责任编辑：栎树 | | | | | 半导体板块个股 | | | | --- | --- | --- | --- | --- | --- | --- | | 序号 代码 | | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | 1 | 688809 | N强- | 1 | 176.30 | 305亿 | 176.30 | | 2 | 688593 | 新相微 | | 12.32 | 98.48 Z | 17.10 | | 3 | 600877 | 电科芯片 | 1 | 10.01 | 215亿 | 37.45 | | 4 | 300782 | 卓胜微 | 1 | 9.75 | 448亿 | -6.61 | | 5 | 688110 | 东芯股份 | 1 | 8.51 | 591亿 | 436.95 | | 6 | 300456 | 寒微电子 | 海 | 5.35 | 434 乙 | 244.99 | | 7 | 688691 | 灿応股份 | 1 | 5.21 | 131亿 | 42.38 | | 8 | 688256 | 寒武纪-U | 1 | 5.17 | 6025 Z | 117.13 ...

港股半导体股拉升走强，其中， 一度大涨超12%大幅领先， 涨超4%， 涨超3%， 涨近2%。消息上，随 着人工智能军备竞赛进入新阶段，英伟达正引领全球数据中心进行一场史无前例的供电架构"革命"：将 电压标准从传统的交流电转向800伏直流电，引爆AI算力基础设施升级潮。东兴证券强调，AI逻辑正不 断强化：在生成式人工智能蓬勃发展的推动下，算力需求呈指数级增长，AI芯片领域百花齐放。数据 中心功率需求激增背景下，建议沿着AI创新周期，重点布局半导体存储、半导体测试设备和磁性元件 三大优质赛道。此外，行业龙头中芯国际昨日晚间公告，拟购买中芯北方49.00%股权，交易价格406亿 元。本次交易有利于进一步提高上市公司资产质量、增强业务上的协同性，促进上市公司的长远发展。 交易前后上市公司的主营业务范围不会发生变化。 ...

Group 1 - The core viewpoint of the article highlights the strong performance of chip concept stocks in the A-share market, with significant gains observed in several companies [1] - Xinxiang Microelectronics saw an increase of over 12%, while Electric Science Chip reached a 10% limit up, indicating robust investor interest [1] - Other notable performers included Zhuosheng Microelectronics with a nearly 10% rise, Dongxin Co. with over 8%, and both Saiwei Electronics and Canxin Co. with gains exceeding 5% [1] Group 2 - The news also reports that SMIC (Semiconductor Manufacturing International Corporation) plans to issue shares worth 40.6 billion yuan to acquire a 49% stake in Zhongxin North, which is held by the National Integrated Circuit Fund and four other parties [1] - Upon completion of this transaction, SMIC will gain full control over this key 12-inch wafer foundry enterprise, enhancing its market position [1]

Group 1 - The semiconductor sector showed active performance with notable stock increases, including a 1.49% rise in SMIC and a 10% increase in Zhaosheng Microelectronics [1] - On December 29, SMIC announced plans to issue 547 million shares to acquire 49% equity in SMIC North, with a transaction price of 40.601 billion yuan [1] - SMIC plans to significantly increase its stake in SMIC South to 41% through a large capital increase with major shareholders, indicating a strategic move to enhance control over core manufacturing [1] Group 2 - The semiconductor equipment ETF E Fund (159558) tracks an index where semiconductor equipment constitutes 62%, showing resilience in the context of domestic substitution trends [2] - The Xinchuan ETF E Fund (159540) focuses on digital chip design, which makes up 41% of its index, potentially benefiting from the rising demand for domestic AI infrastructure [2] - The Sci-Tech Innovation and Entrepreneurship AI ETF E Fund (159140) targets domestic chips and optical modules, serving as an effective investment tool amid the growing certainty in AI hardware construction [2]

| 代码 | 名称 | | 涨跌幅 √ | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | --- | | 09880 | 优必选 | (0) | 6.28% | 127.000 | 639.32 Z | 131.12% | | 06682 | 第四范式 | | 5.34% | 43.820 | 227.5 Z | -13.99% | | 02050 | 三花智控 | | 5.33% | 35.980 | 1514.04亿 | 60.64% | | 02432 | 越讀 | | 4.72% | 35.500 | 156.18 Z | 49.79% | | 00981 | 中芯国际 | | 3.09% | 71.700 | 5736.29 Z | 125.47% | | 02382 | 舜宇光学科技 | | 2.44% | 64.950 | 711.08亿 | -4.93% | | 00020 | 商汤-W | | 2.35% | 2.180 | 881.24亿 | 46.31% | | 02252 | 微创机器人-B | | 2.10% | ...

港股频道更多独家策划、专家专栏，免费查阅>>责任编辑：栎树 此外，行业龙头中芯国际昨日晚间公告，拟购买中芯北方49.00%股权，交易价格406亿元。本次交易有 利于进一步提高上市公司资产质量、增强业务上的协同性，促进上市公司的长远发展。交易前后上市公 司的主营业务范围不会发生变化。 | 成份股 | | | 查看更多 | | --- | --- | --- | --- | | 代码 | 名称 | 最新价 | 涨跌幅 √ | | 02577 | 英诺赛科 | 73.500 | 8.49% | | 02166 | 芯智控股 | 2.030 | 4.10% | | 00981 | 中芯国际 | 71.600 | 2.95% | | 01304 | FORTIOR | 128.500 | 2.72% | | 02878 | 晶门半导体 | 0.435 | 2.35% | | 01347 | 华虹半导体 | 73.800 | 1.86% | | 00595 | AV CONCEPT F | 0.410 | 1.23% | | 00400 | 硬蛋创新 | 3.000 | 1.01% | | 00085 | 中电华大科技 ...

本文源自：金融界AI电报 港股半导体股拉升走强，其中，英诺赛科一度大涨超12%大幅领先，芯智控股涨超4%，中芯国际涨超 3%，晶门半导体涨2.35%，华虹半导体涨近2%。 ...

【#中芯国际拟406亿收购中芯北方#】#中芯南方注册资本增至100.773亿美元#12月29日晚，中芯国际公 告称，公司拟向国家集成电路基金等5名中芯北方股东发行股份购买其所持有的标的公司49%股权，交 易价格406亿元。 此外，中芯国际同时公告，中芯控股与国家集成电路基金、国家集成电路基金二期等订立新合资合同及 新增资扩股协议，中芯南方注册资本将由65亿美元增加至100.773亿美元。中芯控股、国家集成电路基 金、国家集成电路基金二期、国家集成电路基金三期、上海集成电路基金、上海集成电路基金二期、泰 新鼎吉、先导集成电路基金将分别持有中芯南方41.561%、9.392%、14.885%、8.361%、7.939%、 11.253%、5.545%及1.063%股权。（21世纪经济报道） #中芯国际拟购买中芯北方49%股权# 本次交易完成后，中芯国际将持有中芯北方100%的股权，中芯北方将成为公司的全资子公司。中芯北 方主要为客户提供不同工艺平台的12英寸集成电路晶圆代工及配套服务。 本次交易有利于进一步提高上市公司资产质量、增强业务上的协同性，促进上市公司的长远发展。交易 前后上市公司的主营业务范围不会发生变 ...

Core Viewpoint - The semiconductor industry is experiencing a price surge driven by increased demand from AI applications and supply constraints, particularly in the storage and wafer sectors [3][6]. Group 1: Semiconductor Price Trends - The NAND flash wafer prices increased by over 10% in December, while SSD prices rose by 15%-20% [3]. - Major international storage suppliers have raised HBM3E prices by nearly 20% for 2026 [3]. - The current price uptrend is attributed to high demand for high-bandwidth memory (HBM) and large-capacity storage, coupled with a structural shift in production towards high-end products [3][6]. Group 2: Semiconductor Equipment Market - The global semiconductor equipment market is projected to reach $133 billion by 2025, with a year-on-year growth of 13.7%, and is expected to continue growing to $145 billion in 2026 and $156 billion in 2027 [6][11]. - The semiconductor equipment ETF (561980) has seen significant inflows, indicating strong investor interest in the sector [1][12]. - The ETF focuses on companies with high exposure to semiconductor equipment, materials, and integrated circuit design, with nearly 60% of its index comprising equipment [12]. Group 3: Domestic Semiconductor Development - The domestic semiconductor equipment sector is expected to accelerate growth in orders by 2026, driven by the expansion of storage and advanced processes [8]. - The domestic semiconductor equipment industry has achieved significant progress in replacing mature processes with local alternatives since 2019 [11]. - The focus on domestic substitution is not only in equipment but also in chip design and manufacturing processes [8][11].

Group 1 - Semiconductor stocks in Hong Kong have strengthened, with InnoCare rising over 12%, ChipMOS increasing by over 4%, SMIC up by over 3%, and GlobalWafers gaining 2.35% [1] - NVIDIA is leading a significant transformation in global data centers by shifting the voltage standard from traditional AC to 800V DC, igniting an upgrade wave in AI computing infrastructure [1] - Eastmoney Securities highlights that the demand for computing power is growing exponentially due to the rise of generative AI, suggesting investments in semiconductor storage, testing equipment, and magnetic components as key sectors [1] Group 2 - SMIC announced plans to acquire a 49% stake in Northern SMIC for a transaction price of 40.6 billion yuan, which is expected to enhance asset quality and business synergy for the listed company [1]