[hot stocks] Semiconductor chip concept stocks strengthen Beijing Junzheng pulls up more than 10%

SMM11 March 19: semiconductor chip concept stock semiconductor plate opened low and went high in early trading. As of press time, Beijing Junzheng pulled up more than 10%, Fuman Electronics rose more than 8%, Sai Microelectronics, United people think strong, Perry shares, Zhaoyi Innovation and so on have followed up.

Science and technology sectors such as semiconductors have attracted special attention from all walks of life in recent years, and the 14th five-year Plan puts scientific and technological innovation in the first place, and the market is generally optimistic about the prosperity of the science and technology industry. From the point of view of the flow of market funds, institutional research shows that the field of science and technology has begun to be concerned by large funds. And the market demand is also hot, according to the International Semiconductor Industry Association (SEMI), the global sales of semiconductor manufacturing equipment is expected to reach $64.7 billion (about 432.6 billion yuan) in 2020. In the first seven months of this year, global sales of semiconductor equipment to China surged 45 per cent compared with the same period last year, according to data.

Huatai Securities pointed out that the focus of the global semiconductor market has shifted to China, and domestic semiconductor photoresist hair shows new opportunities. The barrier of semiconductor photoresist industry is high, the global market is monopolized by American and Japanese enterprises, and the domestic self-sufficiency rate is low. Taking Japan as a mirror, the center of gravity of the semiconductor market has shifted to China, and the domestic semiconductor photoresist welcomes the good opportunity for development. National policy demonstrates the determination that domestic semiconductor photoresist R & D and production may enter the fast track.