
list of concept stocks released
In terms of specific concepts, Sanan Optoelectronics Co.Ltd(600703) disclosed in the 2020 semi annual report that the company set up a subsidiary in Changsha, Hunan San’an, engaged in the R & D and industrialization project of the third generation semiconductor of silicon carbide and other compounds, and the project is in the construction stage.
Wuxi Nce Power Co.Ltd(605111) disclosed in the prospectus that part of the funds raised by the company’s listing plan to invest in the R & D and industrialization projects of silicon carbide wide band gap semiconductor power devices.
Starpower Semiconductor Ltd(603290) it is planned to invest in the construction of all silicon carbide power module industrialization project in the existing plant area of Starpower Semiconductor Ltd(603290) . The total investment of the project is planned to be 229.47 million yuan, and invest in the construction of a production line and R & D and test center with an annual output of 80000 vehicle specification all silicon carbide power modules.
According to the statistics of securities times · databao, there are more than 20 silicon carbide concept stocks in the A-share market. Among them, Zhejiang Jingsheng Mechanical & Electrical Co.Ltd(300316) , Sanan Optoelectronics Co.Ltd(600703) , Starpower Semiconductor Ltd(603290) , Wuxi Nce Power Co.Ltd(605111) , Shuangliang Eco-Energy Systems Co.Ltd(600481) , Shenzhen Megmeet Electrical Co.Ltd(002851) and other stocks are rated by more than 10 institutions. According to the unanimous prediction of net profit growth by institutions, the net profit of most stocks is expected to grow high this year, next year and 2023. According to data treasure statistics, the three-year net profit growth of Sanan Optoelectronics Co.Ltd(600703) , Starpower Semiconductor Ltd(603290) , Shuangliang Eco-Energy Systems Co.Ltd(600481) and other stocks is expected to exceed 30%, and that of Zhejiang Jingsheng Mechanical & Electrical Co.Ltd(300316) , Wuxi Nce Power Co.Ltd(605111) , Shenzhen Megmeet Electrical Co.Ltd(002851) and other stocks is expected to exceed 20%.
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(data treasure)
