半导体行情归来，这些公司的门槛早已被机构踏破_老虎社区_美港股上老虎

半导体行情归来，这些公司的门槛早已被机构踏破

上海证券报 2021-06-18

6月17日，半导体板块“王者归来”，涨幅达到及超过10%的个股高达30只。其中，聚灿光电、全志科技、台基股份涨幅达20%，华润微、中微公司涨幅超过15%。今日早盘，台基股份涨停，聚灿光电均超过10%。数据来源：Wind 早在5月2日，上证报微信公众号刊发了《跌了一年，芯片还有戏吗？不少大佬一季度已加仓，产业链高景气还将延续》，提示机构已经开始悄然加仓半导体个股。此番行情暴涨，又有哪些个股吸引了...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

haiwei183
·2021-06-19
我芯上涨
回复
1
举报
一剑奈何
·2021-06-18
👍
回复
1
举报
willy86
·2021-06-18
Good
回复
4
举报
收起
- Savage_Never:
  做任务嘿嘿嘿求赞求评论蟹蟹
  2021-06-18
  回复
  举报
- ming_5868:
  好
  2021-06-19
  回复
  举报

热议股票

7x24

全部

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

关注我们

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2144724348?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/f5e8aba7de194dc92d26747c1cfec057","is_english":false,"pubTime":"2021-06-18 13:29","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2144724348","market":"sh","top_or_hot":-1,"title":"半导体行情归来，这些公司的门槛早已被机构踏破","media":"上海证券报 ","content":"<div>\n<p>6月17日，半导体板块“王者归来”，涨幅达到及超过10%的个股高达30只。其中，聚灿光电、全志科技、台基股份涨幅达20%，华润微、中微公司涨幅超过15%。\n今日早盘，台基股份涨停，聚灿光电均超过10%。数据来源：Wind\n早在5月2日，上证报微信公众号刊发了《跌了一年，芯片还有戏吗？不少大佬一季度已加仓，产业链高景气还将延续》，提示机构已经开始悄然加仓半导体个股。此番行情暴涨，又有哪些个股吸引了...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/marketresearch/2021-06-18/doc-ikqciyzk0349337.shtml\">网页链接</a>\n\n</div>\n","source":"shzqb","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>半导体行情归来，这些公司的门槛早已被机构踏破</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n半导体行情归来，这些公司的门槛早已被机构踏破\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 13:29 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/marketresearch/2021-06-18/doc-ikqciyzk0349337.shtml><strong>上海证券报 </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月17日，半导体板块“王者归来”，涨幅达到及超过10%的个股高达30只。其中，聚灿光电、全志科技、台基股份涨幅达20%，华润微、中微公司涨幅超过15%。\n今日早盘，台基股份涨停，聚灿光电均超过10%。数据来源：Wind\n早在5月2日，上证报微信公众号刊发了《跌了一年，芯片还有戏吗？不少大佬一季度已加仓，产业链高景气还将延续》，提示机构已经开始悄然加仓半导体个股。此番行情暴涨，又有哪些个股吸引了...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/marketresearch/2021-06-18/doc-ikqciyzk0349337.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"300708","symbol_name":"聚灿光电","start_time":0,"source_url":"https://finance.sina.com.cn/stock/marketresearch/2021-06-18/doc-ikqciyzk0349337.shtml","article_id":"2144724348","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/f5e8aba7de194dc92d26747c1cfec057"],"rights":{"source":"shzqb","url":"https://finance.sina.com.cn/stock/marketresearch/2021-06-18/doc-ikqciyzk0349337.shtml","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2144724348","pubTimestamp":1623994166,"sourceInfo":{"source_id":"shzqb","name":"上海证券报"},"weMediaInfo":null,"summary":"6月17日，半导体板块“王者归来”，涨幅达到及超过10%的个股高达30只。其中，聚灿光电、全志科技、台基股份涨幅达20%，华润微、中微公司涨幅超过15%。\n今日早盘，台基股份涨停，聚灿光电均超过10%","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"300046":"台基股份","300708":"聚灿光电"},"translate_title":"With the return of semiconductor market, the threshold of these companies has already been broken by institutions","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/6adbd71e5e58a86ee6bb43476b5fa01d","symbols_score_info":{"300046":0.9,"300708":0.9},"content_text":"6月17日，半导体板块“王者归来”，涨幅达到及超过10%的个股高达30只。其中，聚灿光电、全志科技、台基股份涨幅达20%，华润微、中微公司涨幅超过15%。\n今日早盘，台基股份涨停，聚灿光电均超过10%。数据来源：Wind\n早在5月2日，上证报微信公众号刊发了《跌了一年，芯片还有戏吗？不少大佬一季度已加仓，产业链高景气还将延续》，提示机构已经开始悄然加仓半导体个股。此番行情暴涨，又有哪些个股吸引了机构的注意呢？\n上证报统计近40个交易日以来的机构调研数据发现，机构明显加大了对半导体全产业链的调研，不少被调研的个股近期涨幅领先。\n44家半导体公司被调研\nChoice数据显示，半导体行业（采用标准为：申万行业类新）中，有44家公司被机构调研。其中，被调研超过3次的有11家，中颖电子接待机构次数最多，达8次；其次是芯原股份、华润微、中晶科技，均接待机构调研6次。从接待机构数量来看，兆易创新、澜起科技、恒玄科技、华润微、富瀚微、中颖电子、乐鑫科技等个股居前。\n此外，中芯国际、明微电子、芯海科技、思瑞浦、芯朋微、利扬芯片、立昂微、汇顶科技等29家公司也接待了机构调研。\n\n这些被调研的公司分属半导体制造、设计、材料、封装等领域，尤其是设计公司大量进入机构视线。\n市场信息显示，中颖电子、北京君正、华润微、敏芯股份、富瀚微、乐鑫科技等近期均走出了不错的行情。比如，自5月份以来，华润微、富瀚微股价涨幅均超过36%，乐鑫科技股价涨幅超过50%。\n扩产、涨价依然是背后逻辑\n上述半导体公司为什么得到机构的青睐？分析个股及调研记录不难发现，背后的逻辑依然是产能紧张、涨价。\n以接待机构次数最多的中颖电子为例，公司在6月15日公布的调研记录中阐述了订单和涨价情况：公司部分芯片制程由8英寸转至12英寸，可望带来新增产能，但依然无法消化客户订单需求；公司大部分产品自1月1日起提过价。\n\n另外，在汽车缺“芯”的大背景下，中颖电子的汽车芯片研发进展也被机构关注。对此，公司表示，公司长期持续准备汽车电子的相关技术，主要研发车身控制MCU部分，公司现有空调控制、变频马达控制、锂电池管理等芯片相关技术积累，各产品线长期也可以往汽车电子技术延伸方向。\n又比如6月17日股价涨停的全志科技，其在同日披露的机构调研记录显示，由于产能供应紧张，代工成本会提升，公司已根据经营需要及时适当调节了（产品）价格。\n\n全志科技的调研记录还释放出一个信号：手机相关需求持续强劲。全志科技表示，如果未来手机相关需求放缓，释放的产能将有利于AIOT（智能物联网）相关领域获取更多的产能。\n在上游的的晶圆制造环节，产能紧张或至少持续至年底。如华润微在接受调研时表示，当前市场景气上行，供需紧张的局面短期内无法得到有效的缓解。从公司在手订单和客户库存水位来看，公司对今年后市保持乐观的态度。\n\n在产能持续紧张的情况下，晶圆厂第三季度再度提价的预期正在升温。据相关媒体报道，面板驱动IC龙头联咏拟在第三季度再度调涨TDDI（触控与驱动整合芯片）、LDDI（大型显示驱动芯片）等相关产品的报价。\n联咏表示，调价原因是晶圆代工报价持续上涨、产能供应紧张，预计供货吃紧情况到2022年恐仍难缓解。\n基于全行业超高景气度，在半导体上游，晶圆厂还在继续扩产。据媒体报道，英特尔首席执行官帕特·基辛格近日表示，公司将在今年底之前宣布晶圆厂扩产计划。\n业内人士表示，受益于全球尤其是中国半导体市场不断增长、产能扩张，中国半导体设备公司正迎来黄金发展期。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":162827985,"gmtCreate":1624058087747,"gmtModify":1634023536563,"author":{"id":"3572683426659077","authorId":"3572683426659077","name":"haiwei183","avatar":"https://static.tigerbbs.com/1cae291bddff5a30eeb96060074d8531","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3572683426659077","idStr":"3572683426659077"},"htmlText":"我芯上涨","listText":"我芯上涨","text":"我芯上涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/162827985","repostId":2144724348,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":162078078,"gmtCreate":1624029493694,"gmtModify":1634023836408,"author":{"id":"3586266967551836","authorId":"3586266967551836","name":"一剑奈何","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3586266967551836","idStr":"3586266967551836"},"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/162078078","repostId":2144724348,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":166374216,"gmtCreate":1623994343135,"gmtModify":1634024404928,"author":{"id":"3577059908006860","authorId":"3577059908006860","name":"willy86","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3577059908006860","idStr":"3577059908006860"},"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/166374216","repostId":2144724348,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4870319,"gmtCreate":1624019820851,"gmtModify":1635310770237,"authorId":3572046493348009,"author":{"id":3572046493348009,"idStr":"3572046493348009","authorId":3572046493348009,"name":"Savage_Never","avatar":"https://static.tigerbbs.com/e8c5d3c6800ec12c32423a3100658845","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":166374216,"type":1,"supId":0,"prevId":0,"content":"做任务嘿嘿嘿求赞求评论蟹蟹","text":"做任务嘿嘿嘿求赞求评论蟹蟹","html":"做任务嘿嘿嘿求赞求评论蟹蟹"},{"id":4880211,"gmtCreate":1624058371935,"gmtModify":1635309924750,"authorId":3532417483771819,"author":{"id":3532417483771819,"idStr":"3532417483771819","authorId":3532417483771819,"name":"ming_5868","avatar":"https://static.tigerbbs.com/722d89076d8bfa575b8d66e7aae75a0d","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":166374216,"type":1,"supId":0,"prevId":0,"content":"好","text":"好","html":"好"}],"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":37,"commentSize":3,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}