Jiwei Index fell 1% Apple increased its orders in the first half of the year to more than 95 million

The three major A-share indexes fluctuated and consolidated today, and finally closed slightly higher. The Shanghai Composite Index and the ChiNext Index closed with five consecutive positive daily K-lines. The turnover of the two markets reached 1.16 trillion, but it was slightly smaller than yesterday. The industry sectors rose less and fell more, and the shipbuilding sector led the gains strongly. Northbound funds made a small net purchase of 236 million yuan today.

The semiconductor sector performed poorly. 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, 15 companies saw an increase in market value, among which Guangqi Technology, Montage Technology, and Will Semiconductor were among the top gainers; 103 companies saw a decrease in market value, among which Fudan Microelectronics, Wanye Enterprise, and Yingtang Intelligent Control were among the top losers.

Tianfeng Securities pointed out that there is no need to be too pessimistic about the funding situation across the year. Under the condition of "profit expansion + neutral funding situation", the spring turmoil is still worth looking forward to, and the style may be more balanced. In terms of specific configuration, the previous judgment is maintained, that is, the main line is: raw materials and parts that follow the global production cycle; production equipment, upstream military industry, and new energy (vehicles) that are in the upward domestic production cycle. Satellite configuration is for the information and network security industries, which have undergone large adjustments in the previous period and are expected to change in fundamentals.

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In the U.S. stock market, the Dow Jones Industrial Average rose slightly by 167.71 points, or 0.55%, to 30,391.6 points. The Nasdaq Composite Index rose slightly by 120.51 points, or 0.95%, to 12,818.96 points. The S&P 500 Index rose slightly by 26.21 points, or 0.71%, to 3,726.86 points.

Among the large Chinese stocks listed in the US, Alibaba rose 5.54%, Baidu fell 1.29%, NetEase rose 4.99%, Pinduoduo rose 12.24%, Weibo rose 1.06%, iQiyi rose 3.33%, TAL Education fell 0.53%, and New Oriental rose 3.41%.

The Philadelphia Semiconductor Index rose 53.96 points, or 1.94%, to 2837.17 points. Among the large U.S. technology stocks FAANG, Facebook rose 0.75%, Apple rose 1.24%, Amazon rose 1.00%, Google A rose 0.81%, and Netflix fell 0.39%.

In terms of European stock markets, the UK FTSE 100 index rose slightly by 0.61% to 6,612 points, the French CAC40 index fell slightly by 0.44% to 5,565 points, and the German DAX index fell slightly by 0.55% to 13,651 points.

In the Asia-Pacific region, as of today's close, the Hang Seng Index rose 0.15%, the Nikkei fell 0.38%; and the South Korean Composite Index fell 0.75%.

Stock News/A Shares

CRRC Corporation Limited (CRRC Electric), a subsidiary of CRRC Corporation Limited (CRRC Holding), recently announced that its 12-meter self-driving bus has passed the road test in Paris, France. This is the first 12-meter self-driving bus in France to obtain an open road operation permit, and it is also the first time that a Chinese self-driving bus has entered France.

Cambrian - Cambrian Xingge (Nanjing) Technology Co., Ltd. was formally established a few days ago with a registered capital of 30 million yuan. The legal representative is Chen Tianshi, and it is 100% owned by China Science Cambrian Technology Co., Ltd. (hereinafter referred to as "Cambrian"). The company's business scope mainly includes artificial intelligence basic software development, artificial intelligence application software development, artificial intelligence basic resources and technology platform, artificial intelligence industry application system integration services, artificial intelligence theory and algorithm software development, etc.

Gree Electric Appliances - Tianyancha shows that Zhuhai Gree Electric Appliances Co., Ltd. (Gree) has recently added a number of patent information, two of which are related to automobiles. One is called "a drive system, controller and new energy vehicle", and the other is called "a control device for a drive circuit and an automobile power distribution system".

Stock News/Other

Apple - Strong demand has increased Apple's first-half orders to more than 95 million. The current strong demand for the iPhone 12 series has put pressure on Apple to expand production. According to supply chain sources, Apple has placed orders for 95 million to 96 million iPhones in the first half of 2021. This is mainly composed of the iPhone 12 series, iPhone 11 and iPhone SE.

Samsung Electronics - Samsung Electronics' profit for the December quarter is expected to increase 33% year-on-year. Refinitiv SmartEstimate analysts estimate that Samsung Electronics' profit for the December quarter may increase 33% from the same period last year to 9.5 trillion won (US$8.75 billion), while revenue is expected to increase 2.6%. Analysts believe that the trend of remote work and watching TV at home during the epidemic has increased demand for chips and displays, offsetting the impact of weak smartphone sales, allowing Samsung Electronics' profit to increase by nearly one-third.

Murata - Recently, Murata Manufacturing, the world's largest MLCC manufacturer, confirmed that an employee of the company was diagnosed with COVID-19. Murata Manufacturing said in a statement on the 5th that one employee working at Murata Manufacturing in Fukui and one employee working at Murata Manufacturing in Toyama tested positive for the new coronavirus. The Fukui plant is Murata's important MLCC production base in Japan. Murata's important production plants are once again at risk of shutdown, and the MLCC market supply may become further tight.

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.

As of today's closing, the Jiwei Index closed at 4844.41 points, down 49.18 points, or 1.00%.