Lihe rose slightly by 37.9% and ranked first, while Shanghai Belling ranked last

This week, the three major A-share indices rose collectively. As of the close of this Friday, the Shanghai Composite Index rose 77.39 points this week, an increase of 2.31%, closing at 3430.14 points; the Shenzhen Component Index rose 242.75 points, an increase of 1.68%, closing at 14705.37 points; the ChiNext Index rose 77.39 points, an increase of 2.31%, closing at 3430.14 points.

The Wind Semiconductor Index continued to rise this week. As of Friday's close, it rose 287.65 points this week, or 3.82%, to close at 7826.91 points.

Jiwei.com selected 142 semiconductor companies from the fields of electronic components, materials, equipment, design, manufacturing, IDM, packaging and testing, distribution, etc. This week, 129 stocks rose, which was higher than last week's 123, while only 13 stocks fell.

According to Wind statistics, 29 companies saw an increase of more than 10% this week, and 7 saw an increase of more than 20%, both of which were significantly higher than last week. Only one company saw a decrease of more than 5%, and the decreases in the remaining weeks were all within 5%.

According to market news, network equipment manufacturers said that chips currently manufactured using mature process nodes, especially power management ICs, MOSFETs and Wi-Fi chips, are expected to remain in short supply until mid-2022, and related manufacturers can only increase their quotations to reflect the increase in chip costs. The gap between shipments and orders has been widening, and it is estimated that the gap exceeds 20%.

Affected by the news that the shortage of some chips will continue into next year, the A-share semiconductor and chip sectors strengthened again this week. In addition, affected by the Metaverse, semiconductor sub-sectors also rose this week.

In terms of growth, semiconductor companies continued to rise this week, driven by the performance of the third quarter report and the sufficient correction in the previous period. Among them, Lihe Micro rose 37.9% this week, leading the rise of IC concept stocks. The company achieved operating income of 60.6506 million yuan in the third quarter, a year-on-year increase of 98.63%; net profit attributable to shareholders of listed companies was 1.1545 million yuan, a year-on-year increase of 116.18%.

It is understood that the application of Lihe Micro PLC products in smart homes is still in the early stages of development and customer introduction. The latest breakthrough is the practice of mass application of PLC products.

In addition, six companies including Shengong Co., Ltd., Liyuan Information, and Anjie Technology all rose by more than 20% this week, ranking second, third, and fourth on the list of increases respectively.

It should be noted that Liyuan Information previously stated on an interactive platform that the company's self-developed MCU chips can be used for the infrastructure of the construction of the metaverse, such as AR and VR. Subsequently, the company's stock price exploded and hit the daily limit on November 10. However, the company also received a letter of concern from the Shenzhen Stock Exchange, asking it to explain whether the company's MCU products have been directly applied to AR, VR and other products, and whether the above-mentioned statements about the metaverse are rigorous, accurate and complete.

In terms of decline, the semiconductor market was positive this week, with no company experiencing a significant decline. Only Shanghai Belling fell 8.84%, while companies such as Zhanrui Micro, Beijing Junzheng, and Shenzhen Technology saw a slight decline.