Index
On April 8, 2022, the Shanghai Composite Index closed at 325185 points, up 0.47%; The Shenzhen composite index closed at 1195927 points, down 0.11%. The digital chip design index closed at 256702 points, down 2.12%; Analog chip design index closed at 424240 points, down 1.61%; The automotive electronics index closed at 241566 points, down 1.26%. The top three companies in the digital chip design industry are: Zhuhai Orbita Aerospace Science & Technology Co.Ltd(300053) ( Zhuhai Orbita Aerospace Science & Technology Co.Ltd(300053) , 3.22%), Sino Wealth Electronic Ltd(300327) ( Sino Wealth Electronic Ltd(300327) , 0.98%), Shanghai Fullhan Microelectronics Co.Ltd(300613) ( Shanghai Fullhan Microelectronics Co.Ltd(300613) , – 0.18%); The top three companies in the analog chip design industry are: Sg Micro Corp(300661) ( Sg Micro Corp(300661) , 0.97%), Maxscend Microelectronics Company Limited(300782) ( Maxscend Microelectronics Company Limited(300782) , – 2.18%), Shanghai Belling Corp.Ltd(600171) ( Shanghai Belling Corp.Ltd(600171) , – 3.10%).
Comments
Recently, China’s semiconductor IP Verisilicon Microelectronics (Shanghai) Co.Ltd(688521) has become the first Chinese mainland enterprise to join the UCLe industry alliance. Ucie industry alliance was jointly established in March this year by ten enterprises, including rimoonlight, AMD, arm, Google cloud, Intel, meta, Microsoft, Qualcomm, Samsung and TSMC. After joining, Xinyuan will work with other alliance members to promote the standardization process of chipet interface specification. The mature reusable semiconductor IP function module can shorten the R & D cycle of chip design, effectively reduce the design complexity, R & D cost and R & D risk, and provide an important force for downstream enterprises to accelerate the speed of product listing and ensure the support of core technology. The field of semiconductor IP is the product of the improvement of the fine division of labor in the chip industry. Another benchmarking enterprise in the industrial alliance is the global semiconductor IP leader arm company. Other members are global semiconductor IDM / foundry / packaging and testing leaders. This accession highlights the recognized level of core’s technical strength in the global industry. The detailed unification of product standards is conducive to strengthening the close cooperation of the global semiconductor industry, improving the industrial operation efficiency and enhancing the technical strength of each division of labor enterprise in the field.
Industry dynamics
According to the recent statistics of the Ministry of public security, by the end of March, the total number of Shanxi Guoxin Energy Corporation Limited(600617) cars in had reached 8.915 million, accounting for 2.9% of the total number of cars; In the first quarter, 1.11 million vehicles were newly registered, accounting for 16.91% of the total number of newly registered vehicles, with a year-on-year increase of 138.2%. The data show that the rapid growth of the new energy vehicle industry is highly deterministic and has continued to significantly stimulate various electronic products in the upstream. However, recently, the traffic and production of many important industrial bases in China have been blocked to varying degrees due to the recurrence of the epidemic, or will affect the product delivery. The specific impact degree needs to be continuously tracked and evaluated by the development of the epidemic. (Ministry of Public Security)
Risk tips: the impact of the epidemic spread exceeded expectations, the resurgence of US science and technology sanctions, and the pressure on the price rise of new energy vehicles remains unabated.
