Jiangsu
On April 27th, the Jiangsu Provincial Development and Reform Commission released information. This year, a total of 240 major provincial projects have been arranged with a total investment of 3.5 trillion yuan. Among them, 135 are industrial projects and the annual planned investment is 224.3 billion yuan.
In the specific list, there are many IC industry-related projects, of which it is not difficult to find listed companies.
Integrated circuits 'prominent' construction plan for major projects in many places, which listed companies were selected?
In addition, there are related projects in Kechuang Park and R&D platform, such as Suzhou Huagong New Semiconductor Material Science and Technology Park, Changzhou Guoke Microelectronics (61.54 +1.13%, diagnostic stocks) electronic storage chip design research and development center.
Anhui
On April 28, the General Office of the Anhui Provincial People's Government issued the “Notice of the Major Provincial Preliminary Work Project Promotion Plan in 2018,” which mentioned that several projects involving the integrated circuit industry chain are planned to start in the second half of this year.
Integrated circuits 'prominent' construction plan for major projects in many places, which listed companies were selected?
Jiangxi
On April 27, the Jiangxi provincial government issued a “Notice on Printing the Expected Target of Industrial Investment in the Province in 2018 and the Plan for a Major Industrial Project of 300” on the official website, and disclosed a list of major projects this year, including the project name, and the project. Main enterprises, total investment scale and construction period.
Xiaobian found that there are also many IC industry projects.
Integrated circuits 'prominent' construction plan for major projects in many places, which listed companies were selected?
Shaanxi
On April 13, the Shaanxi Provincial Development and Reform Commission announced plans for key construction projects for 2018. Among them, Samsung's 12-inch flash memory chip project (Phase II) and ZTE's (31.31 suspension, diagnostics) R&D and production base (Phase II) will be included.
Integrated circuits 'prominent' construction plan for major projects in many places, which listed companies were selected?
Shanghai
When the Mayor of Shanghai Municipality requested to research the integrated circuit industry, he said: Developing countries need to have big ideas, big plans, and big actions.
According to information from the Shanghai Municipal Government website, the deputy secretary of the municipal party committee and the mayor Yong Ying pointed out in the afternoon of May 3 that the integrated circuit industry was the country’s most important device and it was a national strategic, basic, and leading industry. National security and national economy lifeline.
We must serve the national strategy more proactively, accelerate the development of the integrated circuit industry as an important support point for the establishment of the Shanghai Science and Innovation Center, give full play to the institutional advantages of concentrating our efforts on handling major events, and strive to build the most complete, most advanced, and most competitive domestic technologies. Integrated circuit industry system.
According to the list of major construction projects released by Shanghai in early March of this year, a number of IC projects were selected.
Integrated circuits 'prominent' construction plan for many major projects, which listed companies are selected?
Guangzhou
At the end of March, Guangzhou City issued the "Five-year Plan of Action for Guangzhou IAB to Accelerate the Development of IAB Industries (2018-2022)", which proposes that by 2022, the city's IAB (new generation information technology, artificial intelligence, and biomedical) industry will grow at an average annual rate of 15 More than %, the total scale exceeds 100 billion yuan.
Among them, the new generation of information technology, artificial intelligence, and bio-pharmaceutical industry scale exceeded 700 billion yuan, 120 billion yuan, and 180 billion yuan respectively. In the new generation of information technology industry, integrated circuits are key development areas.
Integrated circuits 'prominent' construction plan for many major projects, which listed companies are selected?
Henan
On April 19, the key project office of the Henan Provincial Government issued the Notice on Dynamic Adjustment of Key Projects of Henan Province in 2018.
The “Notice” requires that priority be given to projects in areas such as reporting transformation, scientific and technological innovation, infrastructure, rural revitalization, 100-city improvement, ecological protection, and livelihood security, highlighting major industry transformation and upgrading projects, especially advanced manufacturing projects. .
Compared with before, the "Notice" has increased the application for science and technology innovation projects and emphasized the selection of advanced manufacturing projects.
In fact, this year's action in the field of integrated circuits is not only reflected in major engineering projects in various places, but also at the national level. The Ministry of Industry and Information Technology disclosed on April 25 that the second phase of the National IC Industrial Investment Fund is raising funds.
According to the statistics, the National Integrated Circuit Industrial Investment Fund (hereinafter referred to as the “large fund”) was established on September 24, 2014 with a registered capital of 98.72 billion yuan. It is financed by China Development Bank, China Tobacco, Yizhuang State Investment, China Mobile, Shanghai Guosheng. , China Electronics, Ziguang Communications, Huaxin Investment and other companies initiated the establishment of the fund focused on investment in integrated circuit chip manufacturing, taking into account the chip design, packaging and testing, equipment and materials and other industries.
According to the statistics, up to now, the major funds have carried out 52 foreign investments. Among them, the investment in the manufacturing sector accounts for 65%, such as SMIC, Yangtze River Storage, Shilan Micro (15.53 +0.13%, diagnostic stocks), etc.; The proportion is 17%, such as Huiding Technology (77.78 - 2.63%, diagnostic stocks), Zhaoyi Innovation (173.18 +3.02%, diagnosis shares), etc.; the area of packaging and testing accounts for 10%, such as Changjiang Electronics (20.06 - 3.70%, diagnosis of stocks), Huatian Technology (7.13 -0.56%, diagnosis stocks), Tongfu Microelectronics (12.33 -0.16%, diagnosis stocks), Jingfang Technology (29.66 -1.92%, diagnosis shares), etc.; The proportion of the field is 8%, such as Shanghai Xinyi, Juhua (11.55 -1.28%, diagnostic stocks) etc. Of the 52 foreign investments, 11 A-share listed companies, such as Sanan Optoelectronics (20.75 - 0.62%, Medical stocks), Nasda (31.21 - 1.23%, diagnostic stocks), Apex, Guoke Microelectronics, Changjiang Electronics Technology, Changchuan Science and Technology (72.20 +3.14%, diagnosis stocks), North Huachuang (50.83 -0.63%, Medical stocks), Beidouxingtong (31.54 -0.10%, diagnosis stocks), Zhaoyi Innovation, Shilanwei, Huatian Technology, etc.
It is reported that the size of the second phase of the fund's fundraising will exceed the first period, and the bottom line will reach 1,500 yuan. According to an announcement by SMIC on the 3rd, SMIC and the National IC Fund have established semiconductor industry funds.
Galaxy Securities believes that if the second phase of the major fund reaches 150 billion-200 billion yuan, according to the 1:3 ratio of incitement, the amount of social capital incited will be around 450-600 billion yuan, plus the largest fund first. During the period of RMB 138.7 billion and the amount of RMB 514.5 billion of social capital incited, the total amount of funds will exceed RMB 1 trillion. According to related reports, the second phase of the fund will have a larger proportion of the amount invested in the design and other aspects than the first period.