Core Viewpoint - The semiconductor industry in China is experiencing a clear trend of price increases, driven by tight supply and rising costs, with major companies like Zhongwei Semiconductor and Guokewai announcing significant price hikes for their products [1][2]. Group 1: Price Increases - Zhongwei Semiconductor announced price increases for its core products, including MCU and NorFlash, with adjustments ranging from 15% to 50% due to supply constraints and rising costs [1]. - Guokewai has issued a price increase notice for its KGD series products, with price hikes of 40% for 512Mb, 60% for 1Gb, and 80% for 2Gb specifications, indicating a significant upward trend in pricing [2]. Group 2: Industry Performance - The semiconductor industry index rose by 18.91% from January 1 to January 23, 2026, outperforming the CSI 300 index, driven by improved expectations for the industry [2]. - The storage chip sector is entering a high prosperity cycle, with strong performance driven by the explosive growth of AI and computing power industries, leading to improved revenue and profit for related companies [2]. Group 3: ETF and Index Information - The Southern Science and Technology Chip ETF (588890) closely tracks the Shanghai Stock Exchange Science and Technology Innovation Board Chip Index, which includes companies involved in semiconductor materials, equipment, design, manufacturing, and testing [3]. - The top ten weighted stocks in the index include major players such as SMIC, Haiguang Information, and Cambrian, reflecting the overall performance of representative semiconductor companies listed on the Science and Technology Innovation Board [3].

1月28日早盘，受产业链涨价潮蔓延提振，存储芯片概念反复走强，核心受益板块半导体设备板块逆势拉升。热门半导体设备ETF（561980）盘中拉涨 1.61%，权重股中微公司、中芯国际涨超2%，拓荆科技涨超5%，康强电子二度封板，金海通、盛美上海、神工股份等多股走强。 半导体设备ETF（561980）跟踪中证半导，重仓中微公司、北方华创等设备龙头以及晶圆厂龙头中芯国际，芯片设计龙头海光信息、寒武纪和材料龙头南大 光电等，前十大集中度约75%，在同类指数中位居前列。 资金面数据显示，半导体设备ETF（561980）最近10个交易日累计获资金净流入超4.6亿元，最新规模超36亿。标的指数中证半导2025年至今最大涨幅超 112%，在科创芯片、半导体材料设备等同类指数中位居第一，弹性突出。 消息面上，多家芯片设计公司最新发布涨价函通知，确认产业链景气传导全面蔓延。 中微半导1月27日宣布，受封装交付周期拉长、框架及封测费用上涨影响，对MCU（微控制器）、Nor Flash（闪存）等产品提价15%-50%，直接反映了半导 体制造后道环节的成本压力已传导至芯片设计公司。 国科微同日宣布，因存储芯片供应紧张、成本上升及基板等 ...

2026年1月27日，国科微、中微半导这两家国内半导体企业接连放出涨价消息，旗下多款芯片都要提 价。这是整个行业都面临的供需紧张和成本上涨压力导致的，也能看出今年一开年，半导体产业链的涨 价潮就已经蔓延开来了。 中微半导在涨价通知里说得很清楚，受全行业芯片缺货、成本走高的叠加影响，封装好的成品交付周期 变长，制造成本比之前涨了不少，尤其是框架、封测这些关键环节的费用一直在涨。面对供需紧张、成 本压顶的情况，公司反复考量后决定，从现在起上调MCU（微控制器）、Nor flash等核心产品价格， 涨幅在15%到50%之间。作为国内智能控制领域的头部企业，这次涨价会波及消费电子、智能家电、工 业控制等不少下游领域。 另一边，从产业链获悉，国科微也给客户发了涨价函，这次主要针对合封KGD（已知合格芯片）系列 产品调价，受存储芯片缺口扩大，以及基板、框架、封测等环节费用上涨影响，它的涨价幅度比中微半 导更猛。具体来看，从2026年1月起，合封512Mb KGD涨价40%，1Gb的涨60%，2Gb的直接涨了80%； 外挂DDR产品的调价方案会后续另行通知。国科微还提到，今年二季度的涨价幅度，会根据当时KGD 的市场价格波 ...