Leading stocks refers to a certain period in the stock market speculation on other stocks in the same industry sector has the influence and appeal of the stock, its rise and fall is often on other stocks in the same industry sector to guide the rise and fall and demonstration; leading stocks are not static, and its position can often only be maintained for a period of time. Becoming a leading stock is based on the fact that any information related to a particular stock is immediately reflected in the stock price.
Two, chip leading stocks
1, Silan Micro (600198): chip concept leading stocks. The company has a number of core patented technologies, and participate in the construction of the State Key Laboratory of Wireless Mobile Communications and a new generation of mobile communications wireless network and chip technology National Engineering Laboratory.
2, ST Datang (600460): chip concept leading stocks. It is currently the only chip manufacturer in China that has fully mastered the above core technologies.
3, ST Danbang (002618): chip concept leading stocks. The company has a number of independent intellectual property rights, from flexible materials to flexible packaging substrates to chip packaging components and other industrial chain of core technologies, to provide customers with design, manufacturing, service, a complete flexible interconnection and packaging solutions.
Chip concept concept stock other: left river science and technology, in the Ying electronic, air jin science and technology, high Germany infrared, Zhuosheng micro, Shanghai Xinyang, Shanghai Hanxun, Jingjia micro, Beijing Junzheng, Hailu Heavy Industry, aerospace development, light Hong science and technology, and so on.
Three, domestic chip leading stocks
A shares of semiconductor chip-related stocks are many, can be counted on the leading most of the market capitalization is relatively high, the development of better enterprises. Domestic semiconductor chip leading enterprise stocks are BYD, Semiconductor Manufacturing International, Weir shares, Guodian Nanrui, Zhuo Sheng micro, TCL Technology, three Ann photoelectricity, North Huachuang, Central shares, Wentai Technology, long power technology, Shengbang shares, etc., which can be counted on the leading stocks, the specific details see below.
1, BYD (002594), the current market value of 494.8 billion, BYD Semiconductor's main business covers power semiconductors, intelligent control C, intelligent sensors and photovoltaic semiconductor R & D, production and sales has a chip design, wafer manufacturing, packaging and testing and downstream applications, including the integrated operation of the whole industry chain.
2, Semiconductor Manufacturing International (688981), the current market value of 429.2 billion, the company is one of the world's leading integrated circuit foundry enterprises and integrated circuits refers to the use of a certain process will be hundreds of millions of transistors, transistors, diodes and other semiconductor devices and resistors, capacitors, inductors, and other basic electronic components are connected and integrated in a small piece of substrate, and then encapsulated in a casing to become a complex circuit function of a micro-electronic devices. Complex circuit function of a miniature electronic devices or components. Packaged integrated circuits are often called chips.
3, Weir shares (603501), the current market capitalization of 247.4 billion, the company's main business for the semiconductor discrete devices and power management IC and other semiconductor products such as R & D and design and passive parts (including resistors, capacitors, inductors, etc.), structural devices, discrete devices and IC semiconductor products such as distribution business.
4, Josun micro (300782), the current market value of 136.2 billion, the company's main business for the research and development of radio frequency front-end chip and sales of RF front-end chip products to the market to provide RF switches RF low noise amplifiers and other RF front-end chip products and to provide IP authorization for applications in smart phones and other mobile smart terminals.
5, TCL science and technology (000100), 2020 half-yearly report shows that the company acquired tianjin zhonghuan electric information group co., ltd 100% equity its main assets for "tianjin zhonghuan semiconductor company limited" controlling "zhonghuan semiconductor". "The core business is semiconductor wafer materials and photovoltaic materials and components.
6, three Ann photoelectric (600703), the company is mainly engaged in the research and development of compound semiconductor materials and applications to gallium arsenide, gallium nitride, silicon carbide, indium phosphide, aluminum nitride, sapphire and other semiconductor materials involved in the epitaxial wafer, the chip as the core business, the products are mainly used in lighting, display, backlighting, agriculture, health care, microwave radio frequency, laser communication, power devices, optical communication, induction sensing and other fields.
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7, wen tai science and technology (600745), wen tai science and technology in the acquisition of hefei wide core LP property share in the amount of 5.850 billion yuan, and through the hefei in wen jintai debt financing to pay the price 1.015 billion yuan the transaction to pay the price of 199.25 billion yuan to pay a total of 2.679 billion yuan corresponds to the acquisition of yucheng holdings of the interests of the aggregate proportion of approximately 79.98% (after penetration calculation). After penetration calculation). And Yucheng Holdings holds 100% of the shares of Anshi Group Anshi Group holds 100% of the shares of Anshi Semiconductor. Anshi Semiconductor is currently the only large-scale vertical semiconductor (IDM) enterprise in China with complete chip design, wafer fabrication, packaging and testing.
8, North China (002371), the company is engaged in basic electronic product development, production, sales of major products for large-scale integrated circuit manufacturing equipment, hybrid integrated circuits and electronic components. The company as a national electronic special equipment to undertake major scientific and technological research tasks of the backbone of the enterprise is currently the only one with 8-inch vertical diffusion furnace and cleaning equipment production capacity of the company. The company's strategic positioning is to integrated circuit manufacturing process technology as the core of the integrated circuit equipment to cultivate the competitive ability to integrated circuits, integrated circuits, solar cells, TFT-LCD and new electronic components and other fields for product expansion.
9, the ring shares (002129), the ring shares in the field of electronic semiconductor wafers for the domestic industry leader in the market share and technology are in the domestic leading position. The company's leading product power electronic devices with zone fusion monocrystalline silicon wafers comprehensive strength of the world's third only after Japan Shin-Etsu and Germany Wacker. Most of the major domestic discrete device suppliers for the company's customers.