On November 11, EDA design, semiconductor equipment, materials and other directions continued to lead the market, Closing up over 8%.
On the news, the U.S. House of Representatives officially officially faced AMAT, LAM Research, KLA-TENCOR manufacturers, as well as Japans Tel and ASML in the NetherlandsThe two major internationally renowned equipment suppliers issued letters, required them to provide detailed sales data, including major customer information and the supply details of some enterprises in the company in a specific national security or trade restriction list. At the same time, according to relevant reports, TSMC has sent email notifications to all of its artificial intelligence chip users in mainland China, announced that it will suspend these customers this week to these customersProvide all product services with 7 nanometer and above process technology.
Industry experts believe that domestic alternatives are one of the unavoidable trends in the development of Chinas semiconductor industry. With the improvement of the U.S. restrictions, hard technology such as semiconductors becomes core technology independence.The key to self -improvement, so recently received the focus of market funds.In order to help readers understand the situation more comprehensively, This article specially organizes the data held by the national team, social security fund, and north -directional funding.
"National Team" holds 78 billion semiconductor companies!The overall increased by more than 22%this year!
Choice data show that as of the end of the third quarter, the " National Team" represented by the Central Certificate and Central Huijin appeared in 39 semiconductor listed companies.The list of top ten shareholders, with a total of 78.096 billion yuan in stock value.
Subsidate Shenwan -level industry, 29 of which (totaling 47.2 billion yuan in stock value), 10 semiconductor materials and equipment companies(Total 30.8 billion yuan).From the perspective of the stock price performance, These positions have increased by an average increase of 22%this year (as of November 8th, the same below), the company with the top 3 increase in is SMIC and North China.Chuang, Huatian Technology.
From the perspective of the latest movement in the third quarter, "National Team" has entered a total of 6 new companies in the third quarterListed companies are Shengke Communication, Baiwei Storage, Huahong Storage, Ziguang Guowei, Huizhiwei, and Zhenhua;Anlu Technology and Core Dynamic United Section.
From the perspective of the market value of the shareholding, the company with the top 2 of the "State Team" holding the market value of the market is Shanghai Silicon Industry, the North Huachen The market value is more than 10 billion.The shareholding ratio of Shanghai Silicon Industry accounts for 20.64%of the total share capital. The main product of the company is semiconductor silicon wafers. It is mainly used in storage chips, image processing chips, general processor chips, radio frequency chips, simulation chips and other fields. Customers include TSMC, China, China, ChinaFamous companies such as Xin International and Yangtze River Storage.
Social Security Fund holds over 4.7 billion yuan!Six new semiconductor stocks!
On the other side, the Social Security Fund appeared in the top ten shareholders of 21 semiconductor listed companies, with a total shareholding value of 4.7 billion yuan EssenceJudging from the segmentation of the 3rd level of Shenwan Wan, 17 of which are semiconductor product companies (totaling 4.3 billion yuan in stock value), 4 semiconductor materials and equipment companies (totaling 400 million yuan in stock value).
Specific to the stock level, the top 3 companies in the social security fund are Ziguang Guowei, Longxinzhongke, Longxin Micro, and Longxin Micro, Longxinzhongke,Huiding Technology. In addition, the Social Security Fund has entered a total of 5 listed companies in the third quarter. Ziguang Guowei is also the company with the highest market value.At the same time, participating in 36.5%Ziguang Tongchuang.(The company is mainly engaged in the design and development of commercial FPGA products and related EDA tools)
From the perspective%, The highest increase is Lexin Technology, which has the highest increase in private equity research.Holding, the market value at the end of the period is 459 million yuan. The companys main products are the Internet of Things Wi-Fi MCU communication chip and their modules. At present, it has been applied to robots, including industrial control robotic arms and educational robots.
Northbound funds bought 13.8 billion this year!Five stocks have increased their holdings exceeding 1 billion yuan!
According to Choice data as of September 30, Northbound funds have bought 13.878 billion yuan in semiconductor companies this year.Among them, the net purchase amount of 24 stocks exceeds 100 million yuan. The company with the top 5 net buying amounts is Northern Huacuchuang, Lanqi Technology, Well shares, Haiguang Information, and SMIC.
From the perspective of the stock price performance, the average increase in companies with the increase in the northern direction of funds exceeded 100 million yuan this year was 43.6%,The highest increase was the Cambrian of artificial intelligence chips. It has risen 219.4%this year. In the first three quarters, it received more than 880 million yuan in northern capital.In addition, only 4 companies have not achieved positive gains this year, namely Wei Caponic Covenant, Jun Guang Technology, Nanxin Technology, and Zhenbi Technology.
Finally, the author also sorted out the semiconductor company with the top 50 shareholding of the northbound capital.Among them, a total of 8 companies holding a shareholding of more than 5%, an average increase of 46%this year.
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