considers himself a digital expert, and usually pays close attention to technological and digital information. Over the weekend, I saw a piece of information that said "purely domestically produced purple light SSD has begun mass shipments", and I just thought that a friend asked me to recommend a chip. Let’s talk about concept funds together.
I believe that most friends have just glanced at this news. Aren’t domestic SSDs already on the streets? What’s so surprising? The key lies in the words "purely domestically produced". Speaking of SSDs, in addition to the big names like Samsung and Toshiba, there are more Taiwanese manufacturers such as , Teclast, , Kingston, etc., but there are also domestically produced ones such as Lenovo. Take Lenovo SSD as an example. Careful friends will find that in the scale parameter column, there is a "master" parameter (representing the chip manufacturer) that clearly says "Phison", which means that the SSD chip is from Taiwan Phison. Electronically produced. Therefore, the batch shipment of purely domestically produced (accurately, purely mainland-produced) Unisoc SSDs means that for Unisoc Micro , the memory chip business has entered a completely independent stage.
Let’s first take a look at the main operating income of Ziguang Guowei’s latest financial report. According to the 2018 interim report, the gross profit margin of memory chips is the lowest among the four businesses, only 7.77%. I don’t know if it was previously restricted by independent research and development. Memory chip production capacity issues are still relatively dependent on other chip manufacturers. However, the business revenue ratio ranks second, indicating that the market demand for the memory chip business is still large. After consulting some information, we learned that if China's self-produced DRAM and NAND Flash memory chips enter the market, it is estimated that it will impact the Korean memory chip industry by US$7.8 billion (including US$6.7 billion in the DRAM industry and US$1.1 billion in the NAND Flash industry). Therefore, the purely domestic production of Ziguang Guowei's memory chips is of great significance. Judging from the stock price performance, it rose from 28.90 yuan at the beginning of this year to a maximum of 44.98 yuan, an increase of 56%. The stock price better reflected the market expectations. It cannot be ruled out that as this information spreads, the stock price will further ferment.
How to choose a chip concept fund? According to the 2018 fund annual report data, there are 18 funds with a high proportion of chip concept stocks, among which China-Europe electronic information industry Shanghai-Hong Kong-Shenzhen stocks, Southern high-growth hybrid, and Huafu Industrial Upgrading Flexible Allocation account for the top shares.
further screened: the fund size is more than 100 million yuan, and the chip concept accounts for more than 15%. There are 5 chip concept funds that meet these two conditions. Judging from the performance this year, the Shanghai, Hong Kong and Shenzhen stocks of China-Europe Electronic Information Industry have performed best, followed by Zhongrong Competitive Advantage stock fund . Friends who like chip concept funds can focus on it.
This article comes from Yangji Commander
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