天眼查App显示，近日，安徽明夷光电科技有限公司成立，法定代表人为骆桂扬，注册资本2000万人民 币，经营范围为一般项目：技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；电子专 用材料研发；集成电路芯片及产品制造；集成电路芯片设计及服务；集成电路芯片及产品销售；集成电 路设计；集成电路制造；集成电路销售；其他电子器件制造；光电子器件制造；光电子器件销售；显示 器件制造；显示器件销售；电子产品销售；普通货物仓储服务（不含危险化学品等需许可审批的项 目）；技术进出口；货物进出口（除许可业务外，可自主依法经营法律法规非禁止或限制的项目）。 ...

格隆汇10月17日｜据央广网，昨日下午，在"湾芯展"第二届湾区半导体投融资战略发展论坛上，深圳国 家高技术产业创新中心（深圳发展改革研究院）正式发布半导体产业级评估体系《中国芯城榜》《中国 芯锐榜》，以产业集聚、产业创新、产业成长、产业特色四大维度，为337城精准"量芯"，上海、北 京、深圳领衔第一梯队，长三角五城以特色制造破局，中西部七城借第三代半导体等错位突围。 首度 发布的《中国芯城榜》提出，全球半导体与集成电路产业迎来新一轮周期上升，各环节充分受益实现快 速增长，EDA、设备、制造等环节近五年增速超10%；国内半导体产业规模实现跃升式增长，2024年集 成电路产业规模达1.8万亿元，设计、制造、设备等环节增速迅猛。但产业链呈现"短板仍短、长板渐 长"的特点，先进工艺、先进封装等环节存在卡点，而EDA、设备等配套环节快速发展，行业并购重组 活跃。 ...

天眼查App显示，近日，巴中祺星科技有限公司成立，法定代表人为陈金浩，注册资本1000万人民币， 经营范围为一般项目：技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；集成电路设 计；智能控制系统集成；集成电路销售；电子专用设备销售；电子专用材料销售；电子真空器件销售； 电子元器件批发；电力电子元器件销售；电子产品销售；光电子器件销售；电子元器件零售；国内贸易 代理；会议及展览服务；集成电路制造；集成电路芯片及产品制造；电力电子元器件制造；电子元器件 制造；电子（气）物理设备及其他电子设备制造。（除依法须经批准的项目外，凭营业执照依法自主开 展经营活动）。 ...

Core Viewpoint - Recently, Yongxi Semiconductor (Hainan) Co., Ltd. was established with a registered capital of 50 million yuan, focusing on integrated circuit design, manufacturing, and sales [1] Company Summary - Yongxi Semiconductor (Hainan) Co., Ltd. has a registered capital of 50 million yuan [1] - The company is wholly owned by Yongxi Electronics [1] - The business scope includes integrated circuit design, manufacturing, sales, and related services [1]

每经记者｜刘艳美 每经编辑｜杨欢 作为一个西部省份，2024年，甘肃GDP刚刚迈过1.3万亿元门槛，在31个省份中排名倒数。提起它，很多人首先想到的往往是"欠发达地区""发展滞后"等印 象。但你也许不知道，甘肃其实是一座隐藏的"芯片大省"。 2024年，甘肃集成电路产量达到738.4亿块，仅次于江苏和广东，居全国第三，约为第四名上海的两倍。 今年上半年，甘肃集成电路产量达到431.12亿块，更一度反超广东，跻身全国第二。 其实，这不是啥新鲜事。2017年至2022年，甘肃这一指标一直力压广东，在"老二"的位置上一待就是六年。直至这两年广东积极发力，甘肃的排名才被挤到 第三。 在全国经济版图中，GDP尚未突破千亿的天水，实在不太起眼。哪怕在甘肃省内，天水经济规模也仅排在第四，存在感并不强。不过在集成电路领域，天水 是个不容忽略的名字。 2024年，天水贡献了甘肃集成电路产量的全部，也就是738.4亿块。这个数字，超过了同期深圳（669.10亿块）、苏州（415.0亿块）等经济强市。 更令人意想不到的是，甘肃的集成电路产量，全部由一座城市"包揽"——就是去年因为一碗麻辣烫走红的小城天水。 得益于上世纪六七十年代" ...

Core Insights - The establishment of Changcun Phase III (Wuhan) Integrated Circuit Co., Ltd. with a registered capital of 20.72 billion yuan marks a significant development in the semiconductor industry, backed by substantial state-owned capital from Hubei [2][3] - 2024 is anticipated to be a pivotal year for state-owned semiconductor funds, with multiple funds established in 2023 beginning to engage in practical investments [3][4] - The National Fund Phase III, with a scale of 344 billion yuan, is a key player in the semiconductor industry, and its first potential investment project has emerged involving Tuojing Technology [5][6] Group 1: National and Local Semiconductor Funds - The National Fund Phase III has registered three subsidiary funds with significant capital, indicating a strong commitment to the semiconductor sector [5] - Local funds in regions like Shanghai and Jiangsu are actively establishing sub-funds and making direct investments, reflecting a trend towards practical engagement in the semiconductor industry [6][7] - The establishment of the Wuxi Integrated Circuit Industry Special Fund and the Zhejiang Integrated Circuit Industry Fund highlights the regional focus on semiconductor investments [8][9] Group 2: Investment Trends and Strategies - New funds in cities like Hangzhou and Shenzhen are emerging, focusing on specific segments of the semiconductor industry, indicating a shift towards targeted investments rather than broad-based funding [9][10] - The investment landscape is characterized by a concentration of resources in regions with established industrial chains and leading enterprises, which is essential for successful semiconductor projects [11] - The high capital requirements and long investment cycles in the semiconductor industry are leading to a more cautious approach to fund establishment, with a focus on project readiness [10][11]

答：近年来，美国在集成电路领域对华采取一系列禁止和限制措施，包括301调查和出口管制措施等。 这些保护主义做法涉嫌对华歧视，是对中国发展先进计算芯片和人工智能等高科技产业的遏制打压，不 仅危害中国发展利益，还严重损害全球半导体产业链供应链稳定，中方对此坚决反对。 后续根据实际情况对美采取相应措施。 商务部新闻发言人就中方公布就美国对华集成电路领域相关措施发起反歧视立案调查答记者问： 问：我们注意到，中方就美国对华集成电路领域相关措施发起了反歧视调查，能否介绍有关情况？ 根据《中华人民共和国对外贸易法》第七条、第三十六条、第三十七条等规定，中方决定就美国对华集 成电路领域相关措施发起反歧视调查，后续根据实际情况对美采取相应措施。 本次调查将坚持公正、公平、公开的原则开展，欢迎包括中国国内产业、企业在内受美方措施影响的各 利害关系方积极参与调查。中方将采取一切必要措施捍卫中国企业的正当权益。 ...

Summary of Key Points from the Conference Call Industry Overview - The report focuses on the **Chinese export and import market** as of August 2025, highlighting trends in trade balances and growth rates. Core Insights and Arguments 1. **Export and Import Growth Trends** - Exports increased by **4.4% year-over-year (yoy)** in August, down from **7.2%** in July, and below the market consensus of **5.5%**. Imports grew by **1.3% yoy**, a decrease from **4.1%** in July, also trailing consensus expectations of **3.4%**. The trade surplus narrowed to **USD 102.3 billion** from **USD 98.2 billion** in July [2][1][2]. 2. **Sector-Specific Export Performance** - The slowdown in exports was primarily observed in traditional consumer goods, with clothing exports down **9.8% yoy** and footwear down **16.9% yoy**. In contrast, high-tech products showed resilience, with electronic integrated circuits (ICs) growing **32.7% yoy** and LCD panels increasing **13.8% yoy** [3][3][15]. 3. **Geographical Export Dynamics** - Exports to the US plummeted by **33.1% yoy**, attributed to ongoing trade frictions. Conversely, exports to the EU, Japan, ASEAN, and Hong Kong saw growth rates of **10.8%**, **7.0%**, **22.7%**, and **17.6%** respectively, indicating a shift in trade patterns [4][4][22]. 4. **Import Growth Weakness** - Import growth weakened across various categories, with notable deceleration in high-tech products and major commodities. Copper and iron ore imports saw growth slow to **1.7%** and **0.6% yoy**, respectively, following a previous improvement [5][5]. 5. **Future Projections** - A sharper deceleration in exports is anticipated for September and October due to the payback of earlier frontloading. The US-China trade truce may not sustain demand, especially with higher tariffs affecting US end demand. Imports are expected to reflect ongoing domestic demand weakness [6][6]. Additional Important Insights 1. **Product-Specific Export Trends** - Labor-intensive and home-related product exports weakened significantly, with declines of **6.4% yoy** and **7.7% yoy**, respectively [9][9]. 2. **Commodity Import Trends** - While the value of crude oil and iron ore imports fell by **15.3%** and **2.3%**, their volume increased by **0.6%** and **3.8%**, indicating a complex demand scenario [24][24]. 3. **High-Tech Product Imports** - Import growth for integrated circuits remained strong at **8.1%**, while ADP machines contracted by **8.9%** [28][28]. 4. **Agricultural Imports** - Agricultural imports fell by **2.7% yoy**, with mixed performance across categories such as meat (+3.2%) and grain (-10.6%) [30][30]. This summary encapsulates the key findings and projections regarding China's trade performance, highlighting both challenges and areas of resilience within the export and import sectors.

Core Viewpoint - The 2025 China International Industrial Expo will prominently feature the Integrated Circuit Exhibition, showcasing over 70 leading global companies across the entire semiconductor industry chain, highlighting China's advancements in "chip" technology [1][2]. Group 1: Industry Overview - The exhibition will gather leading enterprises from the entire integrated circuit industry chain, including chip design, manufacturing, testing, EDA/IP tools, and equipment materials, creating a high-profile technology event [2]. - More than 90% of the participating companies are national or provincial specialized and innovative enterprises, demonstrating China's innovative capabilities in the semiconductor sector [4]. Group 2: Key Participants - Notable companies in chip design include Anlu Technology, Fudan Microelectronics, and Ziguang Zhanrui, among others [2]. - In the EDA/IP and industrial software sector, key players such as Synopsys and Huada Jiutian will present cutting-edge technological achievements [2]. - The equipment and materials segment will feature technological pioneers like Shanghai Microelectronics and Zhongwei Company [2]. Group 3: Events and Activities - The exhibition will host the inaugural "Integrated Circuit Innovation Achievement Award," focusing on technological breakthroughs and industrial applications [9]. - A series of forums and industry matchmaking events will be organized to facilitate deep cooperation and integration within the industry [6][7]. - The third Shanghai International Forum on Integrated Circuit Industry Development will gather global experts and industry leaders to discuss cutting-edge technologies and future trends [9]. Group 4: Exhibition Highlights - The exhibition will showcase three major highlight areas: the secrets of computing power, AI-driven industrial software, and a comprehensive service ecosystem for manufacturing transformation [14][15]. - The event aims to empower the electronic information industry for high-quality development through a combination of exhibitions and conferences [16].

Core Viewpoint - Recently, Xilinx Integrated Circuit Manufacturing (Shaoxing) Co., Ltd. underwent a business change, with 15 shareholders, including Shaoxing Binhai New Area Chip Investment Fund Partnership (Limited Partnership), exiting, resulting in Xilinx Integrated holding a 100% stake [1] Group 1 - The company was established in 2021 with a registered capital of 3 billion yuan [1] - The business scope includes integrated circuit manufacturing, sales, design, and production of integrated circuit chips and products [1]