Last week's major industry data review: Last week (9.5-9.11)Shanghai Stock Exchange IndexIt closed at 3078.86, up 0.38%; the electronics (Shenwan) index rose 1.71%. Among them, the semiconductor index (Shenwan) rose by 1.72%; electronicsManufacturing Index(Shenwan) rose 1.34%; optical lightElectronic index(Shenwan) rose 1.55%; other electronic indices (Shenwan) rose 0.78%; component index (Shenwan) rose 3.52%.
Semiconductors: The top five increases in the semiconductor sector last week were GigaYi Innovation (+61.0%),Guoxing Optoelectronics(+25.4%),Kanayasu Kuninori(+17.7%),Changying Precision(+16.0%),ultrasonic electronics(+14.8%)
What are the top five declinesChaohua Technology(-8.1%), OPP Lighting (-7.3%),Changxin Technology(-5.9%),Seven Star Electronics(-4.6%),Rong Sheng Ultra Micro(-3.8%) There are many reasons for the top five increases. Among them, GigaYi Innovation isIPOsIt has been rising for three consecutive weeks; Guoxing Optoelectronics has benefited from a 10% increase in the price of the company's entire line of display devices.
Electronics manufacturing: The top five electronics manufacturing sector gains last week were Changying Precision (+16.0%),Dongshan Seimitsu(+7.8%),Aerospace appliances(+5.3%),Sunwanda(+4.7%),Jinsheng Precision(+4.0%) What are the top five declinesStar Technology(-3.7%),Schöbeder(-3.4%), Shenzhen Huafa A (-3.1%),Huiguan Co., Ltd.(-2.9%),Rambler(-2.8%) The top five increases were mainly event-driven. Changying Precision and Sunwoda both benefitedapplesThe sale of the new machine led to fluctuations in the price of related concept stocks.
Optics and Optoelectronics: Guoxing Optoelectronics (+25.4%) ranked in the top five gains last week.Dehao Runda(+14.7%),Qianzhao Optoelectronics(+14.7%),Jiawei Co., Ltd.(+14.4%),Suzhou Hengjiu(+13.3%) The top five declines were OPP Lighting (-7.3%), Changxin Technology (-5.9%),GQY Video(-3.5%),Ou Fei Guang(-2.7%),Lianchuang Optoelectronics(-2.4%). Among the top five increases, Suzhou has always beenSubsequent IPOsIt continued to rise for four weeks; Dehao Runda and Qianzhao Optoelectronics benefited from the peak period of LED lamp replacement.
Other electronics: The top five gains in other electronics sectors last weekGood profit(+13.3%),New Asian process(+6.3%),Hengdian Dongji(+3.7%),Xinyisheng(+3.5%),Ocean King(2.7%). The top five declines were Rong Sheng Chaowei (-3.8%),Keheng Co., Ltd.(-3.4%), Hisanohiro (-2.4%),Hochisato(-1.0%),Huagong Technology(-0.9%) Hengdian Dongji benefited from the explosion in demand for ternary batteries.
Components: The top five component sector gainers last week were Jin'an Guoji (+17.7%), ultrasonic electronics (+14.8%),Shengyi Technology(+10.2%),Shenghong Technology(+9.1%),Tongfeng Electronics(+8.9%)
The top five declines were Chaohua Technology (-8.1%),Xing Sen Technology(-3.5%),Xinda Xiamen(-3.1%),Aihua Group(-3.1%),Fujing Technology(-1.5%) There are many reasons for the increase in the top five. For example, Shengyi Technology and Ultrasonic Electronics all benefited from rising raw materials, leading to strong expectations for PCB companies to raise prices; the rise in Jin'an Guoji mainly benefited from the increase in the popularity of the copper-clad plate business.
This week's main views and focus on individual stocks: The leading stocks in the electronics sector last week were mainly driven by the theme of performance support and price increases. CurrentlyMarket priceThe downward rise continued to be limited. Under the current market style, we will continue to recommend individual stocks with the theme of performance support and price increase expectations this week. We recommend Shengyi Technology (600183),Deep technology(000021),East soft carrier(300183),Philip(300395), Xing Sen Technology (002436).