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Reuters: China inoronga kutsigira 1 trillion machipisi!Yakaiswa muQ1 yegore rinouya pakutanga!

Sekureva kweReuters Hong Kong, China iri kushanda paUS $ 143.9 bhiriyoni, yakaenzana neRMB1,004.6 bhiriyoni, inogona kuitwa kutanga kwekota yekutanga ya2023.

HONG KONG, Zvita 13 (Reuters) - China iri kushanda pasuru yekutsigira inodarika 1 trillion yuan ($ 143 bhiriyoni) kune yayo.semiconductor industry, vatatu vakati.Iri inhanho yakakosha kune chip kuzvikwanira uye kuverengera zvirongwa zveUS zvine chinangwa chekudzora kufambira mberi kwayo kwetekinoroji.

Masangano anoti iyi ndeimwe yemapakeji makuru ekukurudzira mari mumakore mashanu anotevera, kunyanya nenzira yerubatsiro uye zvikwereti zvemitero.Ruzhinji rwerubatsiro rwemari ruchashandiswa kupa rubatsiro kumakambani eChinese kutenga semiconductor michina yekugadzira wafer.Kureva kuti, kutengwa kwesemiconductor midziyo ichakwanisa kuwana 20% rubatsiro rwemari yekutenga.

Zvinonzi pakarepo apo nhau dzakabuda, Hong Kong semiconductor stocks yakaramba ichikwira pakupera kwezuva: Hua Hong Semiconductor yakasimuka kupfuura 12%, ichirova hutsva hutsva munguva pfupi yapfuura;Solomon Semiconductor yakasimuka kupfuura 7%, SMIC yakasimuka kupfuura 6%, uye Shanghai Fudan yakasimuka kupfuura 3%.

Beijing inoronga kuburitsa imwe yemapurogiramu ayo makuru ekukurudzira mari mukati memakore mashanu, kunyanya rubatsiro uye zvikwereti zvemutero, kutsigira kugadzirwa kwesemiconductor yemumba uye mabasa ekutsvaga, masosi akadaro.

Vakuru vaviri vasina kuda kudomwa nemazita vanoti hurongwa uhu huchaitwa muchikamu chekutanga chegore rinouya nekuti havana mvumo yekubvunzurudza vatori venhau.

Vati mari zhinji yekubatsira mari ichashandiswa kupa rubatsiro kumakambani ekuChina kutenga midziyo yemumba semiconductor, kunyanya semiconductor machira kana machira.

Makambani aya achave nekodzero yerubatsiro rwezvikamu makumi maviri kubva muzana pamutengo wekutenga, matatu masosi akadaro.

Iyo mari yekutsigira package inouya mushure meCommerce Departmentyakapfuura yakatsvaira seti yemirairo muna Gumiguru iyo inogona kurambidza kushandiswa kwepamusoro AI machipi mumarabhu ekutsvagisa uye nzvimbo dzekutengesa data.

Mutungamiri weUS, VaJoe Biden, vakasaina bhiri rechip muna Nyamavhuvhu iro rinopa madhora mabhiriyoni makumi mashanu nenomwe emadhora emari yeUS semiconductor kugadzirwa uye tsvakiridzo uye kiredhiti yemutero yemafekitori echip anosvika mabhiriyoni makumi maviri nemana emadhora.

Kuburikidza nechirongwa chekurudziro, Beijing ichawedzera rutsigiro kumakambani eChinese chip kuvaka, kuwedzera kana kugadzirisa zvekugadzira mudzimba, kuungana, kurongedza uye kutsvaga nekusimudzira zvivakwa, masosi akadaro.

Chirongwa cheBeijing chekupedzisira chinosanganisirawo kukurudzira kwemutero kuindasitiri yeChina semiconductor, vakadaro.

China State Council Information Office haina kupindura nekukurumidza kuchikumbiro chekuti vataure.

Vanogona kubatsirwa:

Vachawana vachave vatambi vehurumende uye vakazvimirira muchikamu ichi, kunyanya makambani makuru emidziyo yesemiconductor akadai seNAURA Technology Group (002371.SZ) Advanced Micro-Fabrication Equipment Inc, masosi akawedzera China (688012.SS) uye Kingsemi (688037. SS).

Mushure menhau, mamwe maChinese chip stocks muHong Kong akasimuka zvakanyanya.SMIC (0981.HK) yakakwira kupfuura 4 muzana, yakakwira inenge 6 muzana pazuva.Kusvika parizvino, Hua Hong Semiconductor (1347. HK) migove yakawedzera kupfuura 12 muzana nepo mainland stock yakavharwa pakupera.

Mishumo yepamusoro makumi maviri yakafukidza sainzi uye tekinoroji ka40, hunyanzvi 51 nguva uye tarenda 34 nguva.


Nguva yekutumira: Zvita-30-2022