Index
On April 21, 2022, the Shanghai Composite Index closed at 307981 points, down 2.26%; Shenzhen composite index closed at 1108428 points, down 2.70%. Semiconductor equipment index closed at 2041920 points, down 0.64%; The semiconductor materials index closed at 701476 points, up 1.44%; The passive component index closed at 739786 points, down 0.29%. Companies with the top three gains in passive component index components are: Shenzhen Sunlord Electronics Co.Ltd(002138) ( Shenzhen Sunlord Electronics Co.Ltd(002138) , 1.65%), Chaozhou Three-Circle(Group) Co.Ltd(300408) ( Chaozhou Three-Circle(Group) Co.Ltd(300408) , 1.26%), Tkd Science And Technology Co.Ltd(603738) ( Tkd Science And Technology Co.Ltd(603738) , 1.21%); The companies with the top three gains in component stocks of semiconductor equipment index are: Shenzhen Etmade Automatic Equipment Co.Ltd(300812) ( Shenzhen Etmade Automatic Equipment Co.Ltd(300812) , 0.25%), Hangzhou Chang Chuan Technology Co.Ltd(300604) ( Hangzhou Chang Chuan Technology Co.Ltd(300604) , 0.18%), Suzhou Huaya Intelligence Technology Co.Ltd(003043) ( Suzhou Huaya Intelligence Technology Co.Ltd(003043) , – 0.08%).
Industry dynamics
According to the data released by China Customs, in February 2022, the import volume of China’s semiconductor industry reached US $36.49 billion, a year-on-year increase of 10.99%; The total export volume of semiconductors reached US $14.48 billion, a year-on-year increase of 17.63%. In terms of breakdown products, in February 2022, China’s import of semiconductor front processing equipment reached US $1.607 billion, a year-on-year increase of 0.7%; The export volume of front processing equipment reached US $49 million, a year-on-year increase of 1.04%; The import volume of high-purity polysilicon reached US $242 million, a year-on-year increase of 206.38%; The export volume of high-purity polysilicon was US $04 million, a year-on-year increase of 12.49%. In terms of regional segmentation, in February 2022, the import volume of semiconductor products in Guangdong Province ranked first, up to US $12.284 billion; The import volume of semiconductor products in Jiangsu Province ranked second, with us $6.872 billion; The export volume of semiconductor products in Jiangsu Province ranks first, up to US $3.694 billion; The export volume of semiconductor products in Guangdong Province ranked second, with us $2.833 billion. (China Customs, Zhixing semiconductor industry big data platform)
Company dynamics
Tuojing Technology (688072): it was announced on April 19 that the shares of tuojing Technology Co., Ltd. will be listed on the science and Innovation Board of Shanghai Stock Exchange on April 20, 2022. The company’s A-share capital is 126478797 shares (par value of 1.00 yuan per share), of which 26170753 shares of non tradable shares will be listed and traded from April 20, 2022. (company announcement)
Risk tips: the technological breakthrough is less than expected, the impact of the epidemic spread is more than expected, and the demand of downstream industries is less than expected.
