Core Viewpoint - The Chinese chip industry has not only survived the sanctions imposed by the U.S. but has thrived, particularly in the mature chip sector, positioning itself as a global leader in this market. Group 1: Impact of U.S. Sanctions - In 2019, the U.S. placed hundreds of Chinese chip companies, including Huawei and Yangtze Memory Technologies, on an "entity list," prohibiting them from purchasing American technology [3] - Despite the restrictions on EDA software, photolithography machines, and advanced process foundries, Chinese chip companies adopted a "fight to the end" mentality, leading to significant advancements during a period of apparent dormancy [3][9] Group 2: Growth in Chip Production - After failing to procure ASML's EUV photolithography machines, China invested 150 billion yuan in new wafer fabs across major cities, resulting in a monthly production capacity increase of 350,000 wafers for mature chips [4] - China has achieved a global leading position in mature process capacity (28nm and above), with projections indicating a 43% market share by 2027 [6] Group 3: Technological Advancements - Chinese companies have made significant strides in chip design software, with firms like Huada Jiutian and Gekun Electronics successfully developing designs for 14nm and above [10] - In chip manufacturing equipment, Shanghai Micro Electronics and Zhongwei have achieved mass production of 28nm photolithography machines and successfully integrated 5nm etching machines into TSMC's supply chain [10] Group 4: Market Dynamics and Competition - The return of Huawei's Kirin chips has pressured Qualcomm, resulting in a loss of approximately 40 million chips sold in China, translating to hundreds of billions in economic losses for Qualcomm [10] - Yangtze Memory Technologies has captured an 8.1% global market share in NAND flash memory, forcing competitors like Samsung and Micron to reduce prices by 50% [10] - Chinese companies like BYD and Unisoc have significantly impacted the automotive chip market, leading to a 60% profit drop for Infineon and NXP [10] Group 5: Export Growth - China's chip export value has surged from 437.2 billion yuan in 2014 to 1.14 trillion yuan in 2024, marking a significant increase and breaking the 1 trillion yuan barrier for the first time [11] - The U.S. strategy to restrict high-end chips has inadvertently allowed China to dominate the mature chip market, with global analysts noting that U.S. sanctions have only strengthened China's position [11]

(责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 格隆汇8月4日｜港股半导体股走强，其中，顺泰控股、英诺赛科涨超7%，上海复旦涨超6%，华虹半导 体涨超5%，美佳音控股涨超4%，中芯国际、脑洞科技、晶门半导体、中电华大科技涨超2%。 | 代码 | 名称 | | 涨跌幅 √ | 最新价 | 总市值 | | --- | --- | --- | --- | --- | --- | | 01335 | 顺泰控股 | 0 | 7.83% | 0.124 | 3.02亿 | | 02577 | 英诺赛科 | | 7.90% | 62.150 | 555.87亿 | | 01385 | 上海賞目 | | 6.18% | 33.180 | 272.55亿 | | 01347 | 华虹半导体 | | 5.96% | 41.800 | 721.92亿 | | 06939 | 美佳音控股 | | ...

| 42 | 0 | 三七互娱 | 51.09 | -1 + | | --- | --- | --- | --- | --- | | 43 | | 常山北明 | 50.65 | -1 0 | | 44 | | 中国民航信息网络 | 46.97 | -1 + | | 45 | | 奇富科技 | 45.25 | -1 + | | 46 | | 岩山科技 | 44.28 | | | 47 | INESA | 云赛智联 | 42.59 | -1 + | | 48 | DHC | 东华软件 | 41.41 | | | 49 | | 银之杰 | 40.59 | | | 50 | | 阅文集团 | 39.68 | 1 t | 每日根据市值计算出前50名公司,美元港元按照当日汇率中间价折算 @ JIN10.COM D. 金十数据 | 一个交易工具 | 排名 | | 公司 | 市值(亿美元) | 排名变化 | | --- | --- | --- | --- | --- | | 1 | | 台积电 | 12199.22 | | | 2 | | 腾讯控股 | 6346.48 | | | 3 | | 阿里巴巴 | 2791.93 | ...

格隆汇8月4日｜港股低开高走，恒生科技指数涨幅一度扩大至超1%。军工、黄金、半导体、影视等概 念涨幅居前，华虹半导体涨超6%，中芯国际涨超3%。 ...

截至2025年8月4日 10:24，上证科创板芯片指数强势上涨1.58%，成分股东芯股份上涨16.67%，华虹公司上涨8.03%，芯原股份上涨4.96%，峰岹科技、海光 信息等个股跟涨。科创芯片ETF(588200)上涨1.51%。 资金流入方面，拉长时间看，科创芯片ETF近21个交易日内有13日资金净流入，合计"吸金"12.75亿元。数据显示，杠杆资金持续布局中。科创芯片ETF最新 融资买入额达1.45亿元，最新融资余额达15.23亿元。 截至8月1日，科创芯片ETF近1年净值上涨57.65%，排名可比基金第一，指数股票型基金排名203/2944，居于前6.90%。从收益能力看，截至2025年8月1日， 科创芯片ETF自成立以来，最高单月回报为25.18%，最长连涨月数为4个月，最长连涨涨幅为36.01%，上涨月份平均收益率为8.19%。 根据SIA数据显示，2025年5月全球半导体销售额达589.8亿美元，同比增长27.0%，环比增长3.5%；2025年5月中国半导体销售额达170.8亿美元，同比增长 20.5%，环比增长5.4%。 中银证券指出，H20 恢复对华销售，算力产业链再迎催化。 H20 恢复对 ...

| 恒生指数 | 24547.54 | +39.73 | +0.16% | | --- | --- | --- | --- | | 800000 | | | | | 国企指数 | 8824.51 | +20.09 | +0.23% | | 800100 | | | | | 恒生科技指数 | 5400.60 | +3.20 | +0.06% | | 800700 | | | | 格隆汇8月4日｜港股低开高走，恒指、恒生科技指数双双转涨。芯片股回暖，华虹半导体涨超5%，中 芯国际、上海复旦涨超3%。 | 代码 | 名称 | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | | 300696 | 爰乐达 | 20.00 | 88.30亿 | 93.95 | | 688788 | 科思科技 | 17.18 | 112亿 | 232.98 | | 300591 | 万里马 | 12.58 | 51.20亿 | 207.06 | | 301338 | 凯格精机 | 11.17 | 61.52亿 | 86.28 | | 301357 | 北方长龙 | 10.30 ...

港股低开高走，恒指、恒生科技指数双双转涨。芯片股回暖，华虹半导体(01347.HK)涨5.6%，中芯国际 (00981.HK)、上海复旦(01385.HK)涨超3%。 ...

来源：新浪基金∞工作室 8月4日，科创芯片ETF基金（588290）开盘跌0.71%，报1.548元。科创芯片ETF基金（588290）重仓股 方面，中芯国际开盘跌0.39%，海光信息跌0.54%，寒武纪跌0.22%，澜起科技跌0.23%，中微公司跌 0.47%，芯原股份涨0.55%，沪硅产业跌0.32%，恒玄科技跌1.01%，思特威跌0.33%，华海清科跌 0.72%。 科创芯片ETF基金（588290）业绩比较基准为上证科创板芯片指数收益率，管理人为华安基金管理有限 公司，基金经理为刘璇子，成立（2022-09-30）以来回报为55.77%，近一个月回报为3.75%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 ...

来源：新浪基金∞工作室 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 8月4日，集成电路ETF（159546）开盘跌0.15%，报1.345元。集成电路ETF（159546）重仓股方面，中 芯国际开盘跌0.39%，海光信息跌0.54%，寒武纪跌0.22%，豪威集团跌0.69%，澜起科技跌0.23%，兆易 创新跌0.86%，长电科技跌0.55%，紫光国微跌0.67%，芯原股份涨0.55%，瑞芯微跌0.31%。 集成电路ETF（159546）业绩比较基准为中证全指集成电路指数收益率，管理人为国泰基金管理有限公 司，基金经理为麻绎文，成立（2023-10-11）以来回报为34.87%，近一个月回报为1.92%。 ...

Group 1 - The United States will implement "reciprocal tariffs" starting August 7, which may impact trade dynamics [1] - Key financial reports are expected from companies such as AMD, Micron Technology, Novo Nordisk, and Eli Lilly [1] - The 2025 World Robot Expo will open in Beijing, highlighting advancements in robotics [1] Group 2 - On August 4, the Eurozone's Sentix Investor Confidence Index and the U.S. factory orders for June will be released [2] - On August 5, China will publish the July S&P Global China PMI, and the U.S. will release the July ISM Non-Manufacturing Index [2] - On August 6, financial results from AMD, McDonald's, and Novo Nordisk will be disclosed [2] - On August 7, the U.S. will begin implementing "reciprocal tariffs," and the Bank of England will announce its policy interest rate [2] - On August 8, the U.S. is requesting a resolution between Russia and Ukraine by August 8 [2] - On August 9, China will release July CPI and PPI data [2]