What is a semiconductor? Semiconductors are materials whose conductivity can be controlled, ranging from insulators to conductors. No matter from the perspective of science and technology or economic development, the importance of semiconductors is enormous. This small series has compiled the leading stocks of semiconductor concept stocks in 2023 for your reference. I hope it will help everyone!
Leading stocks of semiconductor concept stocks in 2023
1, Yongsi Electronic
In May 2023 1 1 day, the net financing purchase was 2,665,438 yuan +0.78 million yuan; The financing balance was 65.438+0.35 billion yuan, an increase of 654.38+0.98% over the previous day.
In terms of financing, on the same day, the financing purchase was 6,543.38+063.866 million yuan, the financing repayment was 6,543.8+037.688 million yuan, and the net financing purchase was 26,654.438+07800 yuan. In terms of securities lending, 6,543,800+0,765,438+0,000 shares were sold, 6,543,800+0,373,000 shares were repaid, with a margin of 885,300 shares and a margin of 3 1.9254 million yuan. The balance of margin financing and securities lending totaled 654.38+67 billion yuan.
2. Micro-measurement technology
In May 2023 1 1, the net repayment of financing was 4.75 million yuan; The financing balance was 654.38+654.38+07 million yuan, down 3.89% from the previous day.
In terms of financing, on the same day, we bought 9.2002 million yuan, repaid13.9502 million yuan and repaid 4.75 million yuan, totaling 25.35 million yuan180,000 yuan for four consecutive days. In terms of securities lending, 501.2 million shares were sold, 37,700 shares were repaid, and the margin for securities lending was 1.643 million shares, and the margin for securities lending was1.891.kloc-0/.5 million yuan. The balance of margin financing and securities lending totaled 654.38+36 billion yuan.
3. Tuojing Technology
The net financing purchase in May 2023 was 1 13432900 yuan; The financing balance was 328 million yuan, an increase of 4.27% over the previous day.
In terms of financing, on the same day, financing bought 57010.84 million yuan, financing repaid 43.6755 million yuan, and the net financing bought13.4329 million yuan. In terms of securities lending, 99 10/0,000 shares were sold, and 39 12 shares were repaid, with a margin of 2,343,200 shares and a balance of 887 million yuan. The balance of margin financing and securities lending totaled 654.38+0.265.438+0.5 billion yuan.
4. Eastcore shares
The net repayment amount of financing in May 2023 was 1 1.200 yuan; The financing balance was 292 million yuan, down 5.77% from the previous day.
In terms of financing, on the same day, we bought RMB 35126,800, repaid RMB 5,297,438+00,000, and repaid RMB17,844,200. In terms of securities lending, 53,700 shares were sold, 6.5438+0.04 million shares were repaid, 3.65438+0.04 million shares were secured, and 970.65438+0.35 million yuan was secured. The balance of margin financing and securities lending totaled 389 million yuan.
Leading stocks of semiconductor concept stocks in 2023
Jinbo stock (sh688598)
The company is mainly engaged in the research and development, production and sales of advanced carbon-based composite materials and products. At present, we focus on carbon/carbon composite materials and products, which are mainly used in the thermal field system of crystalline silicon manufacturing in photovoltaic industry. It is a high-tech enterprise with independent research and development ability and continuous innovation ability. The company is committed to providing customers with advanced carbon-based composite products and complete solutions with excellent performance and high cost performance. It is the only advanced carbon-based composite manufacturing enterprise selected by the Ministry of Industry and Information Technology as the first batch of "Little Giant" enterprises specializing in special innovation.
North huachuang (sz00237 1)
The company is mainly engaged in research and development, production, sales and technical services of basic electronic products. The main products are electronic technical equipment and electronic components. Electronic technology and equipment, including semiconductor equipment, vacuum equipment and new energy lithium battery equipment, are widely used in integrated circuits, semiconductor lighting, power devices, MEMS, advanced packaging, photovoltaic cells, flat panel displays, vacuum electronics, new materials, lithium-ion batteries and other fields. In terms of electronic components, based on more than 60 years of component technology accumulation, the company has established a perfect R&D system for new products and new processes, and the technical level of products has been continuously improved. We have developed and produced a series of high-precision electronic components such as resistors, capacitors, crystal devices, microwave components, modular power supplies and hybrid integrated circuits, which are widely used in high-precision, high-precision and special industries such as precision instrumentation and automatic control.
Huafeng Measurement and Control (sh688200)
The company's main business is the research and development, production and sales of semiconductor automatic test systems, and its products are mainly used for the testing of analog and mixed-signal integrated circuits. The company's main products are semiconductor automatic test systems and test system accessories, which are used to test semiconductor parameters such as voltage, current, time, temperature, resistance, capacitance, frequency, pulse width and duty cycle. And judge the effectiveness of the function and performance of the chip under different working conditions. The company's products are widely used in the main links of the semiconductor industry chain from design to packaging testing, including design verification in integrated circuit design, wafer inspection in wafer manufacturing and finished product testing after packaging.
Oriental Micro Semiconductor (sh68826 1)
The company is a technology-driven semiconductor enterprise that mainly sells R&D and high-performance power devices, and its products focus on medium and high-power application fields such as industry and automobiles. With excellent semiconductor device and process innovation ability, the company concentrates superior resources to develop new power devices. It is one of the few high-performance power device design companies in China with complete experience from patent to mass production, and has achieved domestic substitution in the field of high-voltage super junction and medium-low voltage power device products applied in industrial field.
Changcheng Technology (sz00 1270)
The company's main business is the research and development, production, sales and technical services of microwave and millimeter wave analog phased array T/R chip (hereinafter referred to as "phased array T/R chip"), mainly providing serialized products and related technical solutions based on GaN, GaAs and silicon-based processes to the market. It is one of the few enterprises in China that can provide a complete solution for phased array T/R chips. The company's products mainly include power amplifier chips, low noise amplifier chips, analog beamforming chips and phased array passive devices. The frequency can cover L-band to W-band, and the products are widely used in detection, remote sensing, communication, navigation and other fields, and gradually expand satellite Internet, 5G millimeter wave communication and other fields.
What are the leading semiconductor stocks?
1 changdian technology
Changdian Technology was successfully listed on the main board of Shanghai Stock Exchange in 2003. After more than 40 years of development, the company has become a world-renowned integrated circuit packaging and testing enterprise. Changdian Technology provides global packaging design, product development and certification. Changdian Science and Technology is committed to the sustainable development strategy, advocates the harmonious development of employees, enterprises, customers, shareholders and society, and is rated as a national key high-tech enterprise.
2 Guo Kewei
Founded in 2008, the company is headquartered in Changsha, with molecular companies and R&D centers in Chengdu, Shanghai, Shenzhen, Beijing, Changzhou, Japan and the United States. The company is a key integrated circuit design enterprise in the national planning and layout, the first integrated circuit design enterprise to receive capital injection from the national integrated circuit industry investment fund, a national intellectual property advantage enterprise, and one of the largest integrated circuit design enterprises in Central and South China.
3 zhonghuan shares
Tianjin zhonghuan semiconductor co., ltd is committed to semiconductor energy-saving industry and new energy industry. It is a state-controlled high-tech enterprise integrating scientific research, production, management and venture capital, and has a unique dual industrial chain of semiconductor materials-energy-saving semiconductor devices and new energy materials-high-efficiency photovoltaic power stations. The company's leading product, semiconductor zone-melting monocrystalline silicon wafer for power electronic devices, ranks third in the world in comprehensive strength.
The concept leaders of semiconductor listed companies are:
Silanwei (600460): semiconductor leading stock, from the scale effect that the semiconductor industry attaches most importance to, China's dominant semiconductor enterprises still need to be strengthened.
The income in 20 years is 428 1 100 million.
Changdian Technology (600584): semiconductor leading stock, the company is mainly engaged in research and development, production and sales of semiconductors, electronic components and special electronic and electrical devices. The company has IGBT packaging technology, and its holding subsidiary is actively developing IGBT products. It is an IGBT design company.
The total operating income in the past 20 years is 26.46 billion (12.49%), the net profit is13.04 million (137 1. 17%), and the gross sales margin is 15.46%.
Sanan Optoelectronics (600703): semiconductor leading stock. Sanan Optoelectronics is mainly engaged in the research, development, production and sales of full color ultrasound high brightness LED epitaxial wafers, chips, III-V compound semiconductor materials, microwave communication integrated circuits, power devices and optical communication components. The product performance index ranks at the international advanced level.
Total revenue in 20 years was 8.454 billion, up13.32% year-on-year; The net profit was 65,438+0,065,438+0.6 billion, a year-on-year increase of-265,438+0.73%; The gross profit margin of sales was 24.47%.
What are the leading companies listed on semiconductor A shares?
Silanwei 600460: semiconductor leading stock. 2 1 In the second quarter, the company achieved revenue of183.3 billion, an increase of 80.82% year-on-year; The net profit was 257 million, up 804.98% year-on-year.
New technology products, such as LED power supply drive circuit, various AC DC power supply circuits, MEMS sensor products, power semiconductor products represented by IGBT, high-voltage integrated circuits and intelligent power module products, and LED color screen pixel tubes with Macalego reliability index, have been completed in this technology research and development system by the company in recent years with its own high-intensity investment and accumulation.
Changdian technology 600584: semiconductor leading stock. 2 1 the quarterly report of the second quarter shows that changdian technology achieved a total operating income of 71060,000 yuan, a year-on-year increase of13.38%; The net profit was 936 million yuan, a year-on-year increase of 302.57%.
The company is mainly engaged in research and development, production and sales of semiconductors, electronic components and special electronic and electrical devices. The company has IGBT packaging technology, and its holding subsidiary actively develops IGBT products as an IGBT design company.
Sanan Optoelectronics 600703: semiconductor leading stock. 2 1 the second quarter quarterly report shows that sanan optoelectronics achieved a total operating income of 3.397 billion yuan, up 80.11%year-on-year; The net profit was 327 million yuan, a year-on-year increase of 34.4 1%.
The company has a high-quality R&D team composed of top talents in semiconductor technology at home and abroad, and has high-reliability semiconductor technology. It is a company that has 6 production lines earlier in China and has large-scale R&D and compound semiconductor chip production capacity.
Wen Tai Science and Technology 600745: semiconductor leading stock. 2 1 the quarterly report of the second quarter shows that Wen Tai science and technology achieved a total operating income of127.8 billion yuan, a year-on-year increase of -45.52%.
In the first half of 18, the consortium organized by Hefu Wen Zhong Jintai Semiconductor Investment Co., Ltd. won the bid for some investment shares of Anshi Semiconductor. At present, the company is promoting major asset restructuring, and plans to acquire the indirect controlling equity of Anshi Semiconductor by issuing shares or cash.
Ji Shen 00002 1: In the field of semiconductor packaging and testing of integrated circuits, the company is a manufacturer of packaging and testing services for integrated circuit components, with industry-leading high-end packaging technology capabilities, especially the latest generation of product packaging and testing technology in the field of memory DRAM. It is the largest independent packaging and testing enterprise of DRAM memory chips in China, and it is also one of the few domestic-funded enterprises that can realize independent control of packaging and testing technology.
Fangda Group 0055: The company stopped producing gallium nitride epitaxial wafers and chips for semiconductor lighting (LED) on 12.
Huang Ting International 00056: It plans to acquire the equity of Dexing Yifa Power Semiconductor. Yifa Power Supply is mainly engaged in the design, manufacture and sales of power semiconductor devices and intelligent power control devices, and has the ability of integrated chip design, wafer manufacturing and module design.
Shenzhen huaqiang 000062: The company completed the acquisition of 50% equity of Xinfei Electronics, which is a well-known active electronic component agent and technical solution provider in China, providing one-stop services in automotive electronics, car networking, smart cities, security, smart phones and other fields; At the same time, it has the ability to design semiconductor products.
China Great Wall 0066: Guan Wei, China Great Wall, said that the first semiconductor laser invisible wafer cutting machine in China has been successfully developed recently, which has filled the domestic gap and its key performance parameters are in the international leading position.