火腿第一股3亿押注半导体，前8月半导体企业注册量同比涨超19%

Core Insights - Company Jinzi Ham is making a strategic investment in the semiconductor industry by acquiring up to 20% of Zhongsheng Microelectronics for no more than 300 million yuan, reflecting its confidence in the AI and optical communication markets while adopting a cautious approach to risk management [1] Industry Overview - There are currently 1.076 million semiconductor-related enterprises in China [4] - The registration of semiconductor-related companies has shown an overall growth trend over the past decade, with 2023 marking a record high of 206,600 new registrations, a year-on-year increase of 19.85% [4] - For 2024, it is projected that 195,100 semiconductor-related companies will be registered, which is a decrease from the previous year but still at a high level [4] - As of now, 165,500 semiconductor-related companies have been registered this year, with 147,900 registered in the first eight months, reflecting a year-on-year growth of 19.05% [4] Company Formation Trends - Most semiconductor-related companies have been established in the last five years, with those founded within 1-3 years making up 29.91% of the total [7] - Companies established within 3-5 years and within 1 year account for 21.33% and 19.86% respectively [7] Regional Distribution - Semiconductor-related companies are primarily concentrated in the South China and East China regions, accounting for 35.08% and 33.95% respectively [9] - Companies in Central China, Southwest China, and other regions account for less than 8% of the total [9]