Sino-Singapore Jingwei, April 30 (Zhang Shunan) In recent years, the concept of chips has been widely sought after in A shares.
Flush iFinD shows that among the 238 chip concept stocks, more than 90% have achieved profitability, and there are 6 companies with a year-on-year increase of more than 10 times.
In terms of salary, the per capita salary of 9 companies in 2021 will exceed 500,000 yuan.
Top 10 take nearly half of the net profit
Top 10 chip concept stocks with net profit in 2021
Data source: Flush iFind; China-Singapore Jingwei Zhang Shunan mapping
Sino-Singapore Jingwei noted that in 2021, 218 of the above-mentioned 238 chip concept stocks will be profitable, and profitable companies will account for about 92%, with a total profit of 145.659 billion yuan.
The head effect is obvious. The top ten companies in net profit attributable to the parent (hereinafter referred to as net profit) account for nearly half of the profits, with a total of 68.091 billion yuan.
Among them, BOE A and SMIC ranked first and second in net profit, both exceeding 10 billion yuan, reaching 25.831 billion yuan and 10.733 billion yuan respectively; ZTE, Weil, There are 28 companies including Goertek, Xingfa Group, Mingyang Intelligence, and BYD; 60 companies with a net profit of less than 100 million yuan include Zhenlei Technology, Suao Sensing, and Tianlong.
Chip concept stocks with net losses in 2021
Data source: Flush iFind; China-Singapore Jingwei Zhang Shunan mapping
In 2021, Tongyi Co., Ltd., Guodun Quantum, Feitian Integrity, Datang Telecom, Mingpu Optoelectronics, Weijie Chuangxin, Tianhe Defense, United Think Strong, Shiyida, Xuanji Information, Huali Chuangtong, Leike Defense, Feifei 20 companies including Lixin, Sinochem Geotechnical, Mingjiahui, Aojie Technology, Cambrian, *ST Security Control, Yaguang Technology, and Yuedian Power A made net losses.
In terms of amount, Yuedian Power A and Yaguang Technology lost more than 1 billion yuan, with losses of 3.148 billion yuan and 1.199 billion yuan respectively; Tongyi Co., Ltd., Guodun Quantum, Feitian Integrity, Datang Telecom, Mingpu Optoelectronics, Weijie Chuangxin , Tianhe Defense, United Strong, and Beneficial Losses of less than 100 million yuan.
The net profit of 6 companies increased by more than 10 times
From the perspective of net profit changes, among the 238 chip concept stocks, there are 175 companies with year-on-year growth in net profit in 2021, accounting for over 70%.
Top 10 net profit growth rate of chip concept stocks in 2021
Data source: Flush iFind; China-Singapore Jingwei Zhang Shunan mapping
Among them, there are 6 companies with a year-on-year increase of more than 10 times, namely Yida Co., Ltd., Haite High-tech, Silan Microelectronics, National Technology, Dongxin Co., Ltd., and Beijing Junzheng, with a year-on-year increase of 3496.26%, 2220.94%, 2145.25%, 1849.09 %, 1240.27%, 1165.27%.
There are 65 companies with a year-on-year increase of 100%-1000%; 104 companies with a year-on-year increase of 0-100%.
The top ten chip concept stocks with net profit decline in 2021
Data source: Flush iFind; China-Singapore Jingwei Zhang Shunan mapping
Chip concept stocks with a year-on-year decline in net profit in 2021 include China Satellite, Hailu Heavy Industry, Zhonghaida, ArcherMind, Zhongfu Information, Cambricon, Yonganxing, Tianhe Defense, Tongyi, Guodun Quantum, Guangdong Electric Power A , Shiyida and other 63 companies.
Among them, the net profit of Mingpu Optoelectronics and Yaguang Technology decreased by more than 10 times year-on-year, down 1435.11% and 3515.56% respectively.
It should be mentioned that Tongyi Co., Ltd., Guodun Quantum, Feitian Integrity, Mingpu Optoelectronics, Tianhe Defense, Shiyida, Huali Chuangtong, Leike Defense, Sinochem Geotechnical, Yaguang Technology, Yuedian Power A. 11 belong to "profit-turning-loss".
In addition, Liyuan Information, Dinglong Co., Ltd., Yida Co., Ltd., Yongding Co., Ltd., Xiaocheng Technology, Xidiwei, Yaxiang Integration, VeriSilicon Co., Ltd., Cologne Co., Ltd., and Yueling Co., Ltd. will turn losses into profits in 2021.
ZTE still invests the most in R&D
Increasing research and development of listed companies is undoubtedly an effective way to build a technological "moat" and enhance core competitiveness.
The R&D investment of chip concept stocks in 2021 has surfaced. Who is most willing to "spend money"?
Top 10 chip concept stocks with R&D numbers in 2021
Data source: Flush iFind; China-Singapore Jingwei Zhang Shunan mapping
Flush iFinD data shows that 232 of the 238 chip concept stocks mentioned above have announced their R&D numbers in 2021.
Among them, BYD has the largest number of R&D personnel, reaching 40,382; ZTE, BOE A, and Goertek also have more than 10,000 R&D personnel, reaching 33,422, 19,708, and 12,859 respectively; 52 companies have more than 1,000 R&D personnel. There are 153 families with more than 100 people, and 30 families with less than 100 people.
Xiaocheng Technology has the least number of R&D personnel, and its R&D personnel in 2021 are only 13, one less than in 2020.
In terms of the proportion of R&D personnel, ArcherMind has the highest proportion, reaching 93.04%, which is slightly higher than the proportion of R&D personnel in 2020.
In 2021, companies with more than 80% of R&D personnel include Aojie Technology, VeriSilicon, Fullhan Micro, Hengxuan Technology, Jingchen, Zhongying Electronics, and Cambrian.
The 23 listed companies with R&D personnel accounting for less than 10% include SMIC, Tongfu Microelectronics, Zhongjing Technology, and Shenzhen Konka A. The proportion of Shenzhen Technology is the lowest, at 2.01%.
In terms of research and development expenses, the above-mentioned 238 companies will invest a total of 127.306 billion yuan in research and development in 2021, and the figure in 2020 will be 101.937 billion yuan.
It can be seen that chip concept stocks will pay more attention to technology research and development in 2021 and increase research and development investment.
ZTE’s R&D investment is still the largest, reaching 18.804 billion; BOE A and BYD are ranked second and third, respectively, with R&D investment of 12.437 billion and 10.627 billion; 95 companies have less than 100 million R&D investment, and Xiaocheng Technology is the lowest. It is 0.05 billion yuan.
24 chip concept stocks R&D investment decreased year-on-year
Data source: Flush iFind; China-Singapore Jingwei Zhang Shunan mapping
From a horizontal comparison, the R&D investment of 24 companies was less than that in 2020, and Aojie Technology declined the most, with a decrease of 1.083 billion yuan compared with 2020; followed by SMIC, a decrease of 551 million yuan.
ZTE's R&D investment increased the most, with an increase of 4.007 billion yuan over 2020; BOE A and BYD's total R&D investment both increased by over 2 billion yuan.
In terms of the proportion of R&D investment to revenue, Cambrian ranks first with a proportion of 157.51%, but this proportion has decreased compared to 2020. Cambrian’s total R&D investment in 2020 accounted for 167.41% of revenue.
Suzhou Hi-Tech has a lower proportion of total R&D investment in revenue, accounting for 0.21%.
It needs to be mentioned that nearly 50% (113) of chip concept stocks will reduce the proportion of total R&D investment in revenue in 2021 compared with 2020, and the proportion of Aojie Technology will drop from 195.31% in 2020 to 48.13% in 2021. .
The proportion of Tianhe Defense’s total R&D investment in revenue will increase from 9.53% in 2020 to 21.65% in 2021.
10 chairman's salary increase exceeds one million
Top 10 Chairman Salaries of Chip Concept Listed Companies in 2021
Data source: Flush iFind; China-Singapore Jingwei Zhang Shunan mapping
Flush iFinD data shows that in 2021, 203 chip concept stocks will announce the salary of the chairman.
The chairman of ZTE and Liyuan Information ranked first and second with salaries of 8.45 million yuan and 8.3379 million yuan respectively; there are 101 companies with annual salaries that also exceed one million.
The annual salary of the chairman of Lihewei and Zhonghaida is less, both less than 100,000, 24,000 and 2,400 respectively.
Lihewei said that chairman He Zhen received remuneration from related parties of the company.
Zhonghaida's announcement showed that chairman Liao Dinghai did not receive remuneration from the company's related parties.
The salary of the chairman of 10 companies in 2021 will increase by more than one million year-on-year, and the salary of the chairman of China Baoan will increase by 4.1 million; followed by the chairman of Liyuan Information, the salary will increase by 3.7102 million.
The salary of the chairman of Xinyuanwei in 2021 is 1.6065 million yuan, a year-on-year decrease of 4.3361 million yuan, a large decline.
In terms of board secretary remuneration, in 2021, BOE A, Zhongke Sugon, and Skyworth Digital board secretary remuneration will all exceed 4 million.
Compared with 2020, Zhongke Sugon, Weifu Hi-Tech, YOFC, BOE A, and China Baoan board secretary received a "million salary increase", and Zhongke Shuguang's board secretary's salary increased by more than 2 million.
Top 10 per capita salary of listed companies with chip concept in 2021
Data source: Flush iFind; China-Singapore Jingwei Zhang Shunan mapping
In terms of per capita salary, Flush iFind data shows that the per capita salary of Aojie Technology is relatively high, reaching 784,200 yuan; another 8 companies will have a per capita salary of over 500,000 yuan in 2021, namely VeriSilicon, Xidiwei, Cambrian, and Dongguan. Core shares, Beijing Junzheng, Fullhan Micro, Siruipu, Jingchen shares.
There are 12 companies with a per capita salary of less than 100,000, namely: Taiji Co., Ltd., Huatian Technology, Rongsheng Environmental Protection, Chaohua Technology, Shijia Photonics, Shenzhen Technology, Chengtian Albert, Gongda Electroacoustic, Cologne, Song Ericsson Co., Ltd., Zhongjing Technology, and Yonganhang.
(Sino-Singapore Jingwei APP)
All rights reserved by Sino-Singapore Jingwei. Without written authorization, no unit or individual may reproduce, extract or use in other ways.
(The opinions in this article are for reference only and do not constitute investment advice. Investment is risky, and you need to be cautious when entering the market.)