SMIC - TechWire

SMIC

        2025.09.18
    
12:01

                            Hong Kong Stock Market Midday Review: Hang Seng Index fell 0.18%, Hang Seng Tech Index rose 1.04%
                        
                            At the midday close of Hong Kong stocks, the Hang Seng Index fell 0.18%, while the Hang Seng Tech Index rose 1.04%. The Hong Kong Tech ETF (159751) rose 0.65%, while the Hang Seng Hong Kong Stock Connect ETF (159318) fell 0.14%. Among sectors, integrated telecommunications and semiconductor products and equipment saw the largest gains, while diversified REITs and passenger airlines saw the largest declines. Among individual stocks, Hong Kong Broadband surged over 54%; Hua Hong Semiconductor rose 10.31%, Sanhua Intelligent Control rose 10.15%, Horizon Robotics-W rose 6.79%, SMIC rose 6.65%, Hengrui Medicine rose 5.36%, China Duty Free Group rose 5.3%, Baidu Group-SW rose 4.12%, Baize Medical fell 16.17%, Brainpower Aurora-B fell 16.7%, and SinoHytec rose 33.42%.
                        
11:31

                            A-share midday review: The Science and Technology Innovation 50 Index rose 3.4% in the first half of the day, with a collective surge in the semiconductor and computing power industry chains
                        
                            The three major A-share indices all rose in the morning session. By midday, the Shanghai Composite Index rose 0.45%, the Shenzhen Component Index rose 0.79%, the ChiNext Index rose 0.49%, the Beijing Stock Exchange 50 Index rose 1.05%, and the Science and Technology Innovation 50 Index rose 3.4%. The three stock exchanges in Shanghai, Shenzhen, and Beijing had a half-day trading volume of 1.7203 trillion yuan, a 158.4 billion yuan increase from the previous day. Over 2,700 stocks rose across the board. Among the sectors, lithography equipment, semiconductors, liquid-cooled servers, copper cable high-speed connections, wind power equipment, and robotics led the gains, while non-ferrous metals, financial services, pork, coal, and airports and shipping led the declines. Semiconductors and computing hardware sectors surged, with stocks such as SMIC, Haiguang Information, Foxconn Industrial Internet, and North China Huachuang reaching record highs. The humanoid robot sector continued its strong performance, with Wanxiang Qianchao and Joyson Electronics hitting their fourth consecutive limit-up day, and Top Group, Sanhua Intelligent Control, and Wolong Electric Drive reaching new highs. The wind power equipment sector also performed strongly, with Tongyu Heavy Industry surging over 10%. Gold and nonferrous metals sectors were mostly lower, with Xiaocheng Technology, Hunan Silver, and Hunan Gold leading the decline. The securities sector also lagged, with Capital Securities and Guosheng Financial Holdings dropping over 5% intraday.
                        
10:28

                            Hang Seng Tech Index's gains extended to 2%.
                        
                            The Hang Seng Technology Index's gains expanded to 2%, with Hua Hong Semiconductor rising more than 12% and SMIC rising more than 8%.
                        
10:27

                            SMIC's A-share market capitalization exceeds 1 trillion yuan
                        
                            The total market value of SMIC's A-shares exceeded 1 trillion yuan, up more than 7% on the day.
                        
10:26

                            The trading volume of SMIC's A shares reached 10 billion yuan, up 7.7%, and its market value exceeded 1 trillion yuan.
                        
10:09

                            The semiconductor sector continued to strengthen, with North China Huachuang, SMIC, and Haiguang Information hitting new highs.
                        
                            The semiconductor sector continued its strength, with North Huachuang, SMIC, Hygon Information, and New Phase Micro reaching new intraday highs. Rockchip and Huicheng shares hit their daily limit, while Liyang Chip surged over 10%. Brite, Centec Communications, Aote Technology, Huahong Technology, and AMEC followed suit. Regarding related ETFs, the leading chip ETF (159801) rose 4.15%, with a turnover of 147 million yuan, and the Southern semiconductor ETF (159325) rose 3.65%, with a turnover of 17.0751 million yuan.
                        
10:02

                            Hong Kong chip stocks strengthened, with Hua Hong Semiconductor (01347.HK) rising more than 10%, ASMPT (00522.HK) and Solomon Systech (02878.HK) rising more than 8%, and SMIC (00981.HK) rising more than 5%.
                        
09:47

                            Hong Kong semiconductor stocks strengthened in early trading, with ASMPT rising over 8%.
                        
                            The Hong Kong stock market's semiconductor sector strengthened in early trading, with ASMPT up more than 8%, Hua Hong Semiconductor up more than 4%, SMIC up more than 2%, and Shanghai Fudan up more than 1%.
                        
06:42

                            Foreign institutions conduct intensive research on Chinese chip companies
                        
                            The A-share chip sector has recently performed strongly, with leading stocks like SMIC reaching record highs. Against this backdrop, foreign institutions have been conducting intensive research into Chinese chip companies, and international capital has continued to increase its holdings in Chinese assets. Several foreign institutions have stated that China's "hard technology" industry is entering a golden period of development, with abundant investment opportunities in areas such as semiconductors and artificial intelligence. Wind data shows that as of September 17th this year, Weige Chuangxin has received 41 foreign institutional research visits, while Nanochip, VeriSilicon, Guoxin Technology, Dongxin, and Rockchip have each received 20 foreign institutional visits.
                        
        2025.09.17
    
15:01

                            A-share closing review: ChiNext Index rose nearly 2% to hit a new high in more than 3 years, and robot concept stocks continued to explode
                        
                            The three major A-share indices all rose today. By the close, the Shanghai Composite Index rose 0.37%, the Shenzhen Component Index rose 1.16%, the ChiNext Index rose 1.95%, and the Beijing Stock Exchange 50 Index fell 0.6%. Total trading volume for the three markets totaled 2.4029 trillion yuan, a 35.9 billion yuan increase from the previous day. Over 2,500 stocks rose across the board. Among the sectors, lithography equipment, diversified financials, wind power equipment, robotics, and copper cable high-speed connectivity saw the largest gains, while precious metals, tourism and hotels, pork, liquor, retail, and logistics saw the largest declines. Lithography equipment stocks surged in early trading, with Wavelength Optoelectronics, Kaimet Gas, and Yongxin Optics hitting their daily limit. Robotics stocks continued their strong performance, with Wanxiang Qianchao hitting the daily limit for three consecutive days, Joyson Electronics hitting the daily limit for two consecutive days, and Haowen Automotive and Wolong Electric Drive stocks surging. The battery sector rallied during the session, with both CATL's A-share and H-shares hitting new highs. The semiconductor sector also performed strongly, with both SMIC's A-share and H-shares hitting new highs. In addition, the gaming, wind power, and copper sectors all saw intraday fluctuations. Gold stocks mostly adjusted today, with Western Gold falling over 6% at one point. The tourism and hotel sectors opened high but closed lower, with Junting Hotel, Three Gorges Tourism, and Xiyu Tourism leading the decline.
                        
12:01

                            Hong Kong Stock Market Midday Review: Hang Seng Index rose 1.41%, Hang Seng Tech Index rose 3.49%
                        
                            At the midday close of Hong Kong stocks, the Hang Seng Index rose 1.41%, and the Hang Seng Tech Index rose 3.49%. The Hong Kong Tech ETF (159751) rose 2.01%, and the Hang Seng Hong Kong Stock Connect ETF (159318) rose 0.97%. Among sectors, diversified REITs and passenger airlines led the gains, while biotech and life science tools led the declines. In terms of individual stocks, Baidu Group-SW rose 15.9%, NIO-SW rose 10.28%, Lens Technology rose 7.56%, SMIC rose 5.7%, JD.com-SW rose 5.69%, Yancoal Energy rose 5.67%, China Coal Energy rose 5.45%, CATL rose 5.35%, Meituan-W rose 5.18%, Alibaba-W rose 5.02%, Alibaba-WR rose 4.92%, Meituan-WR rose 4.79%, Haier Smart Home rose 4.44%; Tongyuan Kang Pharmaceutical-B fell 7.69%, MIRXES-B fell 8.74%; China Education Holdings rose 16.67%, Shangao Holdings rose 13.96%.
                        
11:21

                            Report: SMIC is testing deep ultraviolet lithography machines manufactured by Shanghai startup Yuliangsheng
                        
                            On the morning of September 17th, lithography equipment stocks opened higher and continued to strengthen. Among individual stocks, Novel Optics and Wavelength Optoelectronics both hit their daily limit, while Guolin Technology, Suzhou Weige, Maolai Optics, Xinlai Applied Materials, and Lanying Equipment led the gains. Reports indicate that two people familiar with the matter revealed that SMIC is testing a deep ultraviolet lithography machine manufactured by Shanghai startup Yuliangsheng. The machine being tested uses immersion technology, similar to that used by ASML. One person familiar with the matter stated that while initial results from SMIC's trials are encouraging, it is unclear if and when the machine will be ready for large-scale chip production.
                        
09:49

                            The semiconductor sector fluctuated upward, with SMIC rising over 10%.
                        
                            The semiconductor sector fluctuated upward, with SMIC rising more than 10%, Doxin shares rising nearly 9%, and Saiwei Semiconductor, Huahong Semiconductor, and Microguide Nanotechnology following suit.
                        
09:47

                            The Hang Seng Tech Index broke through its March high to reach a nearly four-year high, rising nearly 2% on the day.
                        
                            The Hang Seng Tech Index broke through its March high to hit a nearly four-year high, rising nearly 2% on the day. Among its constituent stocks, Baidu Group-SW rose more than 10%, NIO-SW rose more than 8%, and SMIC rose more than 5%.
                        
        2025.09.16
    
17:41

                            Southbound funds sold a net of HK$3.189 billion today, with Alibaba and Meituan leading the net purchases.
                        
                            Southbound funds saw a net sell-off of HK$3.189 billion throughout the day. Alibaba, Meituan, and Baize Medical ranked the top three in terms of net purchases, with net purchases of HK$3.031 billion, HK$716 million, and HK$328 million, respectively. Tracker Fund Management, Xiaomi Group, and SMIC saw net sell-offs of HK$4.639 billion, HK$569 million, and HK$413 million, respectively.

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