Loongson Technology(SH:688047) Zhong Guo Zheng Quan Bao·2025-07-01 06:13Group 1 - The semiconductor industry chain is experiencing a strong performance, with the lithography machine sector leading the gains, and stocks like Blue Ying Equipment and Kemet Gas seeing significant increases [1] - Various sectors within the semiconductor industry, including advanced packaging, electronic chemicals, and third-generation semiconductors, are also witnessing upward trends [1] Group 2 - Recent catalysts for the semiconductor sector include an acceleration in mergers and acquisitions, with notable transactions such as Huada Jiutian's acquisition of Chip and Semiconductor equity and Haiguang Information's merger with Zhongke Shuguang [2] - The IPO progress of "unicorn" chip companies is gaining attention, with companies like Unisoc and Moer Thread having their applications accepted for listing on the Sci-Tech Innovation Board [3] - Longxin Zhongke recently launched new chip products, including the Longxin 3C6000 series server processor and Longxin 2K3000/3B6000M chips for industrial control and mobile terminals, leading to a stock price increase of 7.82% [3] - The semiconductor industry is entering a recovery cycle driven by AI demand, with expectations of continued recovery into the first quarter of 2024 and 2025 [3]