智通财经网·2025-12-22 02:16Group 1 - Chip stocks showed strength in early trading, with notable gains from companies such as SMIC (up 4.23% to HKD 67.75), Innoscience (up 3.31% to HKD 73.45), Hua Hong Semiconductor (up 3.25% to HKD 69.95), and ASMPT (up 2.82% to HKD 76.45) [1] - The recent industrial change at Anji Li Meiwai has attracted attention, as the original shareholder, Anji Electronics Industry Co., Ltd., has officially exited, while new shareholders including the National Integrated Circuit Industry Investment Fund (Phase III) and Guangzhou Industrial Investment Holding Group have joined [1] - The entry of the National Fund Phase III is seen as a recognition of the company's technological strength in the field of packaging substrates, which are critical carriers connecting chips to PCBs, characterized by high technical barriers and low domestic production rates [1] Group 2 - The National Fund Phase III is a national capital platform established for the semiconductor industry, following the first and second phases in 2014 and 2019, respectively, focusing on advanced manufacturing, high-end chip design, critical materials/equipment, and third-generation semiconductors [1] - The collaboration between the National Fund Phase III and local state-owned assets in investing in Anji Li Meiwai is expected to accelerate the construction of high-end substrate production capacity and technological iteration, filling domestic gaps in this area [1]