According to 65438+ 10/8, the report "Interpretation of Investment in China Semiconductor Industry in 2020" released by Yunxiu Capital shows that 2020 is the largest year of investment in China's semiconductor primary market. In the past year, there were 4 13 cases of equity investment in the semiconductor industry, and the investment amount exceeded 654,380+04 billion yuan, a year-on-year increase of nearly 4 times.

With the support of policies and national funds, the domestic chip design industry has maintained rapid growth with the expansion of downstream chip application industry demand. In the past 2020, design enterprises are still the darlings of investment institutions such as national large funds, and the funds are mainly invested in design enterprises. The data shows that the investment of design enterprises accounts for 67.2% of the total investment cases.

In addition, in 2020, the upstream industry will also receive more attention from capital.

Semiconductor materials have the characteristics of capital-intensive, technology-intensive, rapid product renewal and many sub-industries, which are the basis for supporting the development of semiconductor industry. So many funds see the huge space and potential contained in it.

Extended data

Semiconductor blowout went public, with an average increase of 40%~50%.

The investment of semiconductors in the primary market has made great strides, and the industrial chain is welcoming, which will naturally encourage the development of semiconductors in the secondary market.

In 2020, 32 semiconductor companies listed in China, such as SMIC, CAMBRIAN, and Zhongjing Technology. This is also the largest number of semiconductors ever listed.

In addition to the blowout of the number of listed companies, semiconductor companies are also outstanding in market value performance. In 2020, the average market value of semiconductor companies will increase by about 40%~50%. Since 202 1, these rookies have also performed well in the A-share market. After experiencing the "all-green market" a few days ago, semiconductors went against the trend. As of today's close, SMIC of Hong Kong stocks rose by nearly 6%, and Changdian Technology rose by more than 7%. Today, related companies in the semiconductor industry have ushered in growth.

Semiconductors are now facing unprecedented opportunities. With this strong east wind, those excellent companies will help China's semiconductor industry to a new level.