电子行业简评报告：核心技术攻坚战，加快攻克“卡脖子”技术

Investment Rating - The report assigns an investment rating of "Positive" for the industry [1]. Core Viewpoints - The National Development and Reform Commission emphasizes the importance of tackling key core technologies and overcoming critical "bottleneck" technologies to enhance self-reliance and competitiveness in the new development pattern [1]. - The report highlights the need to improve the resilience and security of the industrial and supply chains, advocating for a self-controlled and reliable supply chain [1]. - The report notes that external restrictions on China's technology sector may stimulate domestic innovation capabilities, pushing the semiconductor industry towards self-innovation [1]. - Investment recommendations focus on the semiconductor industry's bottleneck segments and leading companies in niche areas [1]. Summary by Sections - Government Initiatives: The report discusses the government's call to strengthen core technology development and enhance the resilience of supply chains, positioning these as critical for national security and competitiveness [1]. - Market Dynamics: It mentions the U.S. semiconductor industry's efforts to remove Chinese suppliers from their supply chains due to increasing restrictions, which may impact global supply dynamics [1]. - Regulatory Changes: The report references new regulations from the U.S. Department of Commerce aimed at tightening export controls on advanced semiconductor technologies [1]. - Innovation Drive: It argues that external pressures will likely catalyze China's internal drive for technological innovation, particularly in the semiconductor sector [1]. - Investment Focus: The report suggests investors pay attention to critical segments within the semiconductor industry and leading firms in specialized fields [1].