Index
On April 22, 2022, the Shanghai Composite Index closed at 308692 points, up 0.23%; Shenzhen composite index closed at 1105170 points, down 0.29%. The semiconductor index closed at 432565 points, down 3.01%; The integrated circuit index closed at 140947 points, down 2.24%; The consumer electronics index closed at 459798 points, down 0.89%. The companies with the top three gains in the component stocks of the consumer electronics index are: Sichuan Furong Technology Co.Ltd(603327) ( Sichuan Furong Technology Co.Ltd(603327) , 10.01%), Lens Technology Co.Ltd(300433) ( Lens Technology Co.Ltd(300433) , 6.67%), Cosonic Intelligent Technologies Co.Ltd(300793) ( Cosonic Intelligent Technologies Co.Ltd(300793) , 5.08%); The companies with the top three gains in the component stocks of the integrated circuit index are: Guoxin Technology (688262, 3.81%), Amlogic (Shanghai) Co.Ltd(688099) ( Amlogic (Shanghai) Co.Ltd(688099) , 1.86%) and chuangyao Technology (688259, 1.84%).
Industry dynamics
According to the latest data from WitsView, a market research organization, the quotation of panel fell further in late April, and even the 32 inch panel with strong price safety margin continued to fall. The quotation in late April was $38, down $2 from the end of last month, down about 5%. The quotations of 43 and 55 inch panels in late April were $66 and $104 respectively, down 7.04% and 3.7% from the end of last month. The conflict between Russia and Ukraine has led to the decline of TV demand in Europe and other international markets. At the same time, the spread of the epidemic in China has made the mainland market equally depressed, and the panel factory has not taken significant action to reduce production, which has exacerbated the oversupply of the overall panel, leading to a further decline in prices. （Witsview）
Company dynamics
Nano chip micro (688052): it was announced on April 21 that the shares of Suzhou nano chip Microelectronics Co., Ltd. will be listed on the science and Innovation Board of Shanghai Stock Exchange on April 22, 2022. The company's A-share capital is 101064000 shares, of which 215786600 shares will be listed and traded from April 22, 2022. (company announcement)
Risk tip: the impact of the epidemic spread exceeded expectations, the progress of market recovery was less than expected, and the demand of downstream industries was less than expected.
