Speaking of the continued strong plate since 2018, the domestic chip plate is undoubtedly one of them.
Due to recent policy red envelopes, the sector has been active again, especially today, with five GEB stocks, including Zhenxin Technology, BICTEC, Beijing Junzheng, Shengbang and Runxin Technology. Chuang Technology, Shengbang and Zhaoyi Innovation held 3 stocks and held high. The stock price hit a record high. Market analysis believes that the chip industry has maintained a prosperous economy this year, and policy support has continued to increase. Whether the relevant listed companies are short-term opportunities Or the medium and long-term opportunities are very obvious.
Group 'core' shine
On the first trading day of April, A shares were slightly heavy, and the overall range was within a narrow range. The Shanghai Composite Index closed at 3163.18 points, down 0.18%. After the ChiNext board set a new high rebound, it fell back to 1900.25 points, slightly down 0.01%. From the sector performance point of view, today's ups and downs, major technology stocks are still the main line, especially in the domestic chip sector is the strongest.
On the disk, the domestic chip concept continued to strengthen today, and the Tongdaxin chip stock index (880952) rose 2.02% overall.
Statistics show that the number of chip concept stocks that have risen more than 3% has reached 32, showing the group's 'core' sparkling. Among them, five GEM stocks have traded at their daily limit, including Zhenxin Technology, Boundtech, and Beijing Junzheng. St. State shares and Runxin Technology. There are research and new materials, Zhongying Electronics, Shennan Circuit, Naiwei Technology, West China Co., Ltd., and Asian Development Integration are all above 6%. It is worth mentioning that Bentham Technology, 3. The stock price of Shengbang shares and Zhaoyi innovation hit a record high.
As the leading unit of the chip sector, Zhenxin Technology staged a counterattack today. The stock opened higher and fell and once fell more than 1% during the session. However, after 14:20 in the afternoon, the amount of energy suddenly increased, and the funds were almost straight. Pulled up to daily limit, the stock price hit a record high for more than a year.
According to the data of the Dragon and Tiger List, today's Tibet Dongfang Wealth Management Co., Ltd. of Shaoxing Dingdanghu Road bought 40.6 million yuan of Zhenxin Technology and sold 46.88 million yuan at the same time, becoming the main force of the stock. Jinyuan Securities Hangzhou Fengtan Road Securities Co., Ltd. The department is the longest, buying 25.22 million yuan. Guotai Junan Shanghai Liquan Road securities business department sold 24.94 million yuan while selling 64.94 million yuan.
The new IPOs will rise even more fiercely. Today, they have reached 6 consecutive daily limit, and the stock price has once again set a new record. Last night the company announced that due to the recent stock price increase, the company applied for the stock suspension verification from the Shenzhen Stock Exchange. Will be suspended from the 3rd of the month.
According to data from the Bentham Longhu List, during the three trading days from March 29th to April 2nd, CITIC Securities Shanghai Branch purchased 29.54 million yuan as a buy-in, and Huaxin Securities, two sales departments - Huaxin Securities bought by the securities business department of Zhongshan West Road Securities Business Department of Hohhot and Honggu Middle Road of Nanchang, Huaxin Securities all exceeded 10 million yuan. However, one institution appeared on the list of sellers and sold more than 5 million yuan net.
The policy red envelope helped Yuanda Gu Gu to show that, from the operation point of view, given that market funds are still concentrated in the blue chip area, it is recommended to lay out a chip with a policy support and a good market space and growth, integrated circuits and other concepts.
In fact, the reason why the chip sector can become a plate that has continued to strengthen since 2018 is inseparable from policy support.
Ministry of Finance, the State Administration of Taxation, the National Development and Reform Commission, and the Ministry of Industry and Information Technology jointly issued the Notice on the Issue of Enterprise Income Tax Policies for IC Manufacturing Enterprises, which stipulates preferential tax policies for IC manufacturing companies or projects, and encourages companies to continue to strengthen research and development activities. , Continuously improve research and development capabilities. Analysts said that the integrated circuit (chip) industry is one of the pain points of China's development. Now, the largest amount of material imported by China every year is not petroleum, natural gas, nor is it grain, but chips, and imports are up to one year. More than 200 billion U.S. dollars, so I believe the policy support of related industries will continue to increase.
CICC's data shows that the market size of AI chips will grow from 2 billion US dollars in 2017, an average annual growth of 90% to 49 billion US dollars in 2022. In its view, the market size of inferred chips/built-in units will increase by 116% annually. Among them, the market scale of the push chip deployed on edge devices such as consumer electronics, self-driving cars, security equipment, and internet of things equipment will increase by an average annual rate of 123%.
Due to the rapid growth of the domestic chip industry and the continued prosperity of the industry, related stocks have performed relatively well this year and have exhibited a strong and consistent situation. Flush statistics show that 17 chip stocks have risen more than 10% so far this year. The three strong stocks, Boundless Technologies, Zhenxin Technology, and Shengbang, were among the top three gainers, which were up 58.52%, 42.40% and 38.38% respectively. In addition, Youxunda, Zhongke Shuguang, Zhaoyi Innovation, China Can photoelectric, such as this year's cumulative increase of more than 20%.
Source: Securities Times·e Company Reporter: Zhong Wei