关于本次价格调整的成因，来自产业链的解读指出，智能手机及人工智能应用需求的拓展，推动了对相关套片产品的市场需要。此外，上游原材料价格持续 上行构成了另一推动因素。 需求旺盛也反映在国内主要晶圆代工厂的产能利用率上，有信息显示，中芯国际与华虹公司的生产负荷已普遍处于高产乃至满载运行状态。而代工龙头台积 电近期确认整合其8英寸产能，并计划在未来关停部分8英寸旧生产线。这一布局调整，进一步强化了市场对成熟制程供应趋紧的判断，被认为强化了其他厂 商的调价预期。 此外，上海复旦于12月23日发布的公告显示，公司股东复芯凡高与国盛投资签署股份转让协议。国盛投资将以协议转让方式受让公司12.99%的A股股份，交 易对价确定为约51.44亿元。这一股权变动预计不会对公司的经营构成重大影响。 市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 12月23日，中芯国际已对部分晶圆代工产能实施价格上调，上调幅度约为10%。相关信息显示，此轮调价预计将在短期内落地。 ...

| 名称 | 现价 | 涨跌 | 涨跌幅 | 成交额 | | --- | --- | --- | --- | --- | | 上证指数 | 3929.25 | 9.27 | 0.24% | 4659亿 | | 深证成指 | 13410.05 | 41.06 | 0.31% | 6828亿 | | 万得全A | 6345.55 | 30.17 | 0.48% | 11592亿 | | 科创综指 | 1615.07 | 12.48 | 0.78% | 1171亿 | | 创业板指 | 3207.59 | 2.58 | 0.08% | 3083亿 | | 北证50 | 1442.57 | 2.63 | 0.18% | 106亿 | 从板块来看，商业航天概念持续走强，近20只成分股涨停，其中超捷股份（301005）20cm涨停，神剑股份（002361）5连板，九 鼎新材（002201）、合众思壮（002383）、再升科技（603601）涨停。消息面上，据证监会网上办事服务平台披露，近日，蓝 箭航天IPO辅导工作正式完成，辅导机构为中金公司（601995）【详情】。 福建板块再度走强，安记食品（603696）7天4板， ...

Group 1 - The three major indices showed mixed performance, with the electronics sector leading gains, as evidenced by the China Securities Electronics Index rising by 0.45% and key stocks like Huagong Technology increasing by over 7% [1] - The semiconductor industry is experiencing a positive trend, with the China Securities Chip Industry Index up by 0.25%, driven by strong performances from companies such as Tianyue Advanced and Shengbang Technology [1] - The electronic ETF (159997) and chip ETF Tianhong (159310) both saw increases, reflecting the overall positive sentiment in the sector [2] Group 2 - Apple is increasing its procurement of storage chips from Samsung, which is expected to capture approximately 60% to 70% of the low-power DRAM supply for the iPhone 17 due to rapid price increases in storage chips [2] - SMIC has implemented a price increase of about 10% on some of its production capacity, indicating a trend of rising prices in the semiconductor industry [2] - The China Securities Chip Industry Index is projected to see a 37.62% year-on-year growth in net profit attributable to shareholders in the first half of 2025, driven by policy support and surging demand [2] Group 3 - The electronic industry is likely to continue its upward cycle in the first half of 2026, with structural growth opportunities in AI servers, AI edge computing, and equipment materials [3] - The current price increase in storage chips is characterized by unexpected sustainability, marking the beginning of a new upward phase in the storage industry, driven by supply-side adjustments and structural recovery in demand [3] - The ongoing price increases in storage chips, particularly for high-performance storage related to AI, are expected to benefit companies in the supply chain, although there may be potential pressure on the costs of consumer electronics [3]

Group 1 - The core viewpoint of the news is that the semiconductor materials and equipment sector is experiencing fluctuations, with specific companies showing significant price movements, and a notable price increase implemented by SMIC on certain capacities due to rising demand driven by mobile applications and AI [1][3] - The semiconductor materials and equipment theme index on the STAR Market is seeing mixed performance among its constituent stocks, with Tianyue Advanced leading the gains at 6.01% and Helin Micro leading the losses at 4.65% [1] - The demand for semiconductor products is increasing, attributed to the growth in applications for mobile devices and AI, which is also influencing the pricing strategies of companies like SMIC [1] Group 2 - The STAR Market Semiconductor ETF (588170) and its linked funds focus on semiconductor equipment (61%) and materials (23%), indicating a strong emphasis on domestic replacement in a sector with low domestic substitution rates [2] - The semiconductor materials ETF (562590) also highlights a significant focus on semiconductor equipment (61%) and materials (21%), reflecting the industry's potential for growth amid the ongoing AI revolution and technological advancements [2]

Group 1 - The A-share and Hong Kong stock markets opened high but returned to volatility, with A-share sectors like aerospace satellites, photovoltaics, and 6G leading the gains [1] - In the Hong Kong market, trading was flat with reduced transaction volume, and southbound capital turned to net outflow during the session [1] - Semiconductor and chemical sectors performed well, with CRO concept stock Bai Ao Sai Tu being included in the Hong Kong Stock Connect and rising over 20% [1] Group 2 - SMIC has implemented price increases on some of its production capacity, with an increase of approximately 10% attributed to rising raw material costs, strong downstream demand, and the shutdown of some capacities by overseas leading companies [1] - Both SMIC and Hua Hong Semiconductor are components of the Hang Seng Technology Index and the Guo Zheng Hong Kong Stock Connect Technology Index, which have a balanced distribution across high-end manufacturing, biotechnology, and the internet industry [1] - The Hong Kong Stock Connect Technology ETF (159101.SZ), managed by Huaxia Fund, provides a low-threshold investment tool for individual investors to access Hong Kong technology assets [1]

Group 1: Starlink User Growth - Starlink, a satellite internet service by Elon Musk, has surpassed 9 million active users globally, providing high-speed internet in 155 countries and regions [2] - The user growth rate has accelerated significantly, with the latest addition of 1 million users occurring in just 47 days [2] Group 2: AI Model Developments - Alibaba Tongyi has released a new open-source voice interaction model, Fun-Audio-Chat-8B, suitable for various applications including voice chat and customer service [3] - Zhiyu AI has launched and open-sourced its flagship model GLM-4.7, which enhances programming capabilities and task planning [4] Group 3: Security Incidents and Responses - WeChat has refuted rumors regarding account theft linked to a live streaming platform, confirming that their security measures are intact [5] - JD.com has responded to reports of a theft at its Paris warehouse, disputing the reported loss of over €37 million and stating that operations have returned to normal [6] Group 4: Mergers and Acquisitions - Harman International, a subsidiary of Samsung Electronics, has agreed to acquire ZF Group's Advanced Driver Assistance Systems (ADAS) business for €1.5 billion (approximately $1.8 billion) [7] Group 5: Legal Challenges in AI - A group of authors has filed a copyright infringement lawsuit against six AI companies, including OpenAI and Google, claiming their works have been used without compensation [8] Group 6: Automotive Developments - Zoox, an autonomous driving company owned by Amazon, is recalling 332 vehicles due to software errors that increase collision risks [9] - Beijing has issued the first L3-level autonomous driving vehicle license plates, marking a significant milestone in the commercialization of autonomous vehicles in China [13] Group 7: Robotics and AI Investments - Galaxy General has signed a strategic cooperation agreement with Baida Precision to deploy over 1,000 intelligent robots in industrial manufacturing [10] - EVE Energy has initiated the construction of a sodium battery headquarters and an AI robotics center, with a total investment of approximately 1 billion yuan [10] Group 8: Semiconductor Industry Updates - SMIC has implemented a price increase of about 10% on certain capacities, driven by rising demand for semiconductor products due to mobile and AI applications [15] - Chip and Semiconductor has completed its IPO counseling, indicating a clear direction for its capital market activities [19]

12月24日，A股三大指数集体高开。科创50ETF（588000）早盘震荡走弱，跌幅0.2%。盘面上，持仓股 天岳先进上涨6.26%，思特威-W上涨2.55%，西部超导上涨1.62%，中芯国际上涨1.34%。截至发文，科 创50ETF（588000）成交额达8.01亿元。 （文章来源：每日经济新闻） 消息面上，中芯国际已经对部分产能实施了涨价，涨幅约为10%。对于涨价原因，有业内人士解读称， 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。 展望后市，国金证券表示，半导体设备是半导体产业链的基石，存储扩产与自主可控共振，国产替代空 间广阔。半导体设备位于产业链上游，是支撑芯片制造与封测的核心产业。根据SEMI的数据，国内设 备龙头业绩表现亮眼，2025年前三季度八家龙头公司合计营收同增37.3%，归母净利润同增23.9%。随 着AI大模型驱动存储技术向3D化演进，国产半导体设备产业链有望迎来新一轮高速增长机遇。 科创50ETF（588000）追踪科创50指数，指数持仓电子行业69.39%，计算机行业4.88%，合计74.27%， 与当前人工 ...

【12月24日港股半导体股盘初拉升，中芯国际等涨幅明显】12月24日，港股半导体股盘初拉升。中芯国 际、上海复旦涨约5%，华虹半导体涨4%，贝克微、英诺赛科跟涨。 消息显示，经多渠道求证，中芯国 际已对部分产能涨价，涨幅约10%，有公司预计涨价将很快执行。此前，因存储产品价格过低，晶圆厂 已率先对其涨价。 半导体业内人士解读，手机应用和AI需求增长带动套片需求，进而拉动整体半导体 产品需求，同时原材料涨价也是中芯国际涨价原因。 此外，台积电确认整合8英寸产能，计划2027年末 关停部分生产线，或引发晶圆厂涨价预期。中芯国际、华虹公司因需求旺盛，产能利用率持续增长，已 接近或超过满载。 本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担 本文由 Al 算法生成,仅作参考,不涉投资建议,使用风险自担 和讯财经 FUL hexun.con 和而不同 迅达天下 扫码查看原文 ...

Market Overview - On December 24, the A-share market opened slightly higher, with the Shanghai Composite Index at 3920.35 points, up 0.01% [1][21] - The market experienced a pullback after an initial rise, with the Shanghai Composite Index and Shenzhen Component Index showing slight gains, while the ChiNext Index was in the red [1][21] Sector Performance - The storage chip sector showed strength in early trading, with companies like Shenghui Integrated and Chuangyuan Technology achieving three consecutive trading limits [3][22] - The glass fiber sector remained active, with notable gains in stocks such as Jiu Ding New Materials and Zai Sheng Technology, both hitting the daily limit [12][33] Notable Stocks - Victory Energy achieved a nine-day trading limit, closing at 34.79 CNY per share, with a cumulative increase of 114.44% over the past eight trading days [13][34] - Semiconductor stocks in Hong Kong, including Shanghai Fudan, SMIC, and Huahong Semiconductor, also saw significant gains, with SMIC raising prices by approximately 10% for some production capacities [12][32] Commodity Market - Domestic precious metal futures continued to surge, with the main silver contract on the Shanghai Futures Exchange increasing by 7% [35][36] - Spot silver prices rose above 72.7 USD per ounce, driven by expectations of interest rate adjustments by the Federal Reserve following a lower-than-expected CPI in November [38][39]

Group 1 - The A-share market saw a collective rise in the three major indices, with the Shanghai Composite Index increasing by 0.08%, driven by strong performances in the environmental protection, electronics, and communication sectors, while agriculture, forestry, animal husbandry, and coal sectors experienced declines [1] - The chip technology stocks showed significant strength, with the chip ETF (159995.SZ) rising by 0.52%, and notable increases in component stocks such as Beijing Junzheng (up 6.23%), Shengbang Co. (up 5.15%), SMIC (up 2.95%), Zhaosheng Micro (up 2.79%), and Hu Silicon Industry (up 0.88%) [1] Group 2 - According to the CFM flash memory market report, there is expected to be a significant supply shortage for server eSSD and DDR5 RDIMM in Q1 2026, with DDR5 RDIMM prices projected to rise by over 40% and eSSD prices expected to increase by 20% to 30% [3] - Embedded storage prices are anticipated to see substantial increases, with embedded NAND and DRAM contract prices expected to rise by as much as 30% and 45% respectively by Q4 2025, with further significant increases projected for Q1 [3] - Dongguan Securities indicated that the continuous rise in storage prices reflects strong demand driven by AI, suggesting that companies within the storage industry chain are likely to benefit from these price increases [3] - The chip ETF (159995) tracks the National Chip Index, which includes 30 leading companies in the A-share chip industry across materials, equipment, design, manufacturing, packaging, and testing, including SMIC, Cambricon, Changdian Technology, and Northern Huachuang [3]