What are the optoelectronics industry concept stocks?
Optical optoelectronics leading stocks focus on the development and application of optoelectronic technology, is committed to providing customers with high-quality optoelectronic products and services. The following Xiao Biao brought the concept of photonics industry stocks, we take a look at it, I hope to bring reference.
What are the conceptual stocks of the optoelectronics industry
1: Lianchuang Optoelectronics (600363)
The company's products include LED optoelectronic devices, optoelectronic cables, relays, electro-acoustic devices and communications, etc., respectively, in Nanchang, Jiangxi, Jiangxi, Fujian, Fujian, Xiamen, etc., with an industrial base. Has a complete design and development system and high-quality professional design team, formed since the LED epitaxial wafer, chip, device, to the full-color display, backlight, semiconductor lighting light source and lamps and lanterns and other application products of the more complete industrial chain and scale production. The company seizes the opportunity of the national implementation of semiconductor lighting project to liquid crystal display LED backlight and semiconductor lighting as a breakthrough, to enhance the level of LED power device packaging technology, enhance the overall competitiveness of LED products, the formation of the company's LED industry scale effect and technological advantages. The company has also built a modern cable production base with international first-class equipment and advanced manufacturing technology.
2: China military photoelectric (600435)
The company is the first domestic military photoelectric defense listed company. To military products two, three, four supporting products and dual-use technology products, research and development, production, sales-oriented business framework, the layout will include military products and dual-use industry framework, and then form to support the future development of the four core business (remote suppression, aviation steady aim, weapons fire control, guidance and control) and to the scene of the observation platform products, intelligent robots, steady aim series, temperature control technology, inertial guide, low-cost guide head as the representative of the six core technologies.
3: enjoy through photoelectric (600487)
The company focuses on the research and development of optoelectronic cable transmission products, manufacturing, and involved in real estate, energy, financial securities and other fields. Has formed a large-scale optical rod - fiber - cable industry chain. Annual production capacity of 12,000 kilometers of power cables, 11 million pairs of kilometers of communication special cables, gradually become the main supplier of global cable. The company's main business is the production and sale of optical fiber and cable, mainly importing prefabricated rods from overseas, and independently drawing and producing optical fiber, and then manufactured into optical cable for sale. The company's subsidiary Shenyang Hengtong Optical Communication Company, Shanghai Hengtong Optoelectronics Technology Company and Jiangsu Hengtong Optical Fiber Technology Company, three holding subsidiaries, of which Shenyang Hengtong Optical Communication and Jiangsu Hengtong Optical Fiber for the fund-raising project, its production and operation has now entered a state of rapid development, business growth is strong, and in the promotion of the company's integration of resources, the radiation of the national market and expand the fiber optic cable industry chain has made a greater contribution.
4: three Ann photoelectric (600703)
The company is mainly engaged in full-color ultra-high brightness LED epitaxial wafer, chip, compound solar cells, PIN photodetector core into the level. The company is located in high-tech, high quality, low cost, is committed to creating international first-class enterprises. We have 1000 to 10000 level of modern clean plant, more than a thousand sets of the most advanced LED epitaxial growth and chip manufacturing equipment, including MOCVD equipment for the most advanced international epitaxial growth equipment. Thin-film chip system integration technology from Emcore, CPV system using dual-axis tracking, 500 times the way of concentrating light.
5: AVIC photoelectric (002179)
The company is committed to optical and electrical connection technology research and product development, is the largest professional engaged in the research and development and production of high-reliability optical and electrical connectors, as well as to provide a comprehensive range of optical and electrical connectivity technology solutions for high-tech enterprises. The company has a high-density circular electrical connectors, circular wire reed electrical connectors, rectangular wire reed structure electrical connectors, fiber optic cable connectors, four national military standard production line, the products mainly include circular, rectangular, fiber optic, filtering, lightning protection, anti-nuclear EMP, RF coaxial, liquid-cooled connectors, and also to provide optical modules, optical terminal, fiber-optic networks, high-speed transmission, cable assemblies, system integration and other optical and electrical connection technology solutions. Solution. The products are specialized and highly reliable. The products are widely used in aviation, aerospace, weapons, ships, communications, railroads, electric power, electronics, rail transportation, new energy, coal security and other military and civilian fields.
6:Leader Optoelectronics (002189)
The company has long been focusing on the cultivation and development of optical thin film technology as a core technology, and at present, has formed a more complete optical thin film technology industry chain. The company is China's highest level of equipment, scale production capacity of the largest optical coating products, one of the production enterprises. Main business scope: R&D, production, sales and after-sales service of optical parts, optical thin film products, optical lenses, optical engines, optical accessories, photoelectric instruments and related products. Product applications: digital projectors, digital high-definition large-screen projection TVs, digital cameras, DVDs, aerospace detection and other high-precision optical systems. Optical system related company Henan Zhongguang Optical Group, with independent intellectual property rights of solar energy CPV system, conversion rate of 26%. The company's development goal is "to become a world-class optoelectronic enterprise based on optical component processing, with optical thin film technology as the core, and actively extend to the downstream of the industrial chain."
7:Crystal Optoelectronics (002273)
The company's industry belongs to the optical optoelectronics industry, and is located in the upper reaches of the optical optoelectronics industry chain, is specialized in precision thin-film optics and extended product research and development, production and sales of well-known optoelectronic components manufacturing enterprises. The company's leading products, optical low-pass filter OLPF and infrared cut-off filter IRCF, are the core components of digital cameras, camera phones and other digital camera lens systems, the two series of products in the world's leading production and sales. The company is the main supporting supplier for many international famous enterprises or leading enterprises in digital industry and cell phone communication industry. Optical systems company specializing in precision thin-film optical products, is in contact with European and American manufacturers on the CPV with coated devices.
8: Aupu photoelectric (002338)
The company is the domestic defense with photoelectric measurement and control instrumentation and equipment manufacturers, production of photoelectric measurement and control instrumentation and equipment is mainly used for new equipment, existing equipment upgrades or national defense scientific experiments, the main customers engaged in the production of related products for the military industrial enterprises and national defense research institutions. The company has the domestic first-class optical precision machinery and optical materials R & D and production capacity, in the military TV goniometer, photoelectric latitude and longitude optical sub-systems and other national defense optoelectronic measurement and control instrumentation R & D and production in the domestic advantageous position, with the absolute leading market share, a variety of products successfully used in manned space projects and other major national engineering projects.
9: National Star Optoelectronics (002449)
The company is specializing in the production of LED semiconductor optoelectronic devices and LED application products of the National Torch Plan key high-tech enterprises. Products include light-emitting diodes (LAMPLED, CHIPLED, TOPLED, POWERLED), LED traffic lights, LED display modules, LED light modules, LED backlight, LED display, LED decorative lighting fixtures and lanterns series products, infrared emitting tubes, time display boards, photosensitive tubes, pixel lamps, line light source, integrated infrared receiver, electronic tuner, lithium battery protector and so on.
10: Tongding Optoelectronics (002491)
The company is specialized in communication optical fiber, communication cable, communication cable, railroad signal cable, radio frequency coaxial cable, special optical cable, distributed fiber optic sensing system products such as research and development, production, sales and engineering services of optical cable industry, the outstanding innovative enterprises.
Optical optoelectronics leading stocks
Highlights: LED chip leader, accelerating the layout of compound semiconductor
Sanan Optoelectronics, the enterprise is the world's leading LED chip, through years of hard work and development, the formation of the full range of complete layout. The company has a very strong advantage in the LED industry, the revenue realized in 2020 was 8.454 billion yuan, generating a year-on-year growth of 13.32%, more than double the lead compared to the second Epistar photoelectric.
In 2014 the company's figure in the field of compound semiconductors, mainly third-generation semiconductors, and now successfully laid out gallium nitride, gallium arsenide, silicon nitride, and other compound semiconductors. Its compound semiconductor platform-Sanan integration revenue has grown rapidly from 25.94 million yuan in 2017 to 974 million yuan in 2020. With the company's layout of continuous and rapid, compound semiconductor is expected to make the company's performance to another level.
Highlight 2: MiniLED demand increases, the company continues to benefit
Samsung, LG, TCL, millet and other companies have launched MiniLED backlit TVs, Apple launched iPadPro products with Mini-LED backlit screen, MiniLED or ushered in large-scale applications. In MiniLED, the company is in the industry's leading level, has become the primary supplier of samsung and realize batch supply. In addition, Hubei Sanan Mini / Micro display chip industrialization project part of the capacity has also been put into operation, with the further increase in capacity release, the company will be in the scale of revenue and profitability are to achieve continuous improvement and perfection.
Optical listed companies leading stocks
Optical circuit, the best growth circuit for consumer electronics
Camera works.
The lens produces an optical image of the scene, which is projected onto a CIS sensor and converted into an electrical signal. After analog-to-digital conversion, it is converted to a digital image signal, which is processed in a DSP and displayed on the screen. The components of a cell phone camera include the lens, voice coil motor, filter, image sensor, connector, FPC board, bracket and so on.
Optical innovations in cell phone cameras
Cameras are mainly composed of optical parts, chips and other components. Some optics are technology iterations with high value. The number of lenses for high-drive imaging lenses has gradually increased from 6P to 7P and 8P.Meanwhile, plastic lenses have hit the ceiling. Higher-end models add a glass lens to improve quality while reducing thickness.
Module manufacturing is relatively competitive, and the multi-camera trend has escalated the industry space. Due to the module factory upstream optics, chip value is large, module foundry labor costs are high, the industry gross margin in single digits. But with the technical difficulty and value of multi-camera, advanced technology gross margins can reach 20%.
Software algorithm companies connect hardware factories and brands. Domestic image software companies led by HongSoft Technology adapted to optical modules and cell phones, but at the same time domestic cell phone manufacturers are also doing research and development in related areas.
Optical upgrades to cell phones are an area where the cell phone experience is significantly improved. According to DxoMark reviews, as of February 2020, the top 10 camera parameters for cell phone camera ratings are on the rise.
Photonic integrated chip leading concept stocks
1, photonic chip leading concept stocks a: Beijing Junzheng (300223)
Beijing Junzheng has the world's leading embedded CPU technology and low-power technology. In response to the characteristics of mobile multimedia products, Beijing Junzheng creatively launched its unique 32-bit microprocessor technology XBurst. XBurst technology adopts an innovative micro-architecture, the microprocessor is able to launch high-speed commands at very low power consumption.
2, photonic chip leading concept stock two: synthesis shares (600770)
Jiangsu Synthesis Co., Ltd. was founded in October 23, 1992, the registered office is located in Nantong City, Jiangsu Province, Tongzhou District, Xingdong Town, Golden Village, the legal representative of Zan Shengda. The business scope includes the development, sales and service of new energy, solar cells, modules and application products.
3, photonic chip leading concept stock two: three Ann photoelectric (600703)
Sanan Optoelectronics Co., Ltd. is the National Development and Reform Commission approved the "National High-tech Industrialization Demonstration Project", the State Ministry of Science and Technology and the Ministry of Information Industry, recognized as "leading enterprises in the semiconductor lighting project. Project Leading Enterprise" recognized by the Ministry of Science and Technology and the Ministry of Information Industry. Founded in November 2000, is located in the beautiful island of Xiamen, is the current domestic full-color ultra-high brightness LED epitaxial and chip industrial production base.
Which ticket is the leading stock in the optical photonics industry?
Sanan Optoelectronics, I am the largest full-color ultra-high brightness LED chip production enterprises, the domestic optoelectronics field leader.
Fundamentals: products are mainly used in lighting, display, backlight, agriculture, medical, microwave radio frequency, laser communication, power devices, optical communication, induction sensing and other fields. The company as the domestic production and sales scale of the first full-color ultra-high brightness LED epitaxial wafer and chip production enterprises, products are highly recognized by domestic and foreign customers, steadily increasing domestic and international market share, and strengthen its leading position in the industry. The first half of the total operating income of 3.568 billion yuan, net profit of 635 million yuan, results worthy of praise.