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Domestic semiconductors, take off!
Continue to hold high and strike hard.
How do domestic semiconductors industry chain grow against the wind? At this closed-door event, many "little giant" companies shared their insights and advice.
① The release of a new round of export control entity lists has fostered the consensus within the industry to cultivate and develop a domestic supply chain system. ② Several emerging companies in the semiconductors field recently stated at an industry event that the domestic market for semiconductor equipment and memory chips is vast, and small and medium-sized enterprises possess the resilience for growth and development.
Industry chain 'uniting to fight back' against overseas restrictions! Chip stocks in Hong Kong are active and strong, with institutions discussing the space for domestic production.
①The four major industry associations have spoken out against the export control of semiconductors by the usa, what impact does this have on domestic chip stocks? ②Institutions are discussing the space for localization, why can semiconductor stocks remain active?
Hong Kong stocks move differently | Chip stocks open higher collectively. Industry associations collectively call for cautious procurement of usa chips. The process of industry chain localization is expected to accelerate.
Chip stocks collectively opened high as of press time, Horizon Robotics (09660) rose 5.87%, at 4.33 Hong Kong dollars; Semiconductor Manufacturing International Corporation (00981) rose 3.85%, at 27 Hong Kong dollars; Hua Hong Semiconductor (01347) rose 3.19%, at 21.05 Hong Kong dollars; Shanghai Fudan (01385) rose 2.41%, at 15.32 Hong Kong dollars.
citic sec: Four industry associations have spoken out, calling for the localization of chips, which has a significant guiding role in the direction.
On December 3, 2024, the four major industry associations of china's semiconductors/autos/internet/communication companies collectively issued a statement, firmly opposing the usa's export restrictions against china, stating that relevant chip products from the usa are no longer safe or reliable, and calling for the active use of chips produced by domestic and foreign enterprises in china.
Industry associations collectively call on domestic companies to be cautious in purchasing usa chips. Institutions provide this analysis as overseas semiconductor giants have repeatedly increased their investment in the china market.
① China has become the most important application market for the global IC industry. Institutions analyze that the new round of export controls by the usa has fractured the global semiconductor market and may also limit the development of usa's own enterprises; ② In the past two years, several overseas semiconductor companies have chosen to increase their investment in the china market and value the growth opportunities of chinese customers.
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周淮安 : I have already sold at the high point. This stock belongs to the semiconductor sector, and this company is downstream of a large semiconductor company. If the large cap market corrects again, I don't think it's very stable, so it's more prudent to buy the top stocks in the sector.