On the afternoon of the 27th, affected by the news of the establishment of the third phase of the National Great Fund, the semiconductor industry chain rebounded across the board. As of press release, Jacques Technology rose more than 5%, Northern Huachuang rose more than 4%, CITIC International and Anke Innovation rose more than 3%. Stocks such as Lance Technology, Huarun Micro, Qimingxing and other stocks rose more than 1%.
Technology ETF (515000), which represents the core technology asset market of A shares, pulled straight up and turned red in the afternoon, and the price on the spot rose 0%.Newcrashbandicootgame2023.47%, the real-time turnover exceeded 45 million yuan. The market premium continues to be high, accompanied by volume, or there may be a huge amount of capital intervention.
On the news, according to media reports, Tianyancha App shows that recently, the third phase of the National Integrated Circuit Industry Investment Fund Co., Ltd. was established, with legal representative Zhang Xin, registered capital of 344 billion yuan, business scope for private equity fund management, venture capital fund management services, private equity funds engaged in equity investment, investment management, asset management and other activities, enterprise management consulting. According to shareholder information, the company is jointly owned by 19 shareholders, including the Ministry of Finance, Guokai Financial Co., Ltd., Shanghai Guosheng (Group) Co., Ltd., Industrial and Commercial Bank of China Co., Ltd., China Construction Bank Co., Ltd., Agricultural Bank of China Co., Ltd., Bank of China Co., Ltd.
Prior to this, an institutional research report said that the first two phases of the National large Fund mainly focused on the field of equipment and materials.Newcrashbandicootgame2023The initial development of China's chip industry has laid a solid foundation. With the rapid development of digital economy and artificial intelligence, computing chips and memory chips will become the key nodes in the industrial chain. The third phase of the large fund, in addition to the continuation of support for semiconductor equipment and materials, is more likely to HBM and other high value-added DRAM chips as a key investment object.
AVIC Securities said that the key link may be the key in the context of layers of blockade, China's IC industry will inevitably accelerate the pace, the United States will focus on restricting links or investment focus for the third phase of large funds, such as artificial intelligence chips, advanced semiconductor equipment (especially lithography machines, etc.), semiconductor materials (photoresist, etc.). In addition, despite the rapid capacity growth of Chinese mainland fabs in the future, they will still focus on mature processes, and future policies are expected to focus on advanced process fabs.
On the configuration tool, one-click configuration Gaojing demeanor technology leader, it is recommended to pay attention to science and technology ETF (transaction code: 515000.SH, connection A:007873.OF, connection C:007874.OF). The data show that Science and Technology ETF (515000) tracks the CSI Science and Technology leading Index, which selects 50 listed companies with large scale, high market share, strong growth ability and high R & D investment from the fields of electronics, computer, communications, biotechnology and other science and technology in Shanghai and Shenzhen stock markets, representing the core assets of A-share technology. The characteristics of risk and return are more balanced than those of other single technology tracks.
Data, picture sources: Shanghai and Shenzhen Stock Exchange, Wind, etc., as of 2024.5.27. Risk hint: science and Technology ETF passively tracks the CSI Science and Technology leading Index, which is based on 2012.6.29 and released at 2019.3.20. The composition of the index stocks is timely adjusted according to the rules of the index, and its historical performance does not predict the future performance of the index. In this paper, the index stocks are only displayed, and the individual stocks are not described as any form of investment advice, nor do they represent the position information and trading trends of any fund under the manager. The risk level of the fund assessed by the fund manager is R3-medium risk, which is suitable for balanced (C3) and above investors. Any information that appears in this article (including but not limited to individual stocks, comments, forecasts, charts, indicators, theories, any form of expression, etc.) is for reference only and the investor is responsible for any discretionary investment behavior. In addition, any point of view, analysis and forecast in this article does not constitute any form of investment advice to the reader, nor is it liable for direct or indirect losses arising from the use of the contents of this article. Fund investment is risky, the past performance of the fund does not represent its future performance, and the performance of other funds managed by fund managers does not constitute a guarantee of fund performance, so fund investment should be cautious.