Understanding the Market | Chip stocks rise collectively as the Ministry of Commerce launches anti-dumping investigations against U.S. analog chips, local manufacturers are expected to welcome a better market environment
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Chip stocks collectively rose, BATELAB increased by 6.94%, CE HUADA TECH rose by 3.8%, INNOSCIENCE rose by 2.41%, and HUA HONG SEMI rose by 2.16%. The Ministry of Commerce has decided to launch an anti-dumping investigation on imported analog chips from the United States starting September 13, 2025, which may improve the market environment for domestic manufacturers. CITIC Securities pointed out that the pace of domestic substitution has slowed, but with the progress of the investigation, profitability is expected to recover, focusing on the medium to long-term substitution trend in the analog chip sector
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