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国产芯片迎黄金十年 成长拐点期助力6只个股涨停

2017-09-21 07:27:12   中国经济网

■记者 乔川川

下半年以来,人工智能、人脸识别等概念股轮番上涨,而昨日国产芯片类概念股也出现集体井喷,占据市场风口。

消息面上,由中国科协主办,中国电子学会、清华大学微电子学研究所承办的集成电路成果转化论坛近日在京举办。公开资料显示,集成电路俗称芯片,是高端制造业的核心。近年来,我国每年集成电路产品进口金额超过石油。在普及率极高的智能手机行业,包括CPU、存储器、各类感应元器件等,进口率十分高。

对此,分析人士表示:近年来,我国芯片产业发展迅速,华为全球首个人工智能芯片,以及超低功耗的第三代北斗芯片均成为我国芯片产业的有力代表。在国家大力支持、国产芯片进口替代,以及人工智能、无人驾驶、可穿戴设备等新兴产业带来需求增长这三大因素推动下,我国集成电路产业将迎来成长拐点期,相关上市公司短期和中长期机会均十分明显。

其中,人工智能产业对芯片需求的带动受到多家机构的强烈看好,其中安信证券表示:华为全球首发AI芯片将用于华为mate10手机,表明中国在人工智能芯片应用领域的全球领先地位。未来10年不仅是人工智能席卷万物的10年,也是我国芯片产业发展的黄金10年,相关上市公司内生价值凸显。

从行业未来市场空间来看,全球集成电路为代表的半导体产业已经进入新一轮景气周期。据世界半导体贸易统计协会WSTS预测,受益于智能手机、物联网、云计算、大数据等应用的强劲增长,2017年全球集成电路市场规模或增至3465亿美元,其中,中国仍将是最大市场,预测2017年规模或达5000亿元人民币,2017年-2020年有望保持20%左右增速。另外美国半导体产业协会(SIA) 会长也公开指出,全球半导体销售额有望在2017年再创历史新高。

产业高景气度在上市公司业绩上体现明显,24家集成电路类公司中,17家公司中报净利润出现增长,其中长电科技(730.69%)、上海贝岭(382.96%)、欧比特(171.90%)、太极实业(112.29%)和晶方科技(102.60%)等公司中报净利润同比增长均在100%以上,而兆易创新、中颖电子、富满电子、汇顶科技等公司中报净利润同比增幅也均在50%以上。

正是在上述多重利好因素推动下,整体仍处于相对低位的国产芯片概念股昨日全面爆发,22只上市交易的集成电路概念股中,16只个股当日涨幅超5%,其中华天科技、通富微电、中颖电子、紫光国芯、江丰电子和晶方科技等6只个股集体涨停,太极实业(9.09%)、富满电子(7.33%)、综艺股份(7.07%)、汇顶科技(6.86%)和上海贝岭(6.37%)等个股当日涨幅也均在6%以上。

对于国产芯片产业链相关的投资机会,华泰证券表示:集成电路的测试是贯穿整个生产过程的重要环节,也是提高芯片制造水平的关键之一。集成电路测试设备市场仍由外企主导,少数优秀本土制造商奋起直追,国产替代空间大,可关注长川科技。

而安信证券则表示:重申近期两个新增重点推荐标的:富瀚微(新款芯片产品中已有支持人脸识别、智能编码等人工智能应用)、浪潮信息(人工智能基础设施提供商,目前已具备业界最全AI计算产品线)。

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