Bidding data of China’s semiconductor equipment in February (only the published data)
Bidding data of Chinese wafer manufacturers:
Huahong semiconductor: wet cleaning + 1 set;
Shanghai Jita semiconductor: lithography + 1, degumming + 1, back channel tester + 1, back channel packaging + 2;
Shanghai new silicon polymerization: rear packaging + 1 set; Fujian Jinhua: ECP + 1 set;
Yandong Microelectronics: lithography + 4, wet cleaning + 1, annealing + 2, back channel packaging + 4;
Bid winning data of Chinese equipment manufacturers:
Naura Technology Group Co.Ltd(002371) : wet cleaning + 1 set Advanced Micro-Fabrication Equipment Inc.China(688012) : dry etching + 1 set;
Shengmei semiconductor: ECP + 1 set; Yitang semiconductor: annealing + 2 sets;
Kingsemi Co.Ltd(688037) : wet cleaning + 1 set, gluing development + 1 set;
Pnc Process Systems Co.Ltd(603690) : wet cleaning + 1 set;
Prosperity data of semiconductor equipment industry:
Sales of semiconductor equipment from 2021 to 2023: the global sales volume is USD 103.0/114.0/113.4 billion respectively, with a year-on-year increase of + 44.4% / + 11.2% / – 0.8% (semi forecast in December 21); The Chinese mainland was 288343/363 billion, up from +53.7%/+19.2%/+5.8% ( Everbright Securities Company Limited(601788) Institute forecast in January 22). In February 2021, the import volume of semiconductor equipment in Taiwan, China was 2 billion 231 million US dollars, down -7.93% from the same period last year. In December 2021, the shipment volume of semiconductor equipment in North America was US $3.917 billion, with a year-on-year increase of 46.10%.
Investment recommendations for semiconductor equipment industry investment in the semiconductor device industry: suggestions: suggestions: suggestions: suggestions to focus on a listed company. Investment recommendations for the semiconductor device industry investment in the semiconductor device industry: suggestions: suggestions to focus on a listed company including China Transinfo Technology Co.Ltd(002373) 71 00 , Wuhan Jingce Electronic Group Co.Ltd(300567) , Zhejiang Jingsheng Mechanical & Electrical Co.Ltd(300316) , Shanghai Sheng Jian Environment Technology Co.Ltd(603324) , Shanghai Gentech Co.Ltd(688596) , ASM Pacific (H); Non listed companies include Yitang semiconductor, Huahai Qingke, Shenyang tuojing, Shanghai microelectronics and Dongfang Jingyuan.
Investment recommendations for the semiconductor materials industry investment in the semiconductor materials industry. Investment suggestions: suggestions: suggestions: suggestions: suggestions: suggestions to focus attention on a listed company that includes the following ‘ Miracle Automation Engineering Co.Ltd(002009) ‘ \ , Hangzhou Lion Electronics Co.Ltd(605358) , National Silicon Industry Group Co.Ltd(688126) – u, Guangdong Huate Gas Co.Ltd(688268) , Suzhou Jinhong Gas Co.Ltd(688106) . Risk analysis: the progress of localization is less than expected, the expansion of Wafer Factory is less than expected, and the technology research and development is less than expected.
