Golden Finance News | Semiconductor stocks rose in the afternoon, with Semiconductor Manufacturing International Corporation (00981) up 3.15%, Hua Hong Semi (01347) up 2.25%, and Shanghai Fudan (01385) up 1.31%.
Tianfeng Securities released a research report stating that in the second half of the year, the semiconductor industry will enter the traditional peak season. It is expected that with the release of new downstream consumer electronics products in the third and fourth quarters, the demand side of the entire industry chain will improve season by season. The performance of the chip design sector may also marginally improve. In addition, with the release of new theme indices, it is expected to usher in a bull market, and the localization process of semiconductor equipment and materials is also optimistic about the supply side. In the near future, there have been frequent policies encouraging the development of the semiconductor industry, coupled with the promotion of the third phase of the large fund, and the breakthrough of the bottleneck link is expected to accelerate. The localization rate of mainland equipment and materials is expected to accelerate, and industry chain-related opportunities are worth paying attention to.