Bidding data of China semiconductor equipment in December (only published data)
Bidding data of Chinese wafer manufacturers:
Semiconductor Manufacturing International Corporation(688981) (Shaoxing): EPI + 1, dry etching + 1, wet cleaning + 2;
Huahong semiconductor: lithography machine + 1, gluing development + 1; Huali Microelectronics: Brush chip machine + 2 sets;
Shanghai Jita semiconductor: ion implantation + 2, back channel tester + 1, back channel packaging + 1;
China Resources Microelectronics Limited(688396) Electronics: dry etching + 1, wet etching + 2, wet cleaning + 1, degumming + 2, rear separator + 3; Shanghai Xinwei: CVD + 1, dry etching + 2, wet etching + 1, rear packaging + 1; Fujian Jinhua: front metering + 1 set; Yandong Microelectronics: dry etching + 4 sets;
Bid winning data of Chinese equipment manufacturers:
Naura Technology Group Co.Ltd(002371) : PVD + 2, CVD + 3, EPI + 1, dry etching + 5, heat treatment + 3;
Advanced Micro-Fabrication Equipment Inc.China(688012) : dry etching + 4 sets; Beijing Huafeng Test & Control Technology Co.Ltd(688200) : rear detection + 20 sets;
Shengmei semiconductor: Brush chip machine + 2; Shenyang tuojing: CVD + 2 sets; Huahai Qingke: CMP + 1 set;
Hangzhou Chang Chuan Technology Co.Ltd(300604) : rear track tester + 14, rear track sorter + 30;
Gl Tech Co.Ltd(300480) : dicing machine + 10 sets; Oriental crystal source: front metering + 1 set;
Investment suggestions for semiconductor equipment industry: it is recommended to pay attention to listed companies, including Naura Technology Group Co.Ltd(002371) , Advanced Micro-Fabrication Equipment Inc.China(688012) , Pnc Process Systems Co.Ltd(603690) , Hangzhou Chang Chuan Technology Co.Ltd(300604) , Suzhou Hyc Technology Co.Ltd(688001) , Shanghai Wanye Enterprises Co.Ltd(600641) (kestone), Gl Tech Co.Ltd(300480) , Kingsemi Co.Ltd(688037) , shengmei Shanghai, Beijing Huafeng Test & Control Technology Co.Ltd(688200) , Wuhan Jingce Electronic Group Co.Ltd(300567) , Zhejiang Jingsheng Mechanical & Electrical Co.Ltd(300316) , Shanghai Sheng Jian Environment Technology Co.Ltd(603324) , Shanghai Gentech Co.Ltd(688596) , and asmpacific (H); Non listed companies include Yitang semiconductor, Huahai Qingke, Shenyang tuojing, Shanghai microelectronics, Ruili scientific instruments and Dongfang Jingyuan.
Investment suggestions for semiconductor materials industry: it is recommended to focus on listed companies, including Jiangsu Yoke Technology Co.Ltd(002409) , Red Avenue New Materials Group Co.Ltd(603650) , Crystal Clear Electronic Material Co.Ltd(300655) , Hubei Dinglong Co.Ltd(300054) , Anji Microelectronics Technology (Shanghai) Co.Ltd(688019) , Shanghai Sinyang Semiconductor Materials Co.Ltd(300236) , Jiangyin Jianghua Microelectronics Materials Co.Ltd(603078) , Jiangsu Nata Opto-Electronic Material Co.Ltd(300346) , Thinkon Semiconductor Jinzhou Corp(688233) , Hangzhou Lion Electronics Co.Ltd(605358) , National Silicon Industry Group Co.Ltd(688126) – u, Guangdong Huate Gas Co.Ltd(688268) , Suzhou Jinhong Gas Co.Ltd(688106) .
Risk analysis: localization progress is less than expected, wafer factory expansion is less than expected, and technology R & D is less than expected.
