国台办举行例行新闻发布会。近日，台经济主管部门称，已将601个实体纳入"出口管制名单"，其中包 括华为、中芯国际等大陆芯片研发企业。有岛内投资者担心，相关"出口禁令"会冲击台湾半导体企业。 对此有何评论？国台办发言人朱凤莲表示，民进党当局对于损台害台的关税霸凌，无底线卑躬屈膝、跪 地求饶；对于互惠互利的两岸经济合作，却屡下黑手，频施恶招，甚至把配合美国打压大陆企业作为向 美输诚、"倚外谋独"的"投名状"，种种卑劣行径令人不齿。我们将采取有力措施坚决维护两岸经贸交流 合作正常秩序，维护两岸同胞利益福祉。(日月谭天) ...

恒指涨幅扩大至1%，新东方(09901.HK)、中芯国际(00981.HK)领涨成分股，恒生科技指数现涨1.5%。 ...

智通财经6月25日电，港股半导体板块走强，华虹半导体涨近5%，中芯国际涨近3%，晶门半导体、宏 光半导体等跟涨。 ...

港股半导体板块走强，华虹半导体(01347.HK)涨近5%，中芯国际(00981.HK)涨近3%，晶门半导体 (02878.HK)、宏光半导体(06908.HK)等跟涨。 ...

沪深两市全天主力资金净流入172.11亿元，其中，科创板主力资金净流入5.13亿元，主力资金净流入的 有272只股，主力资金净流出的有316只股。 证券时报•数据宝统计显示，今日科创板个股上涨的有527只，涨停的有利元亨、华盛锂电等2只，下跌 的有59只。 资金流向方面，今日主力资金净流入的科创板股共有272只，其中，6只个股主力资金净流入超5000万 元，寒武纪主力资金净流入3.81亿元，净流入资金居首；海光信息、利元亨紧随其后，全天净流入资金 分别为2.45亿元、8272.66万元。主力资金净流出的有316只，净流出资金最多的是仕佳光子，该股今日 下跌6.32%，全天主力资金净流出1.23亿元，其次是中芯国际、中无人机，主力资金净流出分别为 8875.15万元、8566.17万元。 | 688122 | 西部超导 | 169.48 | 0.47 | 1.65 | 1.14 | | --- | --- | --- | --- | --- | --- | | 688215 | 瑞晟智能 | 158.42 | 5.74 | 4.59 | 1.46 | | 688348 | 昱能科技 | 156.14 | 1.6 ...

天眼查资料显示，中芯国际集成电路制造(北京)有限公司，成立于2002年，位于北京市，是一家以从事 计算机、通信和其他电子设备制造业为主的企业。企业注册资本100000万美元。通过天眼查大数据分 析，中芯国际集成电路制造(北京)有限公司共对外投资了1家企业，参与招投标项目51次，专利信息 5000条，此外企业还拥有行政许可226个。 金融界2025年6月24日消息，国家知识产权局信息显示，中芯国际集成电路制造(北京)有限公司;中芯国 际集成电路制造(上海)有限公司申请一项名为"静电放电保护结构及其形成方法"的专利，公开号 CN120201784A，申请日期为2023年12月。 中芯国际集成电路制造(上海)有限公司，成立于2000年，位于上海市，是一家以从事计算机、通信和其 他电子设备制造业为主的企业。企业注册资本244000万美元。通过天眼查大数据分析，中芯国际集成电 路制造(上海)有限公司共对外投资了4家企业，参与招投标项目127次，财产线索方面有商标信息150 条，专利信息5000条，此外企业还拥有行政许可442个。 专利摘要显示，一种静电放电保护结构及其形成方法，其中结构包括：衬底，包括有源区；位于衬底上 ...

Group 1 - The Hang Seng Tech Index has expanded its gains to 1% [1] - Hua Hong Semiconductor has increased by over 6% [1] - SMIC (Semiconductor Manufacturing International Corporation) has risen by over 5% [1]

恒生科技指数午后涨幅扩大至1%，华虹半导体(01347.HK)、中芯国际(00981.HK)等领涨成分股。 ...

Market Overview - As of the midday close, the Shanghai Composite Index rose by 0.15%, while the Shenzhen Component Index and the ChiNext Index fell by 0.16% and 0.33% respectively. Over 3,600 stocks in the market increased, while more than 1,500 stocks declined [1][2]. Sector Performance - The oil and gas, shipping, port, semiconductor, and military industries showed the highest gains, while sectors such as stablecoins, solid-state batteries continued to gain traction. Conversely, computing power, liquor, pharmaceuticals, and IP economy stocks weakened [2]. Capital Flow - Major capital inflows were observed in sectors including electronics, electrical equipment, basic chemicals, computers, machinery, and transportation. In contrast, there were net outflows from telecommunications, food and beverage, biomedicine, public utilities, steel, and building materials [3]. Individual Stock Performance - Notable net inflows were recorded for stocks such as SMIC, Jingfang Technology, and Northern Huachuang, with inflows of 648 million, 638 million, and 628 million respectively. On the other hand, stocks like Zhongji Xuchuang, Hengbao Co., and Cambrian Technologies faced net outflows of 444 million, 262 million, and 192 million respectively [4][5]. Institutional Insights - China Galaxy Securities anticipates a volatile upward trend in the A-share market for the second half of 2025, driven by a new round of supply-side reforms. The ongoing deepening of capital market reforms is expected to provide solid support for a stable foundation in the A-share market. The transformation of emerging industries and institutional innovation are seen as core drivers for market value reconstruction [7]. - Wang Zhangliang, a fund manager at Qianhai Rongyue Asset Management, noted that recent national policies have been unprecedented in their intensity. The acceleration of AI commercialization and the semiconductor industry's upward cycle present dual benefits. Focus is recommended on semiconductor equipment and materials, AI computing infrastructure, trusted computing industries, and humanoid robots [8].

Group 1 - The Hong Kong Hang Seng Index closed down by 0.13% at midday [1] - The Hang Seng Tech Index remained flat [1] - The semiconductor sector showed strong performance, with SMIC rising nearly 5% [1]