The third-generation semiconductor concept stock seems to have become a hot topic recently. Faced with the hot secondary market, investors are also actively discussing in stock bars whether they should catch up with the concept of third-generation semiconductors. Data from the
Choice financial terminal shows that there are currently 24 third-generation semiconductor concept stocks in the Shanghai and Shenzhen stock markets. The sector as a whole rose 6.46% yesterday and fell 2.26% today. Among these 24 third-generation semiconductor concept stocks, since September, as of the close of September 15, 16 stocks have had positive monthly gains and losses. Yu Diamond ranks first with a cumulative increase of 116.99%, and Jucan Optoelectronics ranks first. comes second.
In this regard, some organizations believe: "With the development of the new computing era driven by the Internet of Things, big data and artificial intelligence, the demand for semiconductor devices is growing day by day, and the requirements for device reliability and performance indicators are also more stringent. With The third generation of semiconductors represented by silicon carbide has gradually attracted market attention. A complete industrial chain covering materials, devices, modules and applications has been formed internationally, and a new round of global industrial upgrading has begun. "
However, , some companies also said: Recent rumors about the third-generation semiconductor industry in the market have not yet come to fruition, and related matters are uncertain. Investors should pay attention to investment risks, avoid hype on conceptual themes, make rational judgments, and invest prudently.
Since the beginning of September, the stock prices of many third-generation semiconductor concept stocks have risen. Yu Diamond has the largest increase.
What is the third-generation semiconductor? According to industry definitions, third-generation semiconductor materials mainly include GaN, SiC, etc., also known as wide-bandgap semiconductor materials. Wide-bandgap semiconductors have the advantages of high thermal conductivity, high breakdown field strength, high saturation electron drift rate, high bonding energy, etc. They are extremely strategic and forward-looking and are ideal for supporting national defense armaments, 5G mobile communications, new energy vehicles, and cloud. Key basic technologies for the development of computing and other industries have great strategic significance in national defense and security, energy conservation and emission reduction, intelligent manufacturing, and industrial upgrading.
Choice financial terminal data shows that there are currently 24 third-generation semiconductor concept stocks in the Shanghai and Shenzhen stock markets. Since September, as of the close of September 15, 16 of them have had positive monthly gains and losses. Yu Diamond has a 116.99% increase. The cumulative increase ranks first.
Due to serious and abnormal fluctuations in stock prices, Yu Diamond has suspended trading since the market opened on September 9 for verification, and has not yet resumed trading.
In fact, Shell Finance reporters noticed that many third-generation semiconductor concept stocks have fluctuated greatly this month, and their stock prices have been riding a "roller coaster".
For example, the stock price of Luxiao Technology closed at the daily limit for four consecutive trading days from September 4 to September 9.
It is reported that on August 8 this year, Luxiao Technology signed a strategic cooperation framework agreement with the Changfeng County People's Government of Hefei City. According to the agreement, Luxiao Technology will jointly invest in the construction of a third-generation power semiconductor (silicon carbide) industrial park in Changfeng County, Hefei with the People's Government of Changfeng County, Hefei, including but not limited to the research and development of third-generation semiconductors such as silicon carbide. For industrialization projects, the total project investment scale is estimated to be 10 billion yuan.
On September 8, the Shenzhen Stock Exchange issued a letter of concern to Luxiao Technology , requiring it to verify the reasons for the company’s large stock price increase in the short term and respond to the company’s planned investment in the construction of third-generation power semiconductors (silicon carbide). Issues related to industrial projects.
html On September 9, Luxiao Technology responded to the letter of concern, saying, "The company is actively promoting further cooperation with Changfeng County, Hefei. The company has completed a 6-inch silicon carbide trial production line in Zhuji City, Zhejiang Province and has begun production."The stock price of Luxiao Technology fell to the limit on September 10, continued to plummet on September 11, stopped falling and rose on September 14, and continued to plummet on September 15.
Qianzhao Optoelectronics 's stock price has also been a typical "roller coaster" trend since September. It rose continuously from September 1st to September 8th, and achieved 3 daily limits. It continued to fall from September 9th to 11th, and achieved a lower limit. On September 14th, its stock price reached the daily limit again, and on September 15th, it continued to rise. , its stock price closed down more than 11%.
html On September 8, the Shenzhen Stock Exchange also issued a letter of concern to Qianzhao Optoelectronics , requiring it to explain whether the company's large stock price increase in the short term matches the company's fundamentals.html On September 11, Qianzhao Optoelectronics replied: Recently, rumors have appeared in the market: my country plans to include strong support for the development of the third-generation semiconductor industry in the "14th Five-Year Plan" being formulated, which is planned to be in 2021-2025. During this period, the whole country was mobilized to vigorously develop the third-generation semiconductor industry in various aspects such as education, scientific research, development, financing, and application. With the emergence of rumors and market speculation on low-priced GEM stocks, the company's stock price has increased significantly in the short term. As of now, the "14th Five-Year Plan" has not been officially announced. This matter is uncertain. Investors are particularly reminded to pay attention to investment risks. Avoid hype on conceptual themes, make rational judgments, and invest prudently.stock price doubled, Jucan Optoelectronics received a letter of concern, and was asked whether it was manipulating the market
In addition to Yu Diamond, which has been suspended for verification, among the other third-generation semiconductor concept stocks, Jucan Optoelectronics has the largest cumulative increase since this month.
Shell Finance reporter noticed that the stock price of Jucan Optoelectronics closed up for 11 consecutive trading days from August 27 to September 10, and the stock price doubled in 9 trading days. After closing down 3.7% on September 11, it closed at the daily limit on September 14, with an increase of 20%, and closed down 12.27% on September 15.
html On September 14, the Shenzhen Stock Exchange issued a letter of concern to Jucan Optoelectronics .The Shenzhen Stock Exchange said that in the first half of this year, Jucan Optoelectronics achieved a net profit of -26.6974 million yuan after deducting non-recurring gains and losses attributable to shareholders of the parent company, a year-on-year decrease of 186.40%; the company included government subsidies in the current profit and loss in the first half of the year The amount was 47.7396 million yuan, which was one of the main sources of profit in the first half of the year. From September 3 to September 14, the stock price of Jucan Optoelectronics increased by 125.98%, which deviated greatly from the growth of the GEM Composite Index and the company's performance in the first half of the year. The Shenzhen Stock Exchange requires Jucan Optoelectronics to explain whether the recent increase in its stock price matches the company's operating performance and other fundamentals; explain the company's recent investigations by institutions and individual investors, and whether there are any violations of the principle of fair disclosure.
At the same time, the Shenzhen Stock Exchange also requires Jucan Optoelectronics to explain the company's controlling shareholders, actual controllers, directors, supervisors and senior personnel, shareholders holding more than 5% of the shares and their concerted actions in the past month and the purchase and sale of the company's stocks in the next three months. Whether there is a shareholding reduction plan within the month, whether there is insider trading, market manipulation, or illegal buying and selling of the company's stocks, and the transaction details and self-examination report should be reported.
is different from Qianzhao Optoelectronics , Jucan Optoelectronics , etc., whose stock prices turned from rising to falling after receiving letters of concern. In the announcement of abnormal stock trading fluctuations issued on the evening of September 14, Yangjie Technology proactively disclosed its third The situation of three generations of semiconductor products.
Yangjie Technology said, “At present, the company’s main products are still silicon-based power semiconductor products, and the sales revenue of third-generation semiconductor products accounts for a relatively small proportion. From January to June 2020, the company’s sales revenue of silicon carbide products was 192,800 yuan (unaudited), accounting for 0.02% of the company’s operating income. “
” At present, the domestic silicon carbide market is still in the process of gradual development. The overall market size is not large, and the raw materials required for each link of the industrial chain are still limited. There is a high degree of dependence on foreign countries; there is a gap between domestic semiconductor companies and international companies in terms of production capacity, solutions and brand trust. "Yangjie Technology said: "The semiconductor industry is highly market-oriented, competitive and carbonized. There is still uncertainty about when large-scale commercialization of silicon devices will start and the size of market demand, so there is a certain degree of uncertainty about the company's future development in this field."
Beijing News Shell Finance reporter Yan Xia editor Li Weijia Zhao Ze proofread Li. Ming
