Movement Alert｜SMIC Rises 3.21% in Regular Trading, Semiconductor Sector Rallies on Policy Tailwinds and AI Demand

Market Focus10:41

On September 18, SMIC rose 3.21% in regular trading, trading at HK$64.35/share, with turnover of HK$1.475 billion. The stock advanced amid a broad-based semiconductor sector rally.

On the policy front, the recently released Electronic Information Industry 15th Five-Year Plan has provided a significant boost to the semiconductor sector, reinforced by strengthening domestic substitution logic amid ongoing US-China tech tensions. Analysts note the semiconductor industry remains in an upcycle, with AI serving as a key growth driver expected to benefit domestic chipmakers and expand their market share.

Fundamentally, SMIC reported robust H1 results with revenue of US$5.511 billion, up 23.7% year-on-year, and net profit attributable to owners of US$677 million, surging 111.1%. Gross margin improved to 22.9%, up 1.5 percentage points. Southbound capital net purchased HK$600 million of SMIC shares earlier this week, while the stock was recently added to the top ten holdings of a prominent onshore fund.

Within the Semiconductors sector, peers also posted gains: BIREN TECH up 7.56%, ILUVATAR COREX up 8.37%, GIGADEVICE up 6.09%, MONTAGE TECH up 5.83%, HUA HONG GRACE up 4.54%.

(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.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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