A shares: silicon chip leader announced price increase, 2022 monocrystalline silicon segmentation leader inventory!


Why does silicon chip faucet suddenly rise in price?Analysts pointed out that silicon chip enterprises ended the previous “price war”, has increased product prices, on the one hand with the upstream silicon material price rise, on the other hand with the year before the stock triggered a strong demand, the battery silicon chip demand bottom rebound related.According to silicon industry branch data, silicon material prices have rebounded for three consecutive weeks: In the week of January 12, single crystal feeding, single crystal dense material, single crystal cauliflower material transaction average price were slightly increased, or within 1.5%;In the week of January 19, silicon material prices continued to rise, which single crystal feed, single crystal dense material, single crystal cauliflower material transaction average price has varying degrees of upward, up more than 2%;In the week of January 26, silicon material prices held steady slightly, which single crystal feed, single crystal dense material, single crystal cauliflower material transaction average price rise within 0.5%.From the performance data, zhonghe Technology, TBEa Electric, Jingsheng Electromechanical, Jing Yuntong and other stocks are expected to see a substantial increase in net profit.Zhonghe Technology on January 26 evening released the results of the forecast, the company is expected to 2021 net profit of 175 million yuan to 228 million yuan, year-on-year growth of 210% to 303%.In 2021, the company’s semiconductor silicon chip order volume and production load is full, the newly added technology reform project gradually release capacity, the production and sales of polished chip increased significantly, sales increased nearly 130% compared with the same period last year.From the secondary market performance, the overall performance of monocrine silicon concept stocks has been flat since the New Year’s Day. As of January 26, the average decline of 9.59%, lower than the Shanghai Composite Index in the same period.During this period, north capital against the city to increase the holding of part of the stock.Data bao statistics show that, according to the average transaction price calculation, longji Shares, Jingsheng Mechanical and Electrical, Hengdian Dongci and other three shares of northgoing capital increased by more than 200 million yuan, of which the amount of Longji shares increased by 1.99 billion yuan.Silicon wafer: Longji Corporation has long been focused on providing efficient single crystal solar power generation solutions for global customers.The company is mainly engaged in the r&d, production and sales of monocrystalline silicon rods, silicon wafers, cells and modules, as well as the development of photovoltaic power stations and system solutions.Monocrystalline Silicon subdivision industry — Silicon material wafer: CMC Co., Ltd. ranks the top in the world in terms of comprehensive strength and overall production and marketing scale of single crystal wafers.The company’s N-type high efficiency solar silicon wafer has become the world’s largest supplier.The company’s main business is the research and development, production and sales of semiconductor silicon wafers, semiconductor power and rectifier devices, conductor photovoltaic monocrystalline silicon wafers, photovoltaic cells and modules.Monocrystalline Silicon subdivision industry — PHOTOVOLTAIC processing equipment: Jingsheng Mechanical & Electrical Co., Ltd. is in the forefront of the industry in the field of high-end precision processing technology, and has established a leading advantage in the localization of key processing equipment for semiconductor materials.The company is mainly engaged in crystal growth equipment research and development, manufacturing, sales.The main products of the company are silicon carbide long crystal equipment and epitaxial equipment;In the field of sapphire, the company can provide sapphire ingot and wafer for LED lighting substrate materials and window materials.Monocrystalline Silicon subdivision industry — Power transmission and transformation Equipment: TBEa Electric Engineering Co., Ltd. is one of the largest high-voltage transformer and wire and cable manufacturers in China, leading to undertake a number of major technical and equipment research projects in China and the development of the first domestic product (set) for the national major equipment manufacturing industry.The company’s main business includes power transmission and transformation business, new energy business and energy business.New energy business mainly includes polysilicon, inverter production and sales.Monocrystalline silicon subdivision industry — magnetic materials: The output of permanent magnet ferrite of Hengdian Dongma Company accounts for 7.76% of the world’s total output, ranking first in the world;Soft ferrite production accounted for 13.25% of the total domestic output, ranking first in the country.The company is mainly engaged in the production, operation and sales of permanent magnet ferrite, soft magnet ferrite, solar photovoltaic series products, other magnetic materials, batteries, rare earth separation and other products.Monocrystalline silicon subdivision industry – photovoltaic power generation: Beijing Yuntong Company is China’s largest photovoltaic equipment manufacturing enterprise, is China’s vacuum crystal growth equipment research and development in one of the professional manufacturers.The company’s main business for high-end equipment manufacturing, new energy power generation, new materials and energy conservation and environmental protection four industries.The new energy generation business is mainly photovoltaic power generation and wind power generation.Monocrystal silicon subdivision industry — PHOTOVOLTAIC cell modules: Aerospace Electromechanical Corporation has significantly improved its innovation ability in the fields of precise manufacturing technology of composite materials and manufacturing technology of structure-function integrated composite materials and components, and relevant technologies have reached the advanced level in China and even in the country, and its influence in the industry has gradually increased.The company’s new energy photovoltaic industry is mainly engaged in polycrystalline ingot, module technology research and development, manufacturing and sales.The whole photovoltaic industry chain of large-scale power station investment, development and construction, EPC construction and big data power station operation and maintenance services.Monocrystalline Silicon subdivision industry — PHOTOVOLTAIC auxiliary Materials: As a leading enterprise of amorphous silicon solar cell chip in China, Tuogri Xineng Company has established a market position through three business segments: photovoltaic modules, power generation and photovoltaic glass.The company is mainly engaged in the r&d and production of high-efficiency solar cells, high-efficiency photovoltaic modules, diversified portable solar power supply and solar lighting systems, photovoltaic glass, photovoltaic film materials, photovoltaic power station supports and other products, and the design, construction, operation and maintenance of distributed and ground photovoltaic power stations.Semiconductor Materials: Zhongjing Technology Co., Ltd. is a national high-tech enterprise and a member of The National Technical Committee on Semiconductor Equipment and Materials of Standardization Administration, and has mastered a number of core technologies of semiconductor silicon manufacturing and processing.The company’s main business is the research and development, production and sales of semiconductor silicon materials, the main products are semiconductor silicon wafer and semiconductor silicon rod.Monocrystalline Silicon subdivision industry — PHOTOVOLTAIC cell modules: Yijing Optoelectronics co., Ltd. is one of the first enterprises to obtain the “Leader” single and polycrystalline certification, and successfully obtained the honorary title of “Green Factory” issued by the Ministry of Industry and Information Technology.The main business of the company includes rod/silicon ingot growth, silicon wafer processing, battery manufacturing, module packaging, photovoltaic power generation.The main products are silicon rod, silicon chip, solar cell chip, solar cell module, power generation business.Monocrystalline Silicon subdivision industry — Rail transit equipment: Zhonghe Technology Co., Ltd. is one of the four major industries of rail transit. The rail transit industry ranks first in China, the market share of signal system ranks top three in the industry, and the market share of AFC/ACC business ranks first in the industry.The company’s pan-semiconductor field focuses on semiconductor monocrystalline silicon materials, and its products cover monocrystalline silicon ingot, 3-8 inch grinding sheet and polished sheet, etc.*ST Tianlong Company is jiangsu province solar cell silicon material production and processing equipment research and development, production and sales enterprises.The company’s main products include monocrystalline silicon growth furnace, monocrystalline silicon cutting machine, monocrystalline silicon cutting roller mill and other photovoltaic equipment, covering the growth and processing of iOL in a number of processes.Note: the above companies are summarized according to the performance statements and other public information, which is only for sharing and exchange and learning, not for trading basis (the share price of some of the above companies has increased greatly recently, do not chase after high, do not chase after high, do not chase after high!)If you have anything to say please leave it in the comments section below!Code word is not easy, agree with the point of view of the article friends can like, like support, thank you!

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