SMIC once again was placarded on December 22. Announced that the purple to 49,681,100 total purchase price of SMIC 4155800 shares, the average purchase price per share of 11.87 yuan, the company has purchased a total of SMIC Of the proportion has more than 5% for SMIC, Purple Light Holdings using long-term buy from December 2016 to June 2017, Purple Light Holdings for SMIC a total of seven financial investments, together with the previous purchase of shares August 2017 announcement has formed a plaque.
SMIC reached the highest price in November reached 14.76 yuan, the past two months, the south of funds swept SMIC, led by the national IC industry investment funds, the semiconductor integrated circuit industry has attracted a wave of investment boom. In the recent process of purple holdings, rising again.
Moreover, the company US stocks rose 7.22% last night, the stock price reached 8.47 US dollars.
Currently there are over 20 integrated circuit design companies listed, 70 A-share listed companies in the semiconductor and component industry, and a number of listed companies leveraging overseas A-share market mergers and acquisitions. Institutional investors in semiconductor companies accounted for more than the proportion of equity 35%, and some even higher, value are, the future development trend of China's integrated circuit industry.
Investment logic
According to the statistics of the Customs, in 2016, the total amount of China's chip imports reached as high as 227.1 billion U.S. dollars, equivalent to about RMB 1.5 trillion.
While increasing input at the national level, the support of local governments has speeded up the full-scale production of the semiconductor industry. The total size of state funds has reached 137.28 billion yuan. At the same time, the scale of enterprises and local industrial funds has accumulated over 500 billion yuan .
SMIC is the world's top 10 foundries. The company's interim report for 2017 shows that in the first half of 2017, its total revenue was approximately US $ 1.544 billion, an increase of 16.6% over the same period of last year and recorded a gross profit of 415 million U.S. dollars, representing an increase of About 11.7%.
SMIC
The company is one of the world's leading integrated circuit foundries and one of the largest and most technologically advanced integrated circuit foundries in the Mainland, providing foundry and technical services in different technology nodes of 0.35um to 28nm .
Business
The company offers foundry and foundry services for 0.35- to 28-nanometer technology nodes including logic chips, mixed-signal / RF transceiver chips, high-voltage chips, system chips, flash chips, EEPROM chips, image sensor chips and LCoS microdisplays Chip, power management, micro-electromechanical systems and more.
Hot stock point of view
China's chip companies have the advantages of scale and cost, orders continued to increase, the downstream demand continues to expand rapidly .Especially the domestic equipment to replace imported equipment, the domestic chip production costs more advantages. SEMI forecast 17-20 global 62 new fabs will be put into operation, of which 26 are in mainland China, accounting for 42%; the same time, SEMI expects China's semiconductor device market in 18 years is expected to reach 11 billion US dollars, accounting for 20.7% of the world.
SMIC will focus on the layout of the future will include: continue to catch up with the advanced process, the implementation of differentiation strategy, start the expansion of production capacity, cross-border integration of the post-test closure, etc .; the company has access to the National Integrated Fund strategic support for future companies in the Chinese semiconductor industry The blueprint for development will play a key role.