1. Shanghai Belling (600171): A well-established integrated circuit company, primarily engaged in high-precision ADC and power management chips, widely used in industrial and communication fields.
2. OmniVision Technologies (603501): Formerly known as Weir Shares, a leading domestic image sensor company, also involved in power management ICs and analog chips, with automotive-grade products accounting for over 30%. In Q1 2025, both revenue and net profit saw significant growth.
3. Sanken Electric (300661): A leading domestic analog chip design company, covering two major areas: signal chain and power management, with over 5200 product models. Automotive-grade chips have passed AEC-Q100 certification, and some products have entered Huawei’s base station supply chain.
4. Sirepu (688536): Leading technology in high-precision ADC/signal chain chips, automotive-grade products have passed AEC-Q100 certification, holding a significant market share in the power management chip segment for 5G base stations.
5. Naxin Micro (688052): Covers over 600 signal chain chip models, leading market share in industrial control and automotive electronics, with a 35% domestic market share in digital isolators and over 50% market share in photovoltaic inverter chips.
6. Chipone Technology (688508): Focused on green power management chips, suitable for industrial/new energy scenarios, with a 48.23% year-on-year revenue growth in Q1 2025, and a significant increase in stock price this year.
7. Jingfeng Mingyuan (688368): LED driver chips hold a 28.8% market share, breaking through high-precision constant current technology, and has launched high-performance computing product lines such as multi-phase controllers and DrMOS, entering the NVIDIA ecosystem.
8. Fuman Micro (300671): A mixed-signal chip company, with high-speed ADC chips already implemented in industry, and a significant increase in stock price in 2025.
9. Jihua Technology (688141): A power management chip manufacturer, leading in efficiency for automotive-grade DC-DC converters, with a 60.42% year-on-year revenue growth in Q1 2025.
10. Nanxin Technology (688484): Significant advantages in battery management chips, supporting 100W fast charging boost/buck chips, with high gross margins and notable growth in automotive chips.
11. Chipsea Technologies (688595): Leading in high-precision ADC chips, with 24-bit Σ-Δ ADCs used in medical instruments, and automotive-grade MCUs entering BYD’s supply chain.
12. Shengjing Micro (603375): Expanding signal chain chip business through its subsidiary Shanghai Xianji, with Sigma-Delta ADC chips achieving a balance between low power consumption and high-speed sampling, suitable for industrial monitoring scenarios.
13. Jinghua Micro (688130): Medical health chips are ramping up, focusing on highly integrated SoC chips that integrate sensor front-end signal processing.
14. Awei Electronics (688798): A leader in the consumer electronics field, with over 80% market share in audio amplifier chips, suitable for mobile phones and communication devices, and the world’s first digital smart K-class amplifier chip in mass production.
15. Meixin Sheng (688458): Focused on the research and sales of high-performance analog and mixed-signal chips, with main products including wireless charging series and LED lighting driver series, applicable in communication terminals and consumer electronics.
16. Weijie Chuangxin (688153): A leader in RF front-end modules, developed in collaboration with power management chips, with significant growth potential in automotive-grade power management chip business.
17. Saiwei Micro: One of the few companies with a full range of battery management chips, having a certain influence in the power management chip field.
18. Diaowei Micro: Among the top ten in global market share for analog interface chips, holding a certain market position in the analog chip field.
19. Kaiweite (688693): Involved in the analog chip business, with certain technical and market accumulation in related fields.
20. Chengchang Technology (001270): Main products include microwave and millimeter-wave analog T/R chips, possessing unique advantages in the RF analog chip field.