每周股票复盘：神工股份（688233）获1490万政府补助，硅零部件需求增长可期

Group 1 - The domestic storage integrated circuit manufacturers in China are catching up with world-class levels, which will drive the demand for silicon components as key consumables [2] - The recent policies emphasize deepening market-oriented reforms and enhancing industry self-discipline, which may impact the prices of certain commodities like polysilicon [3] - The price of polysilicon raw materials is currently at a historical low, and its future trend will depend on the recovery of downstream photovoltaic demand and the actual capacity clearance in the polysilicon industry [3] Group 2 - Japanese manufacturers are reallocating more capacity to 12-inch lightly doped polished silicon wafers, which may expand the domestic market space for 8-inch lightly doped silicon wafers in China [4] - The semiconductor supply chain in China is entering a critical phase, with increasing demand for upstream materials and a heightened risk of "bottleneck" issues [5] - The company has received government subsidies totaling RMB 14.9 million, which will be accounted for according to relevant accounting standards [7]