Rise and fall of electronics industry index this week: Rise and fall of electronics industry index this week: as of January 7, 2022, Shenwan electronics industry fell 5.30% this week, 2.91 percentage points lower than Shanghai and Shenzhen 300 index, ranking 26th among Shenwan’s 31 first-class industries; Shenwan electronics fell by 5.30% in January 2022, underperforming the CSI 300 index by 2.91 percentage points; Shenwan electronics fell 5.30% in 2022, 2.91 percentage points lower than the CSI 300 index.
Rise and fall of secondary sub sector of electronic industry this week: Rise and fall of electronic industry index this week: as of January 7, 2022, Shenwan electronic industry fell 5.30% this week, 2.91 percentage points lower than CSI 300 index, ranking 26th among Shenwan 31 primary industries; Shenwan electronics fell by 5.30% in January 2022, underperforming the CSI 300 index by 2.91 percentage points; Shenwan electronics fell 5.30% in 2022, 2.91 percentage points lower than the CSI 300 index.
Some news this week: (1) LG Electronics’ operating profit in 2021 decreased by 1% year-on-year; (2) The operating profit of Samsung Electronics in the fourth quarter increased by 52% year-on-year; (3) IDC: by 2024, 70% of China’s cities will adopt digital twin technology; (4) Cinnorresearch: in November, China’s smartphone SOC MediaTek again surpassed Qualcomm and ranked first; (5) The message said that meta stopped developing VR and AR operating systems; (6) DRAM spot market prices rebounded, and DDR4 rose particularly strongly; (7) Supply chain personage: the shortage of power management IC will not be completely alleviated in 2022, but the quotation is unlikely to rise again.
View of the electronics industry week: the global electronics industry is still in a high boom period. On the one hand, grasp the domestic substitution process in the fields of semiconductor equipment / materials, power semiconductors and IC carrier boards, on the other hand, pay attention to the performance driving effect of downstream innovations such as AR / VR, automotive electronics and miniled on supply chain enterprises. It is recommended to pay attention to Goertek Inc(002241) (002241), Lianchuang Electronic Technology Co.Ltd(002036) (002036), Wuhu Token Sciences Co.Ltd(300088) (300088), Electric Connector Technology Co.Ltd(300679) (300679), Naura Technology Group Co.Ltd(002371) (002371), Hubei Dinglong Co.Ltd(300054) (300054), Hangzhou Silan Microelectronics Co.Ltd(600460) (600460), Starpower Semiconductor Ltd(603290) (603290), Avary Holding (Shenzhen) Co.Limited(002938) (002938), Suzhou Dongshan Precision Manufacturing Co.Ltd(002384) (002384), Shenzhen Fastprint Circuit Tech Co.Ltd(002436) (002436), Victory Giant Technology (Huizhou)Co.Ltd(300476) , Sanan Optoelectronics Co.Ltd(600703) (600703), Foshan Nationstar Optoelectronics Co.Ltd(002449) (002449) Leyard Optoelectronic Co.Ltd(300296) (300296) and other relevant beneficiary enterprises.
Risk tip: downstream demand is not as expected, domestic substitution is not as expected, and industrial innovation slows down.
