In the past year, a number of integrated circuit companies including Top Technologies, Siu Yi Innovation, Fu Han Wei, Sheng Bang Co., Ltd., Guoke Microelectronics Co., Ltd. and Weil Co., Ltd. landed on China A-share market. According to incomplete statistics of Weichai, Listed IC design companies more than 20, 70 semiconductors and components industry, A-share listed companies, semiconductors and mobile phone industry chain ushered in an unprecedented activity.China's IC concept stocks have been formed and will gradually grow, if the past five Year is the growth of China's mobile phone concept stocks five years, I believe the next five to ten IC concept stocks will usher in a huge outbreak cycle.
On September 15 this year, the 'Set of Micro Semiconductors Summit' hosted by Xiamen Microelectronics Group, Xiamen Semiconductor Investment Group and China Mobile Alliance was held in Haicang, Xiamen. The Summit brought together over 100 domestic 50 CEOs, 50 government leaders / academics / academics / special invited guests and the 70 most influential public fund companies in the A-share market, 20 largest insurers and outstanding private equity funds with total management of tens of thousands 100 million yuan of assets.
Set micro-semiconductor summit is currently the only semiconductor industry leaders summit for the capital industry, the summit aims to build a bridge between enterprises and capital, to build listed companies and investors, non-listed companies and investment institutions to exchange and promote China's IC concept stocks bigger and stronger, for the rapid improvement of China's semiconductor industry innovation ability to create more opportunities.
At present, the semiconductor industry as the core of China's electronics industry is entering a period of strategic change for large-scale development. Institutional investors attach great importance to investment opportunities in the semiconductor industry in recent years, and in terms of fixed-capitalization, enhanced stock liquidity and stock price stability Played a great role.
And since September 15 this year, since the set of micro-semiconductor summit, IC stocks on the comprehensive usher in a new market situation, which rose 19.3% in the chip concept section; semiconductor and component plate rose 10%; IC board up 17.6%; some stocks rose even more than 100%.
In the same period in the individual stocks, SMIC, Silan micro, Siu Yi innovation, Vail shares, Jiang Feng Electronics, Violet Guoxin, Jing Jiawei, National Science Micro, Beijing Junzheng, the top science and technology, Technology, Huatian Technology, Tongfu Microelectronics, Crystal Technology, Shanghai Belling, Zhongying Electronics, Alltech Technology, Shengbanggufen, Central, Shanghai Xinyang, Jacques Technology, Jing Sheng Electrical and Mechanical, Yingfangwei, China Microelectronics, Yang Jie Technology, Taiwan-based shares, Jie Jie Microelectronics and so on have risen one after another, including Silan Microelectronics led the gains, from 6.92 yuan / share rose to 15.28 yuan / share, an increase of 120%.
Large fund II will help IC concept stocks hit a new high
As early as June 2014, the State Council printed the Outline for Promoting the Development of the National Integrated Circuit Industry and raised the R & D of new technologies in the semiconductor industry to the national strategic level. It is proposed that the gap between the integrated circuit industry and the international advanced level will be gradually narrowed by 2020, Sales revenue average annual growth rate of more than 20%.
From September 2014 to the present, under the motivation of the National IC Industry Investment Fund, the total size of the major funds has reached 137.72 billion yuan, and the total scale of the enterprises and local industry funds has exceeded 500 billion yuan. Across the country, Beijing, Shanghai, Shenzhen, The tens of billions of IC industry investment funds have been set up in Nanjing, Hefei, Xiamen, Wuxi, Shijiazhuang and Kunshan, as well as Fujian, Hubei, Anhui, Shaanxi, Guangdong, Sichuan and Liaoning etc. The development of the integrated circuit industry in this country has become common practice To promote the development of the industry with funds. Through the market-oriented investment such as mergers and acquisitions, the technology industry and international competitiveness of the semiconductor industry will be enhanced. At the same time, many IC companies will be encouraged to accelerate their access to the A-share market and promote the formation and growth of IC concept stocks situation.
According to the latest state-owned China Semiconductor Industry Deep Analysis report, the state council also pointed out that the government will continue to expand its support for the semiconductor industry from the central government to the local government. In addition to continuously supporting the weaker but still important industrial chain, Related, SiC / GaN and other compound semiconductors, IC design around the trend of IoT / 5G / AI / smart cars and other applications, will be the three major directions of the government-led large fund future investment.
Since its founding, the fund has made varying degrees of investments in IC manufacturing, design, packaging and equipment. Its initiatives include supporting ZTE Corporation and ZTE Corporation to expand their scale and support ZTE's acquisition of Starbucks Technology Corp. Ranking up to the third largest in the world, supporting Wealth Microelectronics acquisition of AMD packaging plant expansion front. And combined with a series of actions to enhance localization, two-handed strategy to promote the volume and quality of the semiconductor industry, and gradually narrow the gap with other countries .
Now large funds are two fund-raising, the major fund the first phase of the major investment in IC manufacturing, the second phase of IC design investment will increase the proportion of state consulting pointed out that the development of large funds from the statistics to 2017 September, The fund raised a total of 138.72 billion yuan in the first phase of investment, a total investment of 55 projects, promised funding of 100.3 billion yuan, the actual contribution of 65.3 billion yuan, of which IC manufacturing due to larger funds, accounting for 65% of the overall investment is the largest. The second phase has been fund-raising, the estimated scale will reach 1,500-2,000 billion yuan, investment projects will also be adjusted, state consulting estimates that large funds in IC design investment will increase the proportion of 20% -25% Investors will also be expanded to start-ups with potential for growth.
In addition, the trend of promoting the development of the semiconductor industry by the government has been very clear, and various local governments have also issued special policies on the semiconductor industry in response to the Central Government's strategy, covering a wide range of areas such as capital, research and development, investment, innovation, talent, etc. , Which means that local governments are not only determined to develop the semiconductor industry, but also bring practical support to the industry, which will also lead to changes in the semiconductor industry in China in the coming years. Hefei, Xiamen and Jinjiang are all expected to become China's new generation Semiconductor industry center.
In general, SMIC, Violet Guoxin, Siu Yi innovation, Vail shares, Shi Lanwei, Jing Jiawei, National Science Micro, Beijing King is, the top science and technology, science and technology, Tong Fu Microelectronics As the representative of the IC concept stocks have been formed, and the reason why the concept of IC stocks have been stronger, is the result of many factors resonance.In addition, the upcoming second phase of large funds, IC will help boost the scale of stocks hit a new high, and promote China's integration In addition, as mentioned above, the set of micro-semiconductor summit is the only semiconductor-oriented industry leaders summit for the capital and initiated the establishment of the China Semiconductor Investment Union at the summit, is through effective organization of cooperation to achieve the advantages of resources Integrate and complement each other to maximize the comprehensive benefits of industrial investment and help boost the growth of China's IC stocks to create more opportunities for the rapid upgrading of China's semiconductor industry.