The electronics industry index rose and fell this week: as of April 22, 2022, Shenwan electronics industry fell 4.28% this week, 0.09 percentage points lower than the Shanghai and Shenzhen 300 index, ranking 15th among the 31 Shenwan industries; Shenwan electronics sector fell by 12.54% in April 2022, underperforming the CSI 300 index by 7.59 percentage points; Shenwan electronics sector fell 34.81% in 2022, underperforming the CSI 300 index by 16.04 percentage points.
The secondary sub sectors of the electronics industry rose and fell this week: as of April 22, 2022, the six secondary sub sectors of Shenwan electronics fell in an all-round way this week, from high to low: SW electronic chemicals (- 7.83%), SW other electronics (- 6.79%), SW semiconductor (- 5.16%), SW Optoelectronics (- 4.90%), SW consumer electronics (- 2.97%) and SW components (- 1.25%).
Some news and company news this week: (1) Huawei: released a new folding screen mobile phone mate XS2 on April 28; (2) Insiders: the shortage of Wi Fi main chips in the second quarter is steadily improving; (3) Report: the global semiconductor shortage may be significantly alleviated in the second half of this year; (4) ASML: in 2025, ASML will have an annual output of 70 extreme ultraviolet lithography machines; (5) China Academy of information technology: in the first quarter, the added value of electronic information manufacturing industry above designated size increased by 12.7% year-on-year; (6) Will Semiconductor Co.Ltd.Shanghai(603501) : the net profit in 2021 increased by 65.41% year-on-year, and it is proposed to pay 5.2 yuan for 10 shares; (7) Zhejiang Jiemei Electronic And Technology Co.Ltd(002859) : it is planned to raise no more than 500 million yuan from the actual controller; (8) Grinm Advanced Materials Co.Ltd(600206) : net profit in the first quarter increased by 69.19% year-on-year; (9) Yangzhou Yangjie Electronic Technology Co.Ltd(300373) : the net profit in 2021 increased by 103% year-on-year, and it is proposed to pay 2.2 yuan per 10; (10) Lens Technology Co.Ltd(300433) : net profit loss of 411 million yuan in the first quarter; (11) 3Peak Incorporated(688536) : the net profit in the first quarter was 91.459 million yuan, with a year-on-year increase of 193.73%; (12) Caihong Display Devices Co.Ltd(600707) : a year-on-year profit of 2.669 billion yuan in 2021.
Weekly view of the electronics industry: the prosperity of the global electronics industry is divided. On the one hand, the prosperity of notebook computers, LCD panels, driver ICs and other sub sectors benefiting from the epidemic has fallen, and the demand for mobile phones / PCS and security has slowed down; On the other hand, the domestic alternative main line represented by semiconductor equipment and materials has maintained a high boom, while automotive electronics and AR / VR have become the main driving forces of industry innovation. It’s suggested to grasp the high-profile subdivision of the electronics industry, and suggest a proposal to grasp the high-profile subdivision of the electronics industry. It’s suggested to grasp the high-profile subdivision of the electronics industry. It’s suggested to grasp the high-profile subdivision of the electronics industry, and focus on the high-profile subdivision of the electronics industry. It’s suggested to grasp the high-profile subdivision of the electronics industry, focusing on the high-profile subdivision of the electronics industry, focusing on the high-profile subdivision of the electronics industry, focusing on the high-profile subdivision of the electronics industry, focusing on the high-profile subdivision of the electronics industry, paying attention to the high-profile subdivision of the electronics industry, and paying attention to the high-profile subdivision of Goertek Inc(002241) Goertek Inc(002241) \yes.
Risk tip: the downstream demand is not as expected, the domestic substitution is not as expected, and the innovation of the industry slows down.
