Yuanjiang Sunbird Yacht Recruitment

Total market value: 6.3 billion

Ganzhao Optoelectronics is mainly engaged in the research, development, production and sales of compound semiconductor devices such as full color ultrasound high brightness LED epitaxial wafer, chip, high performance GaAs solar cell epitaxial wafer, Mini-LED/Micro-LED, VCSEL, etc., and its product performance index ranks at the international advanced level. At present, the company has more than 1 10000 square meters of modern clean workshop, as well as tens of thousands of internationally advanced epitaxial growth and chip manufacturing equipment. It takes innovation as the core, and relies on an expert team with rich experience in photoelectric technology accumulation and industrialization to develop epitaxial wafers and chips with independent intellectual property rights and quickly industrialize them. The produced high-efficiency GaAs solar cell epitaxial wafer is in a leading position in uniformity, consistency and reliability, reaching the international advanced level. Many products have reached the international advanced technical level and successfully replaced imports.

It is a red and yellow light faucet, which is expected to benefit deeply in new fields. It is the manufacturer with the highest market share of red and yellow films in China, and there are 26 cavities for producing red and yellow MOCVD. For the infrared IR chip market, the company has inherent advantages, and the new display technology of MiniLED and MicroLED has opened up a new space for the company's red and yellow chip application. The accumulation of red and yellow chips ensures the company's competitiveness in new fields. Invest 654.38+597 million to build high-end semiconductor R&D and VCSEL, high-end LED chips and other production projects. Based on GaAs semiconductor materials, VCSEL is different from LED and LD, and is widely used in optical communication, optical interconnection, optical storage and other fields to boost the company's strategic development.

Generally speaking, it has made great achievements in the field of traditional LED chips, and the basic disk is relatively stable. At the same time, it will increase investment in the development of high-end semiconductor projects such as high-end LED chips, which means that it will start upgrading and development under a steady situation. It has the first-Mover advantage and the underlying foundation advantage on this track. Although the process is relatively difficult, it will bring substantial benefits after the completion of the upgrade, so the expected value of funds will be stronger and is expected to be consolidated.

Second, Suzhou solid technetium

Total market value: 9.3 billion

Suzhou Technetium Electronics Co., Ltd. is a Suzhou Technetium Electronics Co., Ltd. founded on1990165438+10/2. It is imported and exported by Suzhou Twelfth Radio Component Factory (the predecessor of Suzhou Tongbo Electronic Equipment Co., Ltd.), Hongkong Shen Ming Company and China Hardware and Minerals Company. The operation period is 20 years, mainly engaged in the production and sales of various semiconductor chips, diodes, triodes and various rectifier bridge stacks and other series products and electronic components electroplating. The company has world-class diode manufacturing capability.

I've never heard of it! Does it have power? Or is it a hidden dragon ignored by retail investors? What is the driving force behind it?

The company has the first echelon of rectifier diodes in the world, and some diodes come from employees of Suzhou Solid Technology Company. The company has a world-class level in diode manufacturing, and the core technology of more than 2000 specifications of its chips is in the hands of the company. The sales volume of rectifier diodes has been in the forefront of China for more than ten years. The company has MEMS-CMOS three-dimensional integrated manufacturing platform technology and eight-inch wafer-level packaging technology, which enhances the company's research and development strength and raises the company's technical level from the current domestic advanced to the international advanced level. It has formed a complete industrial chain from independent development of front-end chips to various packaging technologies of back-end products. At the same time, we have a complete set of solutions from product design to final product processing, which can meet the needs of customers to the maximum extent and continuously improve our technical ability and level.

Generally speaking, it has a very high level in diode manufacturing and has mastered many core technologies. Generally speaking, technology is in hand and you are not afraid to travel all over the world. It is not satisfied with its own technological advantages. It has also built a complete industrial chain, improved its performance through systematic and large-scale methods, paid attention to the individual needs of customers, and has solutions to various problems. With the above advantages and preparations, we can consolidate our front row position, and with the arrival of the wave of science and technology, we are expected to go out.

Third, Yaguang Technology.

Total market value:11.600 million.

Yaguang Technology Group Co., Ltd., formerly known as Sunbird Yacht Co., Ltd., is headquartered in Yuanjiang City, Hunan Province. China is a leading all-material yacht, commercial boat and special boat system solution provider. Yaguang Electronics, a subsidiary company, has maintained the leading position in domestic military electronic semiconductor components and microwave circuits for many years. Its products are widely used in airborne, shipborne, missile-borne and other aerospace equipment and weapon platforms. The R&D team is experienced and has sufficient, high-quality and stable military customer resources. China is a leading provider of military electronics, microwave radar and intelligent boat system solutions.

The demand for military-related missiles and satellites has increased, and it is expected that military electronic products will continue to grow at a high speed. Military electronic business has become the core department of the company, including microwave circuits and components and semiconductor devices, such as microwave diodes and transistors, microwave monolithic and hybrid integrated circuits. Its special high-density integrated packaging microwave circuit project was officially launched, which will meet the rapidly growing demand of RF micro-system application in aerospace and missile-borne fields. During the Tenth Five-Year Plan period, the number of missiles purchased is expected to increase substantially, the construction progress of LEO satellites will be accelerated, the demand for microwave components is expected to increase substantially, and the company's military electronics business will continue to grow at a high speed. It is estimated that the compound growth rate of Yaguang technology military chip business is expected to reach 50% in the next five years. At the same time, with the economic recovery in the post-epidemic era, its own ship business will also bring more performance space.

Generally speaking, their own business ships are actually affected by the epidemic. In the post-epidemic era, economic recovery is beneficial to its shipbuilding industry and its industrial upgrading. But this is not the core of it. Its core is the military electronic business, which is growing very fast and has a broad market. It is expected to open a new world for it. At the same time, this market has a certain continuity, so the performance will naturally look good, and it will naturally rise.