Jiwei Index rose 0.99% Dafu Technology has supplied 5G ceramic filters to Huawei and others

The three major A-share indices closed down today, with the Shanghai Composite Index down 0.54% to 3379.04 points; the Shenzhen Component Index down 0.53% to 13970.21 points; and the ChiNext Index down 1.05% to 2813 points. The two markets had a total turnover of 859.7 billion yuan, with mixed gains and losses in the industry sectors, with coal mining and nonferrous metals leading the decline, and the communications industry soaring. Northbound funds made a net purchase of 4.471 billion yuan today.

The semiconductor sector performed well. Jiwei.com selected 118 semiconductor companies from the fields of electronic components, materials, equipment, design, manufacturing, IDM, packaging and testing, and distribution for statistics. Among the 118 semiconductor companies, 87 companies saw an increase in market value, among which Silan Microelectronics, Shenglu Communication, and Maxtech Technology ranked first in growth; 31 companies saw a decrease in market value, among which Zhenxin Technology, Jingsheng Electromechanical, and Gaomeng New Materials ranked first in decline.

Guotai Junan Securities said that it is confident that the cross-year market is far from over. Since November, it has repeatedly emphasized that the cross-year market has started, and the current window period is still there. In addition, due to the weak economic recovery and the neutral monetary policy, this round of cross-year market has a slower slope and a longer duration. With the upward push of various sectors in turn, the level will also exceed expectations.

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In the U.S. stock market, the Dow Jones Industrial Average rose slightly by 204.10 points, or 0.68%, to 30,403.97 points. The Nasdaq Composite Index rose slightly by 94.69 points, or 0.74%, to 12,899.42 points. The S&P 500 Index rose slightly by 32.30 points, or 0.87%, to 3,735.36 points.

Among the large-cap Chinese concept stocks, Alibaba rose 0.27%, Baidu rose 1.08%, NetEase fell 1.65%, Pinduoduo fell 5.86%, Weibo fell 13.50%, iQiyi fell 2.06%, Good Future fell 2.45%, and New Oriental fell 0.52%. The Chinese concept stocks with large gains include: Asia Times Holdings rose 51.43%, China Recycling Energy rose 31.31%, The 9th City rose 29.07%, Ruineng New Energy rose 28.76%, 500 Lottery Network rose 23.31%, Changshou Acquisition rose 17.35%, Eurotech rose 17.20%, Mingda Jiahe rose 14.39%, Fuwei Thin Film rose 13.38%, HPS Pharmaceuticals rose 11.61%, and SPI Green Energy rose 10.79%.

The Philadelphia Semiconductor Index fell 5.94 points, or 0.22%, to 2744.30 points. Among the large U.S. technology stocks FAANG, Facebook rose 3.59%, Apple rose 3.58%, Amazon rose 3.51%, Google A rose 2.30%, and Netflix rose 1.00%.

In European stock markets, France's CAC40 index rose 1.20% to 5,588 points. Germany's DAX index rose 1.49% to 13,790 points. The London Stock Exchange was closed on Monday for Boxing Day.

In the Asia-Pacific region, as of today's close, the Hang Seng Index rose 0.91%, the Nikkei rose 2.66%; and the South Korean Composite Index rose 0.42%.

Stock News/A Shares

Shenzhen Textile - Ultra-wide Line 7 is expected to enter trial production in March next year. After mass production, the production capacity of polarizers will double. Recently, Shenzhen Textile said in an institutional survey that the company's Line 7 project is undergoing equipment installation and commissioning, and it is expected to complete commissioning in March 2021 and enter trial production. The company will shorten the ramp-up period as much as possible and strive for early mass production to seize market opportunities. The company currently has a polarizer production capacity of about 30 million square meters. After the ultra-wide Line 7 goes into mass production, the production capacity is expected to increase to 60 million square meters.

Dafu Technology - has supplied 5G ceramic filters in batches to Huawei, Ericsson and others. Dafu Technology stated on the interactive platform that the company is capable of providing ceramic filters and other products used in 5G, and has supplied them in batches to customers including Huawei, Ericsson and Nokia. The company continues to open up sources in the communications business. Relying on its product technology advantages, manufacturing delivery advantages, quality control advantages, etc., the company strives to increase its product market share and actively develop new downstream customers.

Xinhai Technology - It is expected that TWS/PD fast charging/electronic cigarettes in the consumer electronics field will have an explosive opportunity in 2021. Xinhai Technology said in an interview that in 2020, Xinhai seized opportunities in many important markets. In the field of smart health, the company relied on the ADC+MCU technology platform and accumulated health algorithm capabilities to quickly launch applicable chip products; in the consumer electronics field, high-end TWS earphones with active noise reduction have been upgraded from capacitive touch to pressure-sensitive touch. Relying on its products and customer layout for pressure-sensitive touch on mobile phones, the company launched TWS pressure-sensitive touch for several major customers and achieved large-scale sales.

Stock News/Other

GlobalWafers - Full capacity, 12-inch wafer spot price has been raised. According to Taiwan media Tech News, GlobalWafers Chairman Hsu Hsiu-lan said that the company is currently fully loaded, and this status is expected to last until the first half of next year. The 12-inch spot price has been raised, and other sizes will also be gradually raised. Regarding concerns about industry inventory adjustments, Hsu Hsiu-lan also said that she continues to confirm with customers whether there are duplicate orders, but every customer emphasizes that "there are really no duplicate orders."

Apple - Apple, with a market value of US$2 trillion, has begun to actively focus on after-sales services in the Chinese market. Its first independent repair provider (IRP) in China was officially announced today - O2O mobile phone repair company Hi Repair has become Apple's first IRP partner brand in China.

Samsung - Samsung Electronics of South Korea surpassed TSMC in market value, and it was the first time in about 5 months that Samsung Electronics' market value surpassed TSMC. Experts believe that as the 5G and AI-related markets continue to grow, the outlook for the foundry industry in 2021 is optimistic. The report pointed out that Samsung Electronics' market value reached 524.35 trillion won (about 475.1 billion US dollars), surpassing TSMC's market value of about 470.1 billion US dollars. This is the first time since July 17 that Samsung Electronics' market value has surpassed TSMC.

Jiwei.com has launched the Jiwei Semiconductor Industry Index!

Jiwei Semiconductor Industry Index, referred to as Jiwei Index, is a stock index launched by Jiwei.com to reflect the overview and operating status of the semiconductor industry in the securities market, and to help investors track the development of the semiconductor industry and use investment tools.

Jiwei.com observed and counted the overall performance of China's "core" listed companies in the A-share market over the past period of time, and referred to the company's total assets and revenue scale. It selected 30 companies from the sample library of 118 Jiwei.com semiconductor companies as components of the Jiwei Index.

The sample library covers all aspects of the semiconductor field, including electronic components, materials, equipment, design, manufacturing, IDM, packaging and testing, and distribution.