Dosilicon(SH:688110) Xin Lang Ji Jin·2026-01-27 02:45Group 1 - The A-share market continues to show resilience in hard technology, with the Huabao Sci-Tech Chip ETF (589190) experiencing a price increase of nearly 2% at one point, currently up 1.71% [1] - Dongxin Co., Ltd. has reached a 20% limit up, while Chip Source Microelectronics has risen over 13% [1] - The Huabao Sci-Tech Chip ETF passively tracks the Shanghai Stock Exchange Sci-Tech Chip Index, which has a significant focus on the chip industry, covering nearly 80% in core areas such as chip design and semiconductor materials and equipment [3][5] Group 2 - Samsung Electronics has raised the supply price of NAND flash memory by over 100% in the first quarter, exceeding market expectations, and is expected to continue price negotiations for the second quarter [3] - CITIC Securities is optimistic about investment opportunities in semiconductor chips, driven by advanced processes and domestic substitution, recommending attention to leading companies with platform capabilities and high-elasticity niche leaders [3] - The Shanghai Stock Exchange Sci-Tech Chip Index has shown annualized returns of 17.93% since its base date, significantly outperforming similar indices [3][5]