Core Viewpoint - The stock market showed strong performance on August 22, with significant gains in various indices, particularly in the ChiNext Index, which rose over 2.00% [1] Group 1: Market Performance - The ChiNext Index increased by more than 2.00% [1] - The Shanghai Composite Index rose by 0.47% [1] - The Shenzhen Component Index gained 1.11% [1] - Nearly 2,200 stocks in the Shanghai, Shenzhen, and Beijing markets experienced price increases [1] Group 2: Sector Performance - Semiconductor chips, PCB (Printed Circuit Board), and Xinchuang (domestic innovation) sectors led the gains in the market [1]

Market Overview - The Hong Kong stock market showed positive momentum with all three major indices rising, particularly the Hang Seng Tech Index which surged by 1.61% after reaching a peak increase of 1.8% during the morning session [1] - The Hang Seng Index and the National Enterprises Index increased by 0.32% and 0.53% respectively, indicating a noticeable improvement in market sentiment [1] Sector Performance - Large technology stocks generally experienced upward trends, with Kuaishou rising nearly 4%, Xiaomi up nearly 2%, Tencent increasing by 1.43%, and Alibaba gaining 1.3% [3] - Semiconductor stocks were notably impacted by two significant news items, leading to a nearly 12% increase in Hua Hong Semiconductor and over 6% rise in SMIC [3] - Sportswear stocks continued to rise, with Li Ning increasing nearly 7% and reaching a new high following its earnings report [3] - Apple-related stocks collectively rose as Bank of America indicated that the Apple supply chain is entering a multi-year upgrade cycle [3] Weak Performers - Airline stocks faced significant declines, particularly China National Aviation which dropped over 6% following news of Boeing negotiating to sell up to 500 aircraft to China [3] - Other sectors such as heavy infrastructure, brain-computer interface concepts, coal, gaming, and solar energy stocks showed weak performance [3]

Market Overview - The market experienced a strong upward trend, with the ChiNext Index and the STAR Market Index reaching three-year highs. The total trading volume in the Shanghai and Shenzhen markets was 1.51 trillion yuan, a decrease of 569 billion yuan from the previous trading day [1] - The overall market saw over 3,200 stocks decline, while the focus was on computing power and chip sectors, with significant gains in related stocks [1][4] Sector Performance - The computing power sector saw a broad rally, with stocks like CloudWalk Technology and others hitting the daily limit. Chip stocks also surged, with Cambricon Technologies reaching a historical high [1][4] - AI hardware stocks, including CPO, rebounded, with companies like NewEase Technology achieving new historical highs [1][4] Individual Stock Highlights - A total of 43 stocks hit the daily limit, with a limit-up rate of 75%. Notable performers included Garden Holdings with five consecutive limit-ups and Yuyin Technology with four consecutive limit-ups [1] - Key stocks in the computing power sector that saw significant gains included Shunwang Technology, Kede Education, and CloudWalk Technology, all reaching the daily limit [1][4] PCB and AI Hardware - The PCB sector is expected to see explosive demand due to the rapid development of AI computing infrastructure, with a projected investment of 41.9 billion yuan from leading PCB companies by 2025-2026 [13][21] - Companies like South Asia New Materials and Shengyi Technology also saw gains exceeding 10% in the AI hardware sector [1][4] Chip Industry Insights - The chip industry is experiencing a surge, with companies like Semiconductor Manufacturing International Corporation and Huafu Measurement Control showing strong performance, with gains of nearly 9% [1][4][24] - The rise of AI applications is driving the need for high-end chips, which is expected to accelerate technological upgrades among domestic chip manufacturers [24]

Group 1 - Zhongke Shuguang (603019) experienced a limit-up in stock price, indicating strong market interest and demand [1] - The trading volume exceeded 10 billion yuan, reflecting significant investor activity and potential bullish sentiment [1]

Core Points - A-shares major indices strengthened, with the ChiNext Index rising by 2.34%, the Shanghai Composite Index increasing by 0.56%, the Shenzhen Component Index up by 1.25%, and the STAR Market 50 Index surging by 5.43% [1][2] Index Performance - Shanghai Composite Index: 3792.35, up by 21.25 points, or +0.56% [2] - ChiNext Index: 2656.10, up by 60.63 points, or +2.34% [2] - Shenzhen Component Index: 12068.87, up by 149.11 points, or +1.25% [2] - STAR Market 50 Index: 1211.56, up by 62.41 points, or +5.43% [2] - North Exchange 50 Index: 1601.89, up by 12.50 points, or +0.79% [2] - CSI 300 Index: 4332.73, up by 44.66 points, or +1.04% [2] - Shanghai 50 Index: 2892.31, up by 30.14 points, or +1.05% [2] Sector Performance - Semiconductor chips, PCB, and Xinchuang sectors led the gains, with nearly 2200 stocks in the Shanghai and Shenzhen markets rising [1]

Group 1 - The A-share market saw a strong performance on August 22, with semiconductor stocks leading the gains, particularly the chip ETF Tianhong (159310) which rose by 5.06% [1] - Notable individual stocks included Haiguang Information, which increased by over 17%, and Cambrian-U, which rose by over 12% [1] - The Tianhong chip ETF has a latest circulating scale of 1.003 billion yuan, making it the largest in its category in the Shenzhen market [1] Group 2 - The Tianhong Sci-Tech Innovation Index ETF (589860) closely tracks the Sci-Tech Innovation Index, covering approximately 97% of the market capitalization of the Sci-Tech Innovation Board, focusing on small-cap hard technology companies [2] - The release of DeepSeek-V3.1, which supports the upcoming generation of domestic chips, is expected to enhance the competitiveness of domestic chips [2] - The domestic computing power sector is experiencing a surge in catalysts, with companies like Tencent indicating multiple supply options for inference chips amid international supply chain fluctuations [2] Group 3 - Guoyuan Securities highlights that the release of the latest model versions has significantly boosted market expectations for the commercial viability of large models and the continuity of capital investment [3] - The focus is recommended on the entire supply chain of computing power hardware, particularly the upstream optical chip segment and the module segment that benefits from market share [3]

Group 1 - The A-share major indices strengthened, with the ChiNext Index rising over 1%, the Shanghai Composite Index increasing by 0.24%, and the Shenzhen Component Index up by 0.48% [1] - Sectors such as computing power, semiconductor chips, rare earth permanent magnets, and non-ferrous metals saw significant gains, leading the market [1] - Nearly 2,200 stocks in the Shanghai, Shenzhen, and Beijing markets experienced price increases [1]

8月21日消息，截至当日收盘，中华半导体芯片指数报9863.7877点，上涨9.06点，涨幅0.09%。今日最 高10125.2657点，今日最低9814.6558点。 据了解，中华半导体芯片指数选股范畴包括：A股半导体芯片行业上市公司。 中华半导体芯片指数于2018年9月26日推出，指数基值2000点，成份股数目50只。 本文源自：金融界 作者：行情君 ...

Core Viewpoint - The announcement of the 2025 Chinese Academy of Sciences (CAS) and Chinese Academy of Engineering (CAE) academician candidate list highlights significant advancements in the semiconductor and integrated circuit fields, showcasing the contributions of various experts who are expected to drive the domestic semiconductor industry forward [1][3]. Group 1: Key Contributions of Experts - Jiangsu Yangtze Memory Technologies Co., Ltd. Chief Scientist Huo Zongliang has led breakthroughs in 3D flash memory technology, advancing from 64-layer to 128-layer and then to 232-layer technology, significantly promoting the localization of the industry [3][7]. - Jiangfeng Electronics Chief Technology Officer Yao Lijun returned to China in 2005 and broke the long-standing monopoly of the US and Japan in ultra-pure sputtering target materials, filling a domestic gap [3][7]. - Feiteng Information Chief Scientist Dou Qiang, as the chief designer of the Feiteng CPU series, has made significant contributions to high-performance CPU technology, with products widely applied across various fields [3][7]. Group 2: Other Notable Experts - Experts from Southeast University, University of Electronic Science and Technology, and other institutions have made notable contributions in integrated circuit design, electronic thin film materials, radar technology, satellite communication, and wide bandgap semiconductor devices, further supporting the industry's progress [3][7]. - The selection process for academicians is rigorous, ensuring that only qualified candidates are included, which is expected to inject stronger momentum into China's semiconductor industry [3][6]. Group 3: Candidate List Overview - A total of 639 candidates have been confirmed for the 2025 CAS academician election, with a focus on maintaining high standards in the selection process [6][8].

此次安徽烁轩半导体通过认证的芯片SSE25501可应用于汽车照明系统的各个模块，大电流驱动可支持 高亮度照明应用，单点控制可支持定制化灯效的展示。目前安徽烁轩半导体已基于SSE25501开发出logo 灯、汽车mini屏、贯穿式尾灯等多个demo。 安徽烁轩半导体将继续瞄准汽车电子这一高景气赛道作为重点发力方向，持续加大研发投入，丰富车规 产品类型，从客户布局、应用类型、产品升级方面积极开拓汽车电子业务，致力于向汽车客户提供零缺 陷产品，持续满足客户需求、提高客户满意度。 中证报中证网讯（王珞）据安徽烁轩半导体有限公司微信公众号消息，安徽烁轩半导体车用恒流驱动芯 片日前通过江苏省电子信息产品质量监督检验研究院（江苏省信息安全测评中心）AEC-Q100考核。 江苏电子质检院作为行业领先的检验检测机构，布局汽车电子产品领域检测认证多年，致力于为更多客 户提供专业的检测认证服务。AEC-Q100认证是基于失效机理的集成电路应力测试，适用于车用集成电 路产品的综合可靠性认证，是集成电路产品应用于汽车领域的重要保证。 ...