In the past month, these listed companies have been "breaking through barriers"! Chip stocks receive group research visits. A list of the stocks with the highest number of institutional visits and receptions.

According to Choice data, in the past month (January 18 – February 13), 13 listed companies including Dajin Heavy Industries, Nape Mining Machines, Tianshun Wind Energy, Ying Tang Zhikong, Jingzhida, No. 9 Company-WD, Jinko Solar, Zhongji Xuchuang, Guoneng Rixin, Huaxu Electronics, Sanqi Interactive Entertainment, Aobi Zhongguang-UW, Huadong Cable received over 100 institutional visits (including 100). Details are shown in the chart below:

Among them, Ying Tang Zhikong, Jingzhida, Zhongji Xuchuang, Huaxu Electronics, and Aobi Zhongguang – UW all have chip concepts, with institutional visit counts of 195, 171, 137, 113, and 110 respectively in the past month. Jinko Solar, Guoneng Rixin, and Huadong Cable all have photovoltaic concepts, with visit counts of 158, 125, and 100 respectively.

Yingtang Zhikong, which mainly distributes electronic components and designs and manufactures chips, stated in an online meeting on January 31 that since 2019, the company has been unwaveringly implementing a strategic shift from electronic component distribution to upstream semiconductor chip R&D and manufacturing, investing heavily in capacity and R&D layout, with continued investment planned. Currently, the company’s own chip R&D and manufacturing business accounts for nearly 10% of its total business volume, with an annual revenue of about 400 million RMB.

Jingzhida, one of the few domestic providers with full coverage of semiconductor memory testing equipment, introduced new product progress during a conference call on January 29. ASIC chips: The company is steadily advancing the R&D of next-generation high-speed testing products to ensure continued leadership in next-generation storage technology testing. Computing power chip testers: The company will accelerate the launch of high-end computing power chip prototypes. Based on the rhythm of new products for strategic customers, in the context of integrated storage and computing, the company expects further progress this year.

Leading optical module manufacturer Zhongji Xuchuang disclosed in an investor relations record on February 1 that regarding “whether there is a capacity bottleneck for optical chips,” the company responded that optical chip supply is relatively tighter, mainly due to fewer suppliers of high-end optical chips and longer production cycles, with capacity growing more slowly than demand. As the proportion of silicon photonics products gradually increases, the company has the ability to continuously expand CW light source supply capacity, which can be achieved by introducing more suppliers or leveraging market share and order scale advantages to cooperate with manufacturers capable of large-scale production, locking in long-term capacity, alleviating the tight supply of optical chips.

Huaxu Electronics stated in an online meeting on February 4 that at the AIDC level, the company has laid out three business lines: computing boards, optical communication, and server power supply, all related to the future layout of advanced packaging technology by its parent company, ASE Group. Regarding computing boards, ASE Group will gain more market share in the packaging of computing chips. The company’s computing board business can connect with the group’s computing chip packaging, better serving top CSP customers.

Aobi Zhongguang – UW disclosed in an investor relations record on February 4 that it is one of the few domestic companies to conduct systematic R&D of 3D vision perception technology, independently developing a series of deep engine digital chips and various dedicated photoreceptive analog chips, achieving industrial application of 3D vision sensors. Since its founding, the company has proactively laid out a “chip + algorithm + optical machine” integrated R&D matrix, deeply positioning in the embodied intelligence track through pre-embedding strategies, relying on core self-developed chips and algorithms to build a technology integration platform, continuously improving R&D conversion efficiency and forming a technological moat. The company launched its independent chip R&D plan in its second year, and has so far completed over 10 chip tape-outs, including iToF, dToF photoreceptive chips, and dedicated ASIC computing chips.

Jinko Solar’s main business involves the R&D, production, and sales of solar photovoltaic modules, cells, and wafers, as well as the application and industrialization of photovoltaic technology, providing high-efficiency, high-quality solar PV products to global customers and continuously delivering clean energy. Regarding the question “How do you view the application prospects of perovskite batteries in space?” on January 30 during a brokerage strategy conference and online call, the company stated that photovoltaics are the future trend for long-term energy in space scenarios, with space-based photovoltaic energy density 7-10 times higher than on the ground, and power generation hours 4-7 times longer, without occupying land resources. According to third-party data reports, space photovoltaics could open up a trillion-level incremental application scenario. Compared to gallium arsenide, perovskite has advantages in efficiency, future efficiency growth potential, ability to withstand extreme space environments, lightweight flexibility, and cost. If perovskite technology can be breakthroughs in the future, it will significantly enhance space photovoltaic applications.

Guoneng Rixin announced that the “Kuangming” large model has multi-dimensional application scenarios in new energy wind power and photovoltaic power generation fields. Additionally, during a research institution survey on February 3, the company stated that its main consideration for investing in Sannas Zhivui (Qingdao) Electric Power Co., Ltd. is that its business focuses on strategy formulation and implementation in new energy power station and energy storage asset operations, while Sannas Zhivui specializes in wind, solar, and energy storage asset construction and equipment operation and maintenance services. The two sides’ business systems are complementary, enabling comprehensive, high-value services for new energy power stations and energy storage stations, covering construction, on-site operation, strategy formulation, and revenue realization, forming a complete closed loop of asset operation and maintenance services. Huadong Cable’s relevant products in the photovoltaic sector mainly include solar PV cables, low-voltage power cables, and medium-voltage cables, primarily used in photovoltaic power station fields.

(Article source: Caixin)