With the recent release of central SOE market value management guidelines, tech SOEs like $SMIC(00981)$ are expected to achieve revaluation and strengthen their capabilities through mergers and acquisitions, which boosts my confidence in this investment.
As a leader in China’s semiconductor industry, SMIC stands to benefit from domestic industrial upgrading and emerging trends like low-altitude economy and commercial aerospace.
While there may be short-term fluctuations, I’m confident that SMIC has a bright future in China’s manufacturing transformation.
The future looks promising!
Every profitable trade is a lesson in patience and discipline. Keep learning, keep growing.
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