This morning, all A-shares opened lower and moved higher slightly. The Shanghai Composite Index changed between red and green several times. The Science and Technology Innovation Board performed strongly. The Science and Technology Innovation 50 Index rose by more than 1%, rising for the fifth consecutive day, and approaching the highest level of the year point.
On the disk, the sectors such as chips, liquor, semiconductors, and smart wearables were among the top gainers, while the sectors such as hotel catering, aquatic products, integrated die-casting, and supply and marketing cooperatives were the top losers. The net inflow of capital from Beijing was 1.604 billion yuan.
Technological progress and economic recovery drive the demand for chips to increase
The chip sector once surged more than 1% in heavy volume in early trading, and closed positive for the fifth consecutive day, hitting a new high in more than half a year. VeriSilicon hit the 20% daily limit and hit a new high in a year and a half. The daily limit of Yueling shares may rise by more than 10%; related sectors such as automotive chips, MCU chips, and semiconductors are also among the top gainers, and Huanxu Electronics, Swans Technology, etc. have daily limit.
The continued strength of chip stocks, on the one hand, benefited from the continuous advancement of technology. When the third-generation semiconductor was still hot, the fourth-generation semiconductor was born again. A few days ago, the team of Professor Chen Haifeng from the Key Laboratory of New Semiconductor Equipment and Materials of Xi'an University of Posts and Telecommunications successfully prepared high-quality gallium oxide epitaxial wafers on 8-inch silicon wafers. important developments have been made. Gallium oxide is regarded as one of the best materials for fourth-generation semiconductors.
Compared with the third-generation semiconductor silicon carbide (SiC) and gallium nitride (GaN), the band gap of gallium oxide reaches 4.9eV, which is higher than 3.2eV of silicon carbide and 3.39eV of gallium nitride. The band width means that electrons need more energy to transition from the valence band to the conduction band, so gallium oxide has the characteristics of high voltage resistance, high temperature resistance, high power, and radiation resistance. Moreover, under equal standards, wide bandgap materials can produce devices with smaller die size and higher power density, saving supporting heat dissipation and wafer area, and further reducing costs.
On the other hand, the artificial intelligence storm has swept the world recently, and artificial intelligence has become one of the most important growth drivers for the semiconductor chip industry, and the demand for artificial intelligence for the number of chips will increase significantly.
In addition, with the rapid recovery of my country's economy, the market's pessimistic expectations for electronic consumption have rapidly changed. TechInsights raised its forecast for smartphone shipments in 2023 in its latest report. Research organization Counterpoint also indicated in a recent research report that the global chip industry is expected to usher in recovery growth by the second half of 2023.
The recovery of the electronics sector and the recovery of performance are the basic logic throughout the year, which is expected to drive the recovery of chips. Some electronics companies, through new product innovation and new market development, can broaden their room for growth beyond recovery. The digital economy and AIGC drive the increase of servers, and upstream computing power chips, power chips, and storage chips will all usher in a boom in demand, and Chiplet is expected to become a breakthrough for domestic computing power chips. The car specification chips, motor drive chips, and BMSAFE of the new energy track will continue to increase at a high speed.
AH film and television stocks group up
Today, Hong Kong's film and television stocks moved again. The volume of TV broadcasting once surged by more than 44%, and the half-day turnover increased by more than 10 times compared with yesterday; Shaw Brothers Holdings soared by more than 38%, which also increased by more than 10 times; Emperor Culture Industry The highest rose by more than 28%, Starlight Culture rose by nearly 24%, and transmission entertainment, cable broadband, etc. all made strong gains.
A-share film and television stocks are not inferior. Since Shanghai Films announced on March 7 that it plans to acquire Shanghai Yingyuan, the IP operator of the popular animation "China Strange Story", its stock price has risen one after another. It hit a new high in more than five years, with a cumulative increase of about 74%.
Shanghai Films issued a change announcement today. The company’s stock closed for three consecutive trading days on March 20, March 21, and March 22, 2023. The cumulative price increase deviation exceeds 20%, which belongs to abnormal fluctuations in stock trading.
On March 8, 2023, the company officially published the "Announcement on the Acquisition of Part of the Equity of the Controlling Shareholder's Subsidiary and Related Transactions". As of this trading day, the relevant announcements will be promoted normally and need to be filed by relevant government departments. The company will continue to pay attention The follow-up promotion status of related transactions. There may be unforeseen factors such as changes in the market, economy, policies and laws in the process of promoting related transactions. Investors are advised to invest rationally and pay attention to risks.
In addition, Shanghai Film also announced today that according to the needs of business development, the subsidiary Shanghai Film Federation and the relevant party Shanghai Film Studio signed the "Movie <Wangdao" Publicity and Distribution Contract" and "Movie <Wangdao" on March 21, 2023. Dao > Supplementary Agreement to Publicity Distribution Contract. The movie "Wangdao" is produced by Shanghai Film Group as the first producer, starring artists Liu Ye, Hu Jun, Wen Yongshan, Wang Qiang, and Hou Yong as the director. The film will be officially released on March 24, 2023.
According to the Shanghai Film Dragon and Tiger List after the market yesterday, Buy 2, Buy 3, and Buy 5 are all special seats for organizations, with purchases of 48.63 million yuan, 28.19 million yuan, and 26.12 million yuan respectively. Selling two is also a special seat for organizations, and sold for 29.99 million yuan.
In addition to Shanghai Film, New Media, China Science and Technology, China Film, Wanda Film, etc. have all seen successive rises in recent days.
Recently, a number of film and television works have been broadcast, which not only triggered a boom in ratings, but also brought traffic and momentum to the local cultural tourism industry. There are frequent ways to check-in shooting locations and experience themed tours, which broaden the imagination space and development possibilities of "film and television + cultural tourism". With the improvement of Internet communication technology and the expansion of the scope of communication and other factors, the trend of film and tourism linkage will further explode and strengthen.