Xin Lang Cai Jing·2026-02-27 08:14Core Viewpoint - SMIC's stock experienced a decline of 1.41% on February 27, with a trading volume of 3.214 billion yuan and a market capitalization of 920.06 billion yuan [1] Group 1: Company Overview - SMIC received an investment from the National Integrated Circuit Industry Investment Fund, holding 1.61% of the total share capital [2] - The company specializes in foundry services for MCU chips and special storage chips, and is recognized as the most advanced and largest integrated circuit manufacturing enterprise group in mainland China [2] - SMIC's main business includes integrated circuit wafer foundry services based on various technology nodes and platforms, along with design services, IP support, and photomask manufacturing [2] - As of September 30, SMIC's revenue for the first nine months of 2025 reached 49.51 billion yuan, representing a year-on-year growth of 18.22%, while net profit attributable to shareholders was 3.818 billion yuan, up 41.09% year-on-year [5] Group 2: Market Position - According to the latest sales figures for 2024, SMIC ranks second globally among pure wafer foundry companies and first among enterprises in mainland China [2] - The average trading cost of SMIC's shares is 122.15 yuan, with the stock price nearing a support level of 111.80 yuan [4] - The company is classified under the electronic-semiconductor-integrated circuit manufacturing sector and is part of various concept sectors including large-cap stocks and self-controllable technology [5] Group 3: Institutional Holdings - As of September 30, 2025, the top ten circulating shareholders of SMIC include several ETFs, with notable reductions in holdings from major funds such as E Fund and Huaxia [6][7]