According to the statistics of the "Securities Daily" reporter, among the 29 listed companies of science and technology innovation board, there are 6 companies involved in the core technology in the electronic field. Followed by computer applications and semiconductors, involving 5 and 4 companies respectively. In addition, companies whose core technologies involve medical devices, such as Nanwei Medicine and Xinmai Medical, and companies whose core technologies involve special equipment, such as Hangke Technology and Hanchuan Intelligent, are also highly concerned by the market.
Yesterday, the Shanghai Composite Index, Shenzhen Component Index and Growth Enterprise Market Index all fell slightly. In contrast, science and technology innovation board performed brilliantly, with 24 of 29 stocks rising, among which companies whose core technologies involved computers, semiconductors and electronics were among the top gainers.
According to Shen Wan's classification, among the 29 listed companies of science and technology innovation board, there are 6 companies whose core technologies involve the electronic industry, namely Bai Rong Science and Technology, Ruichuang Micro-nano, Fu Guang Science and Technology, Guangfeng Science and Technology, Guangxin Optoelectronics and Fangbang Shares.
Among them, Bai Rong Science and Technology is mainly engaged in the research, development, production and sales of cathode materials and their precursors for lithium batteries. It is the first cathode material manufacturer in China to realize mass production of high-nickel products, and the technical maturity and production scale of NCM8 1 1 products are internationally leading.
Ruichuang Micro-Nano is an integrated circuit chip enterprise engaged in the research and development of uncooled infrared thermal imaging and MEMS sensing technology, and is committed to the design and manufacture of application-specific integrated circuits, MEMS sensors and infrared imaging products. The advantage of the company lies in the coverage of the whole industrial chain, the market space of infrared dual-use products is large, and some products are replaced by localization.
Fu Guang Co., Ltd. and Guangfeng Science and Technology Co., Ltd. belong to the subdivision of optical photoelectricity.
Among them, the products of Fu Guang Co., Ltd. include laser, ultraviolet, visible and infrared series full-spectrum lenses and photoelectric systems. With the deep technical precipitation in the optical field, the company promoted the technological innovation of optical lenses and took the lead in breaking the monopoly position of foreign countries in the field of safety lenses. Fu Guang Co., Ltd. said that the company's four core technologies are "design and manufacturing technology of large aperture transmission astronomical observation lens", "design technology of complex zoom optical system", "development and production technology of multi-spectral aperture lens" and "design and automatic production technology of miniaturized fixed zoom aspheric lens".
The other two listed companies whose core technologies are related to electronics are Guangxin Optoelectronics and Fangbang. Guangxin Optoelectronics is a leading enterprise in the field of photoelectric technology and equipment in China, focusing on providing high-tech components, devices, systems and solutions in the fields of optical target and scene simulation, optical guidance, photoelectric special test and laser countermeasures. Fangbang Co., Ltd. is a pioneer in domestic substitution of FPC upstream materials and a supplier of high-end electronic materials and solutions. Its main products are electromagnetic shielding film, conductive adhesive film, ultra-thin flexible copper clad laminate and ultra-thin copper foil, all of which are high-tech products.
An electronics industry analyst from a large listed brokerage in Beijing, who asked not to be named, told the Securities Daily reporter that "the semiconductor industry is closely related to the electronics industry, and their performance is highly correlated. At present, there are four semiconductor companies listed in science and technology innovation board, namely Chen Jing, Zhongwei, Qiqi Technology and Anji Technology, all of which are stars in their respective segments, and their performance is in a period of rapid growth. "
According to the "Securities Daily" reporter, Chen Jing is the leading enterprise of multimedia intelligent terminal SoC. The company has been deeply involved in audio and video solutions for many years, and based on 12nm process, it has launched ultra-HD solutions such as 4K/8K; Semiconductor etching +MOCVD equipment leader, the company's various etching equipment have reached the international advanced level; MOCVD equipment broke the international monopoly and the sales volume continued to increase; Lan Qi Science and Technology has been deeply involved in the field of memory interface chips for more than ten years, and has become one of the major suppliers in the world that can provide full-buffered/half-buffered memory solutions from DDR2 to DDR4. The DDR4 fully buffered "1+9" architecture invented by Lan Qi Science and Technology has been adopted as an international standard by JEDEC (the leading standard organization in the global microelectronics industry), and its related products have successfully entered the international mainstream fields of memory, servers and cloud computing, and occupied the main share of the global market; The core technology of Anji Technology lies in the research and development of wet chemicals. The company's products include different series of CMP polishing solution and photoresist remover, which are mainly used in the field of integrated circuit manufacturing and advanced packaging.
This article is from Securities Daily.
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