In the market style switching, there has been a deep correction in technology stocks for a period of time, and the semiconductor industry, which continues to rise in prosperity, has not been spared.
although the performance in the secondary market is not satisfactory, the optimistic attitude of industry institutions has not changed. Recently, the annual reports and quarterly reports of listed companies have gradually disclosed that the performance of the semiconductor industry has exceeded market expectations
From the performance of industry leaders, the performance of TSMC, the industry leader, increased strongly in the first quarter. Meanwhile, the performance of Gigadevice Semiconductor (Beijing) Inc(603986) , Naura Technology Group Co.Ltd(002371) and other leaders in China’s semiconductor segment exceeded market expectations in the first quarter. The high boom was continuously verified, and the continuous growth of semiconductor demand was generally optimistic in the industry.
from the published annual report of 2021 and the performance report and forecast of the first quarter of 2022, the net profit attributable to the parent company of China’s semiconductor sector achieved an average growth rate of 193.3% in 2021 and 151.2% in the first quarter of 2022
Zou Runfang, an analyst at AVIC securities, pointed out that from a global perspective, the semiconductor industry has been in another strong and lasting upward cycle since 2002 since it hit the bottom at the end of 2019, and the high outlook is expected to continue this year.
Due to the continuous introduction of the policy of returning to work and production this week, the negative emotional impact of the epidemic is gradually being disintegrated by the favorable policy. At present, the market sector rotates frequently, so AVIC securities judges that the current valuation of the semiconductor industry has long-term holding value.
Deng Yao, an analyst at Guokai securities, pointed out that from the perspective of the external environment, the US technical restrictions and sanctions against China in recent years have accelerated the domestic substitution process of the semiconductor industry chain to a certain extent, such as the gradual increase in the localization rate of key core areas such as equipment; At the same time, from the perspective of industrial support, since the beginning of this year, it has first proposed to comprehensively launch the “counting from the east to the west” project, and then, for example, the recent national Standing Committee proposed to establish a special re loan for scientific and technological innovation, which shows China’s firm determination to support the development of relevant fields at the policy end. As the upstream of electronic information industry, semiconductor has great cornerstone and strategic significance.
From the perspective of individual stock opportunities, the subdivision leader determined by high prosperity and performance growth in the industry is still the first choice for investors to bargain hunting. The zozozozozozozozofor for the recommendation of the zozozozozozozozozozozozofor the investors to suggest that investors should follow the investors’ suggestions for the investors to put the investors’ attention to the forthe \ , Sg Micro Corp(300661) , Rockchip Electronics Co.Ltd(603893) , Shenzhen Kinwong Electronic Co.Ltd(603228) etc. .
potential stock selection
Hangzhou Silan Microelectronics Co.Ltd(600460) ( Hangzhou Silan Microelectronics Co.Ltd(600460) ) high speed development is expected
Sanan Optoelectronics Co.Ltd(600703) ( Sanan Optoelectronics Co.Ltd(600703) ) outstanding investment value
Yangzhou Yangjie Electronic Technology Co.Ltd(300373) ( Yangzhou Yangjie Electronic Technology Co.Ltd(300373) ) growth exceeded expectations again
Naura Technology Group Co.Ltd(002371) ( Naura Technology Group Co.Ltd(002371) ) strong downstream demand
Will Semiconductor Co.Ltd.Shanghai(603501) ( Will Semiconductor Co.Ltd.Shanghai(603501) ) product volume and price rise simultaneously
Gigadevice Semiconductor (Beijing) Inc(603986) ( Gigadevice Semiconductor (Beijing) Inc(603986) ) performance is expected to increase significantly
