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The China Semiconductor Industry Association has issued an urgent notice regarding the “origin” identification rules for semiconductor products. According to the relevant regulations of the General Administration of Customs, the origin of “integrated circuits” is determined based on the four-digit tariff number change principle, meaning that the production location of the wafer is recognized as the origin. It is recommended that the origin for customs declaration of “integrated circuits”, whether packaged or unpackaged, be based on the location of the “wafer production factory”.
Overview of related concept stocks:
Popular storage chip concept stocks (as of April 12, 2025):
1. Core Leading Stocks
1. Lanqi Technology (688008.SH) ◦ Core Business: Global leader in memory interface chips, with over 60% market share in DDR5 RCD chips, supporting speeds of 6400MT/s. ◦ Technical Highlights: Self-developed SerDes IP technology applied in PCIe/CXL Retimer chips, supporting speeds of 128GT/s; AI memory scheduler improves GPU memory utilization to over 95%. ◦ Market Dynamics: Q1 2024 revenue of 3.73 billion (up 45% YoY), net profit of 234 million (up 50% YoY).
2. Zhongwei Company (688012.SH) ◦ Core Business: Mass production of inductive ICP etching equipment, covering the storage chip manufacturing process. ◦ Technical Highlights: Equipment has entered production lines of major international manufacturers like Samsung and Micron, with 2023 revenue of 6.264 billion (up 32% YoY). ◦ Market Dynamics: Closing price on April 10 was 188.88 yuan, with a 3-day increase of 1.39%.
3. Zhaoyi Innovation (603986.SH) ◦ Core Business: Leading domestic market share in NOR Flash, introducing automotive-grade chips to new energy vehicle companies. ◦ Technical Highlights: Breakthrough in 28nm process, self-developed SPI NAND reduces system power consumption, and collaboration with ByteDance on storage-compute integration technology. ◦ Market Dynamics: Q1 2024 revenue of 2.7 billion (up 32% YoY), net profit of 848 million (up 40% YoY).
4. Northern Huachuang (002371.SZ) ◦ Core Business: Leading semiconductor equipment company, covering the etching process in storage chip manufacturing. ◦ Technical Highlights: 12-inch wafer etching equipment validated by TSMC, with Q1 2025 revenue of 45.75 billion (up 15% YoY). ◦ Market Dynamics: Market value on April 11 was 244.26 billion, with a 3-day increase of 5.91%.
2. Representative Stocks in Sub-segments
5. Jiangbolong (301308.SZ) ◦ Core Business: Manufacturing of storage modules, driven by enterprise-grade SSDs and consumer-grade storage. ◦ Technical Highlights: Equipped with Yangtze Memory’s 128-layer 3D NAND particles, enterprise-grade SSD read speed of 7.4GB/s. ◦ Market Dynamics: Q1 2024 revenue of 5.3 billion (up 78% YoY), net profit of 841 million (up 120% YoY).
6. Beijing Junzheng (300223.SZ) ◦ Core Business: Global market leader in automotive storage chips, LPDDR4 compatible with L3 autonomous driving. ◦ Technical Highlights: X2000 series chips integrate DRAM controllers, NOR Flash enters Meta AR glasses supply chain. ◦ Market Dynamics: Stock price on April 11 was 68.46 yuan (up 5.27%), total market value of 32.968 billion.
7. Baiwei Storage (688525.SH) ◦ Core Business: Storage chip packaging and testing services, exclusive supplier for Meta AI glasses. ◦ Technical Highlights: ePOP packaging technology reduces power consumption by 35%, HBM2E memory module bandwidth of 460GB/s. ◦ Market Dynamics: Q1 2024 revenue of 2.7 billion (up 81% YoY), net profit of 68 million (up 135% YoY).
3. Supporting Enterprises in the Industry Chain
8. Yake Technology (002409.SZ) ◦ Core Business: Supplier of precursor materials, covering key materials for storage chip manufacturing. ◦ Technical Highlights: High-K materials certified by Samsung, with a net profit of 579 million in 2023 (up 10% YoY). ◦ Market Dynamics: Stock price on April 11 was 55.56 yuan (up 3.99%).
9. Unisoc (002049.SZ) ◦ Core Business: Special storage chips, defense and industrial-grade solutions. ◦ Technical Highlights: Radiation-resistant FPGA chips support satellite navigation, PCM memory used in Long March rocket black boxes. ◦ Market Dynamics: On April 12, it was a leading stock in the sector, with a daily increase of 3.45%.
10. Demingli (001309.SZ) ◦ Core Business: Flash memory main control chip design, mobile storage module supplier. ◦ Technical Highlights: Self-developed 4K LDPC error correction algorithm extends NAND lifespan to 3000 PE cycles. ◦ Market Dynamics: On April 12, it increased by 6.15%, with significant net inflow of funds over the past 5 days.
4. High Elasticity Stocks
11. Guoke Micro (300672.SZ) ◦ Core Business: Storage control chips, core supplier in the Xinchuang market. ◦ Technical Highlights: 2400MT/s DRAM controller competes with international brands, with a projected 45% growth in storage business revenue in 2024. ◦ Market Dynamics: On April 12, it was among the top gainers in the sector, with policy benefits driving increased penetration in Xinchuang.
12. Shenkangjia A (000016.SZ) ◦ Core Business: Full-chain layout of storage chips including design, packaging, and sales. ◦ Technical Highlights: The first self-developed eMMC 5.1 chip passed automotive certification, suitable for new energy vehicles. ◦ Market Dynamics: On April 12, it hit the daily limit, with net inflow of funds for three consecutive days.
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