According to the "Science and Technology Innovation Board Daily" on June 22nd (Editor: Song Ziqiao), the "eight policies for the Science and Technology Innovation Board" have been implemented this week (June 17th to June 21st), and the Sci-Tech 50 index has accumulated a 0.54% increase.

Looking at the weekly increase, 32 sci-tech companies on the board have increased by more than 10%, and more than 40% (14) of them are semiconductor companies, including the top three - discrete device supplier Kaiwei Te, analog chip designer Jinghua Micro, and IC testing and packaging company Qipai Technology, all of which have risen by more than 30%. Among them, Kaiwei Te has accumulated an increase of over 90% so far this month.

This week, in the list of northward capital increasing its holdings on the sci-tech board, the battery energy storage company Pylon Technologies had the largest changes in its holdings, followed by PCB company Shengyi Electronics, and multiple semiconductor companies ranked among them, with a numerical advantage. According to the "Science and Technology Innovation Board Daily" statistics on the change in shareholding ratios, 60% (12) of the top 20 companies are semiconductor companies, including Lixin Micro, Awe Electronic, Haiguang Information, Bestechnic (Shanghai) Co., Ltd., Fuchuang Precision, Canplus Technology, Montage Technology, Porun Technology, Yuanjie Technology, Huahaichengke Technology, Gentech (Shanghai) and Jinglei Technology. Among them, Huahaichengke Technology had the largest change in shareholding ratio, more than 2.5 times, and among the nine companies with a change rate of more than 30% in shareholding ratio, five were semiconductor companies, including Huahaicheng Technology, and Fuchuang Precision, Zhenlei Technology, Gentech (Shanghai), and Lixin Micro.

In addition, a number of institutions have investigated multiple sci-tech board semiconductor companies. The following sci-tech board semiconductor companies that published their institutional research reports this week are mid-core storage and memsensing microsystems(suzhou, china)co.,ltd.

Lixin Micro is deeply involved in the consumer electronics market, and has established a considerable brand influence in the power management chip segment of the market, entering the mainstream supply chain of consumer electronics brands. It has also actively expanded into markets such as industrial control, medical electronics, automotive electronics, and network communication, and achieved certain sales performance.

Lixin Micro (yellow column is the amount of holding by the participant and the blue column is the shareholding ratio).

For many years, Awe Electronic has been deeply involved in the analog and digital mixed-signal chain field, and its products have further penetrated into multiple market segments such as AIoT, industrial control, and automotive. Its related products have achieved continuous breakthroughs in the automotive field, and have successfully been introduced to customers such as Avit, BYD, Leapmotor, Chery, Changan, Geely, and Hyundai, all of which have achieved product production.

Awe Electronic (yellow column is the amount of holding by the participant and the blue column is the shareholding ratio).

Haiguang Information is a leading enterprise in domestic CPU and DCU, and announced in February this year that it expected to repurchase 300-500 million yuan of shares. As of May 31, it had repurchased 2.0694 million shares. Haitong Securities stated that from January 1 to April 11, 2024, Haiguang Information and Company A and its controlling companies had a cumulative related transaction amount of 2.2 billion yuan. The significant rise in transaction amount with large customers indicates that business sentiment may be on the rise.

Haiguang Information (yellow column is the amount of holding by the participant and the blue column is the shareholding ratio).

In addition, numerous institutions have researched multiple sci-tech board semiconductor companies.

This week, institutional research reports were published on various sci-tech board semiconductor companies.

Among them, mid-core storage and memsensing microsystems(suzhou, china)co.,ltd. were asked about the role of AIPC and other AI terminal products in driving performance.

Memsensing Microsystems (Suzhou, China) Co., Ltd. said that the solution switching downstream and the requirements for product upgrading are major trends. Top domestic mobile phone manufacturers have a clear demand for higher signal-to-noise ratio silicon microphones, and the company has corresponding products. New products will bring price increases, and the value of the products will also increase significantly.

Mid-core storage said that it will continue to launch PCIe3.0/4.0/5.0 SSD and LPDDR4X/5/5X products that are suitable for PC applications to meet the demand for AIPC storage products from customers.

Naxin Micro and Canray Technology, a simulation chip company, released signals of a bottoming-out rebound.

Naxin Micro said that the inventory clearance of most downstream industries is nearing completion and is gradually turning toward recovery and growth. Among them, the downstream fields of industrial control and power modules in the energy storage field have begun to recover gradually, and some customers in the light storage field have also seen signs of recovery in the second quarter. The consumer electronics field is the first to emerge from inventory pressure, and the automotive electronics field is still maintaining steady growth. The company also stated that it will actively focus on corresponding targets in the industry and opportunities for mergers and acquisitions.

Canray Technology stated that its revenue gradually improved after hitting bottom in Q1 of 2023. Its revenue in the second half of 2023 increased by 37.46% compared to the first half, and its revenue in Q1 of 2024 increased by 61% year-on-year. Looking at product lines, the downstream application fields of smart sensor chips are more extensive, the competitive landscape is better, and the market is relatively stable. The downstream field of power management chips is mainly concentrated in consumer electronics, dominated by mobile phones. The terminal market is in a slow recovery, but the competition faced by the company's main products is relatively fierce. The company's current strategy is still to prioritize market share.