IC concept stocks' ranking of gains and losses this week: Rockchip leads the gains, while Anjie Technology leads the losses

This week, the Shanghai and Shenzhen Composite Indexes maintained a narrow range of fluctuations, while the ChiNext Index rose slightly. Among them, the Shanghai Composite Index fell slightly by 2.09 points, or 0.06%, to close at 3589.75 points, the Shenzhen Composite Index fell by 69.67 points, or 0.47%, to close at 14801.24 points, and the ChiNext Index rose by 55.89 points, or 1.72%, to close at 3298.5 points.

The Wind Semiconductor Index rose 314.74 points this week, or 5.61%, to close at 5,928.44 points.

The semiconductor sector's gains diverged this week. On the news front, the epidemic in Taiwan and Malaysia is deeply affecting the global semiconductor industry, and domestic semiconductor packaging and testing companies are overwhelmed with orders. At present, many semiconductor manufacturing bases around the world are stepping up production expansion, and the financing scale and factory construction of semiconductor manufacturing in mainland China are accelerating. With the acceleration of domestic substitution, the domestic semiconductor industry will usher in a golden investment opportunity period, and local semiconductor equipment materials and packaging and testing will benefit greatly.

In addition, the current wafer foundry capacity continues to be tight. From the demand perspective, the rapid development of downstream fields such as mobile phone fast charging, Type-C interface and other consumer electronics, two-wheeled electric vehicles, shared electric motorcycles, new energy vehicles PHEV/EV, photovoltaic wind power, and industrial control substitution has promoted the continued prosperity of semiconductors. From the supply side, this year's twists and turns in the epidemic have brought many restrictions on the production capacity and logistics of overseas manufacturers. The domestic epidemic was the first to be brought under control, the supply-side competition landscape has been optimized, and the process of domestic substitution has accelerated.

Jiwei.com selected 148 semiconductor companies from the fields of electronic components, materials, equipment, design, manufacturing, IDM, packaging and testing, distribution, etc. for statistics. There are 76 stocks that rose this week and 72 stocks that fell.

Among them, 17 companies saw an increase of more than 10% this week, and 2 saw an increase of more than 20%. Yongtai Technology ranked first with an increase of 33.87%, followed by Rockchip with an increase of 21.53%. In addition, BYD, China Resources Microelectronics, National Technology, Luxshare Technology, Magetech, Liyang Chip, Shanghai Belling, Saiwei Electronics, and Zhuosheng Micro all rose by more than 15%.

In terms of decline, Anjie Technology fell 10.59% during the week, Dinglong Co., Ltd. and Jingrui Co., Ltd. fell 9.49% and 8.10% respectively.