Group 1 - The State Intellectual Property Office of China has reported that Semiconductor Manufacturing International Corporation (SMIC) has applied for a patent titled "Layout Method of Functional Areas in Wafer Fab, Storage Medium, and Terminal," with publication number CN119849410A, and the application date is October 2023 [1] - The patent abstract describes a layout method for functional areas in a wafer fab, which includes obtaining production processes during wafer processing and the correlation between different functional areas based on these processes [1] - The layout design aims to enhance the rationality of the functional area arrangement by utilizing feasible and theoretically grounded correlations [1] Group 2 - SMIC Beijing was established in 2002, located in Beijing, with a registered capital of 100 million USD, and has participated in 51 bidding projects and holds 5000 patent records [2] - SMIC Beijing has 226 administrative licenses and has made investments in one company [2] - SMIC Shanghai was founded in 2000, located in Shanghai, with a registered capital of 244 million USD, and has participated in 117 bidding projects, holding 5000 patent records and 147 trademark records [2] - SMIC Shanghai has 443 administrative licenses and has invested in four companies [2] - SMIC Beijing has a registered capital of 500 million USD and has participated in 34 bidding projects, holding 8 patent records and 245 administrative licenses [2]

Group 1 - The core index, the CSI 800 Relative Growth Index, closed at 3310.48 points, with mixed performance among the three major A-share indices [1] - The CSI 800 Relative Growth Index has seen a decline of 7.47% over the past month, a slight decrease of 0.06% over the last three months, and a year-to-date drop of 2.46% [2] - The index is designed to reflect the performance of securities with prominent growth characteristics within the CSI 800 Index, using a free-float market capitalization weighted approach [2] Group 2 - The top ten holdings of the CSI 800 Relative Growth Index include Kweichow Moutai (7.31%), CATL (4.43%), and BYD (2.35%) among others [2] - The market capitalization distribution shows that the Shanghai Stock Exchange accounts for 57.23% and the Shenzhen Stock Exchange for 42.77% of the index [2] Group 3 - The industry composition of the CSI 800 Relative Growth Index includes 22.38% in industrials, 22.26% in information technology, and 14.68% in consumer staples, among others [3] - The index samples are adjusted semi-annually, with adjustments occurring on the next trading day after the second Friday of June and December [3] - In special circumstances, the index may undergo temporary adjustments, such as when a sample company is delisted or undergoes mergers or acquisitions [3]

Core Points - Semiconductor companies, including SMIC Beijing and SMIC Shanghai, have applied for a patent titled "Semiconductor Structure and Its Formation Method" with publication number CN 119833523 A, filed on October 2023 [1] - The patent describes a method for forming a semiconductor structure that enhances device integration by reducing height differences on the surface of wafers and minimizing the chip area in the horizontal direction [1] Company Overview - SMIC Beijing was established in 2002 and is primarily engaged in the manufacturing of computers, communications, and other electronic devices, with a registered capital of 100 million USD [2] - The company has made one external investment, participated in 51 bidding projects, and holds approximately 5000 patent records, along with 226 administrative licenses [2]

Group 1 - Semiconductor Manufacturing International Corporation (SMIC) has applied for a patent titled "Production Process Classification Method and System, Storage Medium and Terminal," with the publication number CN 119830021 A, filed on October 2023 [1] - The patent describes a method that includes obtaining textual data of several production processes, each consisting of multiple production steps, and establishing a spatial vector model to classify these processes based on their similarity [1] - The method aims to convert non-mathematical textual data into mathematical spatial vector coordinates for precise classification of production processes [1] Group 2 - SMIC Beijing was established in 2002 and primarily engages in the manufacturing of computers, communications, and other electronic devices, with a registered capital of 100 million USD [2] - The company has made one external investment, participated in 51 bidding projects, and holds 5,000 patent records along with 226 administrative licenses [2]

Group 1 - The Hong Kong stock market is under pressure due to fluctuating tariff policies, with the Hang Seng Index dropping nearly 1% and the Hong Kong Technology 50 ETF (159750) declining by 1.70% [1] - Major technology stocks like Huawei Semiconductor and SMIC are performing well, while Alibaba-W has dropped over 3% and Tencent Holdings and Xiaomi Group have fallen by over 1% [1] - Southbound capital inflow has accelerated, with significant net purchases in major tech stocks, totaling a net buy of 26 billion HKD for Tencent, Alibaba, and Xiaomi combined [1] Group 2 - According to CMB International, the Hong Kong stock market is primarily driven by domestic demand, and further support from domestic policies is expected amid external uncertainties [2] - Dongguan Securities notes that the Hong Kong market is concentrated in technology, finance, and consumer sectors, which account for 61.56% of market capitalization, while lower-tier manufacturing is less affected by international trade tensions [3] - Mainstream institutions are focusing on a balanced allocation of "high elasticity + high dividend" strategies to cope with uncertainties [4] Group 3 - CICC believes that internet technology with low export exposure remains a key focus, and there is a rotation potential with dividend assets [5] - CMB International continues to favor the AI and technology sectors in Hong Kong, highlighting opportunities in AI infrastructure suppliers, cloud service providers, and companies with strong technological capabilities [5] - The Hong Kong Technology 50 ETF (159750) has seen a 295% increase in shares this year, indicating high investor interest in technology companies with substantial R&D investment and revenue growth [5]

Group 1 - The Hang Seng Index closed up by 0.23% [1] - The Hang Seng Tech Index decreased by 0.67% [1] - In the debut trading day, InnoCare Pharma (09606.HK) surged by 116.70% [1] - Semiconductor Manufacturing International Corporation (00981.HK) fell by 4.53% [1]

Group 1 - The Hang Seng Tech Index has declined by over 1% [1] - Hua Hong Semiconductor has dropped by more than 4% [1] - SMIC (Semiconductor Manufacturing International Corporation) has fallen by over 3% [1]

港股半导体板块表现低迷，中芯国际(00981.HK)跌超3%，上海复旦(01385.HK)跌超5%，宏光半导体 (06908.HK)、英诺赛科(02577.HK)等跟跌。 ...

南向资金今日大幅净买入57.8亿元。港股通（沪）方面，小米集团-W、阿里巴巴-W分别获净买入10.63 亿港元、4.86亿港元；中芯国际净卖出额居首，金额为1.2亿港元；港股通（深）方面，泡泡玛特、香港 交易所分别获净买入2.42亿港元、2.39亿港元；小米集团-W净卖出额居首，金额为8.84亿港元。 ...

April 8, 2025 09:00 PM GMT SMIC | Asia Pacific Domestic AI GPU demand and supply larger than expected; Upgrade to EW | What's Changed | | | | --- | --- | --- | | SMIC (0981.HK) | From | To | | Rating | Underweight | Equal-weight | | Price Target | HK$38.00 | HK$40.00 | Rising AI inference demand and SMIC's capability to source bottlenecked equipment have led to strong revenue growth for its advanced nodes. Move SMIC to EW from UW. Rigid demand for AI chip localization: Driven by DeepSeek, we expect rising d ...