Prior to the set of micro-net information received, the second phase of large funds to raise funds to establish a total scale of 1500-2000 billion .Among them, the central government directly funded 200-300 billion yuan, State Development Finance Corporation invested 30 billion yuan, China National Tobacco Corporation About 200 billion yuan investment, China Mobile and other central enterprises funded 20 billion yuan, China Insurance Investment Fund invested 20 billion yuan, the national level of funding not less than 120 billion yuan.
At the same time, in order to give play to the role of local governments in the development of the integrated circuit industry, intensify the coordinated promotion by ministries and provinces and encourage local investment in shares, the second phase of the board of directors of major funds is estimated to require a total investment of 15 billion yuan. It is proposed that the first phase of directorships in Beijing, Shanghai and Hubei Units to increase funding efforts to continue to retain the Fund II's board of directors seats, but also to Zhejiang, Jiangsu, Guangdong, Shenzhen and other strong, better industrial base to consider whether to enter the board meeting.The meeting urged all localities before the end of January 2018 Clear total amount of investment, the second half to complete the subscription and pay the first contribution.
Ding Wenwu, general manager of large funds revealed that the next step, large funds will increase the proportion of investment in the design industry (currently only 17%), and will focus on national strategies and emerging industries investment planning, such as smart cars, smart grid, artificial intelligence , Internet of Things, 5G, etc., and try their best to support the equipment materials industry to promote its development.
Large funds are now listed companies to invest in: wafer manufacturing in the area of SMIC, Honghua Grace; packaging and testing of the field of long power technology (600584), Huatian Technology (002185), Tongfu Microelectronics (002156), Crystal Technology (603005); IC design field Nasda (002180), the National Micro (300672), ZTE (000063), Siu Yi innovation (603986), Top Technologies (603160), King Jia Wei (300474 ), North China CRE (002371), Changchuan Science and Technology (300604) in equipment manufacturing, Wansheng Materials (603010), Jacques (002409), Juhua (600160) in material field and third-generation semiconductor leader An Optoelectronics (600,703), Beidou industrial chain leader Dipper Star (002,151), MEMS sensor leader Navy Wei Technology (300,466), and through the sub-fund layout of the terminal company Wen Tai Technology (600,745), a total of sound (002,655).
How to find the future of these listed companies, 'TSMC', 'Samsung?' Industry veteran suggestions, one is to tap large funds have been stationed in the value of the depression in the 'national team' listed companies; the second is concerned about the big fund has been Securitization of investment projects; third is to determine the next big investment fund direction, ahead of the potential lurking in the field of listed companies.
Fortune Microelectronics provides a reference for the case: It is intended to 1.921 billion yuan acquisition of large funds held Furunda 49.48% stake, Tongrun up 47.63% stake in the large fund 278 million US dollars of investment into the market The 14.65% stake in the company.According to incomplete statistics, get large funds such investments listed companies, including China Science and Technology, ZTE and so on.
Ding Wenwu said that at the current stage of raising these funds can only meet the "national IC industry development to promote the outline" in 2020 goals of the financing requirements; 2020, China's IC to enter a new stage of development, the birth of international An echelon company, effective financial instruments are still essential.
Major Fund Third-generation semiconductor sub-fund An-Core Fund has been accelerating the pace of admission, recently placed Ruifeng Optoelectronics (300,241). In the large fund concerned with the design, materials, 5G and other fields, the leading listed companies include ZTE Corporation, Yang Jie Technology (300373), Jiang Feng Electronics (300666), Shanghai Xinyang (300236), Fiberhome (600498), Light Motion Technology (002281).
Yang Jie Technology: A rare scarcity of IDM high-quality enterprises focused on power semiconductors, with high-end products and customer layout.China's top ten power semiconductor devices in 2016 ranked No. 2, the successful development of ultra-thin high-power integrated circuit package products and To achieve mass production, is currently in reserve 8-inch wafer related technologies.
Jiang Feng Electronics: a leader in the field of high-purity metal targets in China, high-purity sputtering targets are mainly used in semiconductor chips, flat panel displays and solar cells. The main competitors are the United States and Japan; G8.5 and G6 LCD panels of ultra-high purity aluminum sputtering targets and other products have begun to replace imports and began mass supply to the leading domestic LCD panel companies.
Shanghai Xinyang: Leading domestic wafer chemical company + large wafer is expected to complete the first phase of the goal of producing 150,000 silicon wafers per month by the end of June 2018. Semiconductor chemicals are the mainstream suppliers in the domestic market in the traditional packaging field Currently the main source of business income. Simultaneously with the four new silicon-silicon 300MM plating equipment development, batch wet equipment research and development.
FiberHome: 5G The most established ultra-broadband equipment leader, the product around the optical communications industry chain layout, advanced technology, the domestic optical communications products the most complete layout of the enterprise, to maximize the sharing of opportunities for the growth of the optical communications industry.
Light Xun Technology: the only manufacturer capable of producing 10G and above high-end optical chips in China. In the future, the site density of 5G base stations in IF and HF bands is several times that of 4G. The demand of 25G low-cost optical modules in pre-transmission networks is extremely high.
In addition, the state of the art chip simulation, packaged long technology and Huatian Science and Technology, North China CREATIVE equipment, material Jacques technology, IDM storage of purple core, the printer chip Nasdaq, the compound semiconductor Sanan Optoelectronics Subdivision leading, are expected to become the national fund two shares of the subject.
The significance of the IC industry fund, in addition to financial support, is more of a remodeling of synergy and interaction among participants throughout the semiconductor industry in the country. The diversion of the upper and lower reaches facilitates the flow of factors of production, The formation of virtual IDM form an important direction.From the National Integrated Circuit Industry Fund blessing all the production links between enterprises formed a docking of resources to the manufacturing industry under the framework of the upstream and downstream enterprises will become under the transformation of the benefit of production relations Variety.
IC Industry Fund's support for companies in the Mainland's IC industry will continue for a long time to come. However, listed companies are also concentrating on the best-quality companies in the IC industry in mainland China. It is possible that leading companies in various fields in the industry may Subject to blessing, China's IC industry to achieve future development strategy by leaps and bounds.