Core view of this week: the electronics industry index fell by 4.20% this week. Among the 456 targets, after deducting the suspension targets, 36 rose throughout the week, 24 rose more than 2 points per week, 17 rose more than 3 points per week, 410 fell throughout the week, 344 fell more than 3 points per week, 250 fell more than 5 points per week, and 50 fell more than 10 points per week.
Last week, the epidemic situation in Shanghai still showed no easing trend. The impact of enterprise sealing and logistics Caton on the science and technology industry and industry is gradually exceeding the expectations of relevant industries and investors. Although the Ministry of industry and information technology sent workers to Shanghai to strengthen material supply guarantee and promote the resumption of work and production of key enterprises, and Shanghai Economic and Information Technology Commission also issued relevant policies and guidelines, the epidemic situation in Shanghai has not been controlled yet, It is leading to the escalation of the epidemic situation in the surrounding cities of Jiangsu and Zhejiang, and finally the improvement of the control strength of relevant cities. Therefore, the progress and strength of the resumption of work and production in the electronic cluster area of the Yangtze River delta still need to be seen.
From the disclosed first quarter report and forecast, the income and performance of enterprises related to the semiconductor industry, including suppliers of equipment and consumables, have a good growth performance. TSMC’s net profit in the first quarter increased by 45.1% year-on-year. The high demand for semiconductors is still continuing. The president of TSMC pointed out at the French conference that the production capacity of the whole year is still tight. The current problem of A-share semiconductor target is that the epidemic has slowed down the digestion progress of the original high growth expectation. The short-term stock price performance depends on the resumption of work and production in the Yangtze River Delta. Industry focus: Apple announced on the 14th that its global suppliers more than doubled the use of clean energy last year. At present, more than 10 gigawatts of the nearly 16 gigawatts of clean energy promised to be used in the next few years have been put into use. In China, the number of suppliers joining Apple’s clean energy program has increased by nearly 75% in the past year.
On Tuesday, local time (April 12), the securities and Exchange Commission (SEC) added another 12 Chinese concept companies to the “pre delisting” list, which is the fourth batch of Chinese concept companies to be included in the list since March.
According to surging news reports, Huawei plans to issue 3 billion yuan of ultra short-term financing bonds today. Up to now, the total financing amount of Huawei’s debt market in 2022 has reached 17 billion yuan.
Key stocks and logic recommended this week: the targets of our key stock pool include: Shenzhen Fluence Technology Plc(300647) , Jilin Oled Material Tech Co.Ltd(688378) , Zhuhai Cosmx Battery Co.Ltd(688772) , Wingtech Technology Co.Ltd(600745) , Ningbo Kangqiang Electronics Co.Ltd(002119) , Tdg Holding Co.Ltd(600330) .
Risk tips: (1) systemic risk caused by the unexpected decline of the market; (2) Focus on the uncertainty risk of promoting relevant matters of the company.
