消息面上，据多方媒体报道，中芯国际已经对部分产能实施了涨价，涨幅约为10%。 编辑 ｜ 钉钉 12月24日，中芯国际AH股开盘均涨超2%，截至发稿，A股中芯国际报122.5元/股，港股报70.35港元/ 股。 | < W | 中芯国际(688981) | | | | | --- | --- | --- | --- | --- | | | 交易中 12-24 09:25:01 融 通 科 | | | | | | 122.50 额 1.18亿 股本 80.00亿 市盈™ | | 204 万得 | | | | 2.60 2.17% 换 0.05% 市值 6275亿 市净 6.48 | | 20 | | | | 港股 70.350 +1.450 +2.10% | | 溢价(H/A) -47.96% | | | 分时 | 五日 日K | 周K 月K | | | | 叠加 | | 均价:122.50 | 盘口 资金 | | | 122.50 | 2.17% 卖五 122.58 | | | 31 | | | | | 卖四 122.57 | 24 | | | | | 東三 122.56 | 2 | | | | | 更二 12 ...

Group 1 - The core viewpoint of the news is that semiconductor stocks in Hong Kong, particularly SMIC and Shanghai Fudan, experienced a price increase due to rising demand driven by mobile applications and AI, leading to a price hike of approximately 10% on certain production capacities by SMIC [1] - The price increase is attributed to several factors, including the low prices of storage products previously, which prompted wafer fabs to raise prices, and the ongoing demand for semiconductor products [1] - TSMC's confirmation of consolidating 8-inch production capacity and plans to shut down certain production lines by the end of 2027 may also contribute to the expectation of price increases among wafer fabs [1] Group 2 - The stock performance of semiconductor companies shows significant gains, with Shanghai Fudan rising by 4.77%, SMIC by 4.72%, and Huahong Semiconductor by 4% [2] - The overall capacity utilization rates for SMIC and Huahong are reported to be continuously increasing, nearing or exceeding full capacity due to strong demand [1]

Core Viewpoint - The Hong Kong stock market is experiencing a strong surge in the semiconductor sector, with notable increases in stock prices for companies like SMIC and Hua Hong Semiconductor, alongside the launch of the first ETF focused on the Hong Kong semiconductor industry [1][7]. Group 1: Market Performance - On December 24, the Hong Kong stock market saw significant gains in semiconductor stocks, with SMIC and Shanghai Fudan rising by 5% and Hua Hong Semiconductor increasing by over 4% [1][7]. - The first ETF focusing on the Hong Kong semiconductor industry (159131) recorded a price increase of 1.9%, with a real-time transaction volume exceeding 24 million CNY [1][7]. Group 2: Price Increases and Demand - SMIC has implemented price increases on some of its production capacities, with an approximate rise of 10% expected to be executed soon [8][9]. - The demand for semiconductor products is driven by the continuous growth in mobile applications and AI, leading to increased wafer demand [9]. - The capacity utilization rates for SMIC and Hua Hong are nearing or exceeding full capacity due to strong demand [9]. Group 3: ETF Composition and Strategy - The ETF's index is composed of 70% hardware and 30% software, heavily investing in Hong Kong's semiconductor, electronics, and computer software sectors, covering 42 hard-tech companies [9]. - SMIC holds a weight of 20.48% in the ETF, while Xiaomi Group-W and Hua Hong Semiconductor have weights of 9.53% and 5.80%, respectively [9].

Market Performance - A-share indices showed mixed performance, with the Shanghai Composite Index down 0.01%, while the ChiNext Index rose 0.19% and the Shenzhen Component Index increased by 0.21% [1] - The Hang Seng Index opened higher, gaining 0.02%, and the Hang Seng Tech Index rose by 0.07%, with notable increases in stocks like SMIC and Hua Hong Semiconductor, both up over 4% [1] Sector Performance - Strong sectors included photovoltaic glass, energy metals, memory chips, gold, and fluorine chemical stocks, while weak sectors included Hainan Free Trade Zone, commercial aerospace, nuclear fusion, and dairy themes [1] - The semiconductor sector continued to strengthen, with companies like Shenghui Integrated and Chuangyuan Technology achieving three consecutive trading days of gains, and SMIC implementing a price increase of approximately 10% on some production capacities [2] Bond and Commodity Markets - In the domestic bond market, the 30-year main contract fell by 0.09%, while the 10-year main contract remained flat, and the 5-year and 2-year contracts decreased by 0.02% and 0.01%, respectively [1] - The domestic commodity futures market opened mostly higher, with platinum futures hitting the daily limit, and significant increases in silver, palladium, lithium carbonate, and nickel [1][9] Index Openings - The Shanghai Composite Index opened at 3920.35 points, up 0.01% [3] - The Shenzhen Component Index opened at 13378.48 points, up 0.07% [4] - The ChiNext Index opened at 3207.41 points, up 0.07% [5] - The CSI 300 opened at 4623.68 points, up 0.06% [6] - The Sci-Tech 50 opened at 1342.13 points, up 0.16% [7] Currency Exchange - The RMB against the USD appreciated by 52 points to 7.0471, marking a new high since September 30, 2024 [8]

消息面上，据报道，中芯国际已经对部分产能实施了涨价，涨幅约为10%。有公司反映，预计涨价会很 快执行。对于中芯国际涨价的原因，有半导体业内人士解读，原材料涨价也是其中因素。此外，台积电 确认整合8英寸产能，并计划在2027年末关停部分生产线，或也引发晶圆厂涨价预期。事实上，由于需 求旺盛，中芯国际、华虹公司的产能利用率持续增长，并已接近满载或超过满载。 招银国际认为，展望2026年，维持四大核心投资主线推荐：1)人工智能驱动的结构性增长；2)中国半导 体自主可控趋势；3)高收益防御性配置；4)行业的整合并购。自2024年以来人工智能驱动的投资与科技 自主可控两大主题一直是该行的首选推荐，并已实现显著回报。东莞证券认为，展望2026年，该行认为 人工智能仍为科技行业创新主线，算力、存力、设备、先进封装等多环节有望受益。 芯片股涨幅居前，截至发稿，上海复旦(01385)涨4.68%，报44.76港元；中芯国际(00981)涨4.28%，报 71.85港元；华虹半导体(01347)涨3.34%，报72.65港元。 ...

招银国际认为，展望2026年，维持四大核心投资主线推荐：1)人工智能驱动的结构性增长；2)中国半导 体自主可控趋势；3)高收益防御性配置；4)行业的整合并购。自2024年以来人工智能驱动的投资与科技 自主可控两大主题一直是该行的首选推荐，并已实现显著回报。东莞证券认为，展望2026年，该行认为 人工智能仍为科技行业创新主线，算力、存力、设备、先进封装等多环节有望受益。 消息面上，据报道，中芯国际已经对部分产能实施了涨价，涨幅约为10%。有公司反映，预计涨价会很 快执行。对于中芯国际涨价的原因，有半导体业内人士解读，原材料涨价也是其中因素。此外，台积电 确认整合8英寸产能，并计划在2027年末关停部分生产线，或也引发晶圆厂涨价预期。事实上，由于需 求旺盛，中芯国际、华虹公司的产能利用率持续增长，并已接近满载或超过满载。 智通财经APP获悉，芯片股涨幅居前，截至发稿，上海复旦(01385)涨4.68%，报44.76港元；中芯国际 (00981)涨4.28%，报71.85港元；华虹半导体(01347)涨3.34%，报72.65港元。 ...

2025.12.24 本文字数：547，阅读时长大约1分钟 作者 |一财阿驴 09:29有色金属板块连日走强，白银有色涨超4%，盛达资源、电工合金、兴业银锡、新威凌、北方铜 业、深圳新星等个股跟涨。 09:27中芯国际AH股均涨超2%，据多方媒体报道，公司已经对部分产能实施了涨价，涨幅约为10%。 09:25 A股开盘丨三大指数集体高开 沪指高开0.01%，深成指高开0.07%，创业板指高开0.07%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | sny | 3920.35 | 0.37 | 0.01% | | 399001 | 深证成指 | M | 13378.48 | 9.49 | 0.07% | | 399006 | 创业板指 | NM | 3207.41 | 2.40 | 0.07% | 恒生指数高开0.02%，恒生科技指数涨0.07%，中芯国际涨逾2%，华虹半导体、网易、紫金矿业涨逾 1%。 2026阿驴「躺赢日历」限量发售中12个月，12个我，陪你轻松一整年～ 2 ...

每经AI快讯，12月24日，港股芯片股盘初走高，中芯国际涨超5%，华虹半导体涨超3%，上海复旦、英 诺赛科等跟涨。 （文章来源：每日经济新闻） ...

每经AI快讯，12月24日，中芯国际A、H股均涨超2%。 （文章来源：每日经济新闻） ...

Group 1 - Hong Kong chip stocks experienced an initial rise, with Semiconductor Manufacturing International Corporation (SMIC) increasing by over 5% [1] - Hua Hong Semiconductor saw an increase of over 3% [1] - Other stocks such as Tianyu Semiconductor, Shanghai Fudan, and InnoCare also followed the upward trend [1]