Yesterday night, the two chips Daniel shares and Jing Jiawei issued a big fund reduction announcement almost at the same time.
Guoke Weiwei announced that the shareholder National Integrated Circuit Industry Investment Fund Co., Ltd. ("IC Fund") plans to reduce its holdings of no more than 3.64 million shares in the form of centralized bidding within 6 months after 15 trading days from the date of disclosure of the announcement, that is, no more than 2 per cent of the company's total share capital.
From the perspective of shareholding, as of November 2 last year, the National Integrated Circuit Fund held 22.723 million shares, accounting for 12.62% of the total equity. Previously, large funds reduced their holdings of Guoke micro-shares in 2021, accounting for 1.98% of the total equity.
Despite being reduced by big funds, Guoke Weiwei's share price rose sixfold last year from a minimum of 37.08 yuan to a maximum of 244.44 yuan.
According to public data, Hunan Guoke Microelectronics Co., Ltd. is a national high-tech enterprise and an integrated circuit design enterprise recognized by the Ministry of Industry and Information Technology, which has been committed to the design, development and sales of large-scale integrated circuits for a long time.
On the same day, Jing Jiawei announced that shareholder National Integrated Circuit Industry Investment Fund Co., Ltd. (referred to as "National Integrated Circuit Fund") plans to reduce its holdings of no more than 6.0248 million shares in a centralized bidding transaction within 6 months after 15 trading days from the date of disclosure of this announcement, that is, no more than 2 per cent of the company's total share capital.
As of December 3 last year, the National Integrated Circuit Fund held 27.536 million shares of Jingjiawei, accounting for 9.14% of the total equity.
At the same time, the company also issued a performance forecast, with a profit of 270 million yuan to 320 million yuan in 2021, an increase of 27.85% and 54.38% over the same period last year. It is estimated that the operating income for the year 2021 will be 1.08 billion yuan to 1.2 billion yuan, an increase of 65.20% won 83.55% over the same period last year.
During the reporting period, the performance achieved a large increase compared with the same period last year, mainly due to the substantial increase in product sales in the company's chip field and the steady year-on-year growth in product sales in the graphics display and control field.
Judging from the share price of Jingjiawei, it was also an out-and-out Daniel stock last year, rising to a maximum of 214 yuan from around 70 yuan at the beginning of last year, a nearly three-fold increase.
According to public data, Changsha Jingjia Microelectronics Co., Ltd. is engaged in the research, development, production and sales of highly reliable military electronic products, and its main products are core modules and system-level products in the field of graphics display and control, small and specialized radar. The company has many concepts such as military industry, chip and so on.
Dongguan Securities Research News said that the global electronics industry is still in a period of high prosperity. On the one hand, it grasps the domestic substitution process in the areas of semiconductor equipment / materials, power semiconductors, and IC carrier plates, and on the other hand, it pays attention to the driving effect of downstream innovations such as AR/VR, automotive electronics and MiniLED on the performance of supply chain enterprises.
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