It seems that the growth of semiconductor performance is the most certain, and the rise in volume and price of "price increase + production expansion" has almost become a sure thing to increase the performance of semiconductors in the mid-term report.

In the semiconductor sector, from the perspective of market performance, since June, the third-generation semiconductor sector has gained a lot, and the stock prices of nearly 50 stocks have risen by an average of 15.56%. On June 17 (yesterday), the third-generation semiconductors reached the daily limit almost across the board, and many stocks such as Jucan Optoelectronics, Sanan Optoelectronics, Roshow Technology, New Clean Energy, Star Semiconductor and Silan Microelectronics reached the daily limit.

It can be observed that the LED sector performed outstandingly. According to Wind, the LED index rose by 6.45%, the largest single-day increase in the index this year. The LED industry, which is in the recovery channel, has been continuously verified in the secondary market.

Sanan Optoelectronics opened at 27.15 yuan on June 17. As of 13:40, the stock rose 10.02% to 29.76 yuan, closing the price limit.

Sanan Optoelectronics is mainly engaged in the research and development and application of compound semiconductor materials. It is the leader of the entire LED industry. It is involved in new semiconductor materials such as gallium arsenide, gallium nitride, silicon carbide, indium phosphide, aluminum nitride, and sapphire. Epitaxial wafers and chips are the core business, and the products are mainly used in lighting, display, backlight, agriculture, medical, microwave radio frequency, laser communication, power devices, optical communication, induction sensing and other fields.

The substrate materials used for LED chips are also gallium arsenide, gallium nitride, etc. Compared with other companies, the company has a deeper understanding of compound semiconductor technology. At the same time, the company has extensively deployed materials from chips to packaging, and is expected to build a closed-loop compound semiconductor industry chain from substrates to devices.