1, OLED flexible screen, Samsung and LGD
At present, BOE A, which we bought at a high price, can be used as an alternative. Huawei's folding mobile phone screen has been provided by BOE A. ..
2. SOC main chips, TSMC and Samsung.
At present, we can only use SMIC instead. SMIC's 14nm FinFET is being verified by customers, and 12NM has also made a major breakthrough. However, we have to admit that there is still a big gap between SMIC and TSMC.
Chairman 360 said a meaningful sentence: Now you know why we delisted from the United States!
3, DRAM chip, Samsung, Hynix, Magnesium
We have Hefei Changxin as an alternative.
4, NAND chip, Samsung, Hynix, Toshiba
The Yangtze River storage can be used as an alternative.
5, CIS camera chip, Sony, Samsung
The acquisition of Howe by Weil shares can be used as an alternative.
6. RF chip, skywords, Qorvo
In this respect, Sanan Optoelectronics can be used as an alternative.
This shows that it is autonomous and controllable, and how important domestic substitution is!
Independent and controllable industrial chain is divided into IT infrastructure, basic software, application software and information security.
Domestic Linux operating system and domestic cpu replace Wintel system.
National-made servers can completely replace ordinary servers in chip, database, operating system and middleware. (If ARM and Huawei stop cooperating, it will have a great impact on Huawei. )
Four major safe and controllable industrial groups
Key assumptions:
1) According to the total replacement of party and government organs and the partial replacement of public institutions, the replacement space of Chinese-made computers in the government is 20 million;
2) Purchasing unit price of domestic computers 1w/ set;
3) According to the depreciation cycle of PC, it will be completely replaced within 5 years, with an average of 4 million PCs/year;
4) The ratio of terminal to server is 10: 1.
Guo Sheng Securities suggested the independent controllable investment target:
Basic software operating system: China software (Tianjin Kirin); Databases: China Software (Big Dream Database), Taiji Shares (National People's Congress Jincang), Nanda General Motors, Shentong; Middleware: Dongfang Tong, Jinshan Middleware and Zhongchuang.
High-end hardware chips: Godson and Tengfei (China Great Wall); Machines: China Great Wall, Lenovo; Servers: Inspur Information, Zhongke Shuguang
Application software office software: Jinshan Software (WPS) and China Software (the winning software); Industry software: UFIDA (ERP) and Longliang Technology (FIS).
Security software: Beixinyuan, Zhongfu Information, Venus Star, Visteon, Tianrongxin and Lvmeng Technology.
Essence Securities' valuation of creative information is 10 yuan, so Essence Securities itself is no longer a 5G dark horse with low valuation.
CICC's self-controlled industrial chain is for your reference.
Index:
1, the index has come here. It is hard for everyone who is afraid to imagine that 3288 actually fell to 2838. We are always too excited and too pessimistic.
2, the general trend, look at the above two pictures, the first old duck picture was drawn by me in March.
This chart is more accurate. It's better to break the gap of 2804 and then there will be a rebound. The rebound target is the gap of 3050, and then we will see if we can put some big moves here, but I think we will take the blue road and take the blue road. This is the time for our ETF to start investing again.
Special reminder:
1, do not borrow money for stock trading, do not invest in stock trading, cherish life, and stay away from capital allocation and leverage.
2. If the yield of wealth management products exceeds 6%, it will be questioned; More than 8% is dangerous; If it exceeds 10%, it is ready to lose all the principal.
Forecast chart: The stock market is risky and the forecast is for reference only.
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