Market review this week. This week, the wind new material index closed at 467063 points, down 3.59% month on month. Among them, Jiangyin Jianghua Microelectronics Materials Co.Ltd(603078) (7%), Phichem Corporation(300398) (5.93%), Anji Microelectronics Technology (Shanghai) Co.Ltd(688019) (4.99%), Shandong Dawn Polymer Co.Ltd(002838) (4.48%), Hangzhou First Applied Material Co.Ltd(603806) (3.83%); 35. Among the six sub industries, the semiconductor material index of Shenwan tertiary industry closed at 823858 points, down 6.01% month on month; The Shenwan tertiary industry display material index closed at 1123.3 points, down 5.01% month on month; The organosilicon material index of CITIC’s tertiary industry closed at 985628 points, down 4.42% month on month; CITIC’s tertiary industry carbon fiber index closed at 391402 points, down 4.02% month on month; CITIC’s tertiary industry lithium battery index closed at 499662 points, down 0.38% month on month; The wind concept degradable plastics index closed at 191771, down 5.67% month on month.
The neon gas plant stopped operation. According to Reuters on March 11, representatives of inGas and cryoin, two major neon suppliers in Ukraine, told Reuters that the company had stopped operation. Techcet estimates that the global consumption of neon gas for chip production last year was about 540 tons, and about 45% – 54% of the world’s semiconductor grade neon gas came from two Ukrainian inGas and cryoin companies.
The two sessions discussed the vehicle specification chip. During the two sessions, Great Wall Motor Company Limited(601633) president Wang Fengying suggested: give priority to solving the problem of “core shortage” in the short term; In the medium term, improve the industrial layout and realize independent control; In the long run, we should build a mechanism for the introduction and training of industrial talents to achieve sustainable development Guangzhou Automobile Group Co.Ltd(601238) chairman Zeng Qinghong put forward five suggestions on how to accelerate the development of automobile chip industry chain: ensure and stabilize supply; Stabilize the market and strengthen law enforcement and supervision; Strengthen policy guidance and speed up the overall industrial chain layout of automotive chips; Strengthen node research and orderly break through key areas such as R & D, manufacturing, sealing and testing; Strengthen the introduction of talents, etc Saic Motor Corporation Limited(600104) chairman Chen Hong suggested strengthening policy guarantee to promote the development of domestic high-power chips Chongqing Sokon Industry Group Stock Co.Ltd(601127) founder Zhang Xinghai suggested to promote the development of China’s vehicle specification chip industry from the perspectives of top-level design, promoting the rapid implementation of foreign-funded chip production line localization projects, encouraging cross-border cooperation and joint innovation between vehicle enterprises and chip enterprises. China is the world’s largest new energy vehicle market. With the increasing penetration of pure electric vehicles and hybrid vehicles in China, China’s market demand for power semiconductors such as power semiconductors is rising.
Recommendation of key targets: downstream demand promotes industrial upgrading and innovation, and the industry has entered a period of rapid development. With the continuous breakthrough of high and new technology, the downstream demand will migrate to high-standard and high-performance materials, which is expected to drive the rapid development of the industry while promoting the upgrading of high-end manufacturing. In terms of industrial coordination and layout, we recommend Shandong Sinocera Functional Material Co.Ltd(300285) , a new material platform company. In terms of electronic chemicals, the downstream wafer factories have been completed continuously, and the chip production capacity has been further increased. The key attention is: Jiangsu Yoke Technology Co.Ltd(002409) . It is suggested to pay attention to: Anji Microelectronics Technology (Shanghai) Co.Ltd(688019) , Hubei Dinglong Co.Ltd(300054) , Guangdong Huate Gas Co.Ltd(688268) . In terms of polymer materials, the focus is on anti aging additives, Rianlon Corporation(300596) . Photovoltaic materials sector, focusing on the rubber film faucet Hangzhou First Applied Material Co.Ltd(603806) .
Risk tip: downstream demand is less than expected, product price fluctuation risk, new capacity release is less than expected, etc.
