Leading stocks in the semiconductor sector are:
Shilanwei (600460) : Leading stocks, 2020 annual report shows that Shilanwei achieved a net profit of 67.6 million, a year-on-year growth rate of 365.16%, and a compound growth of -8.37% in the past five years.
In October 2018, Silanwei Xiamen 12-inch chip production line and advanced compound semiconductor production line started, of which 4\/6-inch compatible advanced compound semiconductor device production line with a total investment of 5 billion yuan, positioned for the third generation power semiconductor, optical communication devices, high-end LED chips, etc.
Changdian Technology (600584) : Leading stock, in 2020, the company achieved a net profit of 1.304 billion, an increase of 1371.17%.
Smic Manufacturing Limited is the actual controller of the company's second largest shareholder, Semiconductor (Shanghai) Co., LTD. In June 2020, it was disclosed that SMIC and the company are close partners in the front and back of the chip manufacturing industry chain.
SAN 'an Optoelectronics (600703) : Leading stock, the company achieved a net profit of 1.016 billion in 2020, an increase of -21.73%, and a compound growth of -40.08% in the past three years; Gross profit margin 24.47%.
The semi-annual report of 2020 disclosed that the company set up a subsidiary in Changsha, Hunan SAN 'an, to engage in the research and development and industrialization of the third generation semiconductor of silicon carbide and other compounds, and the project is in the construction stage.
Wentai Technology (600745) : Leading stocks, the 2020 annual report shows that Wentai Technology's net profit is 2.415 billion, an increase of 92.68%, and the compound growth of 94.27% in the past four years; Gross profit margin 15.21%.
ODM oligopoly, mainly for camera modules, power semiconductors, gallium nitride devices.
Star Semiconductor (603290) : Leading stock, the company achieved a net profit of 181 million yuan in 2020, an increase of 33.56%, and a compound growth of 36.67% in the past three years; Gross profit margin 31.56%.
The company intends to invest in the construction of whole silicon carbide power module industrialization project in the existing factory of Jiaxing Star Semiconductor Co., LTD. The planned total investment is 229.47 million yuan, and the investment is to build an annual output of 80,000 carsize grade whole silicon carbide power module production line and R & D test center.
Other semiconductor stocks are: Zhangjiang High-tech, New clean energy, Blue Sea Huateng, Xiaocheng Technology, Tongwei shares, Juhua shares, Chengtian Weiye, Jingtuo shares and so on.