Semiconductor MCU price rise tide, Jinan Guoji and other stocks trading

category:Finance
 Semiconductor MCU price rise tide, Jinan Guoji and other stocks trading


Huachuang Securities said that the price rise of MCU was mainly due to capacity mismatch and low inventory. Under the background of global shortage of MCU, many terminal manufacturers choose to use domestic MCU instead, which is expected to bring opportunities to domestic manufacturers.

In terms of stocks, Zhongying electronics is one of the leading manufacturers of industrial control single chip in China, which is in a leading position in the field of home appliance MCU. Zhaoyi innovation is the largest MCU provider in China, and the revenue share of this business continues to increase. Neusoft is the supplier of Huaweis MCU chip. The general-purpose MCU chips designed by nastar are at the advanced level in the industry in terms of product characteristics and ecosystem, and have achieved batch shipment.

From the medium and long-term dimension, Tianfeng Securities said that the boundary factors for the expansion of semiconductor industry still exist. 5g, new energy vehicles and cloud servers are the main lines at the downstream application end. Domestic substitution is the plate logic at the current time point, growth under domestic substitution is better than cyclical consideration. It is suggested to grasp the current three main investment lines of semiconductor plate: the strong industrial demand of 8-inch mature process wafer plants, and the high sustainability of business climate is the main investment line under the long logic. In the new round of domestic wafer expansion cycle and the increase of domestic substitution permeability, we are optimistic that upstream core equipment and material suppliers will usher in the double rise of performance and valuation driven by orders. The three quarterly reports of heavy asset enterprises such as Changdian technology and huarunwei show that, with the improvement of industry prosperity, the profit elasticity of heavy asset enterprises is large and the performance beyond expectation will continue. Source of this article: Yang Bin, editor in charge of the first finance and Economics_ NF4368

From the medium and long-term dimension, Tianfeng Securities said that the boundary factors for the expansion of semiconductor industry still exist. 5g, new energy vehicles and cloud servers are the main lines at the downstream application end. Domestic substitution is the plate logic at the current time point, growth under domestic substitution is better than cyclical consideration. It is suggested to grasp the three main investment lines of the semiconductor sector at present

In the new round of domestic wafer expansion cycle and the increase of domestic substitution permeability, we are optimistic that upstream core equipment and material suppliers will usher in the double rise of performance and valuation driven by orders.

The three quarterly reports of heavy asset enterprises such as Changdian technology and huarunwei show that, with the improvement of industry prosperity, the profit elasticity of heavy asset enterprises is large and the performance beyond expectation will continue.