Domestic chip stocks re inventory: two leading companies are not listed, top ten.

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 Domestic chip stocks re inventory: two leading companies are not listed, top ten.


In April 25th, there was a slight adjustment in the domestic chip sector. Mega Technology (300333) continued its upward trend on the previous trading day and continued to rise. Xiao Cheng science and Technology (300139) also received the rise and fall. But the pre - upfront gainers were 603986, hyte hi-tech (002023), middle branch dawning (603019), and purple glare (002049), and so on, the decline was over 3%. In a long period of time, the increase in the number of chip shares has been a considerable increase at the beginning of the year. Since the beginning of 2018 to April 25th, the increase in megabyte science and technology has been 61.17%, the rise of Zhongke dawning (603019) is 33.25%, the rise of Saint state shares (300661) is 33.25%, and the increase of national technology (300077) is 25.1%. Most agencies believe that the Zhongxing is blocked is more firm in the path of Chinas independent development chip, and a large number of domestic alternative opportunities will appear in the chip industry chain. Southwest Securities in the research report pointed out that the integrated IC industrial chain mainly includes the design, manufacturing, packaging and testing of four main links, in addition to the related support industries, including integrated circuit equipment manufacturing, the production of key materials, and so on. Chip industry chain. Data source: south-west securities In the research and report of Southwest Securities, according to the industrial chain division, the chip production is first the design integration part. One is the design software. The chip design software is the key tool for the chip company design chip structure. At present, the structure design of the chip mainly depends on the EDA (Electronic Design Automation) software. Two is the instruction collective department, from the technology. In the view of the operation, CPU is only a high collection of millions of small switches, no efficient instruction group, the chip can not run the operating system and software; three is the chip design, mainly connected to the interface of electronic products and services. In the field of chip design integration, Chinas integration capability should belong to the advanced level of the world. Dont look down on the ability to integrate. This is just like a pile of wood in some peoples hands can only be firewood burning, some people can make good furniture. Tian Feng Securities said, in 2017, the top technology (603160) in the field of fingerprint identification chips for the realization of the Swedish FPC surpass, become a domestic design chip in the consumer electronics area of the worlds few of the worlds first. At the beginning of the integrated circuit chip design business, SSK (600460) has gradually built the chip manufacturing platform, and has extended the technology and manufacturing platform to the packaging fields of power devices, power modules and MEMS sensors. According to China and Thailand Securities Research Report data, the proportion of Chinas design output has officially become the first, and the design level is 16/14nm. In 2017, the third industry of China realized three first times: the first time that the design industry became the first major industry in China, the growth rate of the chip manufacturing industry exceeded the design industry for the first time, and the first time of the three industries exceeded hundreds of billions of scale, which was of great significance. Integrated circuit design enterprise profit reached 503. In 2016, the total industry sales volume reached 151 billion 800 million yuan, an increase of 23% over the same period last year. The top two chip companies in China (HASS and violet) entered the top ten of the global design industry, but they are not listed yet. The ratio of output value to the mainland of China continues to increase. Data source: China Thai securities China Thai securities further stated that, behind the rapid development of the semiconductor industry, the design and manufacturing methods of IC (integrated circuits) have been adjusting, and the IC design company is rapidly rising. In the process of IC design, we must first make the specification, that is, the customization process according to the needs of downstream producers. The first ten of the mainland chip design in 2016. Data source: China Thai securities According to the views of a number of securities companies and the announcement of listed companies, the surging journalists listed the 5 chip design concept labels of the most concerned institutions for reference by investors and do not constitute investment proposals. Hui Ding technology is a company engaged in chip design, software development, and provide complete solutions to customers. Hui Ding technology ranks first in the list of Chinas IC enterprises involved in the 2017 issue of the China Semiconductor Industry Association. Huatai Securities in the research report mentioned that the fingerprint chip of the top technology has been improved in the mobile phone market, which is widely used by the flagship models of the first line customers, such as HUAWEI P10&P10Plus, millet 6, vivoX9splus, hammer nut Pro, Meizu Pro7 and so on. The latest developments in the company in March 27th showed that the HUAWEIMateRS Porsche design chose to carry the IN-DISPLAYFINGERPRINTSENSORTM in the screen, which was provided by the top technology alone. Shanghai securities forecast will achieve revenue of 4 billion 157 million, 5 billion 528 million and 6 billion 745 million yuan in 2017-2019 years, a year-on-year increase of 35%, 33% and 22%. The net profit attributable to the parent company is 1 billion 92 million, 1 billion 393 million and 1 billion 634 million yuan, up 27.52%, 27.51% and 17.34% over the same period. Huiding technology is also the investment mark of the national integrated circuit industry fund. In November 22, 2017, the companys two shareholders sent 22 million 712 thousand and 917 shares (5%) and 7 million 487 thousand and 83 shares (1.65%) to the large fund, with a price of 93.69 yuan per share, and 28.29 of the transfer price. Hundreds of millions of dollars. Shi Lan Wei (600460) It is an enterprise engaged in the design, manufacture and sale of electronic components, electronic components and other electronic products. The main products include three categories: integrated circuits, semiconductor discrete devices and LED products. Shi LAN micro is ranked eighth in the list of China IC design enterprises released by China Semiconductor Industry Association in 2017. In March 26th, the annual performance report of the company said that the net profit belonging to the owner of the parent company in 2017 was 169 million yuan, up 76.75% from the same period in the previous year, and the operating income was 2 billion 742 million yuan, an increase of 15.44% over the same period of last year. Among them, the operating income of integrated circuits increased by 14.03% compared with the same period last year. The shipments of LED lighting driver, IPM power module, MCU circuit, digital audio and video circuit, MEMS sensor and other products have increased rapidly. In 2017, he announced the project of up to 22 billion yuan for the 12 inch line project and the advanced compound semiconductor project. Northeastern securities think: Shi LAN has already established the domestic IDM model ((design and manufacturing integration) leading industry status, and will have the ability to compete with international first-class enterprises such as Infineon in the future. The agency said it is optimistic about the future development of IDM as the pioneer of the national semiconductor industry. Zhao Yi innovation (603986) Mega innovation is a chip design company engaged in the design and development of various memory, controller and peripheral products. The annual report in 2017 showed that its annual revenue was 2 billion 30 million yuan in the year, up 36.32% from the same year, and the net profit of returning to the mother was 397 million yuan, with a year-on-year increase of 125.26%. In August 2017, the national integrated circuit industry investment fund set up a total of 11% of the shares of the China national integrated circuit industry investment fund (65.05 yuan per share), and the transfer price was about 1 billion 450 million yuan. Saint state shares (300661) Sam shares is a semiconductor company engaged in the research and development, production and sale of analog integrated circuits. It is deployed in new fields such as smart home, artificial intelligence, human-computer interaction, sensor, infrared range finder, sharing single car and so on. According to the 2017 annual report of the shares of Sam state, the operating income was 532 million yuan during the reporting period, up 17.6% from the same period, and the net profit of the shareholders belonging to the listed company was 93 million 871 thousand yuan, up 16.33% from the same period. From the point of R & D investment, the share of R & D cost in 2015~2017 is 9.52%, 10.78% and 12.27% respectively, and the number of R & D personnel is 127, 154 and 177 respectively, and the number of R & D investment and R & D personnel is increasing year by year. In this regard, Anxin securities notes that continuous R & D investment has laid a good foundation for the development of Sam shares, and the R & D investment continues to grow, and the technical strength drives the company to grow. The violet state core (002049) The purple light national core is the semiconductor industry listed company under the flag of the purple light group. It is engaged in the field of integrated circuit chip design and development. It is the supplier of integrated circuit chip design and system integration solution. In 2017, the company achieved operating income of 1 billion 829 million yuan, an increase of 28.94% over the same period last year. The net profit attributable to shareholders of listed companies was 280 million yuan, down 16.73% compared to the same period last year. It is worth noting that in 2017, the sales revenue of the smart security chip business was 813 million yuan, up 43.07%, the gross interest rate reached 28.30%, up 2.34 percentage points over the previous year. Storage chip business has also increased significantly, and product size limits profitability. In 2017, the companys memory chip business achieved an operating income of 335 million yuan, an increase of 72.96% over the same period last year. It is noteworthy that there is also a chip company under the flag of the purple light group, that is, purple light, which is second of the list of Chinese integrated circuits on the list of enterprises published by the China Semiconductor Industry Association in 2017. It has been reported that the purple light groups original plan to promote its violet light development in 2018 is expected to be postponed to the end of 2019 by IPO. The source of this article: surging news editor: Yang Qiang _NN6027 It is worth noting that in 2017, the sales revenue of the smart security chip business was 813 million yuan, up 43.07%, the gross interest rate reached 28.30%, up 2.34 percentage points over the previous year. Storage chip business has also increased significantly, and product size limits profitability. In 2017, the companys memory chip business achieved an operating income of 335 million yuan, an increase of 72.96% over the same period last year. It is noteworthy that there is also a chip company under the flag of the purple light group, that is, purple light, which is second of the list of Chinese integrated circuits on the list of enterprises published by the China Semiconductor Industry Association in 2017. It has been reported that the purple light groups original plan to promote its violet light development in 2018 is expected to be postponed to the end of 2019 by IPO.