True Or False "Tashan Plan" Stirs Up A-Share Listed Companies Or Issue Clarification Statement

On August 12, Huawei launched the "Tashan plan" internally, which triggered a series of repercussions in the market.

On the same day, it was reported that Huawei officially launched the "Tashan plan" and put forward a clear strategic goal. It said that Huawei had begun to cooperate with relevant enterprises to build chip production lines with independent technology. It also listed 16 companies in the first batch to be shortlisted, involving a number of listed companies.

At the end of the day, Xinyuan micro counter trend rose nearly 13% in the list, and the "power" of the above news can be seen.

Huawei did not officially respond to the plan.

The market also once questioned the authenticity of the news, believing that it was hot money speculation.

On August 13, the 21st century economic reporter contacted some companies in the list and made clear to the reporters that they were not clear about the relevant plans. However, according to our reporter's previous report, some people close to Huawei said that recently Huawei had some views on "Tashan", including cooperation in the research and development of key semiconductor equipment to "a".

Behind the debate between "Tashan plan" and "Tashan plan", it is urgent to promote domestic substitution of industrial chain.

Doubts about the authenticity of "Tashan plan"

After sorting out the public information, the reporter found that the earlier source of the "Tashan plan" was a science and technology blogger.

The person said that due to the sanctions imposed on the international environment, TSMC and other companies could not manufacture Huawei chips, which led to Huawei chips being unable to be produced. Huawei started the "Tashan plan" internally.

According to the news, Huawei has begun to cooperate with relevant enterprises to build a 45nm chip production line without us technology, which is expected to be completed within this year. Meanwhile, it is exploring cooperation to establish a 28nm independent technology chip production line. The overall idea is to establish a resource pool for Huawei to support semiconductor materials and equipment enterprises through joint ventures and cooperative R & D. However, Huawei mainly does experiments, and does not invest in mass production with heavy assets, so as to help run through the production line.

Not long ago, Huawei launched the "Nanniwan project", which includes notebook computers, large screens and other products. Judging from this, it seems reasonable for Huawei to launch the "Tashan plan".

The plan has been followed up by the media, attracting almost unanimous acclaim from the public.

The reporter noted that the list of the first batch of companies selected for the plan was also circulated on the Internet, including Shanghai microelectronics, Shenyang Xinyuan (Xinyuan micro), shengmei, North Huachuang, Zhongwei, Shenyang tuojing, Shenyang Zhongke (zhongkeyi), Chengdu Nanke, Huahai Qingke, Beijing Zhongkexin, Shanghai kaishitong (Wanye enterprise), Zhongke feice, Shanghai Ruili, and Shanghai Precision Survey (precise survey) Electronic), Keyi Hongyuan, Zhongke Jingyuan.

Among them, the listed companies involved include Xinyuan micro, North Huachuang, Zhongwei company, Wanye enterprise, precision measurement electronics, etc.

Xinyuan micro Group Co., Ltd. made the largest progress among them. At the end of the 12th, Xinyuan micro rose rapidly, closing up or down by nearly 13%, while Zhongwei company rose slightly by 1.45%.

But after the public opinion ferments, has attracted the market person's question.

In particular, according to the plan mentioned that "a 45nm chip production line without us technology" will be built within one year, industry insiders think it is not feasible.

Since then, some media have confirmed the plan to insiders in China. They all said that they have not heard of the news, and Huawei officials have not responded to this.

The reporter noted that the first blogger who released the news has deleted the relevant microblog of "Tashan plan".

The 21st century business reporter called some of the enterprises listed above and got the reply that the companies were not aware of the plan.

Liu Xiaoyu, Secretary of the board of directors of Zhongwei company, told reporters, "I don't understand the whole matter of Tashan plan. The marketing department of the company has paid attention to it and plans to issue a clarification statement."

Judging from the performance of the secondary market, Xinyuan micro made a sharp correction on the 13th, with a decrease of about 10% and that of Zhongwei company by about 2%. The relevant target stock price pull up and then callback, more by the market that the relevant news release "Tashan plan" hype means very strong.

The road of independent chip

The story seems to end here. But Huawei has not stopped seeking independent technology.

According to our reporter's previous report, some people close to Huawei have said that recently Huawei has some internal views about "Tashan", including cooperation in research and development of key semiconductor equipment to "a".

From the analysis of many people in the electronics industry, the market is willing to believe the plan because it is a necessary way for Huawei to break through under the current situation.

"It can be realized. No one has been doing it for so many years because it is unnecessary and the cost is too high. Relevant information shows that Huawei does not engage in production lines, but participates in the setup of pilot production lines. After the test process is completed, it is handed over to the cooperative enterprises for production and replication. Under the leadership of Huawei, the integration is expected to accelerate. " Liu Lang, a senior investment adviser of Kaiyuan securities, who has long been concerned about the electronic industry, said, "previously, the market generally expected to make a line of 28nm at least five years ago. Now it seems that the progress may be accelerated."

The strategic goal of this plan is also consistent with the current bottleneck of the semiconductor industry, that is, to break through the key links of the semiconductor industry, including EDA design, material and material production and manufacturing, process, design, semiconductor manufacturing, chip packaging and testing, so as to realize the comprehensive independent control of semi conductor technology.

Specifically, the current semiconductor industry neck link is mainly lithography equipment and some materials.

From the main business of the companies listed in the list, most of them are mainly equipment: Shanghai microelectronics is a leading manufacturer of lithography equipment in China, some of the etching equipment of China Microelectronics Co., Ltd. is a global leader, and North Huachuang is a leading manufacturer in the field of etching machine, and the main products of Xinyuan micro are gluing and developing equipment and single-chip wet equipment.

At the same time, the semiconductor industry still has a long way to go to realize localization.

"Huawei's product line restructuring is just to beautify, which does not mean that it has no foreign dependence. In fact, some semiconductor materials are still dependent on Japan, and there are some but not many in South Korea. In terms of chip design software, Huawei is fully authorized and can still be used for the time being. However, when the next generation production line wants to be updated, if it is limited, it will be a greater bottleneck. This is also an area that relies heavily on the United States. The United States should be able to occupy more than 80% of the market share. " Liu Lang said.

The debate between the true and false of Huawei's "Tashan plan" precisely reflects the difficulty of the domestic semiconductor industry to achieve full technological independence.