25th February 2020
China、 Electronics Weekly:
Supportive policy and product innovation significantly boosted electronics sector
This weekly report is available on Thomson China vs TW Electronics Stock Performance
Reuters Eikon, Bloomberg BMART, S&P 45% Capital IQ, Wind, iFinD, Dazhihui, Choice & 40% 35% FactSet Embargoed Research. 30% 25% 20% Key Index Value %Change 15% 10% 5% Semiconductor 3,671.8 15.95 0% Optical -5% 1,575.7 13.24 Optoelectronics -10% Electronics 3,567.6 12.60 Manufacturing CSI300 [CN]Electronics TW50 [TW]Electronics Element 2,969.3 12.42
Other Electronics 1,621.0 9.39 Data source: China Knowledge, SSE, SZSE, TWSE
Data source: China Knowledge Online Notes: CSI- China Securities Index Contents Electronics Industry’s PE & PB in Major Market ⚫ Industry News & Company Announcements ⚫ Industry Overview
- Price Index of Major Materials 0 1 2 3 4 5 6 7 8
- Terminal Electronics Shipments HK PB PE ⚫ Semico nductor Industry TW - The Price of Si & Ge - Semiconductor Industry Chain US - IC Production & Sales Volume CN ⚫ Electronic Component Industry
⚫ Optical Optoelectronics Industry 0 5 10 15 20 25 30 35 40 45 - Ex -factory Price of Epoxy Resin - Optoelectronic Component Production Data source: China Knowledge - Optical Optoelectronics Industry Chain Weekly Performance of Global Electronics Sector ⚫ Electronics Manufacturing Industry
⚫ Foreign Investment & Rating HK ⚫ Weekly Shares Price in SSE/SZSE & Q3 Financial Performance
⚫ Weekly Shares Price in TSE TW
Global Distribution: Ted Worley US Email: ted [email protected]
CN Asia Help Desk: Catherine Yap Email: [email protected] -6% -4% -2% 0% 2% 4% 6% 8% 10% 12% 14% TEL: (65) 6743 1728
Data source: China Knowledge
China Electronics Industry Weekly 1 25th February 2020
Industry Highlights Weekly Performance of Each Industry in China
Last week, electronics ranked 1st out of 28, up 13.4%.
⚫ Breakthrough of LCD substrate, 14nm production cspacity and potassium nitride tech attracted more investment.
⚫ PBoC’s adjusting of LPR reduced financing cost of enterprises. CSRC also released favorable policies for small and medium-sized enterprises. Both positive signs are greatly conducive to further accelerated development of electronics.
⚫ According to the data of SARS and H1N1 in the past, electronics’ performance was slightly better than the market during virus spread period, and fell significantly behind the market during outbreak period. It is basically consistent with the current situation, so it can be expected that electronics will see a growth after the epidemic.
16% 13.4% 14% 12% 10% 8% 6% 4% 2% 0%
Data source: China Knowledge, SSE, SZSE
Weekly Performance of Electronics by Mkt Segment
Last week, electronics-related segments saw high growth. Semiconductor has been benefited from market investment in GaN driven Xiaomi 10. Other segments were also lifted by downstream industries such as mobile phones. 18% 16% 14% 12% 10% 8% 6% 4% 2% 0% Semiconductor Optical Optoelectronics Electronics Manufacturing Element Other Electronics
Data source: China Knowledge
Notes: Constituents of each segment are listed in Appendix.
China Electronics Industry Weekly 2 25th February 2020
Industry Macro & Policy News Xiaomi 10’s release’s RMB 200 mln sales in 1 minute, brought gallium nitratride to spotlight
On Feb 18, Xiaomi 10 Pro was officially released on all sales and marketing channels, raking in sales volume of RMB 200 mln in less than ‘1-minute’ – or, to be exact, in 55 seconds. Its GaN charger was the selling point, which directly drove up 21 companies’ shares prices in the gallium nitride-related business
China’s breakthrough in LCD’s materials boosts industry’s global competitiveness
18 Feb, China Electronic Information Industry Group has announced to have achieved breakthrough on technical bottleneck of G8.5 + liquid crystal substrate glass, and the realization of the successful production of 0.5mm liquid crystal display (LCD) panel, marked a key step towards the development of substrate glass for new generation of LCD. It will lay decisive foundation for independent R&D of key materials in the flat panel display industry.
SMIC further expands its 14nm IC wafer production capacity
18 Feb, SMIC, the largest wafer foundry in China, has spent USD 601 mln (about RMB 4.2 bln) to acquire semiconductor equipment from Fanlin Gp. According to SMIC’s CEO, the production capacity of 14nm IC wafer will reach 4,000 in Mar, 9,000 in Jul and 15,000 in Dec.
Oppo ‘upgraded’ to chip production, large investments expected 16 Feb, OPPO announced in an internal circular that it plans to enter chip production business, and to begin with a technical committee to implement relevant plans. After Huawei, ZTE and Xiaomi, OPPO has become another telco manufacturing giant to move into chip design and manufacturing.
Company Announcement
Hongda Electronics (300726): The company’s controlling stakeholder Zeng Shen had pledged 2.506 mln shares to Guangfa Securities Co Ltd, accounting for 1.78% of his holding shares and 0.63% of the company's total share capital. According to the closing price on the pledge date, the market value of pledged shares is about RMB 73.46 mln. – Feb 19
Sanan Optoelectronic (600703) has been expanding the production capacity of its integrated circuit gallium nitride products. Considering the launch of Xiaomi 10 on Feb 18, which brought investors’ attention to GaN chargers, the market's enthusiasm for investment in GaN may benefit the company in the future. – Feb 19
China Electronics Industry Weekly 3 25th February 2020
Industry Overview Price Index of Major Materials
44,000YL
Yangtze River 1# Cu LME Cu
Yangtze 3 mths ▼2.07% 3 mths ▼1.78% LME (RMB/ton) (USD/ton) YoY ▼6.92% YoY ▼11.59% Overseas copper price fell by 0.12% last week, 6,600 50,000 6,300 while China’s rose by 0.68% due to gradual work 48,000 6,000 resumption. 5,700 46,000 5,400 44,000 5,100
Yangtze River 1# Sn LME Sn Overseas and China’s Tin prices rose 0.36% and Yangtze 3 mths ▼0.18% 3 mths ▲1.47% LME (RMB/ton) (USD/ton) 0.45%, respectively. It is a consensus that global 143,000 YoY ▼7.19% YoY ▼23.67% 20,000 economic growth is slowing down, market 142,000 18,000 141,000 16,000 expectation is pessimistic before, leading to price 140,000 14,000 139,000 12,000 volatility. This week, China’s tin price began to 138,000 10,000 137,000 8,000 recover from impact of epidemic. 136,000 6,000
Yangtze River A00 Al LME Al 3 mths ▼3.7% 3 mths ▼3.6% Yangtze LME China’s aluminum price fell 0.37%, because of (RMB/ton) (USD/ton) YoY ▼0% YoY ▼9.84% less demand caused by epidemic. Due to gradual 14,800 1,850 14,600 resumption of logistics, stock of aluminum ingots 14,400 1,800 14,200 showed an upward trend, driving up electrolytic 14,000 1,750 13,800 1,700 aluminum stock in the future as well. As a result, it 13,600 13,400 1,650 may further restrain aluminum’s price rising. 13,200 13,000 1,600
Yangtze River 1# Ni LME Ni Yangtze 3 mths ▼13.63% 3 mths ▼11.91% LME Overseas price fell by 2.69% last week (RMB/ton) (USD/ton) nickel 140,000 YoY ▲1.42% YoY ▲0.81% 15,000 due to constant stockpile caused by weak demand of 130,000 global stainless steel. However, Indonesia, a big 120,000 12,000 nickel producer, is to increase nickel ore price, which 110,000 may support nickel’s price in near future. 100,000 9,000
China Electronics Industry Weekly 4 25th February 2020
Terminal Electronics Shipments Smartphone and LCD TV’s production dropped significantly YoY. Tablet panel rose slightly. But all three saw a year-end decline in Dec.
⚫ With 5G phones’ exhibition and flexible screen’s mass production, smartphone’s sale is likely to see growth. In addition, Xiaomi 10’s successful launch shows that mobile phone industry has great development potential this year
⚫ Coronavirus’ spread increased mobilephone and TV usage, leading to more demand in medium term. However, in the short term, consumers' enthusiasm for consumption may be further reduced due to income decline.
⚫ With 8K tech’s breakthrough and industrial chain gradually mature, 8K panel’s production cost was reduced, which will drive display market to expand.
mln units (pieces) Smart Phone LCD TV Panel Tablet Panel 80
70
60
50
40
30
20
10
0 2018-Oct Nov Dec 2019-Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Data source: China Knowledge
Semiconductor Industry Price of Si & Ge - Major Materials of Semiconductor
Si and Ge price rocketed to RMB 14,600 per ton and RMB 6,850 per kg, respectively.
⚫ Novel coronavirus has delayed production and logistics. Therefore, less market supply has boosted price.
⚫ In 2020, it is expected that there will be a higher production capacity of monocrystalline silicon wafers, which may affect Si price.
RMB RMB 16,000 8,000 7,800 15,500 7,600 15,000 7,400 7,200 14,500 7,000 14,000 6,800 6,600 13,500 6,400 13,000 6,200
Si(3303#-2202#) Ge(50Ω/cm)
Data source: China Knowledge
China Electronics Industry Weekly 5 25th February 2020
Weekly Performance of Semiconductor Industry Chain Semiconductor generally saw significant gains last week.
⚫ Last week, Xiaomi 10 announced its launch, drawing attention to GaN charge. As a third generation semiconductor materials, gallium nitride (GaN) plate was favored by investors last week, and has seen high growth for several days.
⚫ CSRC announced to relax refinancing regulations, and PBoC announced to adjust deposit reserve ratio, which are conducive to further influx of capital into electronics.
⚫ Epidemic has greatly affected China’s transportation and outbound/inbound transportation of foreign countries. Considering low self-sufficiency rate and export scale of China's semiconductor, it may have a certain negative impact on various enterprises. In addition, epidemic has a great impact on sealing and testing plant, which may lead to the decrease of product delivery speed in the first two quarters of 2020 and increase the business pressure.
⚫ Traditionally, Q1 is peak season for semiconductor to recruit emlpoyees and expand. Due to epidemic, the number of new recruits and work resumption rate have declined, which may negatively affect further production capacity in the next few quarters.
⚫ In general, conductive to the recovery of 5G network and cloud computing, and commercialization of new concepts such as new energy vehicles, consumer electronics, AI, IoT and cloud services, semiconductor represented by PCB is expected to grow further. Stock % Closing Company Name Main Business Industry Chain Position Code Change Price
603005 WLCSP Chip packaging and testing service 35.46 128.69 Chip Packaging & Testing
Crystalline silicon growth 300316 Jingsheng Mechanical Ele 32.34 28.4 Semiconductor Material equipment
300782 Maxscend Microelectronics RF switch, Ip authorization 30.45 603.99 Chip Design, IC
603986 Gigadevice Semiconductor Memory chip, microcontroller 26.68 394.48 Chip Design, Chip Manufacturing
300054 Dinglong Polishing material 25.10 12.61 Semiconductor Material Semiconductor Raw Material 000975 YTR Tin ingot products 22.93 14.96 Supplier High-precision and high-speed 300661 SG 21.13 335.81 IC, Chip Manufacturing opamp
300236 Shanghai Sinyang Photoresist, Chemical material 18.36 67.88 Semiconductor Material
300613 Fullhan Multimedia processing chip 18.07 211 Chip Design, IC
603160 Huiding Tech Capacitor, Touch-control chip 15.89 363.89 Chip Design, IC
002049 Unigroup Guo Microelectronics Special IC, Quartz crystal 15.51 66.3 IC, Chip Manufacturing
Silicon wafer manufacturing and 002129 Zhonghuan 15.10 19.13 Semiconductor Material, IC processing
300327 Sino Wealth Electronic Motor, Audio-control chip 11.10 39.65 IC, Chip Manufacturing
Semiconductor Raw Material 603260 Hoshine Silicon Industry Silicone, Polysilicon 7.38 30.28 Supplier Semiconductor Raw Material 601012 Longi Monocrystalline silicon, Polysilicon 5.34 33.9 Supplier Chip packaging and testing, 600584 Chang Elec Tech 1.61 30.84 Chip Packaging & Testing Semiconductor packaging
Data source: China Knowledge
China Electronics Industry Weekly 6 25th February 2020
IC Production & Sales Volume Semiconductor IC sale recovered since Jun. From Jan to Sep 2019, China’s IC sales volume reported RMB 504.99 bln, up 13.2% YoY. In addition, semiconductor’s self-sufficient rate is expected to to reach 40% in 2020 and 50% in 2050. Currently, it is less than 15%. It can be seen that China's semiconductor and IC industries have great potential. However, due to recent coronavirus outbreak, the growth rate of the IC market is limited in the coming months.
mln 70,000 101% 100% 60,000 99% 50,000 98%
40,000 97% 96% 30,000 95% 20,000 94% 93% 10,000 92% 0 91% 2018-Mar June Sep Dec 2019-Mar June Sep Dec Sales Volume Sales to Production Ratio
Data source: China Knowledge Electronic Component Industry Component Price Index
130
125
120
115
110
105
Data source: China Knowledge Notes: Electronics Market Price Index mainly includes electronic components, mobile phone products, digital products, IT products, 55 in total.
China Electronics Industry Weekly 7 25th February 2020
Optical Optoelectronics Industry Factory Price of Epoxy Resin
In recent years, epoxy resin price in China has been basically stable at RMB 22,000 per ton. Due to epidemic, relevant enterprises have basically focused on the orders signed before, so that its price remains stable.
RMB/ton 28,000 26,000 24,000 22,000 20,000 18,000 16,000
Jinan Tianmao Jiangsu Yangnong
Data source: China Knowledge, Jinan Tianmao’s & Jiangsu Yangnong’s Website
Optoelectronic Component Output Its output is expected to grow in the following months because of rising demand by European Cup and Tokyo Olympic Games. However, it may be negatively influenced by spread of the epidemic.
bln 280 200%
240 150%
200 100% 160 50% 120 0% 80
40 -50%
0 -100% Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Optoelectronic Component MoM
Data source: China Knowledge
China Electronics Industry Weekly 8 25th February 2020
Weekly Performance of Optical Optoelectronics Industry Chain Last week, optical electronics companies saw an uptrend.
⚫ Last week Xiaomi 10’s successful launch marked the beginning of 5G mobilephone’s purchase rave, boosting demand growth of optical optoelectronic.
⚫ CSRC announced to relax refinancing regulations, and PBoC announced to adjust deposit reserve ratio, which are conducive to further influx of capital into optical optoelectronic.
⚫ Recruitment difficulties caused by epidemic will seriously reduce profits of enterprises. Therefore, to some extent, the epidemic has further accelerated industrial integration, which benefit leading enterprises to take up market share.
⚫ Epidemic has significantly promoted online office, distance education and video conference. It is predicted that the demand for platform servers, communication components and displays will increase in the future.
⚫ Currently, overseas panel industry is in destocking stage. It si expected that until next year, panel industry may have an improved supply-demand ratio, and its price will recover, bringing investment opportunities in A-share market. Stock % Closing Company Name Main Business Industry Chain Position Code Change Price
600707 Caihong OLED display, LCD panel 34.05 4.96 OLED, LED product manufacturing
000100 Tcl OLED, LED TV, LCD 19.96 6.67 OLED, LED product manufacturing
000536 Cpt Technology Flat panel display device, LCD 17.97 2.56 Display device manufacturing Electronic components, Precision 300115 Ewpt 17.94 23.53 Optoelectronics industry upstream electronics
000725 Boe Display device, LCD, ICD 14.32 5.35 Display device manufacturing OLED and Optical monitoring 300567 Jingce Electronic 10.49 73.55 OLED product detection system system Optoelectronic devices, 002281 Accelind Technologies 9.82 31.65 Optoelectronics industry upstream Components Optical components, Optical 002273 Crystal-Optech 9.79 18.62 Optical component manufacturing processing, Optoelectronics Optical and optoelectronic device, 002179 Jonhon 9.51 39.61 Optoelectronics industry upstream Electrical connector LED device, LED package, LED 002449 Nationstar Optoelectronics 9.33 15.7 OLED, LED product manufacturing assembly
300296 Leyard LED lighting, LED display, LED TV 9.22 7.82 OLED, LED product manufacturing
600563 Faratronic Electronic components, Capacitors 5.46 60.81 Optoelectronics industry upstream Optical component, Optical lens, 688010 Forecam Optics 1.17 47.5 Optical component manufacturing Photoelectric system
Data source: China Knowledge Electronics Manufacturing Industry
Stock % Closing Company Name Main Business Industry Chain Position Code Change Price
Electronic design and manufacturing, 601231 Universal Scientific 32.58 26.25 Electronic system assembly Automotive, consumer electronics Electronic component manufacturing, Electronic component 000733 Zhenhua Tech 14.70 25.75 Capacitor manufacturing Connector, Electronics, fpc, Electronic component 002475 Luxshare Precision 13.50 50.35 Consumer electronics manufacturing Security monitoring system, 002415 Hikvision 10.24 39.4 Electronic system assembly Microelectronics Foxconn Industrial Web server, Storage device, 601138 6.81 19.6 Electronic system assembly Internet Precision tools Data source: China Knowledge
China Electronics Industry Weekly 9 25th February 2020
Foreign Investment Foreign Institutional Investors' Holdings by Industry
12%
10%
8%
6%
4%
2%
0%
Data source: China Knowledge In Q4 the market capitalization of A-shares held by foreign investors increased to 2.5% of entire A-shares. In terms of industries, the electronics ranked 1st among the 28 industries for the Q4, with 10.59% foreign investment, up from Q3’s 9.76%. The top 3 industries with largest share of foreign investment were electronics, home appliance & textile & apparel. Mining industry was still placed on the least popular with merely 0.27%.
No. of A+, A, B, C & D-rated Companies by Industry
No. of Company A+ A B C D by %
240 60%
200 50%
40% 160 30% 120 20% 80 10%
40 0%
0 -10%
Data source: China Knowledge
China Electronics Industry Weekly 10 25th February 2020
Ratings Definition
The ratings definition is to provide user(s) a quantitative & qualitative analysis on foreign institutional investors’ trading activities on a listed company in China. As part of China’s liberalization of its stock markets we also factor in foreign investor relations performance metrics & management interaction with foreign investors. The rating results do not constitute a long/short recommendation. Please read the disclaimers below before applying or constitute our rating in your investment decision.
A+: To make it to the highest rating, a company must have foreign investment proportion higher than the average of all A-shares & its industry’s average. Its latest quarter should see an increase of more than 10% in foreign investment over previous quarter, or a net growth rate higher than A- shares’ average over a period most current 4 quarters. On the qualitative aspects we assigned foreign investor relations performance metrics to the overall scoring. We find companies rated A+ in most current quarter as sound investment for foreign institutional investors. Only 225 among 3,400 companies rated here make it to A+ for Q4 2019’s rating.
A: The company’s proportion of foreign investment is either higher than the A-shares average or its industry’s average. It must see positive net growth over the latest 4 quarters. 327 companies are rated A for Q4 2019’s rating.
B: Its foreign investment is lower than the average of all A-shares & its industry’s. Its latest quarter has either declined or remained the same level.
Performance on foreign investor relations’ metrics has little impact on overall scoring due to very small proportion of foreign investors & the total sum invested. 395 companies are rated B for Q4 2019’s rating.
C: This rating shows little or almost no foreign investment. Its proportion of foreign investments is below all A-shares’ average & industry’ s average in its latest 4 quarters. Scoring on foreign investor relations’ performance metrics is insignificance if the FIIs are not participating in investing the company.
D: This lowest rating is given to company that failed to meet all 5 core benchmarks. It shows zero or no foreign investment, has poor coverage in both domestic & foreign news, & very few Chinese or English analysts’ reports. Its IR management does not meet professional st&ards.
China Electronics Industry Weekly 11 25th February 2020
QFII’s Holding Institution of Electronics Industry - Q3 2019
Stock Holding Free-float Rank Stock Code Company Name Value Region Holding Institution （%） (RMB mln) Canada Pension Plan Investment 1 002008 Han'S Laser 4.12 1,456.37 CA Board 2 603160 Huiding Tech 2.06 980.56 SG GIC Private Limited 3 002241 Goertek 1.20 581.17 NO Norges Bank 4 002916 Shennan Circuits 3.11 464.00 SG GIC Private Limited 5 002008 Han'S Laser 1.11 392.46 CH UBS AG 6 300408 Three-Circle (GP) 1.08 355.89 NO Norges Bank Fidelity Investments Management 7 002236 Dahua 1.11 348.89 HK (Hong Kong) Limited The Hongkong & Shanghai Banking 8 002938 Avary Holding 3.76 348.36 HK Corporation Limited Caisse de dépot et placement du Qué 9 300408 Three-Circle (GP) 0.86 282.41 CA bec The Hongkong & Shanghai Banking 10 601138 Foxconn Industrial Internet 1.22 281.76 HK Corporation Limited Caisse de dépot et placement du Qué 11 002138 Sunlord Electronics 1.33 201.98 CA bec 12 600563 Faratronic 1.84 185.71 MO Monetary Authority of Macao Bill & Melinda Gates Foundation 13 002138 Sunlord Electronics 1.22 185.64 US Trust 14 603659 Putailai 1.58 156.49 NO Norges Bank 15 002938 Avary Holding 1.51 140.35 CH UBS AG 16 002916 Shennan Circuits 0.92 137.36 AE ABU Dhabi Investment Authority 17 603515 Opple Lighting 0.62 124.15 NO Norges Bank 18 600584 Chang Elec Tech 0.73 123.60 NO Norges Bank 19 600563 Faratronic 1.10 110.75 HK Hong Kong Monetary Authority 20 300433 Lens Tech 0.25 99.64 TW Fubon Life Insurance Co. Ltd 21 002859 Jiemei Tech 2.30 83.87 NO Norges Bank 22 600071 Phenix Optics 3.16 81.00 US Goldman, Sachs & Co. LLC 23 603989 Aihua Gp 1.05 79.74 NO Norges Bank 24 002876 EN 2.57 78.80 CH UBS AG 25 603068 Beken 1.85 67.45 US Goldman, Sachs & Co. LLC 26 000049 Desay Battery 0.72 60.32 TW Taiwan Life Insurance Co., Ltd.
Data source: China Knowledge
China Electronics Industry Weekly 12 25th February 2020
SH/SZ-HK Stock Connect Holding of Electronics Company (Feb 14 - Feb 21)
Stock Holding Value % Free-float Rank Stock Code Company Name (RMB bln) Change （%）
1 002415 Hikvision 20.29 6.8 5.5
2 002475 Luxshare Precision 12.91 14.4 4.8
3 000725 Boe 8.17 31.3 4.5
4 603501 Will 4.39 3.9 14.0
5 603160 Huiding Tech 4.37 10.7 2.7
6 002236 Dahua 3.63 10.4 5.5
7 601138 Foxconn Industrial Internet 3.33 8.2 9.2
8 600183 Sytech 3.32 18.0 5.0
9 002463 Wus Circuit 3.01 15.2 6.9
10 002916 Shennan Circuits 2.88 21.3 3.6
11 002008 Han'S Laser 2.85 8.0 6.3
12 600703 Sanan Optoelectronics 2.81 15.5 2.5
13 002241 Goertek 2.65 10.7 3.2
14 000100 Tcl 2.22 27.7 2.5
15 300408 Three-Circle (Group) 2.07 9.1 4.6
16 300433 Lens Technology 1.71 8.7 1.8
17 300014 Eve Energy 1.56 -1.3 2.0
18 002371 Naura 1.54 9.9 2.1
19 601231 Universal Scientific 1.42 42.4 2.5
20 300136 Sunway Communication 1.33 25.8 2.8
Data source: China Knowledge Weekly Performance of Electronics by Mkt Segment in Stock Connect (Feb 14 - Feb 21)
20% 18% 16% 14% 12% 10% 8% 6% 4% 2% 0% Element Semiconductor Optical Optoelectronics Other Electronics Electronic Manufacture
Data source: China Knowledge
China Electronics Industry Weekly 13 25th February 2020
Weekly Shares Price in SSE/SZSE (Feb 21 vs Feb 14) & Q3 Financial Announcement Revenue Net Profit Stock % Closing Revenue Net Profit YoY Company Name (RMB (RMB Code Change Price YoY (%) (%) mln) mln) 1 002185 Tianshui Huatian tech 32.74 14.15 6,106.61 9.85 167.60 -48.81 2 601231 Universal Scientific Industrial 32.58 26.25 25,970.82 17.27 860.83 10.76 3 300782 Maxscend Microelectronics 30.45 603.99 984.88 123.80 322.67 135.03 4 603986 Gigadevice Semiconductor 26.68 394.48 2,203.67 28.04 449.69 22.42 5 002916 Shennan Circuits 20.28 234.91 7,658.05 43.50 867.37 83.40 6 000100 TCL Corp. 19.96 6.67 58,904.37 -28.44 2,577.33 3.52 7 002384 Suzhou Dongshan Precision Manufacturing 17.30 33.36 16,368.51 22.09 888.27 31.14 8 603160 Shenzhen Goodix tech 15.89 363.89 4,678.22 97.77 1,712.31 437.22 9 002049 UniGP Guoxin Microelectronics 15.51 66.30 2,489.01 45.48 365.08 26.88 10 600703 Sanan Optoelectronics 15.26 27.95 5,332.19 -16.60 1,152.43 -55.57 11 300014 EVE Energy 15.18 80.66 4,577.19 52.12 1,158.77 205.94 12 300207 Sunwoda Electronic 15.04 25.17 17,739.36 35.36 502.04 16.99 13 002414 Wuhan Guide Infrared 14.88 44.86 1,057.71 107.76 234.57 142.29 14 002156 Tongfu Microelectronics 14.33 30.87 6,054.51 10.48 -27.33 -116.98 15 000725 Boe tech GP 14.32 5.35 85,722.03 23.40 1,852.24 -45.18 16 300136 Shenzhen Sunway Communication 14.09 48.92 3,574.64 6.45 828.02 -3.97 17 600745 Wingtech tech 14.02 139.20 21,873.74 98.74 530.50 413.19 18 002475 Luxshare Precision Industry 13.50 50.35 37,836.14 70.96 2,887.52 74.26 19 600183 Shengyi tech 13.09 29.28 9,470.04 5.53 1,042.30 28.66 20 002236 Zhejiang Dahua tech 11.28 22.09 16,428.24 9.30 1,877.35 20.06 21 000050 Tianma Microelectronics Co. 11.04 17.90 23,421.51 7.74 1,033.81 -15.03 22 002463 WUS Printed Circuit 10.75 25.45 5,010.34 30.18 851.21 122.13 23 002415 Hangzhou Hikvision Digital tech 10.24 39.40 39,838.92 17.86 8,027.33 8.54 24 002600 Lingyi Itech 10.05 13.14 16,262.59 1.07 2,099.32 696.62 25 002841 Guangzhou Shiyuan Electronic tech 9.05 96.99 13,001.22 8.32 1,413.53 66.32 26 002241 Goertek Inc. 9.02 25.37 24,134.40 56.23 984.99 15.04 27 300408 Chaozhou Three-Circle 8.83 26.01 1,996.93 -29.58 667.41 -28.38 28 002371 Naura tech GP 8.20 153.00 2,736.63 30.24 219.39 30.09 29 601138 Foxconn Industrial Internet 6.81 19.60 279,895.87 -1.42 10,184.85 4.39 30 002456 OFILM GP 6.70 18.78 37,894.40 21.67 180.55 -86.88 31 002938 Avary Holding 5.81 51.21 17,337.44 0.40 1,702.28 8.97 32 603501 Will Semiconductor Co. 4.72 200.02 9,405.97 39.93 135.13 -45.40 33 002008 Han'S Laser tech Industry GP 4.39 42.61 6,943.69 -19.78 600.20 -63.77 34 300433 Lens tech 3.87 22.25 20,595.10 8.43 1,108.52 4.11 35 600584 Jiangsu Changjiang Electronics tech 1.61 30.84 16,195.95 -10.45 -181.88 -1,140.91 36 603659 Shanghai Putailai New Energy tech 0.43 98.60 3,501.47 52.80 458.43 6.83 37 688036 Shenzhen Transsion Holdings -0.81 68.80 16,855.31 6.72 1,300.61 732.03 38 688008 Montage tech -3.42 105.43 1,384.35 10.64 743.51 31.99 Data source: China Knowledge Notes: Above electronics companies have mkt cap more than RMB 30bln. Revenue & net profit are for first 3 quarters in 2019; Net profit is attributable to main shareholders.
China Electronics Industry Weekly 14 25th February 2020
Revenue Net Profit Stock % Closing Revenue YoY Net Profit YoY Company Name (RMB (RMB Code Change Price (%) (%) mln) mln) 1 300102 Xiamen Changelight 61.04 8.02 702.62 -11.79 -49.71 -132.62 2 600237 Anhui Tongfeng Electronics 43.48 4.62 607.21 -6.78 -20.77 -584.66 3 300706 Fujianacetron New Materials 40.77 38.12 242.62 36.03 14.43 -46.20 4 300545 Shenzhen Li&e Automatic Equipment 39.46 44.57 491.94 -0.50 56.52 -19.82 5 603005 China Wafer Level Csp 35.46 128.69 341.32 -19.77 51.92 70.76 6 600707 Caihong Display Devices 34.05 4.96 4,086.30 404.73 -700.40 -162.43 7 300083 Guangdong Janus Intelligent GP 31.96 5.45 4,381.76 5.20 -82.84 18.66 8 300346 Jiangsu Nata Opto-Electronic Material 30.80 30.58 218.86 19.96 45.42 -9.29 9 002369 Shenzhen Zowee tech 30.04 12.25 2,174.17 -4.02 40.34 6.13 10 300566 Ningbo Exciton tech 29.24 30.10 742.58 15.61 49.18 6.03 11 300735 DBG tech 28.71 34.74 2,048.21 81.61 306.41 72.84 12 300709 Jiangsu Gian tech 28.54 146.02 1,030.08 76.17 102.43 450.40 13 300220 Wuhan Golden Laser 28.26 51.97 160.87 6.75 16.09 64.87 14 000021 Shen Zhen Kaifa tech 28.07 21.40 10,086.10 -20.02 272.42 -38.20 15 300493 Shanghai Fortune TechGP 27.37 11.82 1,076.16 -17.71 25.89 -16.30 16 300319 Shenzhen Microgate tech 27.06 14.98 1,232.45 -1.01 74.96 -21.63 17 603186 Zhejiang Wazam New Materials 26.35 58.79 1,489.28 20.83 78.20 36.74 18 600651 Shanghai Feilo Acoustics 26.15 4.10 2,188.97 -7.53 -657.50 20.57 19 603678 Fujian Torch Electron tech 25.84 31.80 1,727.02 19.72 290.71 15.23 20 600360 Jilin Sino-Microelectronics 24.72 9.89 1,210.06 -3.33 55.46 -29.03 21 002885 Jingquanhua Electronics 24.17 19.06 982.95 11.10 48.50 -24.60 22 002189 Costar GP 23.62 22.66 1,668.59 3.56 79.00 6.53 23 000413 Dongxu Optoelectronic tech 23.26 3.55 12,566.20 -27.21 1,134.88 -13.71 24 300032 Jinlong Machinery & Electronic 23.18 4.73 1,329.15 -36.74 -40.17 97.42 25 600667 Wuxi Taiji Industry 22.91 13.95 12,468.43 11.06 452.62 23.01 26 002402 Shenzhen H&T Intelligent Control 22.82 18.30 2,655.06 38.80 240.27 30.15 27 600110 Nuode Investment 22.20 6.22 2,853.44 61.08 64.00 5.29 28 002217 Holitech tech 21.74 7.00 11,558.06 -12.12 668.54 -43.72 29 002055 Shenzhen Deren Electronic 21.59 13.46 4,996.97 -6.86 47.97 -45.17 30 300661 Sg Micro Corp 21.13 335.81 534.04 22.74 119.91 66.05 31 002845 Shenzhen Txd tech 20.32 20.78 3,930.87 38.29 73.30 -15.88 32 300256 Zhejiang Firstar Panel tech 19.97 7.75 3,639.72 4.90 22.34 -68.98 33 002436 Shenzhen Fastprint Circuit Tech 19.94 14.86 2,751.23 5.66 230.88 30.95 34 002288 Guangdong Chaohua tech 19.67 5.78 1,019.45 0.49 25.64 -37.00 35 002925 Xiamen Intretech 19.53 68.85 2,601.57 29.02 649.93 7.31 36 002881 Meig Smart tech 18.86 27.48 623.04 2.92 15.41 -46.07 37 300787 Anfu Ce Link Limited 18.84 71.96 736.44 -2.84 94.23 22.20 Data source: China Knowledge
China Electronics Industry Weekly 15 25th February 2020
Revenue Net Profit Stock % Closing Revenue YoY Net Profit YoY Company Name (RMB (RMB Code Change Price (%) (%) mln) mln) 38 000636 Fenghua Advanced tech 18.77 22.40 2,387.23 -32.02 353.40 -60.20 39 002876 Shenzhen Sunnypol Optoelectronics 18.76 60.00 1,041.66 61.34 23.62 4.01 40 002962 Hubei W-Olf Photoelectric tech 18.62 38.67 526.22 24.83 121.64 19.09 41 300078 Hangzhou Century 18.44 15.80 1,067.87 21.44 121.26 11.35 42 603328 Guangdong Ellington Electronics tech 18.28 13.59 2,263.25 -6.27 441.45 -7.75 43 300808 Guangdong Dp 18.13 25.08 654.47 1.81 68.87 5.38 44 300613 Shanghai Fullhan Microelectronics 18.08 211.00 373.22 25.12 76.97 58.72 45 000536 CPT tech 17.97 2.56 1,152.70 -68.30 -1,493.11 -224.23 46 603773 WG Tech Co. 17.95 39.75 401.78 -22.83 48.32 -71.45 47 300115 Shenzhen Everwin Precision tech 17.94 23.53 6,184.88 2.76 188.16 6.27 48 300323 HC Semitek Corp. 17.93 8.09 1,965.68 -15.81 -713.88 -243.51 49 300373 Yangzhou Yangjie Electronic tech 17.93 34.86 1,410.10 3.00 148.35 -36.79 50 300708 Focus Lightings Tech 17.88 17.01 787.86 107.97 14.23 117.19 51 002681 Shenzhen Fenda tech 17.73 5.18 2,495.28 3.46 134.77 -48.54 52 002199 Zhe Jiang East Crystal Electronic 17.62 10.95 154.92 13.68 18.42 200.80 53 600460 Hangzhou Silan Microelectronics 17.55 21.03 2,223.77 0.52 50.49 -66.65 54 002484 Nantong Jianghai Capacitor 17.54 10.32 1,484.44 7.58 169.65 -4.76 55 300131 Shenzhen Yitoa Intelligent Control 17.42 6.27 9,318.80 6.33 156.88 -1.90 56 600552 Triumph Science & tech 17.05 6.66 3,075.55 43.54 76.55 5.20 57 300657 Xiamen Hongxin Electron-Tech 16.89 39.73 1,940.42 15.22 141.25 60.97 58 603738 TKD Science & tech 16.46 33.19 418.80 -10.39 6.05 -85.40 59 300128 Suzhou Jinfu tech 16.29 4.14 1,192.39 -42.05 14.07 192.30 60 603679 Sichuan Huati Lighting tech 16.19 47.51 525.30 40.05 80.32 70.06 61 300279 Wuxi Hodgen tech 15.91 7.36 1,061.29 16.16 26.64 166.46 62 002855 Dongguan Chitwing tech 15.60 14.60 2,065.47 27.05 36.73 17.15 63 300691 Union Optech 15.58 20.62 870.90 8.75 46.31 -16.40 64 600198 Datang Telecom tech 15.42 10.63 935.06 -40.48 -538.21 -313.30 65 002139 Shenzhen Topb& 15.29 6.56 2,790.61 9.51 274.05 40.96 66 002636 Goldenmax International tech 15.27 9.36 2,302.67 -19.11 130.03 -45.05 67 300331 SVG GP 14.92 27.73 812.68 1.37 60.25 -3.56 68 000045 Shenzhen Textile Holdings 14.85 8.12 1,640.52 80.82 16.89 37.69 69 000823 Guangdong Goworld 14.82 15.73 3,551.49 -2.30 205.13 12.76 70 000733 China Zhenhua Science & tech 14.70 25.75 2,997.94 -30.23 298.15 15.55 71 002859 Zhejiang Jiemei Electronic & tech 14.66 47.24 655.71 -34.55 95.75 -53.11 72 603890 Suzhou Chunqiu Electronic tech 14.48 11.62 1,347.44 6.32 82.98 -8.43 73 002888 Hiviacoustics tech 14.41 22.39 183.89 1.80 16.29 -20.65 74 300184 Wuhan P&S Information tech 14.37 8.12 10,351.04 25.85 238.66 -22.27 Data source: China Knowledge
China Electronics Industry Weekly 16 25th February 2020
Net Revenue Stock % Closing Revenue Profit Net Profit Company Name (RMB Code Change Price YoY (%) (RMB YoY (%) mln) mln) 75 300232 Unilumin GP 14.19 12.31 3,999.99 25.58 402.85 24.49 76 002655 Gettop Acoustic 14.16 13.38 690.52 15.45 16.48 288.86 77 002036 Lianchuang Electronic tech 14.00 20.27 4,267.59 20.59 224.47 22.42 78 300389 Shenzhen Absen Optoelectronic 13.75 11.83 1,467.32 9.99 125.49 -29.12 79 002106 Laibao Hi-Tech 13.73 10.44 3,431.77 8.76 228.50 32.45 80 603297 Ningbo Yongxin Optics 13.72 39.21 407.27 -3.39 100.66 8.14 81 300223 Ingenic Semiconductor 13.55 128.18 240.90 50.12 64.92 212.20 82 002077 Jiangsu Dagang 13.52 8.06 665.88 -27.08 -286.77 -173.41 83 300241 Shenzhen Refond Optoelectronics 13.51 7.14 1,006.32 -11.72 33.47 -66.54 84 000701 Xiamen Xindeco 13.33 4.93 62,910.53 31.75 -147.71 -246.91 85 300672 Hunan Goke Microelectronics 13.17 67.81 296.13 69.37 0.75 101.54 86 300666 Konfoong Materials International 13.17 61.88 568.61 21.23 32.53 -28.02 87 300390 Suzhou Ta&A Ultra Clean tech 13.04 13.70 540.36 -7.25 50.08 33.84 88 300340 Jiangmen Kanhoo Industry 12.97 12.89 1,280.09 -22.21 20.40 -59.93 89 002660 Moso Power Supply tech 12.87 9.47 891.90 -8.50 50.97 600.57 90 600601 Founder tech GP 12.70 3.46 3,338.49 0.42 -374.91 -62.44 91 300438 Guangzhou Great Power Energy & tech 12.65 31.17 2,494.81 40.94 270.09 0.27 92 300322 Huizhou Speed Wireless tech 12.61 21.43 1,289.65 0.92 102.29 106.54 93 300301 Changfang GP 12.58 3.40 1,228.63 4.31 48.43 520.63 94 603068 Beken Corporation 12.58 123.70 780.26 113.66 163.83 123.52 95 000062 Shenzhen Huaqiang Industry 12.57 14.51 9,929.81 18.09 488.36 -5.69 96 600353 Chengdu Xuguang Electronics 12.31 5.84 877.65 16.49 60.14 12.87 97 002815 Suntak tech 12.19 20.15 2,776.68 0.17 390.38 -9.83 98 002587 Shenzhen Aoto Electronics 12.16 8.21 897.95 -19.10 147.93 23.50 99 002134 Tianjin Printronics Circuit Corp. 11.98 10.84 309.06 1.64 6.36 148.49 100 002388 Shenzhen Sunyes Electronic Manufacturing Holding 11.97 7.39 979.62 45.45 34.68 52.74 101 300701 Senba Sensing tech 11.86 32.45 141.14 6.61 57.09 9.27 102 002618 Danbond tech 11.83 13.23 274.98 10.09 23.46 -6.67 103 002866 Jiangsu Transimage tech 11.83 18.44 1,101.68 53.55 72.34 -20.72 104 300686 Shenzhen Cdl Precision tech 11.67 26.98 1,303.56 194.08 97.32 914.25 105 300679 Electric Connector tech 11.66 42.71 1,492.18 58.75 139.53 -30.71 106 002724 Ocean's King Lighting Science & tech 11.63 7.58 887.19 10.74 103.91 30.23 107 688020 Guangzhou Fangbang Electronics 11.60 116.06 230.98 4.07 105.14 4.58 108 600203 Fujian Furi Electronics 11.36 6.96 8,514.33 16.15 33.42 69.01 109 603595 Tony Electronic 11.29 30.45 448.96 -37.22 -172.63 -264.32 110 002547 Suzhou Chunxing Precision Mechanical 11.28 8.78 5,674.42 57.12 26.73 -39.47 111 300120 Tianjin Jingwei Huikai Optoelectronic 11.27 7.01 1,676.35 11.46 86.16 -6.65
China Electronics Industry Weekly 17 25th February 2020
Net Revenue Stock % Closing Revenue Profit Net Profit Company Name (RMB Code Change Price YoY (%) (RMB YoY (%) mln) mln) 112 300736 BYBON GP 11.23 10.00 197.61 -42.45 -23.17 -207.98 113 002138 Sunlord Electronics 11.18 27.45 1,931.20 10.38 296.78 -17.87 114 300327 Sino Wealth Electronic 11.10 39.65 597.47 5.47 130.10 7.32 115 600152 Veken tech 11.05 8.04 1,039.33 -7.38 -46.93 -148.61 116 300076 Ningbo Gqy Video & Telecom 10.96 5.57 61.55 -60.65 18.07 -45.44 117 300752 Shenzhen Longli tech 10.80 27.90 1,187.61 4.13 70.57 -48.72 118 300543 Shenzhen Longood Intelligent Electric 10.79 23.61 1,009.39 17.10 75.78 135.69 119 300647 Shenzhen Fluence tech 10.75 13.50 345.54 -10.00 12.08 -12.74 120 300227 Shenzhen Sunshine Laser & Electronics tech 10.70 15.93 540.76 25.04 59.14 -4.12 121 300650 Tecnon (Fujian) Commercial Lighting 10.34 15.69 388.40 16.03 41.29 -8.40 122 300625 Guangdong Pak Corporation 10.21 17.17 1,795.54 2.22 154.73 19.24 123 603327 Sichuan Furong tech 10.20 33.16 941.32 25.41 211.38 70.77 124 000532 Zhuhai Huajin Capital 10.04 11.40 272.51 -8.34 25.01 21.43 125 603629 Lettall Electronic 10.02 26.24 1,048.65 -0.66 50.17 -26.03 126 603933 Fujian Raynen tech 9.99 15.41 1,098.76 -25.95 36.26 -65.27 127 002850 Shenzhen Kedali Industry 9.92 65.83 1,699.81 26.34 146.57 234.74 128 300671 Shenzhen Fine Made Electronics GP 9.90 38.08 416.73 10.43 24.35 -50.12 129 002782 Shenzhen Click tech 9.82 10.74 753.33 -7.33 78.14 2.03 130 002222 Castech Inc. 9.81 13.43 388.02 0.37 110.51 -15.66 131 002273 Zhejiang Crystal-Optech 9.79 18.62 2,065.72 26.43 359.62 -11.18 132 300793 Cosonic Intelligent Technologies 9.76 47.58 1,628.65 58.89 97.65 23.91 133 600288 Daheng New Epoch tech 9.65 13.30 2,214.43 -4.10 31.74 0.44 134 600071 Phenix Optics 9.50 10.83 523.20 -6.84 -26.26 -516.72 135 002861 Yingtong Telecommunication 9.34 32.65 821.73 23.52 47.48 -6.02 136 002449 Foshan Nationstar Optoelectronics 9.33 15.70 2,580.40 -7.71 312.96 -18.39 137 002913 Aoshikang tech 9.31 64.49 1,637.88 -0.73 206.21 11.41 138 000727 Nanjing Huadong Electronics Information & tech 9.29 2.00 3,623.42 2.01 -1,797.07 -14.10 139 002119 Ningbo Kangqiang Electronics 9.27 16.74 1,025.15 -10.39 79.12 20.53 140 300296 Leyard Optoelectronic 9.22 7.82 6,314.10 16.21 801.39 -15.22 141 300162 Ledman Optoelectronic 9.16 10.13 689.04 30.88 41.03 181.02 142 300747 Wuhan Raycus Fiber Laser Technologies 9.15 109.37 1,417.76 30.72 280.09 -23.12 143 603267 Beijing Yuanliu Hongyuan Electronic tech 9.13 67.16 800.17 12.84 237.32 21.89 144 002351 Edifier tech 9.01 22.38 788.08 30.13 80.25 48.70 145 600666 Aurora Optoelectronics 9.00 2.18 609.61 -26.69 -26.07 -474.49 146 002387 Visionox tech 8.89 15.44 1,883.74 102.45 -60.32 60.35 147 603685 Zhejiang Chenfeng tech 8.70 12.87 813.30 32.04 83.61 19.07 148 002947 Suzhou Hengmingda Electronic tech 8.63 61.55 389.28 13.73 114.31 33.24
China Electronics Industry Weekly 18 25th February 2020
Revenue Net Profit Stock % Closing Revenue Net Profit YoY Company Name (RMB (RMB Code Change Price YoY(%) (%) mln) mln) 149 002141 Infund Holding 8.39 3.49 711.56 -3.04 -8.80 -215.58 150 002922 Eaglerise Electric & Electronic 8.38 14.36 904.01 13.86 34.71 2.58 151 002970 Streamax tech 8.35 150.04 987.86 39.03 110.16 88.31 152 603228 Shenzhen Kinwong Electronic 8.24 50.60 4,534.59 24.52 630.89 0.35 153 603386 Guangdong Champion Asia Electronics 8.22 16.59 951.65 13.43 20.00 -68.52 154 300739 Sunshine Global Circuits 8.10 22.16 848.54 -1.07 102.45 7.65 155 300602 Shenzhen Frd Science & tech 8.04 53.20 1,674.68 84.72 259.41 115.08 156 300632 Xiamen Guang Pu Electronics 7.97 27.09 744.53 49.86 138.96 94.89 157 002869 Shenzhen Genvict Technologies 7.93 73.75 1,251.38 270.60 387.88 15,850.85 158 300726 Hongda Electronics 7.86 30.05 628.88 35.87 240.32 35.10 159 002076 Cnlight Co. 7.83 2.34 218.70 -59.23 -272.61 -394.27 160 600363 Lianchuangopto-Electronic Science & tech 7.66 15.46 3,306.87 32.46 154.73 -11.69 161 603303 Hengdian GP Tospo Lighting 7.65 9.85 3,111.79 8.64 239.47 14.57 162 002808 Suzhou Goldengreen Technologies 7.57 9.52 211.07 -6.12 15.08 -35.94 163 603380 Suzhou Etron Technologies 7.56 17.08 727.17 5.63 79.17 8.34 164 002161 Invengo Information tech 7.50 12.18 438.04 50.79 779.30 1,168.82 165 002952 Yes Optoelectronics 7.40 32.96 337.28 -11.75 62.07 -15.30 166 000988 Huagong Tech 7.25 24.72 3,878.20 -3.71 462.71 80.43 167 300077 Nations Technologies 7.21 8.63 273.44 -45.44 -77.68 -217.34 168 002937 Sunrise Elc tech 6.93 16.36 763.84 2.23 104.99 31.68 169 002635 Suzhou Anjie tech 6.82 28.80 2,187.53 -12.65 330.81 -22.37 170 300139 Beijing Xiaocheng tech Stock 6.33 9.40 65.49 -61.29 -41.74 -291.01 171 300458 Allwinnertech tech 6.18 39.50 1,062.53 3.05 151.83 4.93 172 000541 Foshan Electrical & Lighting 6.17 4.99 2,442.47 -15.35 230.72 -28.72 173 600478 Hunan Corun New Energy 5.98 4.61 1,376.02 9.32 -196.58 -5,479.74 174 600261 Zhejiang Yankon GP 5.64 4.31 4,035.69 -3.84 521.96 80.98 175 002579 Huizhou China Eagle Electronic tech 5.56 17.09 1,491.90 21.91 107.90 82.31 176 300088 Wuhu Token Sciences 5.51 13.79 4,644.43 -34.86 712.01 17.09 177 600563 Xiamen Faratronic 5.46 60.81 1,191.87 -7.56 304.35 -6.32 178 000049 Shenzhen Desay Battery tech 5.00 48.30 12,540.29 7.25 339.00 23.49 179 300046 Tech Semiconductors 4.88 25.80 275.48 -2.13 72.80 -2.66 180 603633 Shanghai Laimu Electronics 4.86 12.30 336.13 0.96 36.04 -2.72 181 300516 Hubei Jiuzhiyang Infrared System 4.72 30.60 362.20 12.62 30.99 0.93 182 300623 Jiangsu Jiejie Microelectronics 4.65 45.42 465.12 15.29 135.60 2.40 183 688018 Espressif Systems (Shanghai) 4.31 283.00 526.65 59.92 95.56 49.25 184 300219 Hongli Zhihui GP 4.24 7.63 2,683.55 -8.66 -723.26 -305.08 185 603936 Bomin Electronics 4.06 23.86 1,797.87 25.82 143.00 73.48 Data source: China Knowledge
China Electronics Industry Weekly 19 25th February 2020
Revenue Net Profit Stock % Closing Revenue Net Profit YoY Company Name (RMB (RMB Code Change Price YoY(%) (%) mln) mln) 186 688299 Ningbo Solartron tech 3.91 28.20 631.49 44.08 97.64 90.93 187 600751 HNA tech 3.90 2.93 242,089.20 4.08 275.84 532.42 188 002745 MLS Co. 3.76 14.35 14,311.07 15.88 689.17 14.65 189 603515 Opple Lighting 3.43 26.87 5,769.57 3.26 602.19 5.60 190 002079 Suzhou Good-Ark Electronics 3.41 15.46 1,520.37 7.40 84.50 21.61 191 300053 Zhuhai Orbita Aerospace Science & tech 3.39 14.65 556.29 -3.76 75.77 -17.18 192 688368 Shanghai Bright Power Semiconductor 3.23 114.58 613.97 7.04 69.20 3.42 193 300656 Shenzhen Minde Electronics tech 3.05 26.32 177.72 -9.06 23.17 -43.11 194 000020 Shenzhen Zhongheng Huafa 2.88 10.37 549.01 12.05 3.38 578.74 195 002005 Elec-Tech International 2.87 1.79 2,296.42 -22.98 -179.99 -1,413.41 196 300790 Dongguan Yutong Optical tech 2.47 47.65 817.08 22.05 71.04 17.66 197 688138 Shenzhen Qingyi Photomask Limited 2.29 24.56 349.28 17.32 55.33 24.92 198 300582 Inventronics 1.96 14.58 718.74 2.91 64.22 22.71 199 002045 Guoguang Electric 1.92 13.28 3,296.18 12.47 310.88 602.15 200 603989 Hunan Aihua GP 1.51 28.94 1,621.24 1.02 217.07 -3.48 201 688007 Appotronics Corporation Limited 1.34 31.66 1,351.77 37.48 124.13 12.96 202 002729 Hollyl& Electronics tech 1.28 44.97 129.64 -2.44 15.13 -10.62 203 688010 Fujian Forecam Optics 1.17 47.50 399.09 2.18 52.89 -8.12 204 300476 Victory Giant tech 1.13 26.05 2,676.79 11.33 358.65 12.03 205 002289 Shenzhen Success Electronics 0.93 10.83 162.55 -31.89 -51.06 24.22 206 688019 Anji Microelectronics tech (Shanghai) 0.30 185.00 205.27 16.73 46.28 46.29 207 600074 Jiangsu Protruly Vision tech GP 0.00 1.04 105.95 -8.32 -311.92 14.92 208 000670 Infotmic Co. -0.52 1.92 4.04 -96.09 -49.33 14.25 209 603920 Olympic Circuit tech -0.56 28.27 1,766.31 9.08 217.42 32.26 210 600171 Shanghai Belling -0.72 21.96 641.88 10.22 171.06 73.62 211 300460 Guangdong Failong Crystal tech -1.22 25.99 221.45 -10.57 3.12 -69.88 212 002214 Zhe Jiang Dali tech -1.40 19.72 395.40 32.96 91.56 180.62 213 688002 Raytron tech -1.56 49.76 402.24 133.21 101.16 143.41 214 688025 Shenzhen Jpt Optical Technologies -4.43 50.25 430.60 -14.03 56.50 -18.61 215 300303 Shenzhen Jufei Optoelectronics -4.60 6.85 1,849.51 7.41 254.39 85.96 216 600884 Ningbo Shanshan -4.93 14.66 6,514.57 2.08 287.74 -72.71 217 002955 Hitevision -6.38 69.37 3,532.22 4.90 244.72 -15.69 218 688099 Amlogic (Shanghai) -6.94 76.13 1,706.30 4.40 132.22 -27.44 219 688123 Giantec Semiconductor Corporation -7.92 90.70 381.78 10.88 76.25 16.97 Data source: China Knowledge
China Electronics Industry Weekly 20 25th February 2020
Weekly Shares Price in TSE (Feb 21 vs Feb 14)
% Stock Code Company Name Closing Price Change 1 2474.TW Catcher 5.09 258.00 2 2327.TW Yageo 3.28 472.00 3 6488.TWO Gwc 2.68 459.50 4 5347.TWO Vis -0.76 78.40 5 2354.TW Ftc -1.14 60.50 6 2308.TW Delta -1.37 144.50 7 3008.TW Largan -1.66 4,740.00 8 2303.TW Umc -2.73 16.05 9 2408.TW Ntc -2.76 84.40 10 3711.TW Aseh -2.84 75.20 11 2330.TW Tsmc -2.99 325.00 12 2317.TW Hon Hai -3.77 81.70 13 4958.TW Zdt -4.28 123.00 14 2454.TW Mtk -4.32 388.00 15 2379.TW Rt -4.47 245.50 16 3034.TW Novatek -6.61 205.00 17 3105.TWO Win -7.82 283.00 Data source: China Knowledge Notes: Above electronics companies have mkt cap more than TWD 20bln.
China Electronics Industry Weekly 21 25th February 2020
Stock % Company Name Closing Price Code Change 1 4944.TWO Crystalwise 22.79 6.20 2 8155.TWO Accl 20.65 138.00 3 3609.TWO Hep 19.75 23.75 4 8046.TW N.P.C 16.98 38.55 5 4545.TW Map 14.26 97.80 6 3067.TWO Phonic 12.13 231.00 7 3498.TWO Usun 11.97 146.50 8 5245.TWO Wsi 11.82 17.30 9 4554.TWO Orange 11.73 28.50 10 3545.TW Focaltech 11.09 213.00 11 5381.TWO Uniplus 9.66 92.00 12 6531.TW Ap Memory 9.52 27.65 13 8182.TWO Hele 8.54 87.10 14 2316.TW Wus 8.49 35.15 15 4951.TWO Fintek 8.47 9.41 16 8289.TWO Taitien 8.12 187.50 17 3042.TW Txc 7.95 7.10 18 6165.TW Jtt 7.94 5.30 19 3526.TWO Alltop 7.80 5.55 20 3356.TW Geovision 6.95 26.35 21 5349.TWO Boardtek﹛﹛ 6.80 23.85 22 6266.TWO Top Union 6.11 5.80 23 6234.TWO Tera Auto 6.08 29.45 24 5299.TWO Emc 5.37 40.75 25 6238.TWO Kingpak 4.46 43.30 26 3680.TWO Gudeng 4.37 126.50 27 6182.TWO Wafer Works 4.12 24.05 28 4967.TW Team 4.11 30.30 29 5457.TWO Speedtech 4.10 30.50 30 4919.TW Ntc 4.09 735.00 31 4991.TWO Gcs 4.06 14.20 32 2431.TW Lien Chang 3.98 94.90 33 8039.TW Taiflex 3.98 10.75 34 6559.TWO Hpl 3.96 83.80 Data source: China Knowledge
China Electronics Industry Weekly 22 25th February 2020
Stock % Company Name Closing Price Code Change 35 6462.TWO Egis 3.95 116.50 36 6278.TW Tsmt 3.94 47.65 37 5272.TWO Amiccom 3.71 30.25 38 3383.TW Gpi 3.53 55.00 39 6220.TWO Yfc-Boneagle 3.47 11.05 40 3624.TWO Viking 3.43 25.50 41 6282.TW Acbel 3.40 43.15 42 6432.TWO Arlitech 3.34 26.25 43 3686.TW Danen 3.29 4.39 44 2344.TW Wec 3.03 80.80 45 2302.TW Rectron 2.83 14.10 46 3026.TW Holy Stone 2.61 10.60 47 3607.TW Coxon 2.53 15.10 48 8358.TWO Co-Tech 2.50 38.60 49 6435.TWO Sinopower 2.50 21.20 50 2484.TW Siward 2.42 9.30 51 6173.TWO P.D.C. 2.30 16.40 52 8091.TWO Fb 2.27 55.50 53 3189.TW Kinsus 2.26 14.55 54 5425.TWO Tsc 2.26 4.13 55 6196.TW Mic 2.23 27.00 56 6155.TW Kc 2.21 77.00 57 6274.TWO Tuc 2.20 118.00 58 6288.TW Eoi 2.19 5.89 59 2477.TW Meiloon 2.16 38.35 60 3019.TW Asia 2.14 63.20 61 3402.TWO Wholetech 2.13 24.35 62 5248.TWO Pixon 2.11 3,720.00 63 5439.TWO Fht 2.06 10.20 64 3354.TWO Microcosm 2.03 14.85 65 6456.TW Gis 1.97 29.00 66 3073.TWO Prescope 1.92 88.50 67 5345.TWO Teamyoung 1.90 7.30 68 3023.TW Sinbon 1.87 9.66 Data source: China Knowledge
China Electronics Industry Weekly 23 25th February 2020
Stock % Company Name Closing Price Code Change 69 3236.TWO Abc 1.69 11.70 70 4939.TWO Aem 1.68 6.63 71 6146.TWO Sporton 1.67 9.77 72 5230.TWO Ledlink 1.63 7.09 73 5452.TWO Unic 1.53 7.00 74 2375.TW Teapo 1.48 12.00 75 3629.TWO Gravity 1.47 16.70 76 6405.TW Onano 1.47 53.80 77 8021.TW Topoint 1.45 48.75 78 3288.TWO Siti 1.42 132.00 79 2457.TW Phihong 1.41 45.30 80 8179.TWO Subtron 1.40 7.84 81 5328.TWO Hjc 1.35 10.50 82 6494.TWO Nyquest 1.31 30.00 83 2363.TW Sis 1.29 31.15 84 3406.TW Gseo 1.28 13.80 85 3169.TWO Asix 1.19 30.55 86 3541.TWO Cyp 1.00 34.00 87 2423.TW Gw 1.00 3.86 88 6138.TWO Anpec 0.98 47.00 89 5351.TWO Etron 0.98 8.47 90 8121.TWO Acme 0.86 8.05 91 3512.TWO Huang Long 0.85 15.05 92 2464.TW Mirle 0.84 35.80 93 6185.TWO Plastron 0.83 69.00 94 3645.TW Tmt 0.82 34.50 95 3537.TWO Podak 0.78 33.45 96 2426.TW Tyntek 0.75 149.00 97 3090.TW Ndb 0.74 74.00 98 6284.TWO Inpaq 0.72 25.65 99 3015.TW Fsp 0.72 61.20 100 6512.TWO Gomax 0.69 22.75 101 2402.TW Ichia 0.66 103.50 102 3552.TWO Tungthih 0.66 25.45 Data source: China Knowledge
China Electronics Industry Weekly 24 25th February 2020
Stock % Company Name Closing Price Code Change 103 2478.TW Ta-I 0.64 31.25 104 6153.TW Career Tech. 0.60 7.87 105 6124.TWO Yctc 0.56 8.92 106 3289.TWO Ist 0.49 211.00 107 8024.TWO Alpha 0.49 39.95 108 6477.TW Anji 0.44 68.30 109 8054.TWO Alcor Micro 0.36 21.10 110 6174.TWO Aker 0.36 18.31 111 3633.TWO Ecc 0.35 96.80 112 6164.TW Ledtech 0.30 66.70 113 6127.TWO Leatec 0.29 4.98 114 6201.TW Yahorng 0.29 19.00 115 6167.TWO Powertip 0.28 23.95 116 3485.TWO Ef 0.24 10.40 117 3305.TW Shenmao 0.22 40.70 118 2467.TW C Sun 0.21 18.55 119 6411.TWO Amazing 0.21 22.30 120 4933.TWO Ubright 0.21 24.80 121 3455.TWO Utechzone 0.19 29.55 122 6197.TW Jpc 0.17 21.00 123 2338.TW Tmc 0.16 4.34 124 1582.TW Syncmold 0.11 15.30 125 5398.TWO Inalways 0.00 18.20 126 3666.TWO Oti 0.00 188.00 127 2404.TW Uis 0.00 47.85 128 2340.TW Optotech 0.00 3.83 129 8085.TWO Fd 0.00 88.30 130 6434.TWO Tacbright 0.00 26.55 131 8043.TWO 3H 0.00 75.00 132 6247.TWO Jazz Speakers 0.00 24.90 133 5460.TWO Mustang 0.00 18.06 134 8115.TWO Dve 0.00 24.40 135 6205.TW Coxoc 0.00 23.65 136 2495.TW Infortrend 0.00 15.35 Data source: China Knowledge
China Electronics Industry Weekly 25 25th February 2020
Stock % Company Name Closing Price Code Change 137 8104.TW Ritdisplay -0.11 188.00 138 3593.TW Logah -0.12 12.65 139 6224.TW Pttc. -0.15 41.60 140 2349.TW Ritek -0.17 14.50 141 4972.TWO Tons -0.17 3.31 142 5314.TWO Myson -0.17 23.65 143 3689.TWO Ude -0.20 312.50 144 3089.TWO Dadnyinc. -0.25 20.85 145 3413.TW Fiti -0.27 9.69 146 3630.TWO Newmax -0.27 26.75 147 3094.TW Davicom -0.27 24.35 148 8383.TWO Cf -0.28 125.50 149 8074.TWO Aurona -0.29 76.00 150 3268.TWO Higherway -0.44 11.90 151 1785.TWO Solar -0.45 22.80 152 3533.TW Lotes -0.48 5.95 153 2369.TW Lpi -0.48 108.00 154 6175.TWO Liton -0.48 35.40 155 2443.TW Lead Data Inc. -0.52 47.60 156 6151.TWO Ginar -0.52 7.38 157 2460.TW Gem -0.53 32.65 158 8092.TWO Cwpt -0.54 27.75 159 6431.TW Kskl -0.57 31.55 160 3228.TWO Rdc -0.66 60.00 161 2323.TW Cmc -0.67 86.90 162 3014.TW Ite -0.72 39.70 163 2433.TW Huxen -0.74 17.00 164 8110 #N/A -0.80 281.00 165 8042.TWO Chinsan -0.87 40.50 166 3093.TWO Tkk -0.90 34.05 167 3257.TW Champion -0.90 13.90 168 3698.TW Lextar -0.91 139.50 169 3114.TWO Ht -0.93 36.15 170 4729.TWO Mildex -0.94 35.80
Data source: China Knowledge
China Electronics Industry Weekly 26 25th February 2020
Stock % Company Name Closing Price Code Change 171 3265.TWO Wst -0.94 68.30 172 3024.TW Action -1.01 20.45 173 2492.TW Wtc -1.03 74.60 174 6104.TWO Gli -1.06 55.80 175 2472.TW Lelon -1.15 28.60 176 8105.TW Giantplus -1.16 136.00 177 3583.TW Scientech -1.22 10.50 178 4952.TW Generalplus -1.29 25.35 179 6438.TWO Saa -1.30 16.70 180 8131.TW Fatc -1.33 237.00 181 8249.TW Csi -1.38 105.50 182 6116.TW Hannstar -1.39 21.90 183 3168.TWO Data Image -1.39 5.57 184 8499.TW Top Bright -1.53 21.40 185 3511.TWO Simulatechinc -1.54 32.25 186 5234.TW Daxin -1.59 20.95 187 4542.TWO Ant -1.67 53.60 188 2428.TW Thinking -1.67 12.75 189 2499.TW Unity -1.74 10.50 190 5309.TWO Sysgration -1.78 179.00 191 6223.TWO Mpi -1.79 23.80 192 3665.TW 0.00 -1.86 31.65 193 4956.TW Epileds -1.87 12.75 194 8064.TWO Contrel -1.91 14.20 195 8093.TWO Enermax -1.94 36.60 196 6139.TW L&K -1.94 24.35 197 3049.TW Hannstouch -2.04 552.00 198 8086.TWO Awsc -2.10 8.72 199 3592.TWO Raydium -2.13 41.20 200 5371.TWO Coretronic -2.14 31.00 201 6202.TW Holtek -2.15 30.90 202 3078.TWO Cwt -2.21 20.75 203 2383.TW Emc -2.33 28.85 204 8287.TWO Eng -2.36 102.50 Data source: China Knowledge
China Electronics Industry Weekly 27 25th February 2020
Stock % Company Name Closing Price Code Change 205 5455.TWO Sy -2.37 13.15 206 6213.TW Iteq -2.47 78.40 207 3285.TWO Mt -2.62 15.40 208 5469.TW Hsb -2.65 27.60 209 2392.TW Foxlink -2.66 13.40 210 3653.TW Jentech -2.74 71.90 211 6147.TWO Chipbond -2.76 17.00 212 2312.TW Kinpo -2.76 35.15 213 3661.TW Alchip -2.87 8.61 214 3688.TWO Hlj -2.88 30.50 215 3131.TWO Gptc -2.94 66.60 216 6573.TW Hy -3.08 65.70 217 8110.TW Walton -3.15 54.70 218 5383.TWO Kenly -3.22 220.00 219 3144.TWO Thinflex -3.23 24.05 220 3536.TW Sti -3.30 19.05 221 3481.TW Inx -3.54 56.60 222 5321.TWO B.F. -3.63 239.50 223 6533.TW Andes -3.72 11.35 224 3035.TW Faraday -3.74 18.25 225 3313.TWO Fce -3.76 13.85 226 2456.TW Chilisin -3.80 47.50 227 2409.TW Auo -4.11 30.00 228 4966.TWO Parade -4.55 34.05 229 3376.TW Szs -4.56 27.70 230 3338.TW Taisol -4.76 34.95 231 5269.TW Asmedia -5.05 30.55 232 3551.TWO Sht -5.25 30.60 233 8047.TWO Gcc -5.56 7.27 234 3631.TWO Chernan -5.89 90.70 235 2337.TW Macronix -6.89 44.35 236 3018.TW Tung Kai -7.44 19.80 237 4927.TW Apex -7.96 23.70 238 3678.TWO Ushine -8.50 35.05 239 3518.TW Pt Tech. -8.73 6.73 240 6103.TWO Avid -9.24 38.95 241 4935.TW Glt -9.28 19.35 242 3465.TWO Samya -10.00 29.10 243 5277.TWO Prolight -12.88 903.00 244 3585.TWO Amc -13.82 54.20 245 2429.TW Pwt -17.10 126.50 Data source: China Knowledge
China Electronics Industry Weekly 28 25th February 2020
Appendix: Mkt Segments of Electronics Semiconductor
Stock Code Company Name Stock Code Company Name
300782 Maxscend Microelectronics 688002 Raytron Tech
300661 Sg Micro Corp 300493 Shanghai Fortune TechGP
603160 Shenzhen Goodix Tech 600584 Jiangsu Changjiang Electronics Tech
603986 Gigadevice Semiconductor 688099 Amlogic (Shanghai)
688018 Espressif Systems (Shanghai) 300623 Jiangsu Jiejie Microelectronics
300613 Shanghai Fullhan Microelectronics 002049 UniGP Guoxin Microelectronics
300053 Zhuhai Orbita Aerospace Science & Tech 603933 Fujian Raynen Tech
603501 Will Semiconductor Co. 002119 Ningbo Kangqiang Electronics
688019 Anji Microelectronics Tech (Shanghai) 300346 Jiangsu Nata Opto-Electronic Material
600667 Wuxi Taiji Industry 000670 Infotmic Co.
600460 Hangzhou Silan Microelectronics 300139 Beijing Xiaocheng Tech Stock
300671 Shenzhen Fine Made Electronics GP 002077 Jiangsu Dagang
300706 Fujianacetron New Materials 600198 Datang Telecom Tech
600171 Shanghai Belling 300458 Allwinnertech Tech
603068 Beken Corporation 300327 Sino Wealth Electronic
688368 Shanghai Bright Power Semiconductor 300077 Nations Technologies
002371 Naura Tech GP 600360 Jilin Sino-Microelectronics
603005 China Wafer Level Csp 300666 Konfoong Materials International
300223 Ingenic Semiconductor 002079 Suzhou Good-Ark Electronics
002156 Tongfu Microelectronics 300373 Yangzhou Yangjie Electronic Tech
300046 Tech Semiconductors 002185 Tianshui Huatian Tech
688008 Montage Tech
688123 Giantec Semiconductor Corporation
300672 Hunan Goke Microelectronics
Data source: China Knowledge
China Electronics Industry Weekly 29 25th February 2020
Other Electronics
Stock Code Company Name Stock Code Company Name
000062 Shenzhen Huaqiang Industry 002388 Shenzhen Sunyes Electronic Manufacturing Holding
002161 Invengo Information Tech 002724 Ocean's King Lighting Science & Tech
600884 Ningbo Shanshan 002008 Han'S Laser Tech Industry GP
600353 Chengdu Xuguang Electronics 300220 Wuhan Golden Laser
300340 Jiangmen Kanhoo Industry 002141 Infund Holding
300747 Wuhan Raycus Fiber Laser Technologies 600152 Veken Tech
688020 Guangzhou Fangbang Electronics 002214 Zhe Jiang Dali Tech
300078 Hangzhou Century 600751 HNA Tech
603659 Shanghai Putailai New Energy Tech 300516 Hubei Jiuzhiyang Infrared System
600288 Daheng New Epoch Tech 300438 Guangzhou Great Power Energy & Tech
600110 Nuode Investment 603595 Zhejiang Tony Electronic
002869 Shenzhen Genvict Technologies 300390 Suzhou Ta&A Ultra Clean Tech
600071 Phenix Optics 300656 Shenzhen Minde Electronics Tech
300014 EVE Energy 002414 Wuhan Guide Infrared
002729 Hollyl& Electronics Tech 000988 Huagong Tech
300736 BYBON GP 600074 Jiangsu Protruly Vision Tech GP
688025 Shenzhen Jpt Optical Technologies 900938 Hna Tech
300184 Wuhan P&S Information Tech
Data source: China Knowledge
China Electronics Industry Weekly 30 25th February 2020
Element
Stock Code Company Name Stock Code Company Name
603228 Shenzhen Kinwong Electronic 603738 TKD Science & Tech
002938 Avary Holding 600183 Shengyi Tech
600563 Xiamen Faratronic 603989 Hunan Aihua GP
002134 Tianjin Printronics Circuit Corp. 603328 Guangdong Ellington Electronics Tech
002199 Zhe Jiang East Crystal Electronic 600601 Founder Tech GP
603267 Beijing Yuanliu Hongyuan Electronic Tech 000636 Guangdong Fenghua Advanced Tech
000733 China Zhenhua Science & Tech 600237 Anhui Tongfeng Electronics
000701 Xiamen Xindeco 300476 Victory Giant Tech
300460 Guangdong Failong Crystal Tech 002463 WUS Printed Circuit
002913 Aoshikang Tech 002579 Huizhou China Eagle Electronic Tech
002288 Guangdong Chaohua Tech 300408 Chaozhou Three-Circle
002916 Shennan Circuits 002384 Suzhou Dongshan Precision Manufacturing
002618 Shenzhen Danbond Tech 603386 Guangdong Champion Asia Electronics
002636 Goldenmax International Tech 000823 Guangdong Goworld
002222 Castech Inc. 603678 Fujian Torch Electron Tech
603936 Bomin Electronics 002138 Shenzhen Sunlord Electronics
002815 Suntak Tech 300726 Zhuzhou Hongda Electronics
300739 Sunshine Global Circuits 300657 Xiamen Hongxin Electron-Tech
002484 Nantong Jianghai Capacitor 603186 Zhejiang Wazam New Materials
000532 Zhuhai Huajin Capital 002436 Shenzhen Fastprint Circuit Tech
603920 Olympic Circuit Tech
Data source: China Knowledge
China Electronics Industry Weekly 31 25th February 2020
Optical Optoelectronics
Stock Code Company Name Stock Code Company Name
002387 Visionox Tech 300219 Hongli Zhihui GP
002841 Guangzhou Shiyuan Electronic Tech 300241 Shenzhen Refond Optoelectronics
002036 Lianchuang Electronic Tech 300701 Senba Sensing Tech
002955 Hitevision 300566 Ningbo Exciton Tech
300319 Shenzhen Microgate Tech 300120 Tianjin Jingwei Huikai Optoelectronic
002876 Shenzhen Sunnypol Optoelectronics 688007 Appotronics Corporation Limited
300650 Tecnon (Fujian) Commercial Lighting 002745 MLS Co.
002449 Foshan Nationstar Optoelectronics 002952 Yes Optoelectronics
300790 Dongguan Yutong Optical Tech 603773 WG Tech Co.
688010 Fujian Forecam Optics 600552 Triumph Science & Tech
603679 Sichuan Huati Lighting Tech 300076 Ningbo Gqy Video & Telecom
688138 Shenzhen Qingyi Photomask Limited 300303 Shenzhen Jufei Optoelectronics
603685 Zhejiang Chenfeng Tech 300582 Inventronics
002962 Hubei W-Olf Photoelectric Tech 002217 Holitech Tech
002273 Zhejiang Crystal-Optech 300808 Guangdong Dp
002189 Costar GP 000541 Foshan Electrical & Lighting
300632 Xiamen Guang Pu Electronics 300102 Xiamen Changelight
002456 OFILM GP 600261 Zhejiang Yankon GP
603303 Hengdian GP Tospo Lighting 000725 Boe Tech GP
300088 Wuhu Token Sciences 000100 TCL Corp.
002845 Shenzhen Txd Tech 600651 Shanghai Feilo Acoustics
300232 Unilumin GP 300389 Shenzhen Absen Optoelectronic
002808 Suzhou Goldengreen Technologies 600707 Caihong Display Devices
002106 Shenzhen Laibao Hi-Tech 600363 Lianchuangopto-Electronic Science & Tech
600703 Sanan Optoelectronics 300128 Suzhou Jinfu Tech
300162 Ledman Optoelectronic 000050 Tianma Microelectronics Co.
300691 Union Optech 200045 Shenzhen Textile (Holdings)
300545 Shenzhen Li&e Automatic Equipment 300301 Shenzhen Changfang GP
300625 Guangdong Pak Corporation 300032 Jinlong Machinery & Electronic
300708 Focus Lightings Tech 000413 Dongxu Optoelectronic Tech
603515 Opple Lighting 200725 Boe Tech GP
300331 SVG GP 200541 Foshan Electrical & Lighting
002289 Shenzhen Success Electronics 000536 CPT Tech
002587 Shenzhen Aoto Electronics 002076 Cnlight Co.
300296 Leyard Optoelectronic 200413 Dongxu Optoelectronic Tech
000045 Shenzhen Textile Holdings 600666 Aurora Optoelectronics
300752 Shenzhen Longli Tech 603297 Ningbo Yongxin Optics
300323 HC Semitek Corp. 000727 Nanjing Huadong Electronics Information & Tech
002387 Visionox Tech 002005 Elec-Tech International
Data source: China Knowledge
China Electronics Industry Weekly 32 25th February 2020
Electronics Manufacturing
Stock Code Company Name Stock Code Company Name
002970 Streamax Tech 002859 Zhejiang Jiemei Electronic & Tech
603890 Suzhou Chunqiu Electronic Tech 002415 Hangzhou Hikvision Digital Tech
300709 Jiangsu Gian Tech 002861 Yingtong Telecommunication
600745 Wingtech Tech 603380 Suzhou Etron Technologies
300787 Anfu Ce Link Limited 603327 Sichuan Furong Tech
603633 Shanghai Laimu Electronics 002922 Eaglerise Electric & Electronic
002369 Shenzhen Zowee Tech 603629 Jiangsu Lettall Electronic
002947 Suzhou Hengmingda Electronic Tech 002881 Meig Smart Tech
002660 Moso Power Supply Tech 300647 Shenzhen Fluence Tech
300131 Shenzhen Yitoa Intelligent Control 300735 DBG Tech
002402 Shenzhen H&T Intelligent Control 300543 Shenzhen Longood Intelligent Electric
002547 Suzhou Chunxing Precision Mechanical 002655 Gettop Acoustic
300793 Cosonic Intelligent Technologies 300433 Lens Tech
600203 Fujian Furi Electronics 002866 Jiangsu Transimage Tech
300136 Shenzhen Sunway Communication 002351 Edifier Tech
002850 Shenzhen Kedali Industry 000021 Shen Zhen Kaifa Tech
300256 Zhejiang Firstar Panel Tech 002888 Hiviacoustics Tech
002855 Dongguan Chitwing Tech 002937 Ningbo Sunrise Elc Tech
002925 Xiamen Intretech 300686 Shenzhen Cdl Precision Tech
300279 Wuxi Hodgen Tech 300322 Huizhou Speed Wireless Tech
300602 Shenzhen Frd Science & Tech 002236 Zhejiang Dahua Tech
002635 Suzhou Anjie Tech 002241 Goertek Inc.
002681 Shenzhen Fenda Tech 300207 Sunwoda Electronic
002139 Shenzhen Topb& 601231 Universal Scientific Industrial
600478 Hunan Corun New Energy 300115 Shenzhen Everwin Precision Tech
000049 Shenzhen Desay Battery Tech 601138 Foxconn Industrial Internet
002885 Shenzhen Jingquanhua Electronics 002045 Guoguang Electric
200020 Shenzhen Zhongheng Huafa 002600 Lingyi Itech
300679 Electric Connector Tech 002055 Shenzhen Deren Electronic
300083 Guangdong Janus Intelligent GP 000020 Shenzhen Zhongheng Huafa
002475 Luxshare Precision Industry 002782 Shenzhen Click Tech
300227 Shenzhen Sunshine Laser & Electronics Tech
Data source: China Knowledge
China Electronics Industry Weekly 33 25th February 2020
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China Electronics Industry Weekly 34 25th February 2020