What are the leading stocks of semiconductor listed companies?

Specifically, in the link of semiconductor materials, the relevant beneficiary stocks are: Jing Rui, Li Qiang New Materials, Nanda Optoelectronics, Jiang Huawei, Juhua, Haohua Technology, Xingfa Group, Walter Gas, Shanghai Xinyang, etc. The following focuses on leading stocks in several sub-industries:. 1, Zhongwei Company? (6880 12): As the leader of sub-sectors, the company is in a high growth stage of rapid market position promotion, and excellent technology and R&D strength are highly scarce among local enterprises. Although there is a high premium in valuation, as the "core asset" of domestic high-end equipment, its investment value is still worthy of attention. Huatai Securities pointed out that the upward inflection point of semiconductor equipment demand and orders may have arrived, and the industry is expected to grow rapidly in 2020. The new demand comes from the global storage expansion promoted by 5G business and the overall wafer and package testing capacity expansion in Chinese mainland, among which the etching and thin film deposition equipment has benefited a lot, and the company has long benefited as the leading etching equipment in China. .