This week, the electronics (Shenwan) sector index rose or fell by + 4.4%, ranking fifth in the rise and fall of Shenwan industry.
The electronics industry (shenwanyi) index continued the rebound of last week this week, outperforming the Shanghai Composite Index by 2.36 PCT and the Shanghai and Shenzhen 300 index by 2.15 PCT. PE in the electronics industry is at the quantile of 11.4% in recent five years, and the electronics industry index is at the quantile of 51.4% in recent five years. The average turnover rate of the industry every Sunday is 1.45%.
The rebound in the semiconductor industry continued for nearly a month. Among the Shenwan electronics sector, it belongs to the secondary subdivision industry with the highest turnover rate and the largest increase. We further split the semiconductor industry. The high boom power semiconductor industry has a strong performance, and the market attention and growth are in the forefront of the industry. The chip design sector is driven by the issuance of new shares, and the turnover rate of RF, MCU and FPGA industries is active. In the semiconductor material industry, the localization of targets, special gases and polishing materials has made rapid progress, with high growth attributes, and also achieved a high range increase. From the perspective of the fund shareholding ratio and the rise and fall in the past ten weeks, the proportion of 2022q1 fund positions is mostly below 15%, with an average increase of 9.2%. 2022q1 is the subject of the top 20 fund shareholding ratio, with an average increase of – 7.9%, most of which have not recovered the decline in recent ten weeks.
The National Bureau of statistics released monthly data on industrial production above designated size. In April, the output value of Enterprises above Designated Size in computer, communication and other electronic equipment manufacturing increased by 4.9% year-on-year. The output of integrated circuits in the month fell by 12.1% year-on-year, and the cumulative output from January to April fell by 5.4% year-on-year. The output of microcomputers fell by 16.8% year-on-year, and the output of mobile phones fell by 1.6% year-on-year. As the impact of the epidemic gradually faded in the third quarter, a full resumption of work and production is just around the corner, and mobile phone and car consumption will also recover. At present, the index has rebounded to a relatively high level, and there may be more obvious fluctuations in the follow-up market. As the impact of the epidemic gradually faded in the third quarter, a full resumption of work and production is just around the corner, and mobile phone and car consumption will also recover. It is suggested to pay attention to the industry leaders with high turnover rate, solid chip structure and medium and long-term investment value: Sg Micro Corp(300661) , Zhuzhou Crrc Times Electric Co.Ltd(688187) , 3Peak Incorporated(688536) , Gigadevice Semiconductor (Beijing) Inc(603986) . And Puya Semiconductor (Shanghai) Co.Ltd(688766) , Jiangsu Jiejie Microelectronics Co.Ltd(300623) , which have weak rebound and high performance flexibility.
Risk warning: risk of deterioration of the international situation, unexpected epidemic development and liquidity risk
