Good evening everyone! How will A-shares go next week! A major news came out over the weekend. Let me understand it clearly first.
An investigation announcement issued by the Ministry of Commerce today, an anti-dumping investigation into the United States' analog chips will be officially launched from September 13. This is not an ordinary trade dispute, but an important measure for China's semiconductor industry to compete for dominance.
The United States has long imposed a high-end chip blockade on my country and has allowed the dumping of mid- and low-end products. This series of measures is to stifle the competitiveness of my country's chip industry. Since this is the case, the sword of a great country has been unsheathed, and domestic analog chip companies will usher in unprecedented market space and policy dividend opportunities.
Analog chips, as an important branch in the semiconductor field, have matured. Leading companies such as Shengbang Co., Ltd. and Siruipu have comprehensive product lines, and their technical strength is comparable to international standards. Moreover, anti-dumping investigations not only weaken the price advantages of US companies, but also open a window of replacement for domestic manufacturers. Behind this battle is the competition for dominance of the industrial chain.
From the perspective of trade game, this counterattack accurately hits the weakness of US semiconductors. The gross profit margin of analog chips is usually relatively high, and anti-dumping duties will directly reduce its profitability.
For investors, domestic analog chip companies may use policies to help quickly enter the downstream customer base, and the flexibility of performance is worth looking forward to. Related links of the industrial chain such as equipment materials and chip design will have a linkage effect, thereby promoting the reconstruction of the valuation of the entire technology sector.
But be clear about: anti-dumping is a means rather than an end. After all, we have to rely on technological breakthroughs and product competitiveness to discuss the level. The window period given by policy protection is limited, and enterprises must step up R&D and innovation to effectively master core technologies. And this is the foundation for the long-term stability of domestic semiconductors.
As the investigation gradually deepens, the emotional catalysis of the semiconductor sector will continue to increase. Leading companies with core technologies can not only benefit from short-term policies, but also gain space for long-term development. Smart funds have been laid out, and next week's market may be just the beginning of long-term value revaluation.
The deep logic of the game in the chip field has been understood: whoever controls the dominance of the industrial chain will have the initiative in future technological competition. Next week will be a good idea for semiconductor concepts. Stock investors with this sector are going to eat big meat on Monday.
