Group 1 - Chip stocks collectively rose, with notable increases: Beike Micro up 6.94% to HKD 58.7, Zhongdian Huada Technology up 3.8% to HKD 1.64, InnoCare up 2.41% to HKD 102, and Huahong Semiconductor up 2.16% to HKD 52 [1] - On September 13, the Ministry of Commerce announced an anti-dumping investigation on imported related analog chips from the United States, effective from September 13, 2025 [1] - The Ministry of Commerce also initiated an anti-discrimination investigation regarding the U.S. measures in the integrated circuit sector [1] Group 2 - CITIC Securities noted that major overseas manufacturers like Texas Instruments have been aggressively expanding production and implementing price measures in the domestic market, which has slowed the pace of domestic substitution in the analog chip sector [1] - The tariff events since 2025 have increased domestic customers' willingness to substitute, and the price hikes by Texas Instruments from June to August indicate a shift in competitive strategy [1] - As the anti-dumping investigation progresses, domestic manufacturers are expected to benefit from a better market environment, leading to potential recovery in profitability [1]
芯片股集体走高 商务部对美模拟芯片发起反倾销调查 本土厂商有望迎来更好的市场环境
Zhi Tong Cai Jing·2025-09-15 01:48