The electronics industry index rose and fell this week: as of January 21, 2022, Shenwan electronics industry fell 1.15% this week, 1.43 percentage points lower than the Shanghai and Shenzhen 300 index, ranking 11th in Shenwan 31 and the industry; Shenwan electronics sector fell by 8.57% in January 2022, underperforming the CSI 300 index by 5.31 percentage points; Shenwan electronics fell 8.57% in 2022, underperforming the CSI 300 index by 5.31 percentage points.
The secondary sub sectors of the electronics industry rose and fell this week: as of January 21, 2022, all the six secondary sub sectors of Shenwan electronics fell except semiconductors. The rise and fall ranges from high to low are: SW semiconductor (0.76%), SW consumer electronics (- 0.76%), SW components (- 1.61%), SW optical Optoelectronics (- 3.33%), SW other electronics (- 3.34%) and SW electronic chemicals (- 5.51%).
Some news and company news this week: (1) the OEM price of mobile phone DDI supply chain will rise again without cutting the order; (2) Organization: Apple’s smartphone shipments ranked first in the world in the fourth quarter of 2021; (3) Organization: global PC shipments exceeded 340 million units in 2021; (4) Xiaomi established an intelligent technology company, and Lei Jun served as the executive director; (5) Hubei Dinglong Co.Ltd(300054) : it is estimated that the net profit in 2021 will be 208 million yuan – 238 million yuan to turn losses into profits; (6) China Resources Microelectronics Limited(688396) : the net profit in 2021 is expected to increase by 129% – 132% year-on-year; (7) BOE A: the net profit in 2021 is expected to increase by 410% – 416% year-on-year; (8) Advanced Micro-Fabrication Equipment Inc.China(688012) : the net profit deducted in 2021 increased by 1101% – 1315% year-on-year.
View of Electronics Industry Week: the global electronics industry is still in a high boom period. On the one hand, grasp the domestic substitution process in the fields of semiconductor equipment / materials, power semiconductors and IC carrier boards, on the other hand, pay attention to the driving effect of downstream innovations such as AR / VR, automotive electronics and miniled on the performance of supply chain enterprises. It is recommended to pay attention to Goertek Inc(002241) (002241), Lianchuang Electronic Technology Co.Ltd(002036) (002036), Wuhu Token Sciences Co.Ltd(300088) (300088), Electric Connector Technology Co.Ltd(300679) (300679), Naura Technology Group Co.Ltd(002371) (002371), Hubei Dinglong Co.Ltd(300054) (300054), Hangzhou Silan Microelectronics Co.Ltd(600460) (600460), Starpower Semiconductor Ltd(603290) (603290), Avary Holding (Shenzhen) Co.Limited(002938) (002938), Suzhou Dongshan Precision Manufacturing Co.Ltd(002384) (002384), Shenzhen Fastprint Circuit Tech Co.Ltd(002436) (002436), Victory Giant Technology (Huizhou)Co.Ltd(300476) , Sanan Optoelectronics Co.Ltd(600703) (600703), Foshan Nationstar Optoelectronics Co.Ltd(002449) (002449) Leyard Optoelectronic Co.Ltd(300296) (300296) and other relevant beneficiary enterprises.
Risk tip: the downstream demand is not as expected, the domestic substitution is not as expected, and the innovation of the industry slows down.
