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Kutchuka kwa Semiconductor kukuphulika, oyang'anira ndalama amafufuza ndikuweruza kuti boom ipitilizabe kukula

Magawo a chip ndi semiconductor asandulanso makeke otsekemera pamsika. Kumapeto kwa msika pa June 23, Shenwan Secondary Semiconductor Index idakwera kuposa 5.16% tsiku limodzi. Atakwera ndi 7.98% tsiku limodzi pa Juni 17, Changyang adatulutsidwanso. Mabungwe aboma ndi mabungwe azachuma amakhulupirira kuti zomwe zachitika mu semiconductors zitha kupitilirabe, ndipo pali malo okwanira otukuka kwakanthawi.

Gawo la semiconductor lawuka posachedwa

Tikuyang'anitsitsa, mu Shenwan Secondary Semiconductor Index, magawo awiri a Ashi Chuang ndi Guokewei onse adakwera 20% tsiku lomwelo. Mwa magawo 47 omwe alipo pamndandanda, masheya 16 adakwera kuposa 5% tsiku limodzi.

Pofika kumapeto kwa June 23, pakati pamakalata a 104 Shenwan sekondale, oyendetsa semiconductors akwera ndi 17.04% mwezi uno, wachiwiri kupatula magalimoto, kukhala wachiwiri.

Nthawi yomweyo, mtengo wathunthu wa ma ETF okhudzana ndi semiconductor omwe ali ndi "tchipisi" ndi "semiconductors" m'maina awo nawonso wakwera. Nthawi yomweyo, phindu lazinthu zambiri zomwe zimagwiritsidwa ntchito m'makampani opanga michenga yopangira zida zamagetsi zakwezanso kwambiri.

Malinga ndi chiyembekezo cha chitukuko cha mafakitale a chip ndi semiconductor, mabungwe oyendetsera mabungwe wamba akuwonetsa kuti akukhulupirira chiyembekezo chachitukuko chanthawi yayitali. China Southern Fund Shi Bo adati akupitilizabe kukhala ndi chiyembekezo chazomwe zachitika pamakampani opanga semiconductor. Chokhazikitsidwa ndi "kusowa kwakukulu" padziko lonse lapansi ndi zina, kutsogola kwamakampani opanga ma semiconductor ndikofunikira. Kaya ndi zida zachikhalidwe zama semiconductor, kapena chitukuko cha olowa m'badwo wachitatu ndi matekinoloje atsopano, zikuwonetsa kutsimikiza kwa China kupitiliza kulima m'munda wa semiconductor.

Semiconductor popularity-2

Malinga ndi Pan Yongchang wa Nord Fund, luso komanso kutukuka kwaukadaulo waukadaulo kukuyambiranso, ndipo kukula kwakanthawi komanso kwakanthawi ndikulimba. Mwachitsanzo, kufunikira kwakanthawi kochepa pamunda wa semiconductor ndikolimba ndipo kupezeka kwake kuli kolimba. Lingaliro la kusamvana kwakanthawi pakati pa kupezeka ndi kufunikira kumayanjananso ndi lingaliro lalitali komanso lalitali, lomwe lingachititse kuti gawo la semiconductor lipitilize kukwera.

Kukula kwa mafakitale kukuyembekezeka kupitilirabe

Malinga ndi kupezeka kwakanthawi kochepa komanso kufunikira, osunga ndalama ambiri omwe adafunsidwa adati kupitilirabe patsogolo kwamakampani opanga semiconductor kudzakhala mwayi waukulu. Inu Guoliang, woyang'anira thumba la Great Wall Jiujia Innovation Growth Fund, adati zoyambira za semiconductor zakhala zikuyenda bwino m'zaka zaposachedwa, makamaka zaka ziwiri zapitazi, kukula kwa makampani omwe akukhudzana nawo kwakhala kwakukulu kwambiri. Gawo lantchito chip linayamba kusowa kotala m'gawo lachinayi la chaka chatha, ndipo kutukuka kwamakampani kudawonjezekanso. Zitha kuwonedwa kuti magwiridwe antchito amakampani ambiri omwe ali ndi ma semiconductor akupitilizabe kukula mwachangu, makamaka makampani ena opanga ma semiconductor, chifukwa choyendetsa zamagetsi zamagalimoto ndi luntha, magwiridwe antchito a lipoti la chaka chino ndilabwino kwambiri, kuposa zomwe msika ukuyembekeza.

Kong Xuebing, director director komanso director fund wa department of Investment of Jinxin Fund, posachedwapa wanena kuti chikuyenera kukhala chochitika chachikulu kuti mafakitale a semiconductor akwaniritse kuchuluka kwa magwiridwe antchito opitilira 20% mu 2021; kuchokera pakupanga kwa IC mpaka kupanga kokulunga mpaka kuyika ndi kuyesa, zonse voliyumu ndi mtengo zakwera padziko lonse lapansi. Ndi chinthu chofala pakugonana; zikuyembekezeka kuti mphamvu yapadziko lonse lapansi yopanga semiconductor ikhale yolimba mpaka 2022.

Ping An Fund Xue Jiying adati malinga ndi momwe zinthu zikuyendera bwino kwakanthawi kochepa, "kufunafuna kuchira + kuchuluka kwa katundu + osakwanira" kwapangitsa kuti pakhale kuchuluka kwa ma semiconductor padziko lonse lapansi ndikufunafuna theka loyamba la 2021. Chodabwitsa cha "kusowa kwakukulu" ndiwofunika. Zifukwa zake ndi izi: kuchokera pagulu lofunikira Pazofunikira zakumunsi, kutsika kwa magalimoto ndi mafakitale kukuyambiranso. Zomangamanga monga 5G ndi magalimoto amagetsi atsopano abweretsa kukula kwatsopano. Kuphatikiza apo, mliriwu umakhudza kufunikira kwa mafoni ndi makampani opanga magalimoto, komanso tchipisi tokwera kumtunda nthawi zambiri timagaya zinthu zomwe timafuna ndikuzifuna kuti achire. Zitatha kuchepa, makampani osachiritsika adakulitsa kugula kwa chip, ndipo makampani amtundu wa chip adaonjezera kuchuluka kwa zofufumitsa. Mu theka loyambirira la chaka chino, kutsutsana kwakanthawi pakati pazoperekera ndi kufunikira kudakulirakulira. Malinga ndi mbali yakuthandizira, kupezeka kwa njira zokhwima kumakhala kochepa, ndipo kuchuluka kwa ma semiconductor padziko lonse lapansi kumakhala kochepa. Kukula kwakukulu komaliza komaliza kunali gawo loyamba la 2017-2018. Pambuyo pake, mchisokonezo chakunja, kunalibe kukula kocheperako komanso kugwiritsa ntchito zida zochepa mu 2019., Mu 2020, ndalama zogwiritsira ntchito zida zidzawonjezeka (+ 30% chaka ndi chaka), koma mphamvu zenizeni zopanga ndizotsika (zomwe zakhudzidwa ndi mliri). Xue Jiying akuneneratu kuti kuchuluka kwa mafakitale a semiconductor kudzakhalabe mpaka theka loyamba la chaka chamawa. Pazotheka izi, mwayi wogulitsa ndalama m'gululi udzawonjezeka. Pazogulitsa zomwezo, zili ndi mafakitale abwino. Pansi pakukula kwakukulu, ndikofunikira kuti mufufuze mwayi wambiri wogulitsa. .

Semiconductor popularity-3

Mtsogoleri wa Invesco Great Wall Fund Yang Ruiwen adati: Choyamba, izi sizinachitikepo kalekale, zomwe zikuwonjezeka pakukula ndi kukwera mtengo, komwe kudzapitilira zaka zopitilira ziwiri; chachiwiri, makampani opanga zida zothandizidwa ndi mphamvu adzalandira zomwe sizinachitikepo zomwezo Kusintha kwamakampani opanga zida zamapulogalamu kuyambika; chachitatu, opanga aku China oyenera akumana ndi mwayi wam'mbiri, ndipo mgwirizano wapadziko lonse lapansi ndiye chinsinsi chochepetsera mavuto azachuma; chachinayi, kusowa kwa tchipisi tamagalimoto ndi koyambirira kwambiri, ndipo kuthekera komweku ndikonso koyambirira Madera ogawidwa omwe amathetsa kusowa ndi kufunafuna zovuta, koma abweretsa "kusowa kwakukulu" kwina.

Shenzhen Yihu Investment Analysis amakhulupirira kuti kuchokera pakuwona kwaposachedwa kwa disk, masheya aukadaulo pang'onopang'ono akutuluka pansi, ndipo msika wama semiconductor ndiwotentha kwambiri. Makampani opanga semiconductor ndi amodzi mwamagawo omwe amakhudzidwa kwambiri ndimakonzedwe apadziko lonse lapansi. Pansi pa mliriwu, kusokonekera kwa mayendedwe apadziko lonse lapansi ndikupitilirabe, ndipo vuto la "kuchepa kwakukulu" silinathetsedwe bwino. Potengera kupezeka kwa ma semiconductor ndi kusowa kwa zofunikira, makampani ogulitsira ma semiconductor akuyembekezeredwa kukhala otukuka kwambiri, akuyang'ana olowa m'badwo wachitatu, kuphatikiza mwayi wogulitsa mu MCU, driver IC, ndi zida zama RF.


Nthawi yamakalata: Jun-24-2021