First, overall, the semiconductor sector is full of hope and future, with great potential for sustainable profit making.
Second, looking back, among the many subdivided tracks and industrial chain links in the semiconductor sector, there are two areas with outstanding investment potential. One is IC design. Domestic IC design generally adopts the Fabless asset-light model, which has great advantages. Cai provided the conditions.
Third, semiconductor equipment materials have huge potential. Long-term R&D investment can be converted into productivity, and domestic enterprises can simultaneously expand production on a large scale. The combination of the two will greatly promote the positive cycle and acceleration of the industrial chain.
In short: the semiconductor industry is the core of the information technology industry. It is an important basic, leading and strategic industry. It is also the cornerstone of the development of emerging strategic industries such as 5G mobile communications, big data and cloud computing. It is also the future innovative and intelligent industry. The development of the industry will rely more on semiconductors.
In this article, I will take stock of the eight leading semiconductor companies.
1. Jingquanhua (002885) , current price: 32.57, is a leader in the domestic magnetic components industry, mainly engaged in the research, development, production and sales of magnetic components, power supplies and special transformers.
company has obtained a number of patented technologies in the field of photovoltaic technology. It is still continuously carrying out advanced technology reserves and iterative upgrades of products, actively exploring high-end and high-quality customers, and working with Huawei , Sungrow , ABB Group , Schneider Group and other leading companies in the photovoltaic energy storage industry have established long-term and stable cooperative relationships and have first-mover advantages.
2. Shiyun Circuit (603920) , currently priced at 17.84, focuses on the R&D, design, and production of printed circuit boards and , as well as the R&D, production, and sales of various printed circuit boards (PCBs).
company has carried out the research and development and mass production of multi-layer server hard main circuit boards, and has carried out research on 5G optical module circuit board production technology, high-frequency material applications and soft and hard board production processes, etc., to develop technology for the development of communication application fields. At the same time, the marketing department also actively contacts downstream communication customers to explore the communication application market and pave the way for subsequent market development.
3. Mingpu Opto-Magnetic (002902) , the current price is 13.46, the products have been supplied to Shenzhen HiSilicon Semiconductor and HiSilicon Optoelectronics, in the field of network communication communication magnetic components, communication optoelectronic components R & D, production and Sale.
company is a high-tech product manufacturer integrating R&D, production and sales, mainly engaged in communication magnetic components, communication optoelectronic components, communication power supply system equipment in the field of network communications. The company mainly produces three categories of products: communication magnetic components, communication optoelectronic components, and communication power supply system equipment.
4. Suzhou Gutech (002079) , current price is 12.15. The company has world-class manufacturing capabilities in diodes , discrete devices and integrated circuit packaging and testing. Since its establishment,
company has focused on the fields of semiconductor rectifier device chips, power diodes, rectifier bridges and IC packaging and testing. The company already has a complete set of solutions from product design to final product development and manufacturing.
5. Star Semiconductor (603290) , current price 377.05, a leading enterprise in the field of IGBT in China, the only IGBT module supplier in the top ten in the world, the design and development of power semiconductor chips and modules based on IGBT , production, and sales in the form of IGBT modules.
In the field of photovoltaic power generation, the company's high-power module series developed with independent IGBT chips suitable for centralized photovoltaic inverter and the Boost and three-level module series of string inverters have been widely used.
6. Tiantong Co., Ltd. (600330) , current price 12.19, one of the largest R&D and manufacturing bases in the soft magnetic industry, electronic materials (including magnetic materials and components, sapphire , piezoelectric crystals and other crystals materials); R&D, manufacturing and sales of high-end special equipment (including special equipment for crystal materials, special equipment for powder materials, and special equipment for semiconductor displays).
company is mainly engaged in the R&D, production and sales of electronic materials (including magnetic materials, sapphire materials, piezoelectric crystal materials and electronic components), as well as the R&D, manufacturing and sales of high-end special equipment.
7. Shanghai Belling (600171) , current price 21.78, integrated circuit design company , one of the major domestic suppliers of integrated circuit products, integrated circuit design .
company is an integrated circuit design company that provides analog and digital-analog hybrid integrated circuits and system solutions. According to the adjustment of the company's integrated circuit product business layout, the company will focus on the development of the two major product segments of consumer and industrial control.
8. Tianyue Advanced (688234) , current price is 60.47. The company has ranked among the top three in the world's semi-insulating silicon carbide substrate market and is engaged in the research, development, production and sales of silicon carbide substrates.
Company is a leading domestic manufacturer of wide bandgap semiconductor (third generation semiconductor) substrate materials. It is mainly engaged in the research and development, production and sales of silicon carbide substrates. Its products can be widely used in microwave electronics, power electronics and other fields.
This content exchange is for reference only and does not constitute any trading guidance or investment advice. If you operate according to this, you will be responsible for your profits and losses. There are risks in the stock market, so investment needs to be cautious.
