China’s leading digital isolation chip nano chip micro listed. On April 22, NSM was listed on the science and Innovation Board of Shanghai Stock Exchange. The company is an analog and hybrid chip design company and operates in fabless mode. Its main products include three categories: signal sensing, isolation interface and drive and sampling chips. In 2021, the company achieved a revenue of 862 million yuan, a year-on-year increase of + 256.26%; The net profit attributable to the parent company was 224 million yuan, a year-on-year increase of + 340.29%. According to the data of markets and markets, the global market share of the company’s digital isolation chips was 5.12% in 2020.
Under the high boom of the industry, the performance of the simulation company doubled in 2021. Up to now, the 2021 annual reports of simulation companies have been disclosed one after another. It’s a high-profile industry to benefit from. In 2021, the performance of companies within the sectors will double in 2021. Among them, the performance of companies within the sectors will double in 2021, with Sg Micro Corp(300661) and + 101.81%.
The slope of analog chip is long and the snow is thick, and there is a huge space for domestic manufacturers to replace it. In 2021, the scale of the global analog chip market was US $72.842 billion, a year-on-year increase of + 30.9%, accounting for 13.17% of the total scale of the global semiconductor market. In 2020, the top ten analog chip companies in the world are all overseas companies, with a total market share of 63%, and the market share of Chinese manufacturers is low. Analog chips have complex application fields and rich product types. Chinese companies usually cut into a certain subdivision field and gradually expand the material number and category.
The market of electronic sector is stronger than the market
From April 18 to April 22, the Shanghai index fell 3.87%, and CITIC electronics fell 3.64%, outperforming the market by 0.23 percentage points. Year to date, the Shanghai index fell 15.19%, CITIC electronics fell 34.05%, outperforming the market by 18.87 percentage points. From April 18 to April 22, the Philadelphia Semiconductor Index fell 1.27%; Year to date, the Philadelphia Semiconductor Index fell 24.23%.
Increase in electronic industry segments
From April 18 to April 22, only security in the electronic segment industry rose 2.41%, and the rest fell this week. Since the beginning of the year, the electronic sub sectors have been falling, of which the smaller sectors are panels, security, discrete devices, semiconductor equipment and semiconductor materials.
Rise and fall of individual stocks: A shares
From April 18 to April 22, the top five companies in the electronics industry were Sichuan Furong Technology Co.Ltd(603327) , Dongguan Aohai Technology Co.Ltd(002993) , Jiangsu Pacific Quartz Co.Ltd(603688) , Aoshikang Technology Co.Ltd(002913) and Shanghai Fudan Microelectronics Group Co.Ltd(688385) , up 18.76%, 16.08%, 10.32%, 9.60% and 9.19% respectively; The companies with the top five declines were Chunghsin Technology Group Co.Ltd(603996) , China Chippacking Technology Co.Ltd(688216) , Shenzhen Danbond Technology Co.Ltd(002618) , Shenzhen Chuangyitong Technology Co.Ltd(300991) and Shanghai Fullhan Microelectronics Co.Ltd(300613) , down 47.92%, 20.26%, 16.57%, 16.17% and 15.52% respectively.
Investment advice
It is recommended to pay attention to Sg Micro Corp(300661) , 3Peak Incorporated(688536) , Shanghai Awinic Technology Co.Ltd(688798) , nano chip micro, Wuxi Chipown Micro-Electronics Limited(688508) , Shanghai Bright Power Semiconductor Co.Ltd(688368) and so on.
Risk tips
Downstream demand is less than expected, product category expansion is less than expected, and domestic substitution is less than expected.
