Group 1 - The semiconductor sector experienced a significant surge on the afternoon of the 19th, with companies like Guoxin Technology and Huizhi Micro reaching a 20% limit up, and others like Hualing Co. and Kangqiang Electronics also showing strong gains [1] - After a prolonged adjustment in the semiconductor supply chain inventory throughout 2023, global semiconductor sales improved in 2024, with sales from January to September estimated at approximately $456.7 billion, reflecting a year-on-year growth of about 19.9% [1] - The Asia-Pacific region's semiconductor sales for the same period were around $248.9 billion, with a year-on-year increase of 19.6% [1] Group 2 - WSTS forecasts a 16% growth in global semiconductor revenue for 2024, with a sustained growth rate of over 10% expected in 2025 [1] - With the gradual recovery of the global semiconductor market, the demand and market size for semiconductor materials, as crucial upstream raw materials, are anticipated to recover, benefiting domestic semiconductor material companies [1] - Attention is recommended on the R&D and introduction progress of semiconductor materials in specific segments such as photoresists, electronic specialty gases, wet chemicals, and CMP, as well as the progress of new production capacity [1][2]
半导体板块强势拉升,国芯科技、慧智微20%涨停,力芯微等大涨