第一财经·2025-09-22 03:20Core Viewpoint - The A-share chip industry is experiencing a significant rise driven by the implementation of AI at the edge and ongoing price increases in storage chips, leading to a bullish sentiment among investors [1]. Group 1: Market Performance - On September 22, the A-share chip industry opened high and continued to rise, with many stocks reaching historical or yearly highs [1]. - ASIC manufacturer Chipone Technology saw its stock price approach a "20cm" increase, with its total market value surpassing 100 billion, making it the 13th company on the Sci-Tech Innovation Board to reach this milestone [2]. Group 2: Semiconductor Sector Highlights - Among the 13 companies with a market value exceeding 100 billion, 7 are from the semiconductor industry, including SMIC, Cambricon, Haiguang Information, Zhongwei Company, Huahong Semiconductor, Lanke Technology, and Chipone Technology [2]. - In the storage chip sector, companies such as Demingli, Shannon Semiconductor, and Jiangbolong have also reached new historical highs [3]. Group 3: Company Valuations - The following are key valuations of semiconductor companies on the Sci-Tech Innovation Board: - SMIC: Price-to-Book (P/B) ratio of 6.51, total market value of 984.1 billion, circulating market value of 246 billion [3]. - Cambricon: P/B ratio of 84.56, total market value of 576.9 billion [3]. - Haiguang Information: P/B ratio of 27.18, total market value of 573.8 billion [3]. - Zhongwei Company: P/B ratio of 7.57, total market value of 158 billion [3]. - Chipone Technology: P/B ratio of 30.06, total market value of 108.3 billion [4].