The electronics industry index rose and fell this week: as of March 18, 2022, Shenwan electronics industry fell 1.33% this week, 0.39 percentage points lower than the Shanghai and Shenzhen 300 index, ranking 11th among Shenwan’s 31 primary industries; Shenwan electronics sector fell 9.41% in March 2022, 2.52 percentage points lower than the CSI 300 index; Shenwan electronics sector fell by 20.58% in 2022, underperforming the CSI 300 index by 6.93 percentage points.
The secondary sub sectors of the electronics industry rose and fell this week: the six secondary sub sectors of Shenwan electronics rose and fell each other this week, from high to low, followed by SW electronic chemicals (1.06%), SW semiconductor (0.18%), SW other electronics (- 1.65%), SW consumer electronics (- 2.08%), SW components (- 2.41%) and SW optical Optoelectronics (- 2.87%).
Some news and company developments this week: (1) MIIT: jointly research and release the automotive chip standard system in integrated circuits, semiconductor devices and other related industries; (2) Affected by the earthquake, many manufacturing factories in Japan temporarily stopped production; (3) Zhao Ming: glory will not build cars and will fully open the global mobile phone market; (4) Weichuang ODM: 1q is not weak, 2q continues to be strong, and 2h22 remains to be seen; (5) China Academy of communications and communications: (6) in 2021, China’s integrated circuit output was 359.4 billion, a year-on-year increase of 33.3%; (7) Wuxi Chipown Micro-Electronics Limited(688508) : the net profit in 2021 increased by 101.81% year-on-year, and it is proposed to pay 6 yuan per 10; (8) Wuhan Jingce Electronic Group Co.Ltd(300567) : it is proposed to repurchase the company’s shares with RMB 100 million to RMB 200 million; (9) Suzhou Dongshan Precision Manufacturing Co.Ltd(002384) : the net profit from January to February increased by about 37% year-on-year; (10) Shenzhen Sunnypol Optoelectronics Co.Ltd(002876) : the net profit in 2021 increased by 189% year-on-year, and it is proposed to pay 3 yuan per 10; (11) Unilumin Group Co.Ltd(300232) : the net profit from January to February was about 23 million yuan, with a year-on-year increase of about 2348%; (12) Avary Holding (Shenzhen) Co.Limited(002938) : the net profit in 2021 increased by 16.75% year-on-year, and it is proposed to pay RMB 10.5.
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.
