Mei Ri Jing Ji Xin Wen·2025-12-10 03:29Group 1 - The Shanghai Stock Exchange's Sci-Tech Innovation Board semiconductor materials and equipment index decreased by 0.67% as of December 10, 2025, with mixed performance among constituent stocks [1] - Zhongke Shuguang and Haiguang Information announced the termination of a major asset restructuring, stating that it will not significantly impact their production, operations, or financial status [1] - The China Securities Index for the big data industry fell by 2.00%, with Zhongke Xingtou leading gains at 7.01% while Shuguang Data Creation dropped by 10.92% [1] Group 2 - Galaxy Securities noted that the semiconductor sector performed relatively well last week, with the long-term development logic of the sector remaining unchanged [2] - The trend of supply chain security and self-control is emphasized as a long-term strategy in the current external environment [2] - Equipment and materials are highlighted as having the strongest logic under domestic substitution top-level design, with digital chips being the core carrier of computing autonomy [2]