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The gathering network news despite the influence of new crown epidemics, China and the United States trade friction, leading to domestic economic growth, but benefited from national policy support, domestic alternatives, and downstream demand growth, most semiconductor listed companies revenue and net profit They have been greatly improved.
Overall, 2020 H1 semiconductor industry performance performance is better. 112 semiconductor companies have selected 112 semiconductor companies from electronic components, materials, equipment, design, manufacturing, IDM, beta test, distribution, etc., and in 2020, the H1 semiconductor industry achieved operating income of 236.122 billion yuan, a year-on-year increase of 10.77%. Realize net profit of 17.7019 billion yuan, an increase of 22% year-on-year.
Specifically, in terms of revenue, 41 operating income exceeded 1 billion yuan, and 71 operating income are below 1 billion yuan. It is worth mentioning that four companies such as Sikin International, Wentai Technology, Changbao Technology, and Xu Xu Electronics have exceeded 10 billion yuan. In addition, there are 69 operating income growth growth, 43 fell, which have a year-on-year company growing up more than 1 times more than 1 times more than one-year-old company has Wentai Technology, Rui Chuang Micro, Beijing Junzheng, Jingshi Technology, must , Changchuan Technology.
In terms of net profit, 99 net profits are positive, with only 13 net profits. Among them, Wentai Technology and SMIC have a net profit of more than 1 billion yuan in the first half of the year. In addition, there are 69 net profit growth in year-on-year, 43 fell, in which the net profit of Wellshi, Changchuan Technology, Variety Shares has grown year-on-year.
First, design sector
Due to the trial of the CMB registration system, the new listing design company contrast has increased significantly in 2019, which also reflects the boom in the semiconductor industry in the semiconductor industry in recent years. As the mainstream of the domestic semiconductor industry, the company has strong performance in light asset operation mode. According to statistics, 46 of the 2020H1 design plates achieved operating income 59.772 billion yuan, an increase of 29.54% year-on-year; achieving net profit is 5085 million yuan, a year-on-year decline in 0.96%. In the first half of the year, due to the influence of the epidemic and market competition, many enterprises have increasing university.
Specifically, the revenue, Welsh, Nasda, and Tongfang shares, 3 companies in 2020 H1 revenue is more than 500 million. In addition, there are 20 operating income growth, including Beijing Junzheng, Biqi Technology, Rui Chuang Micro 3 cage year-on-year growth is more than 1 times; net profit, 37 net profit is positive, only 9 Net profit is negative, in which Wail shares, the three companies, three companies, three companies, in the first half of the year, 500 million yuan. In addition, there are 26 net profit growth, 8 of which are doubled, and the net profit of two companies in Vail shares and variety shares increased by more than 10 times.
Second, the manufacturing sector
As the core link of the semiconductor industry, manufacturing company, although the revenue and net profit growth rate still have strong performance. According to statistics, the four major enterprises in H1 manufacturing plates in 2020 achieved operating income of 34.13 billion yuan, an increase of 19.78% year-on-year; achieving net profit is 2.542 billion yuan, a year-on-year increase of 56.52%. It is mainly due to the high-speed growth of SMIC in the last half of the year, driving a substantial growth of the performance of the manufacturing sector.
Specifically, the business income of the four companies, SME International, Huan Xu Electronics, Sai microelectronics, San'an Optoelectronics, China, China, China, China, China, has the largest increase in operating income, reaching 29.38%; net profit All 4 companies have all the net profit, including the net profit of 1390 million yuan in the first half of the year, an increase of 329.83% year-on-year.
It is well known that the biggest event in the semiconductor manufacturing field is the listing of SMIC. SMIC is one of the world's leading integrated circuit aberrations, and is also the most advanced technology of mainland China, the most complete scale, supporting services, professional wafer foundry enterprises in transnational operation. On July 16, the first day of SMIC opened a lot of A-share records, including SMIC is the first red-chip enterprise listed in overseas and returns to A shares, and built a 19-day meeting and completed 29 days. The fastest record of registration, the total amount of fundraising reached 53.23 billion yuan, and the green shoes system was used, and the overpriced funds reached 33.23 billion yuan.
Third, a selection plate
As an important part of the semiconductor industry, the test company has a strong performance in 2020 H1 net profit, and the net profit of many companies is doubled. According to statistics, the seven major enterprises in the first half of the year were 36.74 billion yuan, a year-on-year increase of 5.06%; achieving net profit of 1482 million yuan, a year-on-year increase of 57.27%.
As can be seen from the above data, Jingshi Technology, Tongfu Microelectronics, Long Technology, Huadian Technology, and ST Dadang, the net profit is doubled, of which Crystal Science and Technology net profit growth is more than 623.97%. At present, the performance growth in the seal test industry is mainly affected by the promotion of semiconductor market. At the same time, after a series of large-scale mergers and acquisitions, the performance began gradually released, and the net profit of many companies in the seal test industry was doubled.
Fourth, equipment sector
According to statistics, 10 of the 10 Equipment Plates in 2020 achieved operating income of 7.527 billion yuan, an increase of 0.45% year-on-year; achieving net profit of 1.073 billion yuan, a year-on-year decrease by 18.23%. Semiconductor equipment is a segmentation industry with a significant marginal change, with high threshold barriers and investment scale requirements, profits may not be released for a while. However, with the improvement of the epidemic, it is expected that the first half of the year will usher in, the equipment industry profits are expected to grow.
Specifically, the revenue, North China, China, China, 2 companies, 2020, H1, more than 1 billion yuan. In addition, there are 6 operating income growth, including Changchuan Technology, Huafeng measurement, and pure science and technology, three revenues growth increased by more than 50%; net profit, Shengshi Electromechanical, Northern China, China, China Micro-company, Huaxing Yuanchuang 5 companies have a net profit of more than 100 million yuan in the first half of the year. In addition, the net profit has doubled a year-on-year company with Changchuan Technology, China and Micro, Huafeng measurement, and core source micro-source, the company has increased the largest company for Changchuan Technology. The net profit in the first half increased by 2351.61% year-on-year.
V. Material sector
Materials company as the core one ring of the semiconductor industry, 20 main listed companies in 2020 h1 material plates achieve business revenue of 30178 billion yuan, an increase of 20.05% year-on-year; achieving net profit is 1.513 billion yuan, down 7.4% year-on-year. In the first half of the year, it is mainly affected by the epidemic, causing many companies to increase income. However, with the rapid development of third-generation semiconductor materials and the wide application of power devices, accelerate domestic alternative processes, the demand for upstream materials is more obvious, and the industry is expected to be able to change to semiconductor equipment, and the second half of the year is expected to change income. The amount of interest is increased.
Specifically, the revenue, Chujiang New Materials, Central Shares, 3 companies with new materials 2020 H1 revenue is more than 5 billion yuan. In addition, there are 16 operating income growth, among which South University Optoelectronics, Jiangfeng Electronics revenue increased by more than 50% year-on-year; net profit, Central shares, Jacques technology, high-yield new materials, Feikai materials 4 The company has more than 100 million yuan in the first half of the year. In addition, the net profit increased by more than one-year-on-year company has Nanta Optoelectronics, Jiangfeng Electronics, Jacques Technology, which has the greatest increase in the company in the South University of China. The net profit increased by 235.73% year-on-year.
Six, IDM sector
The semiconductor company of IDM mode is generally characterized by asset-bearing, but from another perspective, it is possible to achieve close combination of characteristic processes and products in IDM mode. In IDM mode, the product design, manufacturing, and testing, the application of the entire industrial chain is more closely interacted, the communication cost is lower, the efficiency is higher, which is conducive to the control of product costs and subsequent upgrade. Therefore, you can give users a better product in IDM mode.
According to statistics, 13 of H1IDM sections achieved operating income of 3,94555.55 billion yuan in 2020, a year-on-year increase of 54.4 billion yuan, a year-on-year increase of 150.82%. The overall performance of IDM sections has grown significantly, mainly due to the great growth of Wentai Technology Revenue and Net Profit.
Specifically, the revenue, Wentai Technology, Hua Run, Hua Industrial Technology, Guangxun Technology 4 companies 2020 H1 revenue is more than 2 billion yuan, of which Wen Thai technology revenue is more than 24.1 billion yuan. In addition, there are 13 operating income growth, including Wentai Technology, Jiejie Microelectronics, and 3 company revenue growth increased by more than 30% year-on-year.
In terms of net profit, Wentai Technology, Hua Run micro, Hua Industrial Technology, Guangxun Technology, Yang Jie Technology, Jiejie Weilian 5 companies have more than 100 million yuan in the first half of the year. In addition, the net profit has a year-on-year company with a year-on-year company has a Wentai Technology, China Ren, and the company has increased the greatest increase in the company for Wentai Technology. The net profit in the first half increased by 767.19% year-on-year. According to the semi-annual report, the great growth of Wentai Technology results mainly benefited from the adjustment of communication business customers and the performance of Anxim Group.
In summary, in 2020 H1 semiconductor materials, equipment, design, manufacturing, and test, Idm 6 subdivision fields have achieved growth, among which the maximum increase is the IDM field, up to 54.10% year-on-year; net profit , IDM, manufacturing, and testing industry net profit increased significantly, while designing, equipment, and material industries increasingly increasingly increased. Among them, IDM, manufacturing two sub-segment performance, mainly benefited from the industry leader Wentai Technology, SMIC's performance has driven sharply.
In the capital market, the semiconductor industry is a funded intensive, technical intensive and talent-intensive high-tech industry, and is also fundamental, strategic and priority industries that support national economic and social development. It is benefited from 5G, consumer electronics, new energy vehicles and other downstream demand growth and the rise of domestic supply chains, most semiconductor companies will usher in better development opportunities.
Original title: 2020 H1 semiconductor concept stock performance report: 41 cents more than 1 billion yuan, IDM company total net profit rose 150%!
Article Source: [WeChat public number: Semiconductor Investment Alliance] Welcome to add attention! Please indicate the source of the article. , Read full text, original title: 2020 H1 semiconductor concept stock performance report: 41 home collection exceeded 1 billion yuan, IDM company total net purity rose 150%!
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