On the 21st, Science and Technology Innovation Board chip, new energy, Mini LED plate market performance eye-catching, up more than 10% of the stocks, four for the semiconductor chip sector. From the perspective of individual stocks, Lingdian Electric Control, Core Sea Technology, High Test shares, New Yichang, Core Source Weiwei only five stocks rose by the daily limit, after-market data show that the institutional figure appeared in the top five seats of a number of companies.
Specifically, semiconductor equipment supplier Core Micro was bought 172 million yuan by five agencies, one agency sold 43.87 million yuan; three agencies bought AFE/SoC design company Xinhai Science and Technology 29.5934 million yuan; two institutions bought automotive power electronic control system provider Diamond Electric Control 23.0739 million yuan; LED solid crystal machine manufacturer Xin Yichang was bought 19.9871 million yuan by one agency, and sold 18.5462 million yuan by one agency.
The above companies all belong to the high-growth track, distributed in the chip, new energy, Mini LED plate.
Core source micro is undoubtedly the most favored stock by institutions. Minsheng Securities analyst Wang Fang said in a research report on July 21 that the semiconductor equipment industry has a dual growth logic and has more room for development and more flexibility than other links of integrated circuits. The analyst highlighted the deep ploughing glue development / cleaning equipment market. It is estimated that in 2023, the total domestic market space for glue development equipment will reach US $1.1 billion, and the market space for single-chip cleaning equipment will reach US $830 million. At present, the domestic production rate of glue development and cleaning equipment in China is only 4% and 20%. Core source micro's main business is the R & D, production and sales of semiconductor special equipment, which is the only enterprise in China that can provide medium and high-end glue development equipment, the products cover lithography process glue development equipment / single-chip wet equipment.
Xin Yichang is an equipment supplier, specializing in the new display field, is the domestic LED solid crystal machine leader, semiconductor packaging equipment expansion is expected. The company's share price has risen more than 25% in the past two days, which is closely related to the high demand for Mini LED. According to Arizton, the global Mini&Micro LED market will grow rapidly and is expected to exceed US $1 billion in 2022. According to Yole data, the global LED solid crystal machine will be US $274 million in 2018 and US $310 million in 2024.
According to the report of IC Insight, the global signal chain chip market is expected to reach 11.8 billion US dollars in 2023, and the global MCU market is expected to reach 23.9 billion US dollars in 2022.
Lingdian Electric Control and High Test shares also belong to the new energy track that has attracted much attention recently. The company has certain technical advantages in the field of hybrid power control system, and has developed hybrid power management systems with various structures, including 48V micro-mixing system, P2 structure mixing, incremental mixing, power shunt mixing, etc., in line with the general trend of "energy saving and new energy" for automobiles.
On July 17, the company also issued a 2021 restricted stock incentive plan, which aims to increase operating income by no less than 12%, 25%, 40%, 57% and 80% from 2021 to 2025 on the basis of 2020 operating income.
Gao Test Co., Ltd. is mainly engaged in the research and development, production and sales of cutting equipment and cutting consumables for high hard and brittle materials. The company's products are mainly used in the silicon wafer manufacturing process of the photovoltaic industry, although there is no institutional figure on the list of dragons and tigers of the company on the same day, but according to Star Mining data, there are a total of 148major capital inflows in Science and Technology Innovation Board on the 21st. The net capital inflow rate of the high test shares ranks first, with a net capital inflow of 32.0832 million yuan, which is much higher than the net capital inflow rate of the new Yichang and Xinhai technology.
Just after the 20th trading, Gao Test shares also announced that they intend to build large photovoltaic wafers and supporting projects of Leshan 20GW, with a total investment of about 1.649 billion yuan, which is planned to start production in 2022.
At present, judging from the pre-disclosure and disclosure of the performance of the China Central report in 2021, the performance of Science and Technology Innovation Board's individual shares has improved significantly. By the close of trading on July 21, a total of 101 Science and Technology Innovation Board listed companies had disclosed their performance forecasts for the first half of 2021, 66 of which were pre-joyed, with a pre-blessing ratio of 65.35%. Industry insiders pointed out that the improvement of the profitability of Science and Technology Innovation Board's listed companies marks the further improvement of Science and Technology Innovation Board's maturity. From the plate, new energy, chip, semiconductor industry and artificial intelligence and other areas are not only in line with policy support, but also in line with the direction of economic transformation, worthy of long-term attention.
A number of institutions believe that the current period of shock is worthy of long-term layout. Societe Generale Securities analyst Zhang Yidong said in a research report on July 18 that the company had entered a stage of relatively crowded trading. After the forecast intensive period on July 15, especially after entering the performance period in August, this stage is often prone to shock adjustment when long-term ideals and short-term performance meet. In the long run, Kechuangniu has just started, not chasing high in the short term, waiting for shock to redistribute, and a star track with high growth in the fields of science and technology, advanced manufacturing, biomedicine and medical beauty.