Today, the semiconductor sector of the A-share market continued to maintain a strong upward trend, Chengchang Technology achieved 2 consecutive boards, Torch Core Technology had a strong daily limit, Telink Micro and Huizhi Micro rose by more than 7%, and semiconductor-related stocks such as Ming Microelectronics, Espressif Technology, and Yuanjie Technology also followed suit. With the increase in the holdings of state-owned assets in ETFs, the semiconductor sector has attracted a large amount of capital inflow and has become the focus of market attention. According to Wind data, products tracking the direction of science and technology chips, semiconductors and other directions are quite popular, such as the turnover of Harvest SSE Science and Technology Innovation Board Chip ETF exceeded 4 billion yuan, a surge of 89% month-on-month, showing that investors' confidence in the semiconductor industry is increasing.

Recently, there has been good news for the semiconductor industry. From March 26 to 28, 2025, SEMICONChina 2025 was successfully held in Shanghai, and semiconductor equipment upstart Xinkailai was unveiled, exhibiting more than 30 semiconductor equipment in four categories, which attracted wide attention in the industry.

As of April 8, 2025, 28 Shenzhen-listed semiconductor companies have pre-disclosed their 2024 annual results, and are expected to achieve a net profit attributable to the parent company of 12.6 billion yuan to 13.4 billion yuan, a year-on-year increase of 45% to 54%, 20 companies have achieved net profit growth, and 14 companies such as Tongfu Microelectronics and Shengbang have achieved net profit growth of more than 50%; 10 semiconductor companies have disclosed their annual reports, with a total revenue of 50.457 billion yuan, a year-on-year increase of 32.58%, a net profit attributable to the parent company of 3.0707 billion yuan, a year-on-year increase of 57.31%, and R&D expenditure of 4.732 billion yuan, a year-on-year increase of 32.49%.

According to the CITIC Securities research report, the popularity of the SEMICON conference in 2025 will reach a new high, the industry will continue to burst with new vitality, the head manufacturers of domestic semiconductor equipment and materials will continue to make great progress, and all kinds of new companies, new technologies and new products will emerge in an endless stream, injecting new vitality into the development of the industry, and the domestic semiconductor industry chain is gradually making up. At the same time, the research report of China Securities Construction Investment believes that in the long run, the trend of "de-beautification" in the semiconductor field and the direction of increasing the localization rate will continue, which will provide a broader development space for domestic semiconductor companies. As the market stabilizes after the Qingming Festival, funds have begun to tilt towards the theme ETF track in the direction of science and technology chips, robots, semiconductors, military industry, etc., and the semiconductor sector is ushering in a significant inflow of funds.

It is worth noting that with the intensification of Sino-US trade frictions, the domestic semiconductor industry is accelerating the realization of independent and controllable, forming a complete industrial ecological chain, and the improvement of localization rate has become the main direction of industry development. Some semiconductor-related listed companies: AMEC (688012): As a leading semiconductor equipment company in China, AMEC's main products are etching equipment and thin film equipment, which are key core equipment in the semiconductor front, with a broad market space and high technical barriers. The company has achieved domestic substitution in the field of etching equipment, and with the continuation of the trend of "de-beautification", the company is expected to achieve breakthroughs in more fields and enhance the independent and controllable ability of the domestic semiconductor industry chain.

Torch Core Technology (688049): As a leading intelligent audio SoC chip design company in China, Torch Core Technology has attracted wide attention in the market today with a "20cm" daily limit. The company focuses on the R&D and design of intelligent audio SoC chips, and its products are widely used in Bluetooth audio, professional audio, artificial intelligence audio and other fields, occupying an important position in the field of domestic semiconductor design. Shanghai Xinyang (300236): As a supplier of semiconductor materials, Shanghai Xinyang mainly develops key process materials for integrated circuit manufacturing, including electroplating solution and additives, cleaning solution, photoresist, and slurry, which are in the upstream link of the entire industrial chain. With the improvement of the domestic semiconductor industry chain and the improvement of the localization rate, the company's material products will usher in a broader market space.

Ming Microelectronics (688699): The company focuses on the design and sales of intelligent mixed-signal and power management chips, and its products are widely used in LED display and lighting drivers, power management and other fields. With the increase in capital inflow and the acceleration of localization in the semiconductor industry, the company is expected to gain more market share with its own technological advantages.

Huizhiwei (688512): As a leading integrated circuit design company in China, Huizhiwei focuses on the design and sales of analog and mixed-signal integrated circuits, and its main products include power management chips and signal chain chips. In today's market performance, Huizhi Micro rose by more than 10%, showing investors' recognition of the company's development prospects, and the company is expected to continue to expand its market share with the acceleration of the localization process of semiconductors.

Espressif Technology (688018): The company is a professional integrated circuit design enterprise in the field of Internet of Things, and its main products are ESP series chips, which are widely used in smart home, industrial automation and other fields. With the rapid development of the Internet of Things industry and the continuous inflow of funds from the semiconductor industry, the company is expected to maintain a good growth trend.

Telink Micro (688591): A high-tech enterprise focusing on the design of wireless communication chips, the main products are wireless communication chips such as Bluetooth audio chips and WiFi chips. It rose more than 10% in today's market performance, reflecting investors' optimism about the company's development prospects in the domestic substitution process.

Chengchang Technology (001270): The company is a leading RF microwave chip design enterprise in China, mainly engaged in the research and development and sales of RF integrated circuits, and its products are widely used in communications, radar, satellite navigation and other fields. With the improvement of the domestic semiconductor industry chain and the improvement of the localization rate, the company is expected to further expand its market share.

Yuanjie Technology (688498): As a high-end digital chip design company, Yuanjie Technology focuses on digital chip design in the fields of high-speed interface, network transmission, and intelligent computing. With the rapid development of data centers and computing, the demand for the company's products continues to grow, and the acceleration of the localization process of semiconductors will bring more market opportunities to the company.

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