Flowers outside the wall, fragrance inside the wall. Behind the sharp rise of A-share semiconductor theme stocks today, what are the major events in the semiconductor industry?

Today, the news that Toshiba of Japan transferred its flash memory business to a bidding consortium led by Bain Capital of the United States ignited listed companies in the semiconductor sector of the A-share market.

As of the close, Flush statistics show that of the 63 semiconductor concept stocks traded today, 59 stocks rose, accounting for 93.65%. Huatian Technology, Tongfu Microelectronics, Silan Microelectronics, Zhongying Electronics, Ziguang Guoxin and Jing Fang Technology and other 6 stocks have daily limit.

It is interesting that this phenomenon of corporate mergers and acquisitions in overseas markets and domestic stock market speculation has resulted in new research positions in the domestic securities firm research industry.

On September 19, Tianfeng Securities mentioned in its research report titled "Overseas Mapping" Thinking Series: Strategy·Speculation Theme Mapping? Or Real Research + Value of Judgment and Thinking" After more than a year of running-in, the strategy team believes that the essence of overseas mapping is industry research. In many industries, Chinese companies are a part of the industry, and giants in some fields are overseas. The impact of the changes in A-share companies is indeed very obvious.

In addition to Tianfeng Securities, Guotai Junan, Orient Securities, Huatai Securities, GF Securities, and Hongyuan Securities have also been involved in overseas mapping topics.

Recently, leading companies in the semiconductor industry move frequently

Looking back at the specific industry level, since the end of August, semiconductor giants such as Toshiba, Intel, TSMC and Samsung have all made new moves.

On September 20, market news reported that Toshiba would hold a board resolution to approve the transfer of flash memory business to a bidding consortium led by Bain Capital.

On September 19th, Intel's high-profile manufacturing day event, which has always been known for its low-key performance, kicked off in Beijing and showcased high-profile 10-nanometer wafers. This is the world's first show of Intel’s 10-nanometer wafers.

On September 12, TSMC Chairman Zhang Zhongmou attended the inauguration ceremony of the Nanjing plant. TSMC’s 16-nanometer wafers will be mass-produced next year.

On August 30, the second phase of Samsung's memory chip project officially signed a contract with the Shaanxi Provincial Government and other relevant departments in the Xi'an High-tech Zone, Shaanxi, confirming the market rumors that Samsung has invested 7 billion US dollars in the project.

It is worth noting that as early as 2005, Intel's branch in Chengdu High-tech Zone began to use Intel packaging technology to assemble chipsets. Samsung Electronics, another strong competitor of Intel, only started to settle the Samsung (China) semiconductor project in Xi'an in 2014, nearly 10 years later.

If data is the oil of the future, then the chips in the semiconductor industry are undoubtedly the brains that guide various machines to extract oil. Due to the important strategic position of chips, even with high technical barriers, this field will inevitably face challenges from new entrants, and the market share of traditional chip giants may face a reshuffle.

New entrants in the chip field undoubtedly brought new impact to the traditional chip industry giants. Not only is there an investment madman Sun Zhengyi who wants to do a big job in the Internet of Things after acquiring the traditional chip giant ARM, but also faces the up-and-coming Cambrian to join Huawei to enter the chip market.

As the world's largest electronics production plant and consumer market, the Chinese market has become the focus of major chip giants.

The latest performance of A-share semiconductor listed companies

Flush statistics show that 29 listed semiconductor companies have announced their third-quarter performance forecasts. The net profit of 9 stocks including Chaohua Technology, Shanghai Electric Power and Jinan International increased by more than 50% year-on-year. It should be pointed out that Chaohua Technology, Orbit Technology, and Kangqiang Electronics are all due to a low base in the same period last year, leading to a large year-on-year growth in forecasted net profit in the first three quarters of this year.

At the same time, 9 stocks including Xingsen Technology, Runxin Technology, Tongfu Microelectronics, North China Innovation, Danbang Technology, Zhonghuan, Suntak Technology, Suzhou Goodtech and Sunlord Electronics are expected to increase their net profit by less than 50% year-on-year. . Shanghai Belling and Zhaoyi Innovation did not disclose specific earnings data, but Shanghai Belling expects a substantial increase in net profit in the first three quarters due to the transfer of 2% of Huaxin Securities. Zhaoyi Innovation predicts that the company's product market demand will remain strong this year , Sales revenue increased accordingly, and net profit in the first three quarters of this year is expected to increase significantly compared with the same period of the previous year.

It is worth mentioning that the domestic semiconductor industry leader Unigroup National Core has not yet released its third-quarter performance forecast, but according to the semi-annual report, in the first half of this year, Unigroup National Core achieved operating income of 801 million yuan, an increase of 24.01% over the same period last year. The net profit attributable to shareholders of listed companies was 123 million yuan, a decrease of 17.86% from the same period last year.

What needs to be pointed out is that the semiconductor industry is a dual-intensive capital and technology enterprise with high industry barriers. It is more difficult for latecomers to share the market pie from traditional industry giants. Investors should be wary of this.