The electronics industry index rose and fell this week: as of March 11, 2022, Shenwan electronics industry fell 4.27% this week, 0.05 percentage points lower than the Shanghai and Shenzhen 300 index, ranking 13th among Shenwan’s 31 primary industries; Shenwan electronics sector fell 8.18% in March 2022, 2.18 percentage points lower than the CSI 300 index; Shenwan electronics sector fell 19.51% in 2022, 6.68 percentage points lower than the CSI 300 index.
The secondary sub sectors of the electronics industry rose and fell this week: the six secondary sub sectors of Shenwan electronics fell comprehensively this week, from high to low: SW consumer electronics (- 6.48%), SW components (- 6.07%), SW optical Optoelectronics (- 4.69%), SW other electronics (- 2.33%), SW semiconductors (- 2.31%) and SW electronic chemicals (- 1.86%).
Some news and company news this week: (1) IC Designer: TSMC plans to increase the OEM quotation of 8-inch mature process in the third quarter; (2) Apple announced the launch of the new iPhone se, which will be equipped with a15 bionic chip, starting at $429; (3) Samsung 3nm factory is about to start construction, and the power consumption of the first GAA process is reduced by 50%; (4) China Resources Microelectronics Limited(688396) : the net profit from January to February increased by about 75% year-on-year; (5) Tcl Technology Group Corporation(000100) : the net profit in 2021 was 10.06 billion yuan, with a year-on-year increase of 129.3%; (7) Naura Technology Group Co.Ltd(002371) : from January to February, the operating revenue increased by about 135% year-on-year; (8) Montage Technology Co.Ltd(688008) : the net profit in the first two months increased by about 157% year-on-year; (9) Tianshui Huatian Technology Co.Ltd(002185) performance express: net profit in 2021 increased by 99.36% year on year; (10) In February, Shunyu optics shipped 49.716 million mobile camera modules, a year-on-year decrease of 24.6%.
Weekly view 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 that we should grasp the high-profile subdivision of the electronics industry, and suggest that we should grasp the high-profile segment of the electronics industry, and focus on the high-profile segment of the electronics industry. It is suggested that we should grasp the high-profile subdivision of the electronics industry, and focus on the high-profile subdivision of the electronics industry. It is suggested that we should grasp the high-profile subdivision of the electronics industry, and focus on the high-profile subdivision of the electronics industry, focusing on the high-profile subdivision of the electronics industry, focusing on the high-profile subdivision of the electronics industry, paying attention to the high-profile subdivision of the electronics industry, paying attention to the high-profile subdivision of the electronics industry, and paying attention to the Goertek Inc(002241) Goertek Inc(002241) Goertek Inc(002241) ( Goertek Inc(002241) ) ( Goertek Inc(002241) ) ( Goertek Inc(002241) ), 3 Shenzhen Yan Tian Port Holdings Co.Ltd(000088) \yes.
Risk tip: the downstream demand is not as expected, the domestic substitution is not as expected, and the innovation of the industry slows down.
