周末密集大动作，多家头部公司加码芯片

Group 1 - Several semiconductor companies announced acquisitions and investments in the chip sector over the weekend [1] - Huahong announced plans to acquire 97.5% of Huali Micro's equity through a combination of issuing shares and cash, along with raising supporting funds [1] - Dongxin Co. plans to invest approximately 211 million yuan in Shanghai Lishuan, increasing its stake to 35.87% [1] Group 2 - SMIC announced plans to issue A-shares to purchase minority stakes in its subsidiary, SMIC North [2] - AI chips are identified as a core area in the AI industry chain, directly influencing the computing power and efficiency of AI systems [2] - The domestic chip self-sufficiency rate in China is steadily increasing, but there is still a need for improvement, especially with the upcoming restrictions on AI chips in the U.S. by 2025 [2] Group 3 - DeepSeek V3.1 was officially released, optimized for the next generation of domestic chips [2] - Shanxi Securities expresses optimism about the next generation of DeepSeek models, highlighting trends in chip performance improvements and enhanced hardware-software collaboration [2] - The performance of the Ascend 910 next-generation chip is expected to approach mainstream international levels, opening significant market space for second-tier GPU manufacturers [2] Group 4 - Companies such as North Huachuang, Zhongwei Company, Chip Source Micro, Tuojing Technology, Shengmei Shanghai, Huahai Qingke, Zhongke Feice, and Jingyi Equipment are recognized as leaders in semiconductor equipment [3]