Ⅱ) Plate aspectI) market review
In terms of net outflow, semiconductors and automobiles as a whole rank high, of which the net outflow of semiconductors is 3.928 billion yuan.
According to the research report of CITIC Securities, on December 9, 2024, the General Administration of Market Supervision launched an investigation on NVIDIA Company in accordance with the law, which is a legal management means to regulate and maintain fair market competition order, and has a leading role in the domestic chip industry, and is expected to boost domestic computing power and market sentiment of chips in a short time. In combination with the increasing emphasis on self-control by relevant domestic departments and industry associations, we expect that the overall localization pace of domestic semiconductor industry is expected to be further accelerated, and the manufacturing link is also expected to benefit.In terms of net outflow, semiconductors and automobiles as a whole rank high, of which the net outflow of semiconductors is 3.928 billion yuan.I) market review