A number of Companies in the hottest semiconductor

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As of March 1, according to statistics, 34 of the 35 companies in the semiconductor sector have disclosed the 2017 annual performance express or performance forecast. Among them, the net profit of 23 parent companies increased year-on-year, and the group of three people stole nearly one million steel and embarked on the road of crime, accounting for 67%. Among the six companies in which the national integrated circuit industry investment fund Co., Ltd. (hereinafter referred to as "big fund") holds shares, except for one company whose performance fell, the performance of the other five companies increased year-on-year

many companies reported good news

the above statistical data showed that the businesses of the above 35 companies covered chip design, wafer manufacturing, packaging and testing, semiconductor equipment and semiconductor materials in the semiconductor industry chain

specifically, there were eight companies whose net profit doubled year-on-year in 2017, including nastar, Shanghai belling, Nantah optoelectronics, Changdian technology, China microelectronics, Zhaoyi innovation, Hongchang electronics, and Dongni electronics; Three companies whose net profit attributable to the parent increased by 50% - 100% year-on-year; Six companies with a year-on-year increase in net profit attributable to the parent company of 20% - 50%

judging from the reasons for the performance growth disclosed by the company, the good results are mainly due to endogenous growth, such as downstream demand driven, core business growth, capacity increase, etc., and some companies are caused by extensive expansion for consolidated statements. Taking Zhaoyi innovation as an example, during the reporting period, the substantial increase in market demand, the introduction of new products, and the adjustment of sales product structure have become important factors for the company's performance growth. According to the forecast of the company's 2017 annual report, the net profit after deducting non recurring profit and loss increased by 165million-195million yuan compared with the same period of the previous year

Zheng Zhenxiang, the former chief of the electronics industry of Zhongtai securities, told the China Securities Journal that the thermal insulation materials for building exterior walls "should not be lower than B2 (organic materials)" "global semiconductors have started a strong boom cycle, leading the performance growth of sector companies."

there has been a trade deficit between domestic instruments and imported instruments

the performance of heavy holdings of large funds is outstanding

among the above 35 companies, 6 companies are held by large funds, and 3 companies are in the field of chip design, respectively, guokewei (48.160, -1.24, -2.51%), Zhaoyi innovation and NASDA, with corresponding holdings of 15.79%, 11% and 4.01% respectively; There are 2 companies in the field of packaging and testing, including Tongfu wechat (11.500, -0.21, -1.79%) and Changdian technology, with shares of 15.7% and 9.54% respectively; In the field of equipment, there is one northern Huachuang (34.900, -0.75, -2.10%), with a shareholding of 7.5%

these six companies performed well. Nastar, Changdian technology and Zhaoyi innovation doubled the net profit attributable to the parent company in 2017, while northern Huachuang and guokewei indeed increased by 34% and 2% year-on-year respectively. However, the net profit of Tongfu wechat fell by 30% year-on-year

for the main reason for the decline in profits, Tongfu wechat said that the continuous appreciation of the RMB against the US dollar led to an increase in exchange losses; Nantong Tongfu and Hefei Tongfu are in the initial mass production stage, and the growth rate of revenue scale is lower than expected, which has an impact on the overall performance of the company; Due to accidents, the substrate supply of the company's high-volume products was disconnected, which affected the company's performance in the fourth quarter of 2017

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