Electronics sector: last week, Shenwan electronics industry index rose 0.93%. Over the same period, the Shanghai stock index fell 0.39%, the gem index fell 4.00%, and the sector was stronger than the market. The electronics sector ranked 7th in the Shenyin Wanguo first-class industry index. We propose to lay out upstream semiconductor equipment and materials, downstream analog-to-digital IC chips, discrete devices, sensors and other fields. The industry leaders whose performance is relatively determined to grow in 2021 and the prosperity of the track industry will continue to improve in the next two years are Hoshine Silicon Industry Co.Ltd(603260) , Tianjin Zhonghuan Semiconductor Co.Ltd(002129) , Huahong semiconductors, micro semiconductors, Unigroup Guoxin Microelectronics Co.Ltd(002049) , Semiconductor Manufacturing International Corporation(688981) , Shengbang micro, Sanan Optoelectronics Co.Ltd(600703) , Gigadevice Semiconductor (Beijing) Inc(603986) , etc.
[ Hangzhou Silan Microelectronics Co.Ltd(600460) will raise funds to build 8-inch wafer capacity] on December 22, Hangzhou Silan Microelectronics Co.Ltd(600460) announced that, The company plans to use the raised funds to increase the capital of 531 million yuan to Hangzhou Shilan Jixin Microelectronics Co., Ltd. (hereinafter referred to as “Shilan Jixin”), the holding subsidiary of the “phase II project of 8-inch integrated circuit chip production line”, which undertakes the raised investment project. The announcement points out that after the raised funds are in place, the expenses of the intermediary are planned to be reduced from the “phase II project of 8-inch integrated circuit chip production line” Priority deduction will be given to the final raised funds actually used for the “phase II project of 8-inch integrated circuit chip production line” will not exceed 561 million yuan. That is, the investment amount of the raised funds actually used for the “phase II project of 8-inch integrated circuit chip production line” is 531 million yuan. Hangzhou Silan Microelectronics Co.Ltd(600460) said that the capital increase of Shilan Jixin with the raised funds is conducive to promoting the smooth implementation of the raised investment project “phase II project of 8-inch integrated circuit chip production line”, so as to further promote the development of special process R & D and manufacturing platform of the company’s 8-inch integrated circuit chip production line, enhance the company’s manufacturing capacity and profitability, and enhance its comprehensive competitiveness.
[Xi’an is closed, Samsung NAND flash production will not be affected] recently, Xi’an, China was closed due to the impact of the epidemic. According to trendforce Jibang Consulting survey, Due to Samsung (Samsung) has two large factories in Xi’an, both of which are used to manufacture 3D NAND high-rise products. The amount of films cast accounts for 42.3% of the company’s NAND flash capacity and 15.3% of the world. The current city closure measures have not affected the normal operation of the factory. However, the local City closure measures strictly control the flow of people and logistics, although most shipments have been arranged from the end of 2021 to the middle of January 2022 Appropriate, but the possibility of delayed shipment due to logistics cannot be ruled out, which may affect the material arrangement at the purchasing end. In addition, the company’s purchase of raw materials may also be delayed by logistics obstruction, but there is still a safe water level inventory in Samsung’s plant area to cope with production in the coming months. In terms of price, the spot price of NAND flash has not fluctuated significantly due to the city closure event. At present, the inventory of both buyers and sellers in the spot market is high, the recent trading volume is weak and the price fluctuation is small. It is not ruled out that there may be a short-term small rise due to the expected psychology caused by the event.
