CI-SMIC@EP2703A

DeepSeek Launches V4 AI Series Model, Expected to Boost Domestic Chip Demand

China releases latest policies for the semiconductor materials industry, creating a favorable environment for development

SMIC re-enters advanced packaging with a major team expansion in Shanghai

Media article on China's brain-computer interface technology cites SMIC as an example of an "industrial ace"

SMIC Sees Significant Reduction in Holdings in Q1 2026 Public Fund Reports

The 23rd China International Semiconductor Expo (IC China 2026) will be held in Beijing

Reuters: Micron urges US Congress to legislate restrictions on Chinese competitors' access to chip equipment

A Zeiss executive stated that it is too late to block DUV technology now, and its importance is no less than that of EUV

Industry news indicates that foundry giant UMC plans to raise prices in the second half of the year

China's Integrated Circuit Output Increased by 24.3% Year-on-Year in Q1 2026

YinHua Fund's Star Manager Li Xiaoxing Increases Holdings in SMIC

SMIC's core technical personnel reduced shareholding by 28,000 shares on April 20

Hubei Daily reports that Xingfu Electronics has started mass supplying electronic-grade chemicals to semiconductor clients like SMIC

SMIC obtains a patent for a phase-locked loop circuit

CCTV exposes the world's most powerful lithography machine for the first time, China once again breaks the Western technology blockade

SMIC and Other Semiconductor Firms Respond to Overseas Helium Supply Shortage

US closes public comment period on proposed rule restricting products with 'covered semiconductors,' potentially impacting SMIC

Market analysis indicates a supply-demand gap of nearly 2 million AI chips in China for 2026

SMIC Advances into Advanced Packaging, Establishes Subsidiary and Research Institute

SMIC's key supplier, Zhengfan Technology, releases positive annual report

QINGDAO HLDGS

QIANHAI HEALTH

GUOXIA TECH

BITSTRAT HLDGS

KIN SHING HLDGS

AV CONCEPT HOLD

DATRONIX HOLD

HAITIAN ANTENNA

PRODUCTIVE TECH

INVESTECH HLDGS

01347

00981

09903

01772

00501

00100

02513

06869

02015

01072

HUA HONG SEMI(01347) rose 15.18%, with a trading turnover 8.5 Billion HKD, and a year-to-date rose 45.5%. SMIC(00981) rose 10.01%, with a trading turnover 12.4 Billion HKD, and a year-to-date fell 10%. MINIMAX-W(00100) fell 9.44%, with a trading turnover 2.0 Billion HKD, and a year-to-date rose 371.2%. KNOWLEDGE ATLAS(02513) fell 9.05%, with a trading turnover 3.0 Billion HKD, and a year-to-date rose 704.6%.

- The Hang Seng Index increased by 0.24%, with a year-to-date gain of 1.4%, while the Hang Seng Tech Index rose by 0.75% but has seen an 11.1% decline this year.  
- Hua Hong Semiconductor (01347) surged by 15.18% with a trading volume of HKD 8.47 billion, marking a 45.5% increase year-to-date, while SMIC (00981) rose by 10.01% with a volume of HKD 12.41 billion, resulting in a 10% decline for the year.  
- Conversely, MINIMAX-W (00100) fell by 9.44%, trading at HKD 2.03 billion, but has increased 371.2% year-to-date, and Zhipu (02513) decreased by 9.05% with a volume of HKD 2.96 billion, despite a remarkable 704.6% gain this year.

Top Gainers & Losers

HUA HONG SEMI

SMIC

ILUVATAR COREX

GANFENGLITHIUM

OMNIVISION

MINIMAX-W

KNOWLEDGE ATLAS

YOFC

LI AUTO-W

DONGFANG ELEC

Top 5 HK Stock Gainers/Losers (>100B) (4.24)

02655

00650

02637

02198

01989

02595

GUOXIA TECH(02655) rose 33.79%, with a trading turnover 1.9 Billion HKD, and a year-to-date fell 10.4%. PRODUCTIVE TECH(00650) rose 27.71%, with a trading turnover 57.5 Million HKD, and a year-to-date rose 181.9%. HUA HONG SEMI(01347) rose 15.18%, with a trading turnover 8.5 Billion HKD, and a year-to-date rose 45.5%.

HAIXI PHARMA

CHINA SANJIANG

DELTON

GENFLEET-B

Top 10 HK Stock Gainers (4.24)

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06610

01710

Hong Kong stock market overview in the past hour The market showed a clear divergence in this hour, with some stocks performing strongly, especially small-cap and technology stocks favored by funds. The strong rise of Dongjian International and Flowing Cloud seems to have attracted more short-term funds' attention, boosting the overall market activity. Meanwhile, the decline of ZHIDA TECH and CPM GROUP indicates a cautious market sentiment, with a noticeable switch of funds between strong and weak stocks. Overall, short-term enthusiasm has increased, volatility has intensified, and the market pace is relatively fast. The stocks with the largest movements in the past hour Dongjian International surged 21.57%, attracting a large inflow of funds in a short time, showing strong buying sentiment. Flowing Cloud also performed well, with an increase of 20.29%, as the market is optimistic about its future development, leading to active short-term trading. Strong stocks 1. ZHIDA TECH: up 17.46%, recent market attention on its technological innovation has increased, with significant fund inflow. 2. AV CONCEPT HOLD: up 16.04%, its competitive advantage in the industry has made it favored by investors, with active short-term fund involvement. 3. E&P GLOBAL: up 16.00%, benefiting from the overall recovery of the energy sector, with optimistic market sentiment. 4. DELTON: up 10.34%, breaking through on the technical front, attracting attention from many short-term funds. 5. SMIC: up 10.09%, as the semiconductor industry recovers, the market is optimistic about its prospects, with accelerated fund inflow

- In the last hour, the Hong Kong stock market showed significant divergence, with small-cap and tech stocks attracting strong buying interest.  
- Notably, Dongjian International surged by 21.57% and Feitian Yundong rose by 20.29%, reflecting increased short-term trading activity, while Zhifeng Industrial Electronics and China Paint Group faced declines, indicating cautious market sentiment.  
- Overall, the market exhibited heightened short-term momentum and increased volatility, highlighting investors' shifting preferences between strong and weak performers.

HK Stock Movers Tracker

OCI INTL

FLOWING CLOUD

TRIO IND ELEC

ZHIDA TECH

CPM GROUP

E&P GLOBAL

GAOYU FINANCE

Hong Kong Stock Movement Update: Technology stocks rebound strongly, Dongjian International and Flowing Cloud rise over 20%

688981

SOXL

SMIC rose 10.09%; Hua Hong Semiconductor rose 15.40%, with a transaction volume of HKD 7.817 billion; Montage Technology fell 0.35%, with a transaction volume of HKD 686 million; Tianshu Zhixin rose 9.06%, with a transaction volume of HKD 645 million; Zhaoyi Innovation fell 0.66%, with a market value of HKD 316.2 billion

- Semiconductor stocks in Hong Kong showed notable movements on April 24, with SMIC rising by 10.09% due to significant trading activity and investor interest following favorable regulatory developments.  
- Hua Hong Semiconductor also experienced a 15.40% increase as the market responded positively to confidence in future growth, with substantial inflows recorded.  
- Conversely, companies like LANQi Technology and Zhaoyi Innovation faced declines, reflecting mixed investor sentiments amid competitive market dynamics and emerging technology trends.

Direxion Semicon Bull 3X

Hong Kong stock movement: SMIC rises 10.09%, driven by favorable policies and capital inflows, market enthusiasm surges

The Hang Seng Tech Index turned positive, with HUA HONG SEMI surging over 12% and SMIC rising more than 7%

Wallstreetcn

Hang Seng TECH Index

Hua Hong

SMIC HK SDR 5to1

688347

159995

159546

Hong Kong chip stocks surged, with HUA HONG SEMI rising over 10% and SMIC gaining more than 7%. The Hang Seng TECH index decline narrowed to 0.7%

ISHARESHSTECH

Hang Seng TECH ETF I

Tianhong Hang Seng TECH ETF(QDII)

CSOP HS TECH

CAM HS TECH

Huatai-PB CSOP Hang Seng Technology ETF(QDII)

ChinaAMC Hang Seng Technology ETF(QDII)

ChinaAMC Guozheng Semiconductor Chip ETF

Guotai CSI All Share Integrated Circuit ETF

GX HS TECH

FTXL

Hong Kong chip stocks surged rapidly, with HUA HONG SEMI rising over 7% and SMIC up more than 5%

First Trust Nasdaq Food & Semicon

601001

000728

The three major A-share indices fell in the first half of the day, with the Shanghai Composite Index down 0.2%, the Shenzhen Component Index down 0.8%, and the ChiNext Index down 0.9%. Brokerage stocks performed poorly, with Guosheng Securities hitting the daily limit down and Guoyuan Securities falling 6.2%. Coal and electricity stocks rose against the trend, with JHSCIC up 4.2%. The central parity rate of the RMB against the USD was raised by 54 points, and the People's Bank of China conducted reverse repurchase operations. Chip stocks generally retreated, with SMIC down 1.7%

AASTOCKS

JHSCIC

GUOYUAN SECURITIES

SSE Index

Shenzhen Index

ChiNext

ICBC

INDUSTRIAL & COMMERCIAL BK OF CHINA UNSP ADR EACH REPR 20 ORD SHS

China Construction Bank

China Mobile

CHINA MOBILE

CHINA MOBILE-R

GUOSHENG SECURITIES

HTGF

FCSC

YANKUANG ENERGY

SHCI

Zhejiang Provincial New Energy

Baolihua

Cambricon

MetaX

Moore Threads

VeriSilicon

BJCT

BONA

CATL

TIANQI LITHIUM

BYD COMPANY

BYD Company

CN Mobile HK SDR 5to1

CATL HK SDR 30to1

BYD HK SDR 10to1

BYD Company Limited

BYD COMPANY-R

The three major A-share indices of Shanghai and Shenzhen fell by 0.2% to 0.9% in the half-day session, with brokerage and chip stocks weakening, while coal and power stocks rose against the trend

07552

First Shanghai Securities analyst maintained a Buy rating on Semiconductor Manufacturing International yesterday and set a price target of HK$90.00.Claim 30% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks Currently, the analyst consensus on Semiconductor Manufacturing International is a Strong Buy with an average price target of HK$88.58.

- First Shanghai Securities analyst has maintained a Buy rating on Semiconductor Manufacturing International with a price target of HK$90.00.  
- The current analyst consensus on the stock is a Strong Buy, with an average price target of HK$88.58.  
- This suggests a positive outlook for the company's future performance in the market.

Tip Ranks

XI2CSOPHSTECH

First Shanghai Securities Keeps Their Buy Rating on Semiconductor Manufacturing International (0981)

The three major A-share indices rose in the first half of the day, with the Shanghai Composite Index up 0.6%, the Shenzhen Component Index up 1.4%, and the ChiNext Index up 2.1%. The offshore RMB against the US dollar rose to 6.8134 yuan, reaching a new high for 2023. New social financing and RMB loans in March both fell short of market expectations. International oil prices retreated, and oil-related stocks generally declined. Chip stocks performed well, with SMIC and Hua Hong rising 1.2% and 4.2%, respectively

Guotai CSI Computer Theme ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

Tianhong CSI Computer Theme ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

China Southern CSI Semiconductor Industry Custom ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

The three major A-share indices in Shanghai and Shenzhen rose by 0.6%-2.1% in the first half of the day, with computing power stocks continuing to surge, while oil-related stocks were relatively weak

00700

01810

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01384

01024

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Hong Kong stocks weakened across the board today, with market sentiment significantly under pressure. Blue-chip stocks collectively retreated, dragging the index down to test support levels, and the Hang Seng Index gave back some of its previous rebound gains. On the market, AI concepts and innovative technology companies became the only bright spot in the weak market, performing exceptionally well. DEEPEXI TECH led a group of small and mid-cap AI stocks to surge against the trend, reflecting that during the index adjustment phase, major funds are accelerating their shift towards hardcore tracks with high technological growth potential and expectations of commercial revaluation

- The Hong Kong stock market closed lower, with the Hang Seng Index falling by 0.90% to 25,660.85 points, reflecting weakened market sentiment.  
- The technology sector experienced significant declines, while AI-related companies like Dipu Technology surged by 59.19%, showing strong investor interest in AI commercialization.  
- Overall, market performance remains cautious, impacted by macroeconomic factors and liquidity fluctuations; investors are advised to monitor trade data and policy trends closely.

LB Select

TENCENT

XIAOMI-W

LENOVO GROUP

DEEPEXI TECH

KUAISHOU-W

BIDU-SWR

BUTONG GROUP

51WORLD

XUNCE

HAIZHI TECH GP

POP MART

CNOOC

Hong Kong stocks closed | All three major indices retreated, risk aversion spread, DEEPEXI TECH surged nearly 60% against the trend

09988

As of intraday trading, the three major stock indices in Hong Kong are collectively under pressure, with market sentiment appearing sluggish. The Hang Seng Index is trading at 25595.65 points, down 1.15%, retracing some of last week's gains. In terms of market performance, AI applications and semiconductor sectors have shown strong offensive capabilities, breaking through the general decline of blue-chip stocks. Stocks such as DEEPEXI TECH, XUNCE, and ILUVATAR COREX surged on high volume, reflecting that major funds continue to highly focus on technology sub-sectors with solid growth logic during market adjustments

- As of now, Hong Kong's three major indices are under pressure, with the Hang Seng Index at 25,595.65 points, down 1.15%.  
- Notable stocks include Dipu Technology, which surged 32.06%, and Xunce, which rose 19.23%, driven by strong interest in AI and semiconductor sectors.  
- Market sentiment is increasingly sensitive to economic indicators, with a shift toward stocks with predictable earnings and those benefiting from policy changes.

BABA-W

MEXAN

Hang Seng Index

Hong Kong Stocks Intraday | Hang Seng Index Down 1.15% Losing Key Level, AI and Semiconductors Strong Against Market Trend, DEEPEXI TECH Surges Over 32%

01788

601869

02800

KBAB

BABO

BABX

According to the Hong Kong Stock Connect data, the TRACKER FUND had a net outflow of HKD 2.736 billion, and YOFC had a net outflow of HKD 567 million. Alibaba, GUOTAI JUNAN I, and SMIC had net inflows of HKD 945 million, HKD 481 million, and HKD 392 million, respectively. In the Hong Kong Stock Connect (Shanghai), YOFC had a net inflow of HKD 604 million, while the TRACKER FUND had a net outflow of HKD 1.889 billion; in the Hong Kong Stock Connect (Shenzhen), Alibaba had a net inflow of HKD 1.344 billion, and YOFC had a net outflow of HKD 1.171 billion. The total net outflow for the day was HKD 0, with a total transaction amount of HKD 112.738 billion, accounting for 45.77% of the total market transaction amount

GUOTAI JUNAN I

TRACKER FUND

KraneShares 2x Long BABA Daily ETF

YieldMax BABA Option Income Strategy ETF

Net outflow of HKD 2.736 billion from the TRACKER FUND under the Hong Kong Stock Connect

CI-SMIC@EP2703A(28108.HK)

CI-SMIC@EP2703A Stock Performance Chart

Top 5 HK Stock Gainers/Losers (>100B) (4.24)

Top 10 HK Stock Gainers (4.24)

Hong Kong Stock Movement Update: Technology stocks rebound strongly, Dongjian International and Flowing Cloud rise over 20%

Hong Kong stock movement: SMIC rises 10.09%, driven by favorable policies and capital inflows, market enthusiasm surges

The Hang Seng Tech Index turned positive, with HUA HONG SEMI surging over 12% and SMIC rising more than 7%