Huawei 5G base station core chip comes out

Huawei released the world's first 5G base station core chip, Huawei Tianzhu, and the chip localization index and semiconductor index rose.

Today, Huawei held a 5G conference in Beijing and a pre-communication meeting for the 2019 World Mobile Conference, releasing the world's first 5G base station core chip, Huawei Tianzhu, and the Barong 5000 5G modem chip supporting terminal products. And showcased Huawei's "minimal design" 5G base station.

It is said that Huawei Tianzhu can enable 90% of the world's sites to achieve 5G without transforming the mains. The chip supports a 200M bandwidth and is expected to reduce the weight of a 5G base station by half. At present, Huawei has obtained 30 5G commercial contracts, and more than 25,000 5G base stations have been sent to all parts of the world. Before this meeting, the IMT-2020 (5G) promotion team also released the third phase of the 5G R&D test. Huawei, ZTE, Qualcomm, Intel and other participating manufacturers were awarded certificates.

Chip localization index led the rise of the concept sector

Affected by Huawei's 5G chip, today's chip localization index, semiconductor index index rose, 3.49%, 2.66%, led the rise Concept index. In addition, the recent hot 5G index rose by 1.15% today, and the Huawei Concept Index rose slightly by 0.3% today.

From the 51 constituent stocks of the chip localization index, 9 shares have risen more than 5% today, including Zhaori Technology (300333, diagnostic stock) and Silan Micro (600460). , the diagnosis of stocks), Fu Weiwei (300,613, diagnostic stocks), Infront micro (000670, diagnostic stocks) 4 shares daily limit. In addition, only 4 shares fell today, namely, Obit (300053, diagnostic stock), *ST Datang (600198, diagnostic stock), ZTE (000063, diagnostic stock), Dingxin Communications (603421, diagnostic stock). Among them, Oubit was suspended due to restructuring on January 23, and it was announced yesterday that the acquisition will be rejected.

From the year-to-date performance, 19 of the 51 stocks have risen by more than 10%. From the perspective of individual stocks, the daily limit of the daily limit has increased by 32.39% since the beginning of the year, ranking first in the chip-based localization concept stocks. Second long-termTechnology (600,584, diagnostic stock), North Huachuang (002371, diagnostic stock), Silan micro, the year-to-date cumulative increase of more than 20%.

13 chip concept stocks annual report pre-welcome

As of today's close, 24 of the 51 companies disclosed 2018 annual results forecast, including 13 performance pre-ups, accounting for More than half. From the median value of the expected change in net profit, there are 5 net profit growth of over 50%, 4 shares fell by more than 50%. In terms of market performance, 8 of the pre-happiness stocks have accumulated more than 10%.

Among the pre-history stocks, the median increase in net profit of Quanzhi Technology (300458, Diagnostics) and Navi Technology (300456, Diagnostics) in 2018 is expected to be higher, at 586.66% and 105% respectively. Quanzhi Technology expects net profit in 2018 to be 110 million to 128 million yuan. The main reason for the change in performance is the increase in operating income, the total cost of sales expenses, management expenses and research and development expenses decreased. In addition, the fluctuation of RMB exchange rate brought about 2600 to the company. Exchange gains of 10,000 yuan. Neiwei Technology expects net profit to be between RMB 92 million and RMB 107 million. The change in performance is due to the expansion of demand in the downstream industry.

Among the stocks, Dagang shares (002077, diagnostic stocks) and ZTE's 2018 net profit are expected to have large losses. Dagang shares are expected to have a net profit loss of 300 million to 350 million yuan. The main reason for the change in performance is the acquisition of some expenses incurred by Aiken Semiconductor as a wholly-owned subsidiary, such as post-acquisition results less than expected and goodwill impairment. In addition, the company and its subsidiaries have a slower rate of real estate inventory, occupying a large amount of funds from the company, and have not formed an effective payment, and financial expenses cannot be digested. ZTE expects a net profit loss of 6.2 billion to 7.2 billion yuan. The main reason for the change in performance was the $1 billion fine, which was not possible during the negotiations with the United States.

Disclaimer: All information content of Databao does not constitute investment advice, the stock market is risky, and investment needs to be cautious.

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