On the evening of March 8, Semiconductor Manufacturing International Corporation(688981) disclosed the monthly operation data announcement for the first time in the history of Shanghai Stock Exchange and Hong Kong stock exchange. According to the announcement, from January to February this year, Semiconductor Manufacturing International Corporation(688981) achieved an operating revenue of US $1.223 billion, an increase of 59.1% year-on-year; The net profit attributable to the parent company was US $309 million, a year-on-year increase of 94.9%. Affected by this news, as of the closing on March 9, Semiconductor Manufacturing International Corporation(688981) a shares rose 2.07% and H shares rose 2.32%.
It is worth mentioning that Semiconductor Manufacturing International Corporation(688981) in the previously disclosed financial report for the fourth quarter of 2021, it also forecasts the performance of the first quarter of 2022. It is expected that the revenue will increase by 15% – 17% month on month and the gross profit margin will be 36% – 38%. According to the analysis of capital securities, benefiting from the high outlook of the industry, it is expected that Semiconductor Manufacturing International Corporation(688981) 2022 will continue to maintain high capital expenditure and continue to expand production capacity. The annual capital expenditure is expected to reach US $5 billion, and the monthly production capacity is expected to increase by about 130 Yihua Healthcare Co.Ltd(000150) 000 pieces in 2022.
Semiconductor Manufacturing International Corporation(688981) is a representative company in the integrated circuit industry of Kechuang board and the only pure wafer foundry enterprise in a shares. The reporter of China Securities Journal noted that although there are no more listed companies of science and technology innovation board integrated circuits to release monthly results, the industry has shown high growth potential from the performance express and performance forecast data of the industry in 2021.
According to the data, in 2021, Kechuang board integrated circuit company realized a total operating revenue of 107.8 billion yuan and a net profit attributable to the parent company of 23.2 billion yuan, with a year-on-year increase of 42% and 186%. All companies achieved revenue growth, and the net profit of more than 70% of the company increased.
The integrated circuit industry is the core of the electronic information industry. It is a strategic, basic and leading industry supporting the national economic and social development. It is also a key field that China needs to break through at present. As the main position to support hard science and technology enterprises, the industrial agglomeration effect of science and innovation board is gradually deepened, especially the integrated circuit industry chain. Statistics show that in the three years since the opening of the board, there have been 49 integrated circuit companies listed on the science and innovation board, accounting for half of the A-share companies in the same industry, covering the whole industrial chain of upstream chip design, midstream wafer foundry and downstream packaging and testing, as well as supporting links such as semiconductor equipment and materials.
Taking upstream design and IDM as an example, at present, 32 companies have landed on the science and innovation board. In 2021, the total operating revenue was 44.62 billion yuan, a year-on-year increase of 52%, and the net profit attributable to the parent was 6.977 billion yuan, a year-on-year increase of 364%. The average revenue growth and net profit attributable to the parent reached 68% and 177%, and the net profit of 15 companies increased by more than 100%. Among them, Dongxin shares had the highest growth rate, reaching 1241%.
At the same time, the IC industry chain company has achieved double breakthroughs in production capacity and products after listing.
For example, Guangdong Leadyo Ic Testing Co.Ltd(688135) 2021, the company achieved an operating revenue of 398 million yuan, a year-on-year increase of 57%; The net profit attributable to the parent company was 111 million yuan, a year-on-year increase of 114%. It is reported that Guangdong Leadyo Ic Testing Co.Ltd(688135) 2021 is running at full capacity in the second half of the year Thinkon Semiconductor Jinzhou Corp(688233) operating revenue and net profit attributable to parent company increased by 147% and 120% respectively. Driven by the improvement of industry prosperity, the demand for orders of large-diameter monocrystalline silicon materials for etching machines increased significantly.
In addition, according to the performance express, the newly listed Tianyue advanced will turn losses into profits in 2021. “The realization of capitalization will significantly promote the acceleration of production capacity, and small and medium-sized companies can become bigger and stronger quickly.” Industry experts pointed out.
