1. Leading stocks
Leading stocks refer to stocks that have influence and appeal on other stocks in the same industry sector during the stock market speculation during a certain period. Its rise and fall It often plays a guiding and demonstrative role in the rise and fall of stocks in other sectors of the same industry; leading stocks are not static, and their status can often only be maintained for a period of time. The basis for becoming a leading stock is that any information related to a certain stock will be immediately reflected in the stock price.
2. Leading chip stocks
1. Silan Micro (600198): leading chip concept stock. The company owns a number of core patented technologies and participated in the construction of the National Key Laboratory of Wireless Mobile Communications and the National Engineering Laboratory of New Generation Mobile Communications Wireless Network and Chip Technology.
2. ST Datang (600460): leading chip concept stock. It is currently the only chip manufacturer in China that fully masters the above-mentioned core technologies.
3. ST Danbang (002618): leading chip concept stock. The company has a number of independent intellectual property rights and core technologies in the industrial chain from flexible materials to flexible packaging substrates to chip packaging components. It provides customers with complete flexible interconnection and packaging solutions in design, manufacturing and service.
Other chip concept stocks include: Zuojiang Technology, Zhongying Electronics, Hangjin Technology, AutoNavi Infrared, Zhuosheng Micro, Shanghai Xinyang, Shanghai Hanxun, Jingjiawei, and Beijing Jun Zheng, Marine and Land Heavy Industry, Aerospace Development, Guanghong Technology, etc.
3. Domestic chip leading stocks
There are many stocks related to A-share semiconductor chips, and most of them that can be regarded as leading are companies with relatively high market value and relatively good development. The stocks of leading domestic semiconductor chip companies include BYD, Semiconductor Manufacturing International Corporation, Vail, Guodian Nari, Zhuosheng Micro, TCL Technology, Sanan Optoelectronics, Northern Huachuang, Zhonghuan Technology, Wingtech Technology, Changdian Technology, and Shengbang Technology Wait, these can be regarded as leading stocks. See the specific details below.
1. BYD (002594), with a current market value of 494.8 billion. BYD Semiconductor’s main business covers the R&D, production and sales of power semiconductors, intelligent control C, intelligent sensors and optoelectronic semiconductors, including chip design and wafer manufacturing. Integrated operation of the entire industry chain including packaging, testing and downstream applications.
2. SMIC (688981), with a current market value of 429.2 billion, is one of the world’s leading integrated circuit wafer foundry companies. Integrated circuits refer to the use of certain processes to convert hundreds of millions of Semiconductor devices such as transistors, triodes, and diodes are connected to basic electronic components such as resistors, capacitors, and inductors, integrated on a small substrate, and then packaged in a tube to become a miniature electronic device or component with complex circuit functions. The packaged integrated circuit is usually called a chip.
3. Weir Shares (603501), with a current market value of 247.4 billion, the company’s main business is the R&D and design of semiconductor products such as semiconductor discrete devices and power management ICs, as well as passive components (including resistors, capacitors, inductors, etc. ), structural devices, discrete devices and IC and other semiconductor products distribution business.
4. Zhuosheng Micro (300782), with a current market value of 136.2 billion, the company’s main business is the research, development and sales of RF front-end chips. It mainly provides the market with RF front-end chip products such as RF switches, RF low-noise amplifiers and Provide IP authorization for use in mobile smart terminals such as smartphones.
5. TCL Technology (000100), the 2020 semi-annual report shows that the company acquired 100 shares of Tianjin Zhonghuan Electronic Information Group Co., Ltd. Its main asset is the controlling stake of "Tianjin Zhonghuan Semiconductor Co., Ltd." "Zhonghuan Semiconductor" The core business is semiconductor silicon wafer materials and photovoltaic materials and components.
6. Sanan Optoelectronics (600703). The company is mainly engaged in the research and development and application of compound semiconductor materials, including gallium arsenide, gallium nitride, silicon carbide, indium phosphide, aluminum nitride, sapphire and other semiconductors. The epitaxial wafers and chips involved in new materials are the core business, and the products are mainly used in lighting, display, backlight, agriculture, medical care, microwave radio frequency, laser communications, power devices, optical communications, induction sensing and other fields.
7. Wingtech Technology (600745). Wingtech Technology has invested 5.85 billion yuan in acquiring the property share of Hefei Guangxin LP, and paid a consideration of 1.015 billion yuan through Hefei Zhongwen Jintai debt financing. The proposed consideration for this transaction is 1,992.5 billion yuan, and the total payment of 2,679 billion yuan corresponds to a total equity ratio of approximately 79.98 in Yucheng Holdings (after penetration calculation). Yucheng Holdings holds 100 shares of Nexperia Group and Nexperia Group holds 100 shares of Nexperia Semiconductor. Nexperia is currently China's only large-scale vertical semiconductor (IDM) company with complete chip design, wafer manufacturing, packaging and testing.
8. Northern Huachuang (002371). The company is engaged in the research and development, production and sales of basic electronic products. Its main products are large-scale integrated circuit manufacturing equipment, hybrid integrated circuits and electronic components. As a backbone enterprise undertaking major scientific and technological research tasks for national electronic special equipment, the company is currently the only company in China with the production capacity of 8-inch vertical diffusion furnaces and cleaning equipment. The company's strategic positioning is to continuously cultivate the competitiveness of integrated circuit equipment with integrated circuit manufacturing process technology as the core, and expand products into the fields of integrated circuits, solar cells, TFT-LCD and new electronic components.
9. Zhonghuan Co., Ltd. (002129). Zhonghuan Co., Ltd. is a leading company in the domestic industry in the field of electronic-grade semiconductor silicon wafers. It is a domestic leader in terms of market share and technology. The company's leading product, zone-melted monocrystalline silicon wafers for power electronic devices, ranks third in the world in terms of comprehensive strength, behind Japan's Shin-Etsu and Germany's Wacker. Most of the major domestic discrete device suppliers are corporate customers.