What are the concept stocks in the optoelectronics industry?

Leading optical and optoelectronic stocks focus on the research, development and application of optoelectronic technology and are committed to providing customers with high-quality optoelectronic products and services. Below, the editor will bring you some concept stocks in the optoelectronics industry. Let’s take a look together. I hope it can bring reference.

1: Lianchuang Optoelectronics (600363)

The company’s products include LED optoelectronic devices, optoelectronic cables, relays, and electronics. Acoustic devices and communications, etc., it has industrial bases in Nanchang, Jiangxi, Ji'an, Jiangxi, Xiamen, Fujian and other places. It has a complete design and development system and a high-quality professional design team, forming a relatively complete industrial chain and scale from LED epitaxial wafers, chips, devices, to full-color displays, backlights, semiconductor lighting sources and lamps and other application products. chemical production. The company seizes the opportunity of the country's implementation of the semiconductor lighting project and uses LED backlights and semiconductor lighting for liquid crystal displays as breakthroughs to improve the level of LED power device packaging technology, enhance the overall competitiveness of LED products, and form the company's LED industry scale effect and technical advantages. The company has also built a modern cable production base with world-class equipment and advanced manufacturing technology.

2: Zhongbing Optoelectronics (600435)

The company is the first domestic military optoelectronics and defense company to be listed. The business framework focuses on the research and development, production and sales of second-, third- and fourth-level military supporting products and dual-use technology products. The layout will include military products and dual-use industrial structure, thus forming four core businesses to support future development. (Remote suppression, aviation stabilization, weapon fire control, guidance and control) and six core technologies represented by scene observation platform products, intelligent robots, stabilization series, temperature control technology, inertial navigation, and low-cost seekers.

3: Xiangtong Optoelectronics (600487)

The company focuses on the research and development and manufacturing of optical cable transmission products, and is involved in real estate, energy, financial securities and other fields. It has formed a large-scale The light rod-optical fiber-optical cable industry chain. With an annual production capacity of 12,000 kilometers of power cables and 11 million pairs of kilometers of special communication cables, it has gradually become a major global cable supplier. The main business is the production and sales of optical fiber and cables. It mainly imports preforms from overseas, and produces optical fibers by drawing them independently, and then manufactures them into optical cables for sale. The company has three holding subsidiaries: Shenyang Hengtong Optical Communications Company, Shanghai Hengtong Optoelectronics Technology Company and Jiangsu Hengtong Optical Fiber Technology Company. Among them, Shenyang Hengtong Optical Communications and Jiangsu Hengtong Optical Fiber are investment projects. Their production and operation have now entered a state of rapid development, and their business has grown. Strong and has made great contributions in promoting the company to integrate resources, radiate the national market and expand the optical fiber and cable industry chain.

4: Sanan Optoelectronics (600703)

The company is mainly engaged in the advancement of full-color ultra-high brightness LED epitaxial wafers and chips, compound solar cells, and PIN photodetector cores. The company is positioned at high technology, high quality and low cost, and is committed to creating a world-class enterprise. It has modern clean workshops ranging from Class 1000 to Class 10000, and more than a thousand sets (sets) of the most advanced LED epitaxial growth and chip manufacturing equipment at home and abroad. Among them, MOCVD equipment is currently the most advanced epitaxial growth equipment in the world. The thin film chip system integration technology comes from Emcore, and the CPV system adopts dual-axis tracking and 500 times concentration method.

5: AVIC Optoelectronics (002179)

The company is committed to optical and electrical connections Technical research and product development, it is the largest high-tech enterprise in China specializing in the R&D and production of high-reliability optical and electrical connectors, while providing comprehensive optical and electrical connection technology solutions. The company has high-density circular electrical connectors, circular There are four national military standard production lines of shaped wire spring electrical connectors, rectangular wire spring structure electrical connectors, and fiber optic cable connectors. The products mainly include round, rectangular, optical fiber, filtering, lightning protection, nuclear electromagnetic pulse resistance, radio frequency coaxial, liquid Cold connectors also provide optical and electrical connection technology solutions such as optical modules, optical terminals, optical fiber networks, high-speed transmission, cable assemblies, and system integration.

With its professional and highly reliable performance, the products are widely used in military and civilian fields such as aviation, aerospace, weapons, ships, communications, railways, electric power, electronics, rail transportation, new energy, and coal safety.

6: Lida Optoelectronics (002189)

The company has long focused on cultivating and developing optical thin film technology as its core technology. At present, it has formed a relatively complete optical thin film technology industry chain. The company is one of the optical coating product manufacturers with the highest equipment level and the largest large-scale production capacity in my country. Main business scope: R&D, production, sales and after-sales service of optical components, optical film products, optical lenses, optical engines, optical accessories, optoelectronic instruments and related products. Product application areas: digital projectors, digital high-definition large-screen projection TVs, digital cameras, DVDs, aerospace detection and other high-precision optical systems. Henan Zhongguang Group, an optical system affiliated company, has a solar CPV system with independent intellectual property rights and a conversion rate of 26. The company's development goal is to "based on optical component processing, with optical thin film technology as the core, actively extend to the downstream of the industrial chain, and become the world's A first-class optoelectronic enterprise. ”

7: Crystal Optoelectronics (002273)

The company is in the optical optoelectronics industry and is located in the upstream of the optical optoelectronics industry chain. It is a domestic company specializing in precision thin films. A well-known optoelectronic component manufacturing enterprise that develops, produces and sells optical and extended products. The company's leading products, the optical low-pass filter OLPF and the infrared cut-off filter IRCF, are the core components of digital cameras, camera mobile phones and other digital camera lens systems. The production and sales of these two series of products rank among the top in the world. The company is the main supporting supplier for many internationally renowned companies or industry leading companies in the digital industry and mobile communication industry. The optical system company specializes in precision thin-film optical products and is in contact with European and American manufacturers on coating devices for CPV.

8: Aopu Optoelectronics (002338)

The company is a major domestic manufacturer of optoelectronic measurement and control instruments and equipment for national defense. The photoelectric measurement and control instruments and equipment it produces are mainly used for supporting new equipment and modern equipment. There are equipment upgrades or national defense scientific experiments, and the main customers are military industrial enterprises and national defense scientific research institutions engaged in the production of related products. The company has domestic first-class R&D and production capabilities in optical precision machinery and optical materials. It is in a domestic advantageous position in the R&D and production of optoelectronic measurement and control instrumentation and equipment for national defense such as military television goniometers and optoelectronic theodolite optical-mechanical subsystems. It has an absolutely leading position. Market share, a variety of products have been successfully used in many major national engineering projects such as manned aerospace engineering.

9: Nationstar Optoelectronics (002449)

The company is a key high-tech enterprise under the National Torch Plan specializing in the production of LED semiconductor optoelectronic devices and LED application products. Products include light-emitting diodes (LAMPLED, CHIPLED, TOPLED, POWERLED), LED traffic lights, LED display modules, LED light source modules, LED backlights, LED displays, LED decorative lighting products, infrared emission tubes, time display boards, photosensitive Tubes, pixel lights, linear light sources, integrated infrared receivers, electronic tuners, lithium battery protectors, etc.

10: Tongding Optoelectronics (002491)

The company specializes in communication optical fiber, communication optical cable, communication cable, railway signal cable, radio frequency coaxial cable, special optical cable, distributed It is an outstanding innovative enterprise in the optical cable industry that engages in R&D, production, sales and engineering services of optical fiber sensing systems and other products.

Leading stocks in optics and optoelectronics

Highlight 1: LED chip leader, accelerating the layout of compound semiconductors

Sanan Optoelectronics is the world's leading company in LED chips. Through years of hard work and development, a complete layout of all categories has been formed. The company has a very strong advantage in the LED industry. The revenue achieved in 2020 was 8.454 billion yuan, and the year-on-year growth generated was 13.32, which is more than double the lead compared to the second-place Epistar Optoelectronics.

In 2014, the company emerged in the field of compound semiconductors, which is dominated by third-generation semiconductors. Now it has successfully deployed a variety of compound semiconductors such as gallium nitride, gallium arsenide, and silicon nitride. Its compound semiconductor platform-Sanan Integration revenue has grown rapidly from 25.94 million yuan in 2017 to 974 million yuan in 2020. As the company's layout continues and accelerates, compound semiconductors are expected to take the company's performance to a higher level.

Highlight 2: The demand for MiniLED has increased, and the company continues to benefit

Samsung, LG, TCL, Xiaomi and other companies have successively launched MiniLED backlight TVs, and Apple has launched iPad Pro products equipped with Mini-LED backlight screens. MiniLED may usher in large-scale application. In terms of Mini LED, the company is at the leading level in the industry and has become Samsung's primary supplier and achieved batch supply. In addition, part of the production capacity of Hubei Sanan's Mini/Micro display chip industrialization project has also been put into operation. With the further release of production capacity, the company will achieve continuous improvement and improvement in both revenue scale and profitability.

Leading stocks of optical listed companies

Optical circuits, the best growth circuits for consumer electronics

How cameras work.

The lens produces an optical image of the scene, which is projected onto the CIS sensor and converted into an electrical signal. After analog-to-digital conversion, it is converted into a digital image signal, which is processed in the DSP and displayed on the screen. The components of mobile phone cameras include lenses, voice coil motors, filters, image sensors, connectors, FPC boards, brackets, etc.

Optical innovation of mobile phone cameras

Cameras are mainly composed of optical parts, chips and other components. Some optical lenses are technologically iterative and high-value products. The number of lenses for high-drive imaging lenses has gradually increased from 6P to 7P and 8P. Meanwhile, plastic lenses have hit the ceiling. Higher-end models will add a glass lens to improve quality while reducing thickness.

Competition in the module manufacturing industry is relatively fierce, and the multi-camera trend has upgraded the industry space. Due to the high value of upstream optics and chips of module factories, the labor costs of module foundries are high, and the industry's gross profit margin is in single digits. But as the technical difficulty and value of multi-cameras increase, the gross profit margin of advanced technology can reach 20.

Software algorithm companies connect hardware factories and brands. Domestic image software companies headed by ArcSoft Technology are adapting to optical modules and mobile phones, but at the same time, domestic mobile phone manufacturers are also doing research and development in related fields.

Mobile phone optical upgrade is an area where the mobile phone experience has been significantly improved. According to DxoMark evaluation, as of February 2020, the camera parameters of the top 10 mobile phone camera scores are all on the rise.

Photonic integrated chip leading concept stock

1. Photonic chip leading concept stock 1: Beijing Ingenic (300223)

Beijing Ingenic has the world's leading embedded chip CPU technology and low power consumption technology. In response to the characteristics of mobile multimedia products, Beijing Junzheng creatively launched its unique 32-bit microprocessor technology XBurst. XBurst technology adopts an innovative microarchitecture, and the microprocessor can issue instructions at high speed with extremely low power consumption.

2. Photonic chip leading concept stock 2: Variety Show Co., Ltd. (600770)

Jiangsu Variety Show Co., Ltd. was established on October 23, 1992, with its registered address in Tongzhou, Nantong City, Jiangsu Province Huangjin Village, Xingdong Town, District, the legal representative is Zan Shengda. The business scope includes the development, sales and service of new energy, solar cells, components and application products.

3. Photonic chip leading concept stock 2: Sanan Optoelectronics (600703)

Sanan Optoelectronics Co., Ltd. is a "National High-tech Industrialization Demonstration Project" approved by the National Development and Reform Commission. "Leading Enterprise in Semiconductor Lighting Engineering" recognized by the Ministry of Science and Technology and the Ministry of Information Industry. Founded in November 2000, it is located in the beautiful Ludao Xiamen. It is currently the domestic full-color ultra-high brightness LED epitaxy and chip industrial production base.

Which stock is the leading stock in the optical optoelectronics industry?

Sanan Optoelectronics is the largest full-color ultra-high brightness LED chip manufacturer in China and the leader in the domestic optoelectronics field.

Fundamentals: Products are mainly used in lighting, display, backlight, agriculture, medical, microwave radio frequency, laser communications, power devices, optical communications, induction sensing and other fields. As the largest manufacturer of full-color ultra-high-brightness LED epitaxial wafers and chips in China in terms of production and sales, the company's products have been highly recognized by domestic and foreign customers, steadily increasing its market share at home and abroad, and strengthening its leading position in the industry. The total operating revenue in the first half of the year was 3.568 billion yuan and the net profit was 635 million yuan. The results are worthy of praise.