Stimulated by the favorable atmosphere of the industry, among the 92 concept stocks in the semiconductor industry, the annual performance pre hi stocks account for more than 80%.
late main net sales exceeded 70 million
4 fried sectors at the end of pharmaceutical stocks
On March 17, the Geneva pharmaceutical patent pool (MPP) signed an agreement with 35 pharmaceutical companies to allow them to produce nimatovir API or preparation, one of the components of Pfizer covid-19 oral drug paxlovid. Among them, there are five Chinese enterprises, namely Shanghai Desano, Zhe Jiang Hua Hai Pharmaceuticalco.Ltd(600521) , Apeloa Pharmaceutical Co.Ltd(000739) , Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) and Zhejiang Jiuzhou Pharmaceutical Co.Ltd(603456) . Except Desano, the other four companies are A-share listed companies.
Affected by the above news, the mid afternoon session of March 17, 2017, affected by the above news, Zhe Jiang Hua Hai Pharmaceuticalco.Ltd(600521) nearly 13 million yuan. Yesterday, Zhejiang Jiuzhou Pharmaceutical Co.Ltd(603456) shares fell 3.03%.
photoresist bottom rebound
or disturbed by Japan earthquake
on March 17, 3, the photoresist concept stood at the forefront of the growth of the sector, with the main force exceeding 500 million yuan to raise photoresist concept stocks sector Shenzhen Rongda Photosensitive & Technology Co.Ltd(300576) , Red Avenue New Materials Group Co.Ltd(603650) , Jiangyin Jianghua Microelectronics Materials Co.Ltd(603078) and other strong trading limits, Red Avenue New Materials Group Co.Ltd(603650) , Shenzhen Rongda Photosensitive & Technology Co.Ltd(300576) , Han’S Laser Technology Industry Group Co.Ltd(002008) , Jiangyin Jianghua Microelectronics Materials Co.Ltd(603078) and other main forces obtained more than 4500 trillion yuan to raise funds.
On the news side, People.Cn Co.Ltd(603000) reported that an earthquake measuring 7.4 on the Richter scale occurred in the sea area near Fukushima Prefecture, Japan at 23:36 on the 16th (22:36 Beijing time), which was felt strongly in Fukushima Prefecture and Miyagi Prefecture.
According to the analysis of Debang securities, the direct or indirect impact of the Japanese earthquake on the semiconductor industry chain is that the earthquake intensity of the factories of shinyue and Shenggao, a large Japanese silicon wafer manufacturer, within the radiation range of the earthquake is still more than magnitude 4, so they have also been shut down for inspection in accordance with the standard process; Mitsui chemical also suspended the operation of a factory in Chiba county.
global semiconductor materials revenue hit a record high
In fact, the photoresist concept index bottomed on March 16, and the lowest price on that day was basically the same as that at the beginning of June 2020. Since August last year, the photoresist index has fallen by about 15%. The current rebound may have something to do with another industry news.
according to the report of the international semiconductor industry association, the global semiconductor material market revenue reached US $64.3 billion in 2021, with a year-on-year increase of 15.9%, exceeding the market high set in 2020 . The total revenue of wafer manufacturing materials and packaging materials was US $40.4 billion and US $23.9 billion respectively. Chinese mainland semiconductor materials market in 2021 was about 11 billion 930 million US dollars, up 21.9% over the same period last year. The rapid growth of the income of the semiconductor industry is mainly due to the high prosperity of the whole semiconductor industry.
Photoresist is one of the main materials in wafer manufacturing. Lithography is the core process of semi conducting process. The accuracy of lithography determines the density of transistors and the performance of integrated circuits. According to the data of American Semiconductor Industry Association, the global semiconductor sales exceeded US $500 billion for the first time in 2021.
16 semiconductor stocks with significant performance increase
obtained the increased position of northbound funds
Previously, the East China Sea Plant of “kayak Japan”, one of the major suppliers of photoresist in the world, suddenly exploded and caught fire. Under the influence of various external factors, the process of semiconductor localization is also accelerating 2021, the sales volume of China’s semiconductor industry exceeded 190 billion yuan, with a year-on-year increase of more than 25%, and the growth rate reached the highest level in the same period in recent five years
According to the statistics of securities times · databao, stimulated by the high outlook of the industry, the listed companies in the semiconductor industry successively handed over excellent “answers” . Among the 92 concept stocks, more than 80% of the pre hi stocks issued the annual report (including the notice), and more than 40 stocks doubled their net profit year-on-year in 202 7 companies with a year-on-year increase of more than 1000% (the forecast shares are calculated at the lower limit) include Hangzhou Silan Microelectronics Co.Ltd(600460) , Nations Technologies Inc(300077) , Dongxin shares and Ingenic Semiconductor Co.Ltd(300223) , etc. The double performance of Changzhou Galaxy Century Microelectronics Co.Ltd(688689) , Beijing Huafeng Test & Control Technology Co.Ltd(688200) and Beijing Huafeng Test & Control Technology Co.Ltd(688200) were increased by QFII at the end of 2021; Shengmei Shanghai, whose net profit increased by 35.31%, won a new position in the social security fund.
In terms of market performance, semiconductor industry stocks have fallen by an average of nearly 15% since the beginning of the year. There are 13 gainers against the trend, and four stocks, including Dongwei semiconductors, Konfoong Materials International Co.Ltd(300666) , Giantec Semiconductor Corporation(688123) etc., have increased by more than 15%.
There were only 16% of the total shares in the top 100 industries, with a further increase of since 2022, more than 20% of the shares have been withdrawn, including Hunan Goke Microelectronics Co.Ltd(300672) , Shanghai Bright Power Semiconductor Co.Ltd(688368) , Hangzhou Chang Chuan Technology Co.Ltd(300604) . Among them, Shanghai Bright Power Semiconductor Co.Ltd(688368) is the only company with a valuation of less than 20 times among the 16 shares, China Resources Microelectronics Limited(688396) , Jiangsu Jiejie Microelectronics Co.Ltd(300623) and Jiangsu Jiejie Microelectronics Co.Ltd(300623) are valued at less than 45 times.
