Core Viewpoint - Semiconductor stocks are experiencing significant gains, driven by domestic policy support and the acceleration of self-sufficiency in technology amid ongoing U.S. export controls [1] Group 1: Stock Performance - Huahong Semiconductor (01347) increased by 7.11%, reaching HKD 77.6 - Shanghai Fudan (01385) rose by 6.65%, reaching HKD 42.34 - SMIC (00981) saw a 4.52% increase, reaching HKD 77.4 - Jingmen Semiconductor (02878) grew by 4%, reaching HKD 0.52 [1] Group 2: Policy and Economic Goals - The 20th Central Committee of the Communist Party of China recently published a communiqué outlining major economic and social development goals for the 14th Five-Year Plan, emphasizing significant achievements in high-quality development and a substantial increase in technological self-reliance [1] Group 3: Industry Outlook - According to China Merchants Securities, the acceleration of domestic self-sufficiency is expected due to ongoing U.S. export controls, with a rapid expansion of advanced production lines anticipated by 2026, which will positively impact domestic equipment and component orders [1] - Galaxy Securities highlights that semiconductor equipment is a critical support segment in the semiconductor industry, with strong demand for domestic alternatives and urgent breakthroughs needed in high-end materials [1] - Morgan Stanley's recent report indicates robust demand for AI chips in China, along with policy support for domestic AI GPU development, which is expected to drive sustained growth in domestic advanced process foundry demand over the next two years [1]