Zheng Quan Shi Bao Wang·2024-11-11 04:27Group 1 - The core viewpoint of the articles highlights the surge in the Chinese semiconductor sector, particularly among state-owned enterprises, driven by the concept of self-sufficiency and domestic alternatives in response to U.S. restrictions on advanced chips and manufacturing equipment [1][2][4] - ZTE Corporation's stock hit a new high, with over 1.5 million shares traded, reflecting strong market interest in "Zhongzi" (中字头) companies, which are seen as key players in the domestic semiconductor industry [1] - The ChiNext 50 Index experienced a significant rise of over 4%, with multiple semiconductor stocks reaching their daily limit up, indicating a robust market reaction to the news surrounding domestic chip production [1][2] Group 2 - Analysts suggest that the recent surge in the semiconductor sector is linked to the rise of domestic alternatives, as companies are expected to shift their chip production from TSMC to local manufacturers, enhancing the capabilities in process technology, yield, and capacity [1][2] - The semiconductor industry is entering a critical phase of domestic production, with EDA, photolithography, and advanced packaging technologies becoming essential for achieving self-sufficiency [3] - The Chinese government is actively promoting the domestic semiconductor industry, with significant orders being placed for innovative products, such as the procurement of 340,000 sets of domestic desktop operating systems, indicating a growing market potential estimated at 1.2 trillion yuan in 2023 [4]