The electronics industry index rose and fell this week: as of April 29, 2022, Shenwan electronics industry fell 1.56% this week, 1.63 percentage points lower than the Shanghai and Shenzhen 300 index, ranking 14th among the 31 Shenwan industries; Shenwan electronics sector fell by 13.91% in April 2022, underperforming the CSI 300 index by 9.02 percentage points; Shenwan electronics sector fell 35.83% in 2022, underperforming the Shanghai and Shenzhen 300 index by 17.12 percentage points.
The secondary sub sectors of the electronics industry rose and fell this week: the six secondary sub sectors of Shenwan electronics rose and fell with each other this week, from high to low: SW consumer electronics (1.81%), SW other electronics (0.61%), SW components (- 0.87%), SW semiconductors (- 1.41%), SW electronic chemicals (- 1.44%) and SW optical Optoelectronics (- 6.24%).
Some news and company developments this week: (1) CEO of Intel: the chip shortage is more serious than expected and will last until 2024; (2) Huawei’s sales revenue in the first quarter was 131 billion yuan, with a net profit margin of 4.3%; (3) Organization: in the first quarter, the global smartphone AMOLED panel shipments fell by 8% year-on-year; (4) Qualcomm’s adjusted revenue in the second quarter was $11.16 billion, with adjusted earnings per share of $3.21; (5) Organization: in the first quarter, the global TV shipment reached 47.26 million units, a month on month decrease of 20%; (6) Jiangsu Nata Opto-Electronic Material Co.Ltd(300346) : net profit in the first quarter increased by 89.38% year-on-year; (7) Suzhou Anjie Technology Co.Ltd(002635) : net profit in the first quarter increased by 1788% year-on-year; (8) Suzhou Anjie Technology Co.Ltd(002635) : net profit in the first quarter increased by 1788% year-on-year; (9) Starpower Semiconductor Ltd(603290) : net profit in the first quarter increased by 101.54% year-on-year; (10) Luxshare Precision Industry Co.Ltd(002475) : the net profit in the first quarter was 1.803 billion yuan, with a year-on-year increase of 33.63%; (11) Luxshare Precision Industry Co.Ltd(002475) : the net profit in the first quarter was 1.803 billion yuan, with a year-on-year increase of 33.63%; (12) Hunan Goke Microelectronics Co.Ltd(300672) : it is proposed to raise no more than 2.295 billion yuan for a full range of AI vision processing chips and other projects.
Weekly view of the electronics industry: from the data of various industries and the performance disclosed by Listed Companies in the industry in the first quarter, the prosperity of the global electronics industry is divided. On the one hand, the prosperity of notebook computers, liquid crystal display panels, driver IC and other sub sectors benefiting from the epidemic is sluggish, and the demand for mobile phones / PCS and security has declined year-on-year; 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 is suggested that we grasp the highly anticipated subdivision of the electronics industry, and suggest that we grasp the high-profile segment of the electronics industry. It is suggested that we should grasp the highly anticipated subdivision of the electronics industry, and focus on the high-profile subdivision of the electronics industry. It is suggested that we should grasp the highly anticipated subdivision of the electronics industry, focusing on the high-profile subdivision of the electronics industry. It is suggested that we should grasp the high-profile subdivision of the electronics industry, and pay attention to 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 Hongda Xingye Co.Ltd(002002) 241241241241 \yes.
Risk tip: downstream demand is not as expected, industry competition intensifies, etc.
