Follow up comments
On April 12, the Shanghai stock index rose 1.46%, the Shanghai and Shenzhen 300 rose 1.95%, the gem rose 2.18%, and the China Securities 1000 rose 1.36%. Among the 11 primary industry categories of wind11, the indexes of industry, information technology and telecommunications services increased or decreased by – 1.97%, 1.70% and 0.85% respectively.
Among the 13 wind three-level industry categories involved in the technology and intelligent equipment industry chain, the top three sectors are media III, computers and peripherals, and energy equipment and services, with increases and decreases of 3.09%, 2.57% and 2.38% respectively; The last three sectors were diversified telecommunications services, semiconductor products and semiconductor equipment, and aerospace and national defense III, with increases and decreases of 0.85%, 1.19% and 1.20% respectively.
In the media III sector, two stocks rose and fell by the limit today, but no stocks fell by the limit. The top three stocks are Omnijoi Media Corporation(300528) , Dasheng Times Cultural Investment Co.Ltd(600892) and Guangzhou Jinyi Media Corporation(002905) , up and down by 15.44%, 10.06% and 10.00% respectively; The top three stocks are Three’S Company Media Group Co.Ltd(605168) , Lead Eastern Investment Co.Ltd(000673) and Shenzhen Liantronics Co.Ltd(300269) , with gains and losses of – 5.95%, – 3.21% and – 1.94% respectively.
In the computer and peripheral equipment sector, there was no stock limit today, and there was no stock limit. The top three stocks are Inspur Electronic Information Industry Co.Ltd(000977) , Anker Innovations Technology Co.Ltd(300866) and Shenzhen Kaifa Technology Co.Ltd(000021) , with increases and decreases of 7.62%, 4.96% and 4.48% respectively; The top three stocks are Szzt Electronics Co.Ltd(002197) , Hangzhou Todaytec Digital Co.Ltd(300743) and Westone Information Industry Inc(002268) , with gains and losses of – 2.12%, – 1.92% and 0.48% respectively.
In the energy equipment and services sector, there was no stock limit or stock limit today. The top three stocks are Jiangsu Rutong Petro-Machinery Co.Ltd(603036) , Zhongman Petroleum And Natural Gas Group Corp.Ltd(603619) and Renzhi shares, with increases and decreases of 6.08%, 5.86% and 5.11% respectively; The top three stocks are China Oilfield Services Limited(601808) , Bode Energy Equipment Co.Ltd(300023) and Nanjing Develop Advanced Manufacturing Co.Ltd(688377) , with gains and losses of – 0.38%, 0.61% and 1.09% respectively.
In the diversified telecommunications service sector, there was no stock limit or stock limit today. The top three stocks are Bizconf Telecom Co.Ltd(300578) , Dr.Peng Telecom&Media Group Co.Ltd(600804) and Wuxi Online Offline Communication Information Technology Co.Ltd(300959) , with increases and decreases of 2.68%, 2.51% and 1.67% respectively; The top three stocks are China Mobile, China Telecom Corporation Limited(601728) and China United Network Communications Limited(600050) , with gains and losses of 0.13%, 0.76% and 0.85% respectively.
In the semiconductor products and semiconductor equipment sector, there was no stock limit or stock limit today. Changguang Huaxin, Espressif Systems (Shanghai) Co.Ltd(688018) and Shanghai Fudan Microelectronics Group Co.Ltd(688385) , the top three, rose or fell by 9.34%, 5.81% and 5.26% respectively; The top three stocks are Jiangsu Huasheng Tianlong Photoeletric Co.Ltd(300029) , Sanan Optoelectronics Co.Ltd(600703) and Wuxi Nce Power Co.Ltd(605111) , with gains and losses of – 5.12%, – 2.89% and – 2.11% respectively.
In the aerospace and national defense III sector, there was no stock limit today, and there was no stock limit. The top three stocks are Jiangxi Xinyu Guoke Technology Co.Ltd(300722) , Huaqin technology and China Harzone Industry Corp.Ltd(300527) , with increases and decreases of 6.94%, 6.06% and 5.97% respectively; The top three stocks are Beijing Hengyu Datacom Aviation Equipment Co.Ltd(300965) , Lihang technology and Huaxun Fangzhou Co.Ltd(000687) , with gains and losses of – 8.67%, – 8.06% and – 4.42% respectively.
Industry highlights
The photovoltaic thermal field leader cuts into the downstream space of the third generation semiconductor and opens up (Financial Associated Press)
According to the science and technology innovation board daily (editor Zheng Yuanyuan), the application of carbon matrix composites is gradually moving from photovoltaic to semiconductor, even the third generation semiconductor. Recently, Kbc Corporation Ltd(688598) announced that it has reached a strategic cooperation with Tianke Heda for a period of five years. On the one hand, the two sides will jointly develop thermal field materials, thermal insulation materials and powder materials for third-generation semiconductors; On the other hand, Jinbo will give priority to tiankeheda at a price superior to the market; Under the same cost performance conditions, Tianke Heda gives priority to purchasing Jinbo’s thermal field, thermal insulation and powder materials.
Previously, Kbc Corporation Ltd(688598) has passed the certification of Thinkon Semiconductor Jinzhou Corp(688233) , Shandong Youyan semiconductor (Youyan silicon), Haina semiconductor and other companies in the semiconductor field. According to public information, Tianke Heda’s main business is the research, development and production of third-generation semiconductor silicon carbide chips.
This cooperation also means that the third generation semiconductor manufacturers favor carbon matrix composites. In fact, in addition to the well-known photovoltaic thermal field, carbon matrix composites can also be used in semiconductor thermal field.
In order to reduce the cost, the mainstream size of semiconductor silicon wafers has now increased to 12 inches. At present, about 70% of the global semiconductor silicon wafer production capacity can produce 12 inch silicon wafers. However, large-size silicon wafers need a single crystal furnace with a larger feeding amount. With the feeding amount of a single furnace increasing from 120kg to more than 650kg, the bearing capacity of the traditional graphite thermal field is difficult to support. The mainstream view in the industry believes that the subsequent industry will switch to the thermal field of carbon matrix composites with high flexural strength.
In addition to the aforementioned companies that have obtained Kbc Corporation Ltd(688598) supply, many overseas semiconductor giants have formed long-term cooperative relations with Toyo carbon, Sigri and other carbon enterprises. Now, the rise of the third generation semiconductor led by silicon carbide has filled a layer of incremental space for the thermal field of carbon matrix composites. Both Toyo carbon and Sigri mentioned earlier chose to gradually withdraw from the photovoltaic market and focus on semiconductors, especially silicon carbide.
With the development of new energy vehicles, photovoltaic and other downstream fields getting better and better, the demand for silicon carbide devices is rising, and the substrate is the key link of SiC devices, accounting for 47% of the value chain of the whole industry chain, which plays a decisive role in the industrial volume. Among them, high-purity silicon carbide powder is the key raw material for preparing silicon carbide substrate. Its purity, particle size, crystal form and other properties have an important impact on the growth quality, electrical properties and even the quality of silicon carbide devices.
In addition, physical vapor transport (PVT) is widely used to grow silicon carbide single crystal substrate in the industry, and fine structure graphite is mainly used in the thermal field. With the progress of technology and the increase of the size of single crystal silicon carbide, carbon carbon composites are expected to replace fine structure graphite as PVT thermal field components. Overall, imported thermal field and thermal insulation materials account for 40% of the substrate cost.
The total transaction volume exceeded 50 billion US dollars! The key direction of the meta universe continues to be popular (Financial Associated Press)
According to nftgo IO data show that the total transaction volume of NFT market has exceeded US $50 billion, up to now it is US $50.12 billion, and the current total market value of NFT market is about US $19.83 billion. In addition, the total number of NFT holders has exceeded 2 million, up to now 2074895, and the total number of traders is 1343392.
NFT is a digital asset issued based on blockchain, and its property ownership and transaction flow are recorded in an tamper proof distributed ledger. Different from traditional digital products, the only digital certificate generated by NFT digital collection can ensure the authenticity and uniqueness of users in purchase, collection and other links, and effectively protect the digital copyright of cultural relics. NFT is one of the core and bottom support of the metauniverse. The agency pointed out that the industry is expected to gradually try and explore the future gifts, transactions and other links of NFT digital collections.
Risk tips
Macroeconomic fluctuation risk; Increased risk of trade conflict; Risks of raw material price rise exceeding expectations, etc.
