Selection layer board transfer opportunity: 95 semiconductor enterprises of new third board are expected to switch boards

category:Finance
 Selection layer board transfer opportunity: 95 semiconductor enterprises of new third board are expected to switch boards


According to incomplete statistics, at present, there are 95 new three board semiconductor enterprises, among which 32 are in the field of IC design, accounting for 33.68%; 24 are in the field of PCB, accounting for 25.26%; 18 are in the field of power devices, accounting for 18.95%; 13 are in the field of passive components, accounting for 13.68%; and 8 are in the field of semiconductor materials, accounting for 8.42%.

In the field of IC design, there are 14 companies with a revenue of more than 100 million yuan, among which AISI electronics has a revenue of 1.018 billion yuan, becoming the only company with a revenue of more than 1 billion yuan in the field of IC. In addition, there are three companies with a revenue of more than 200 million yuan, namely Haihe technology, Shengsi microelectronics and yourun electronics. In terms of revenue growth, the revenue growth of Guangxin electronics, Haihe technology and polycentric chip exceeded 100%, respectively 195.61%, 191.27% and 121.99%.

In terms of net profit, Ai Wei Electronics has a net profit of 92.66 million yuan, which is the highest among all enterprises. Hualing, Huichun, Haihe and Zhongji Guowei have a net profit of 37.41 million yuan, 26.42 million yuan, 23.25 million yuan and 22.55 million yuan respectively, ranking second to fifth. In terms of growth rate, the net profit of Guangxin electronics increased by 4444.24%, and that of Haihe technology reached 501.26%; while the decline of orbek was 4328.20%, the highest among all enterprises.

In PCB field, there are 14 companies with revenue of more than 100 million yuan in 2019, among which Zhenyou electronics has the highest revenue of 447 million yuan. Zecheng Electronics Co., Ltd. and Dekai Co., Ltd. are in the second and third place with RMB 293 million and RMB 282 million respectively. In terms of growth rate, 16 companies achieved revenue growth in 2019, among which Zhenyou electronics ranked first with a growth rate of 37.3%, while Cheng Electronics, Quanbao technology and he Hong Electronics followed, with growth rates of 26.06%, 22.34% and 20.47% respectively.

In terms of net profit, 19 enterprises have realized profit, among which Zhenyou electronics has the highest net profit, which is 84.1 million yuan, and the net profit of Cheng Electronics, jiajietong, Quanbao technology and Hehong electronics also exceeds 20 million yuan. In terms of net profit growth, 11 companies saw a year-on-year decline in net profit, of which Hanhong intelligence dropped by more than 85 times, while Kaige electronics also fell by 316.66%.