Semiconductor sector rises, institutions identify these opportunities.

The semiconductor sector rose today, with companies such as HGInfo, Runxin Technology, and Dongwei Semiconductor leading the gains. Huajin Securities pointed out that with the release of DeepSeek-V3.1, which supports FP8 precision and is aimed at the upcoming next-generation domestically produced chip design, support from top domestic models for domestic chips is expected to accelerate the further improvement of domestic computing power ecosystem. They are optimistic about the entire industry chain of domestic computing power chips, from design, manufacturing, packaging and testing, to upstream equipment materials, and recommend focusing on the entire industry chain of domestic chips. Huafu Securities also noted that the global semiconductor materials market continues to expand, and the domestication rate of domestic semiconductor materials is expected to increase in sync, making it a good investment window for domestic semiconductor materials in China.