Industrial fund investment A-share company
At present, the country has begun to vigorously support the semiconductor industry, and set up a trillion-dollar national IC industry fund. Data show that as of the end of 2017, the industry fund has made effective decisions to invest in 67 projects.
As of the first quarter of 2018, the industry fund held Guokewei, the proportion of Tongfu Microelectronics's shares exceeded 15%. In Beidouxingtong, Sanan Optoelectronics, Zhaoyi Innovation's shareholding ratio exceeded 10%.
At present, the second phase of the National Integrated Circuit Industry Investment Fund is in the midst of intensive fundraising. The current plan has been reported to the State Council and approved. Sources close to the big fund revealed that the second phase of the fund raised more than one phase, at 150 billion-2000 About 100 million yuan. According to the ratio of 1:3, the amount of social funds mobilized is about 450 billion to 600 billion yuan. Together with the first phase of the big fund of 138.7 billion yuan and the incitement of social funds of 514.5 billion yuan, The total amount of funds will exceed one trillion yuan.
48 shares released interim results forecast nearly 70% pre-increased
Among the 62 stocks in the semiconductor sector, 48 semiconductor companies have disclosed the results of the mid-year report, and 33 of them reported an increase in the performance of the interim report, accounting for nearly 70%.
The median results of the semi-annual report of 8 companies exceeded 100%, including Quanzhi Technology, Beijing Junzheng, Ai Biesen, Ninestar, etc., in which Quanzhi Technology expects net profit of 73 million yuan to 80 million yuan in the first half of the year. The year-on-year increase was 4208.04% to 4634.29%, ranking first.
The 6 companies reported a median year-on-year increase in net profit between 50% and 100%, including Fuman Electronics, Taiwan-based shares, Ruifeng Optoelectronics, Nanda Optoelectronics, etc.
In terms of growth, there were 10 companies with a net profit growth rate of more than 20% from 2015 to 2017, and 6 of them have increased their net profit by more than 30% year-on-year.
In addition to Longji shares, these 10 companies disclosed the results of the interim report. Only the net profit of the company was increased by the same period of the previous year, and the other 7 were pre-increased. Among them, the average net profit of the North China Ventures is expected to increase. It is 125%, ranking first, followed by Jingsheng Electromechanical, Ruifeng Optoelectronics, which increased by 105% and 61% respectively.