After the hype, chicken feathers all over the place.
Since the external environment has become more complex in 2018, chips have become the “sweet pastry” of the entire market.
The “ZTE Incident” and the “Huawei Incident” broke out in turn, causing a chip craze in China. A large number of chip stocks in the secondary market continued to soar, and outside the secondary market, the country had to use the strength of the country to develop domestic chips. .
However, “overheating” is often not a good outcome.
The previous comprehensive promotion of the development of the new energy industry did not lead to the rapid popularization of new energy vehicles. Instead, many auto companies suffered substantial losses and the industry regressed; today’s national “core-making” movement has not led to the rapid rise of the chip industry. In some respects there has also been a setback.
According to a recent report by Xinhua News Agency’s “Liaowang” Weekly, in just over a year, six major semiconductor projects of tens of billions of dollars in five provinces including Jiangsu, Sichuan, Hubei, Guizhou, and Shaanxi have been suspended successively, and nearly two The “core-making fever” in 2008 has triggered a lot of unfinished business.
In addition to the unfinished wave, what is more worrying is that some people are making a lot of “patriotic money” under the chip boom.
For example, the Wuhan Hongxin Semiconductor project, which was once popular, invested 128 billion yuan and hired many “big players” in the industry. It seems that it is really going to be a big fight.
But in fact, the Wuhan Hongxin Semiconductor project is a scam to fool the government. One of its shareholders, Beijing Guangliang Blueprint Technology Co., Ltd., has not paid a cent. It has been burning government money and entrusted the project to a third party for construction. Profit from this. At present, the Wuhan Hongxin Semiconductor project has been suspended, and the mess left behind is still waiting for others to come to an end.
The recent “avalanche” of the stock prices of many chip stocks in the secondary market has also revealed the truth behind the chip industry-big funds just want to rub off on hot spots and be a stock market “harvester”. Fake chips really make money, perhaps the most real aspect of the chip industry.
This year’s big bull stock, Ziguang Guowei, is the best example of a “harvester” in the stock market.
Driven by the chip boom, Ziguang Guowei has become the target of capital chasing. After the outbreak of trade friction in 2018, the stock price has risen by 380%, and this year, it has risen by 160%, from a company with a market value of less than 20 billion to the highest 97 billion, which is only one step away from the market value of 100 billion.
However, after the recent release of the third quarterly report, although the performance was still dazzling, the net profit in the third quarter still increased by 87.51% under the influence of the epidemic, but the stock price was quickly killed to the limit down the next day, and according to the Dragon Tiger list Data show that foreign capital and institutions have sold large sums of money.
Many investors are scratching their heads and don’t understand why the stock price has crashed and fell to the limit after its bright performance. To say the reason, perhaps in the shareholding data of shareholders.
According to the latest data, after the stock price continued to climb in the third quarter, many major shareholders reduced their holdings and left.
The largest shareholder, Tibet Ziguang Chunhua Investment Co., Ltd., reduced its holdings by 12,136,200 shares, with a share change ratio of 5.5%. The eighth largest shareholder, Han Jun, also reduced its holdings by 800,185 shares, with a share change ratio of 10.67%.
The most shocking thing is that in terms of institutional shareholding, there are still 185 funds holding shares in the semi-annual report, but only 6 funds are left in the third quarterly report, which means that 179 funds rose during the third quarter. people.
The sharp drop in stock prices may have nothing to do with performance or the future.
Ziguang Guowei used a daily limit to tell everyone that the real purpose behind the “hype” of the chip industry may be just to “harvest”.
For a high-tech product such as a chip, enthusiasm alone is definitely not enough. Photovoltaic and new energy vehicles of the year are the best examples. They failed to go far under subsidies, but achieved good results in a fully competitive environment.
The limit down of Ziguang Guowei may be very telling.
At present, the development of the domestic chip industry has just begun, and the road to science and technology has many difficulties and twists and turns. If domestic chips want to be independent and self-improvement, they must go unswervingly.