Market Overview - As of February 6, 2026, the Shanghai Composite Index fell by 0.25% to close at 4065.58 points, the Shenzhen Component Index decreased by 0.33% to 13906.73 points, and the ChiNext Index dropped by 0.73% to 3236.46 points [1] - In the overnight U.S. market, the Dow Jones Industrial Average rose by 2.47%, the Nasdaq Composite increased by 2.18%, and the S&P 500 gained 1.97%. The Philadelphia Semiconductor Index surged by 5.70% [1] Semiconductor Industry Insights - The Semiconductor Industry Association (SIA) reported that total sales for the industry reached $791.7 billion in 2025, with an expected growth of 26% in 2026. The market is projected to reach the $1 trillion milestone faster than initially anticipated, which is a positive sign for the entire business sector [2] - Changfei Advanced announced the completion of over 1 billion yuan in Series A+ financing, led by Jiangcheng Fund and Changjiang Industrial Group. The funds will primarily be used for the technology layout of the silicon carbide power semiconductor industry chain, aiming to capture the global market in emerging fields [2] - China Shipbuilding Special Gas announced a projected total revenue of 2.26 billion yuan for 2025, reflecting a year-on-year growth of 15.88% (adjusted). The net profit attributable to the parent company is expected to be 347 million yuan, a 12.92% increase (adjusted). The growth is driven by advancements in artificial intelligence and increased demand for advanced chips and display panels [2] Semiconductor Price Trends - Huafu Securities observed that semiconductor price increases are affecting various categories, including memory, wafer foundry, power, analog, MCU, and passive components. The main reasons identified are: 1) AI infrastructure demand exceeding industry expectations; 2) Memory capacity constraints impacting other categories; 3) Rising upstream metal prices increasing costs and creating demand for price adjustments [3] - The firm remains optimistic about the sustainability of semiconductor price increases and suggests monitoring related investment opportunities [3] - Relevant ETFs include the Sci-Tech Semiconductor ETF (588170), which tracks the Sci-Tech Board Semiconductor Materials and Equipment Index, focusing on semiconductor equipment (60%) and materials (25%). The semiconductor equipment and materials sectors are crucial for domestic substitution, benefiting from low domestic replacement rates and high ceilings for domestic substitution under the AI revolution [3]
半导体早参 | 半导体行业今年有望首次迈入万亿美元时代，第三代半导体厂商长飞先进完成超10亿元A+轮融资
Mei Ri Jing Ji Xin Wen·2026-02-09 01:40