Core Viewpoint - The Ministry of Commerce has initiated an anti-dumping investigation into imported analog chips from the United States based on a request from the Jiangsu Semiconductor Industry Association, indicating a protective measure for the domestic semiconductor industry [1] Group 1: Investigation Details - The anti-dumping investigation request was formally submitted on July 23, 2025, by the Jiangsu Semiconductor Industry Association [1] - The Ministry of Commerce reviewed the qualifications of the applicant, the relevant products, the impact on the domestic industry, and the situation in the exporting country [1] - The total production of the applicant's relevant analog chips meets the qualifications required by the anti-dumping regulations [1] Group 2: Regulatory Framework - The application included necessary content and evidence as stipulated in Articles 14 and 15 of the Anti-Dumping Regulations of the People's Republic of China [1] - Based on the preliminary review, the Ministry of Commerce decided to initiate the anti-dumping investigation effective September 13, 2025, in accordance with Article 16 of the Anti-Dumping Regulations [1]

Core Viewpoint - The Chinese Ministry of Commerce has initiated an anti-dumping investigation into imported analog chips from the United States, citing significant harm to domestic industries due to increased import volumes and decreased prices [2]. Group 1: Investigation Background - The investigation was launched in response to a request from the domestic industry, aligning with Chinese laws and World Trade Organization (WTO) rules [2]. - The investigation specifically targets general interface and gate driver chips imported from the U.S. [2]. Group 2: Import Data and Impact - Preliminary evidence submitted by the applicants indicates that from 2022 to 2024, the cumulative import volume of the investigated products from the U.S. increased by 37% [2]. - During the same period, the cumulative import price of these products decreased by 52%, which has negatively impacted the sales prices of domestic products and harmed the production and operation of local industries [2]. Group 3: Legal and Procedural Aspects - The investigation authority has reviewed the application and determined that it meets the criteria for initiating an anti-dumping investigation [2]. - The investigation will proceed according to legal procedures, ensuring the rights of all stakeholders are protected, and a fair and objective ruling will be made based on the investigation results [2].

Group 1 - The Ministry of Commerce has initiated an anti-dumping investigation into imported analog chips originating from the United States, following a formal application from the Jiangsu Semiconductor Industry Association on July 23, 2025 [2] - The investigation is based on the compliance of the applicant's total production with the relevant regulations of the Anti-Dumping Law of the People's Republic of China, and the application includes necessary evidence as per the law [2] - The investigation will officially commence on September 13, 2025, as per the Ministry's decision [2] Group 2 - On September 12, 2025, the U.S. Department of Commerce added several Chinese entities to its export control "entity list," prompting a response from the Ministry of Commerce, which condemned the U.S. actions as unilateral and bullying [2][3] - The Ministry emphasized that the U.S. is distorting the global market and damaging legitimate business rights, while also threatening the stability of global supply chains [2] - The Chinese side has urged the U.S. to correct its actions and stop the unreasonable suppression of Chinese enterprises, indicating that necessary measures will be taken to protect their legitimate rights [3]

商务部发声。 商务部：对原产于美国的进口相关模拟芯片发起反倾销立案调查 商务部于2025年7月23日收到江苏省半导体行业协会（以下称申请人）代表国内相关模拟芯片产业正式 提交的反倾销调查申请，申请人请求对原产于美国的进口相关模拟芯片进行反倾销调查。商务部依据《中 华人民共和国反倾销条例》有关规定，对申请人资格、申请调查产品有关情况、中国同类产品有关情况、 申请调查产品对国内产业影响、申请调查国家有关情况等进行了审查。 根据申请人提供的证据和商务部初步审查，申请人相关模拟芯片的合计产量符合《中华人民共和国反倾销 条例》关于申请人资格的规定。同时，申请书中包含了《中华人民共和国反倾销条例》第十四条、第十五 条规定的反倾销调查立案所要求内容及有关证据。 根据上述审查结果，依据《中华人民共和国反倾销条例》第十六条的规定，商务部决定自2025年9月13 日起对原产于美国的进口相关模拟芯片进行反倾销立案调查。 责编：叶舒筠 校对：廖胜超 版权声明 证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追 究相关 行 为主体 法律责任的权利。 转载与合作可联系证券时报小助理，微信ID：Securitie ...

Group 1 - The Ministry of Commerce received a formal anti-dumping investigation application from the Jiangsu Semiconductor Industry Association on July 23, 2025, regarding imported analog chips from the United States [1] - The Ministry conducted a review based on the Anti-Dumping Regulations of the People's Republic of China, assessing the qualifications of the applicant, the situation of the products under investigation, the impact on the domestic industry, and the conditions in the country of origin [1] - The total production of the applicant's relevant analog chips met the qualification requirements for the application under the Anti-Dumping Regulations [1] Group 2 - The Ministry of Commerce decided to initiate an anti-dumping investigation on imported analog chips from the United States starting September 13, 2025, based on the preliminary review results [2]

Core Viewpoint - The Ministry of Commerce of the People's Republic of China has initiated an anti-dumping investigation against imported analog chips originating from the United States, following a formal application from the Jiangsu Semiconductor Industry Association, which represents the domestic analog chip industry [1][2]. Group 1: Investigation Details - The anti-dumping investigation will cover imported analog chips from the United States, with the investigation period set from January 1, 2024, to December 31, 2024, and the industry damage investigation period from January 1, 2022, to December 31, 2024 [1][2]. - The investigation will focus on certain analog integrated circuit chips, specifically those using 40nm and above process technology, including commodity interface IC chips and gate driver IC chips [4][5]. Group 2: Product Description - The commodity interface IC chips include various types such as CAN interface transceiver chips, RS485 interface transceiver chips, I2C interface chips, and digital isolator chips, which are used in automotive and industrial applications [4]. - The gate driver IC chips are designed to enhance the control signals for power semiconductor devices, providing necessary voltage and current levels for effective switching [5][6]. Group 3: Participation and Information Submission - Interested parties must register to participate in the investigation within 20 days of the announcement, providing relevant information regarding their identity, product quantities, and financial details [7][10]. - Information submitted during the investigation must be accurate and complete, and parties can request confidentiality for sensitive information [13][14]. Group 4: Investigation Process - The Ministry of Commerce may utilize various methods such as questionnaires, sampling, hearings, and on-site verifications to gather information during the investigation [11]. - The investigation is expected to conclude by September 13, 2026, although it may be extended under special circumstances [15].

Core Viewpoint - The Ministry of Commerce has initiated an anti-dumping investigation into imported analog chips from the United States based on a formal application from the Jiangsu Semiconductor Industry Association, representing the domestic analog chip industry [1] Group 1: Investigation Initiation - The application for the anti-dumping investigation was submitted on July 23, 2025, and the investigation will officially commence on September 13, 2025 [1] - The Ministry of Commerce reviewed the qualifications of the applicant, the relevant products, the domestic industry situation, and the impact of the imported products on the domestic market [1] - The total production of the applicant's relevant analog chips meets the qualifications required under the Anti-Dumping Regulations of the People's Republic of China [1] Group 2: Regulatory Compliance - The application included necessary evidence and content as stipulated in Articles 14 and 15 of the Anti-Dumping Regulations, which are required for initiating an anti-dumping investigation [1] - The decision to initiate the investigation is based on the preliminary review conducted by the Ministry of Commerce, confirming the validity of the application [1]

Core Viewpoint - The Ministry of Commerce will initiate an anti-dumping investigation on imported simulation chips originating from the United States, with the investigation period set from January 1, 2024, to December 31, 2024, and the industry damage investigation period from January 1, 2022, to December 31, 2024 [1] Group 1 - The investigation will focus on the anti-dumping practices related to simulation chips imported from the U.S. [1] - The defined period for the anti-dumping investigation is one year, while the industry damage investigation spans three years [1]

商务部公告2025年第27号 公布对原产于美国的进口相关模拟芯片发起反倾销立案调查 中华人民共和国商务部（以下简称商务部）于2025年7月23日收到江苏省半导体行业协会（以下称申请 人）代表国内相关模拟芯片产业正式提交的反倾销调查申请，申请人请求对原产于美国的进口相关模拟 芯片进行反倾销调查。商务部依据《中华人民共和国反倾销条例》有关规定，对申请人资格、申请调查 产品有关情况、中国同类产品有关情况、申请调查产品对国内产业影响、申请调查国家有关情况等进行 了审查。 根据申请人提供的证据和商务部初步审查，申请人相关模拟芯片的合计产量符合《中华人民共和国反倾 销条例》关于申请人资格的规定。同时，申请书中包含了《中华人民共和国反倾销条例》第十四条、第 十五条规定的反倾销调查立案所要求内容及有关证据。 根据上述审查结果，依据《中华人民共和国反倾销条例》第十六条的规定，商务部决定自2025年9月13 日起对原产于美国的进口相关模拟芯片进行反倾销立案调查。现将有关事项公告如下： 一、立案调查及调查期 自本公告发布之日起，商务部对原产于美国的进口相关模拟芯片进行反倾销立案调查，本次调查确定的 倾销调查期为2024年1月1日至 ...

Report Industry Investment Rating No information provided in the given content. Core Viewpoints - The rapeseed meal RM2601 fluctuates in the range of 2520 - 2580. The market is affected by soybean meal trends, technical oscillations, and awaits the final result of the anti - dumping ruling on Canadian rapeseed imports. The short - term spot demand is in the peak season, and low inventory supports the market, but after the National Day, demand will enter the off - season, and Sino - Canadian trade negotiations are still uncertain. The market is expected to be in a volatile and slightly strong pattern in the short term [9]. Summary by Directory 1. Daily Hints - Rapeseed meal RM2601 is in the 2520 - 2580 range. The market is influenced by multiple factors and is expected to be volatile and slightly strong in the short term [9]. 2. Recent News - Domestic aquaculture is in the peak season, and the listing of domestic rapeseed has improved the tight supply expectation in the spot market, with good demand expectations. - China's preliminary anti - dumping ruling on Canadian rapeseed imports is established, and a 75.8% import deposit has been imposed. The final result is still uncertain. - Global rapeseed production has increased this year, especially in Canada. - The Russia - Ukraine conflict continues, and the decrease in Ukraine's rapeseed production and the increase in Russia's production offset each other. Geopolitical conflicts may still rise and support commodities [11]. 3. Long and Short Concerns - **Likely Positive Factors**: China's preliminary anti - dumping determination on Canadian rapeseed imports and low inventory pressure on oil mills' rapeseed meal. - **Likely Negative Factors**: The concentrated listing of domestic rapeseed and the uncertainty of the final anti - dumping result on Canadian rapeseed imports [12]. 4. Fundamental Data - **Price and Basis**: The spot price is 2600, and the basis is 67, indicating a premium over the futures, which is a positive factor. - **Inventory**: Rapeseed meal inventory is 1.8 million tons, a 28% week - on - week decrease from 2.5 million tons last week and a 25% year - on - year decrease from 2.4 million tons last year, which is a positive factor. - **Market Trends**: The price is below the 20 - day moving average and moving downward, which is a negative factor [9]. 5. Position Data - The main short positions have increased, and funds have flowed out, which is a negative factor [9].