organization believes that semiconductor equipment, materials and core components based on domestic alternative opportunities are expected to pass through the cycle and become one of the main themes of investment in the semiconductor industry in the future.
On September 14, the main stock indexes of A shares fell across the board, and in the afternoon Shanghai Composite Index rebounded slightly after dropping. As of the close, more than 3,600 shares were green, and 41 shares were daily limit. The amount of the 5 stocks' daily limit orders exceeded 100 million yuan, namely CSG A, Zhongbai Group, Jiahua Co., Ltd., COSCO Haite, and Zhejiang Yongqiang.
The 4-connected board of the leading commercial and supermarket stocks
Zhongbai Group quickly rose to the limit after opening higher in early trading, achieving a four-connected board. It is the only stock in the duty-free concept stock that has a continuous daily limit. Since last Thursday, the stock has been trading at the daily limit, and the trading volume has been enlarged. The latest closing price hit a new high in two years.
It is reported that Zhongbai Group is a large-scale chain enterprise with commercial retail as its main business. Before this surge, the company's stock price was at a ten-year low range.
On the evening of September 12, Zhongbai Group issued an announcement on abnormal stock price fluctuations, stating that in order to optimize the company's business structure and further expand its business scope, the company submitted a request to relevant government departments in July 2020 to support the company's declaration of duty-free goods business qualifications. The duty-free commodity business qualification belongs to the national franchise qualification, and there is a major uncertainty as to whether the company can finally obtain this qualification. The company's main business is still the retail business of taxable commodities, and there will be no major changes in the short term. On the news of
, on September 7, Sichuan Provincial Department of Commerce released the "Opinions on Accelerating the Cultivation of "Sichuan Consumption" Brands and Promoting the Construction of International Consumption Destinations (Draft for Comments)", supporting Chengdu to create a pilot city for duty-free shops in the city , laying out a number of duty-free shops in the city, duty-free shops at ports, and departure pickup points, and pointed out that it is necessary to improve the convenience of inbound consumption and create an inland open gateway hub.
Dongguan Securities believes that under the impact of the new crown pneumonia epidemic, the importance of China's duty-free market has gradually become more important. Since the Chinese are the main consumers of the duty-free market in the Asia-Pacific region, the attitude of the Chinese government towards tax-free may be different from that of other countries, and the follow-up tax-free policy is expected to continue. Plus code.
Shanghai Enterprises 14-nanometer advanced technology to achieve mass production
On September 14, 2022, the Shanghai Municipal Committee of the Communist Party of China Publicity Office held the first press conference of the special series of press conferences of the party committee of "Forge ahead in a new journey and contribute to a new era". The theme of the first press conference was "Strengthening the Leading of High-end Industries and Building a New Industrial System". At the
press conference, Wu Jincheng, deputy secretary of the Shanghai Municipal Economic Informatization Work Party Committee and director of the Municipal Economic Informatization Committee, revealed that in the field of integrated circuits, Shanghai enterprises have achieved mass production of 14-nanometer advanced technology, 90-nanometer lithography machines , 5 Breakthroughs have been achieved in nano-etching machines, 12-inch large silicon wafers, domestic CPUs, and 5G chips; the city's integrated circuit industry scale has reached 250 billion yuan, accounting for about 25% of the country's Circuit talent. According to
Securities Times ·Databao statistics, according to the Shenwan secondary industry classification, in the semiconductor industry, stocks from developed provinces are the most. Shanghai, Jiangsu, Guangdong, Beijing, Zhejiang and other places are the most widely distributed, with a total of 92 stocks, accounting for more than 80%. Shanghai has the largest number of semiconductor stocks, with a total of 28 shortlisted. In terms of market value, the A-share market value of semiconductor stocks in Shanghai exceeds 800 billion yuan, ranking first in the region.
The growth rate of the semiconductor industry has declined significantly, and there is still room for growth in the future. Since the beginning of this year, with the impact of the epidemic and the weakening of downstream demand, the growth rate of the industry has declined, and the overall performance of chip stocks has been relatively flat. According to
data treasure statistics, in the first half of this year, the operating income of the semiconductor industry increased by 17.6% year-on-year, and the net profit increased by 13.41% year-on-year, and the growth rate fell significantly compared with the same period of the previous year. However, from the perspective of future prospects, many institutions are optimistic about the growth potential of semiconductor .
Jiwei Consulting predicts that 25 new 12-inch fabs will be added in mainland China in the next 5 years (2022-2026), and the total planned monthly production capacity of these wafer fabs will exceed 1.6 million; 12 inch crystalThe number of round plants is the largest, and 6 will be put into operation by the end of the year.
Tianfeng Securities believes that in the field of equipment, domestic cleaning equipment, CMP equipment, etc. have formed some domestic substitutions, and in the field of materials such as ArF, KrF photoresist, etc., domestic photoresist enterprises have gradually formed domestic nodes. A breakthrough in the more advanced products. At the same time, industrial capital is also continuing to promote the process of domestic substitution. Substitution in these fields supports the steady development of domestic 28nm product manufacturing.
Pacific Securities said that overseas technology blockades against domestic core technology companies continue to increase, and the domestic industry has already formed a consensus on the trend of independent control of core technologies. Based on the domestic alternative opportunities for semiconductor equipment, materials and core components, it is expected to pass through the cycle and become one of the main themes of investment in the semiconductor industry in the future.
High Growth Potential Semiconductor Stocks
Which Semiconductor Stocks Have Future Growth Potential? Data treasure statistics, according to the unanimous forecast of more than 5 institutions, the 35 shares in the next three years have been predicted by the institutions to increase their net profit by more than 20%. Among them, only Jie Chuangxin-U and Haiguang Information have doubled the average growth rate of net profit. Compared with the highs of the year, these stocks have withdrawn 22.72% on average, and Lihewei , Beijing Junzheng , and Jingchen shares have withdrawn more than 40%.
The three stocks with the smallest retracement are Fudan Microelectronics, Huahai Qingke, and Tuojing Technology-U. Fudan Microelectronics and Tuojing Technology-U both hit record highs in intraday trading on September 14, and the latest A-share market value both exceeded 40 billion yuan.
is calculated based on the average transaction price in the range. Since September, Beishang Capital has increased its holdings of stocks by more than 100 million yuan. include Montage Technology, Star Semiconductor . During the period, the highest amount of financiers to increase positions was North Huachuang , and the accumulated net purchases of financiers exceeded 400 million yuan. (Data Treasure Liang Qiangang)
declares: All information content of Data Treasure does not constitute investment advice, the stock market is risky, and investment should be cautious.
