Movement Alert｜SMIC Rises 3.01% in Regular Trading, Fund Q3 Position Increases Lift Attention

Market Focus10-27 09:35

On October 27, SMIC rose 3.01% in Regular Trading, trading at HK$47.02, with turnover of HK$236 million.

The clearest catalyst is newly disclosed third-quarter fund holdings showing notable position increases in SMIC, which lifted market attention on its institutional allocation value.

Recent filings showed Xingquan Heyi A made SMIC its largest holding with a 6.15% portfolio weight, while Penghua Jingxin Tianli Bond C increased its position by 2.285 million shares and also ranked SMIC as its top holding. This follows earlier market expectations for second-half revenue growth and continued domestic substitution, helping improve sentiment across semiconductor names even after recent pressure from weak southbound flows and concerns over depreciation tied to 12-inch capacity capitalization.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

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