The latest Semiconductor Index hit a new low in 10 months, and the pullback range of three stocks such as Ju Guang technology, Xidi micro-u and Hunan Goke Microelectronics Co.Ltd(300672) etc. exceeded 50%.
On April 6, Anhui Xinli Finance Co.Ltd(600318) once again fell by the limit due to the cross-border transformation of lithium battery business, which is the only stock in the A-share market that has fallen by the limit continuously. At the close of the day, the price limit of the stock reached 1014000 orders, about 1.07 billion yuan, accounting for nearly 20% of the company’s circulation.
On March 31, Anhui Xinli Finance Co.Ltd(600318) disclosed that the company decided to terminate the purchase of 75.62% equity of bike power because the company and the main counterparty of this transaction could not reach an agreement on some core transaction terms of this major asset restructuring. This also means that the vision of Anhui Xinli Finance Co.Ltd(600318) exploring new business transformation and seeking new profit growth points is dashed.
Anhui Xinli Finance Co.Ltd(600318) ‘s above restructuring has been planned for more than four months. At the initial stage of planning, investors have high hopes for the company’s restructuring, and have won five consecutive boards in the secondary market. Now that the reorganization has failed, it has undoubtedly poured cold water on nearly 47400 shareholders of the company.
It is reported that BIC power, the subject of the acquisition, is one of the leading lithium battery enterprises. The company has a long history in the capital market. This is the third time that the company plans to transfer equity to listed companies, but it still ends in failure.
semiconductor is in short supply, and the waiting time for chip delivery is further extended
On April 6, the overall decline of science and technology topics was the largest, with gallium nitride, automobile chips, lithography machines, hjt batteries, supercapacitors and other sectors falling significantly.
By industry, the semiconductor index fell by 3.2%, the largest decline 3Peak Incorporated(688536) fell 11.85% today, and the share price once fell nearly 15%. The stock price of Starpower Semiconductor Ltd(603290) leading IGBT (insulated gate bipolar transistor) fell by the limit, Yangzhou Yangjie Electronic Technology Co.Ltd(300373) , Hangzhou Silan Microelectronics Co.Ltd(600460) , Sg Micro Corp(300661) , Montage Technology Co.Ltd(688008) , etc. fell by more than 5%.
According to the statistics of securities times · databao, the net outflow of main funds in the semiconductor sector is 1.795 billion yuan, of which the net outflow of Hangzhou Silan Microelectronics Co.Ltd(600460) , Sg Micro Corp(300661) , Will Semiconductor Co.Ltd.Shanghai(603501) , Gigadevice Semiconductor (Beijing) Inc(603986) , Yangzhou Yangjie Electronic Technology Co.Ltd(300373) , Naura Technology Group Co.Ltd(002371) , Fine Made Microelectronics Group Co.Ltd(300671) , etc. exceeds 100 million yuan.
On the news side, according to the research of Susquehanna financial group, the global semiconductor supply is still in shortage, and the waiting time for chip delivery in March was further extended. While chip users again face longer waiting times, delivery times have slowed significantly slower than in 2021, when many industries were forced to cut production due to a lack of key components.
The report points out that the lead time of most chip types (including power management, microcontroller, analog chip and memory chip) has been extended. The report points out that the war, epidemic and Japanese earthquake will have a short-term impact in the first quarter, and may also have a sustained impact on the severely restricted supply chain throughout the year.
chip leader was sold by northward funds, and the share price of the former five times bull stock was halved
According to data treasure statistics, since March, some leading stocks in the semiconductor sector have been sold off by northward funds. According to the rough calculation of the average transaction price, during the period of northbound capital, 7 shares with a net sales of more than 100 million yuan are Will Semiconductor Co.Ltd.Shanghai(603501) , Naura Technology Group Co.Ltd(002371) , Gigadevice Semiconductor (Beijing) Inc(603986) , Sanan Optoelectronics Co.Ltd(600703) , Ingenic Semiconductor Co.Ltd(300223) , Montage Technology Co.Ltd(688008) , Shanghai Belling Corp.Ltd(600171) , etc.
Chip leader Will Semiconductor Co.Ltd.Shanghai(603501) net sales of 1.18 billion yuan topped the list, and the stock fell 3.13% today, with the latest closing price hitting a new low since 2021.
In fact, since last December, the trend of the semiconductor sector has turned downward, and the latest index has hit a new low in 10 months. According to the statistics of data treasure, compared with the high point in the year, the average pullback range of semiconductor stocks reached 26%.
The withdrawal range of three shares, including Ju Guang technology, xidiwei-u and Hunan Goke Microelectronics Co.Ltd(300672) etc., exceeded 50%. Among them, xidiwei-u’s share price had already fallen below the issue price, down 28.72% from the issue price.
Last year’s five fold Bull Stock Hunan Goke Microelectronics Co.Ltd(300672) retreated 53.72% from the peak of the year. The company expects the net profit of last year to be 250 million yuan to 300 million yuan. Based on the median, the net profit of the company in the fourth quarter is expected to be 94 million yuan, down more than 50% month on month.
steady growth is expected to heat up, and the large infrastructure sector continues to exert force
While semiconductors weakened, the trend of large infrastructure sector was strong. Subdivided industries such as steel, construction, real estate and building materials play a leading role in the market today. The steel index rose by 4.61%, far ahead, and three stocks, including Hunan Valin Steel Co.Ltd(000932) , Xinjiang Ba Yi Iron & Steel Co.Ltd(600581) , Anyang Iron & Steel Inc(600569) , rose by the limit.
The real estate sector once again set off a wave of daily limit, with the number of daily limit stocks exceeding 20. At the close of the market, Shanghai Industrial Development Co.Ltd(600748) , Everbright Jiabao Co.Ltd(600622) , Shanghai Yatong Co.Ltd(600692) , Grandjoy Holdings Group Co.Ltd(000031) , Shenzhen Properties & Resources Development (Group) Ltd(000011) , etc. open the daily limit Cccg Real Estate Corporation Limited(000736) has recorded seven consecutive trading boards, which is the stock with the most consecutive trading boards after Tianjin Tianbao Infrastructure Co.Ltd(000965) at present.
Recently, a number of institutions revealed their preference for Daji construction in the research report Soochow Securities Co.Ltd(601555) said that steady growth is expected to continue to increase, and the prosperity of the infrastructure chain will continue to rise in the medium term. The fiscal revenue and expenditure and the issuance of special bonds reflect the continuous efforts of the fiscal policy to ensure the capital side. The PMI of the construction industry and the provincial investment plans show that the pace of project implementation has been significantly accelerated. This round of policies focuses on supporting transportation, affordable housing projects, water conservancy and other fields, and the pull on traditional transportation and municipal infrastructure projects is still prominent.
Guosheng Securities pointed out that in the case of great pressure shown by the real estate data, Zhengzhou, Fuzhou, Quzhou and other places have relaxed the policies on real estate purchase and loan restrictions since March. Under the expectation of stabilizing the real estate, the marginal relaxation of the policy can still be expected. It is suggested to pay attention to the marginal change of demand and the acceleration of macro policies, and recommend the cement sector and consumer building materials sector. (data treasure Liang Qiangang)
