国家大基金，有大消息！

Core Viewpoint - The National Integrated Circuit Industry Investment Fund has increased its stake in SMIC from 4.79% to 9.25% as of December 29, 2022, indicating a significant investment in the semiconductor sector [1][3]. Group 1: Shareholding Changes - The National Integrated Circuit Fund's shareholding in SMIC increased to 9.25% from 4.79% [1]. - Prior to this increase, SMIC announced that the National Integrated Circuit Fund's stake would exceed 5% [2]. - Following a new joint venture agreement, the National Integrated Circuit Fund's stake was diluted from 14.562% to 9.392% due to new investments from other funds [3]. Group 2: Capital Increase Details - SMIC's capital increase amounted to $7.778 billion, with $3.577 billion allocated to registered capital and $4.2007 billion to capital reserves [3][4]. - The National Integrated Circuit Fund's third phase contributed $1.832 billion to this capital increase [3][4]. - New shareholders include the National Integrated Circuit Fund Phase III, Taixin Dingji, and the Leading Integrated Circuit Fund, holding 8.361%, 5.545%, and 1.063% respectively [3]. Group 3: Market Reaction - Following the announcement, SMIC's H-shares opened higher and closed up by 5.11%, reaching HKD 75.1 per share [4].