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China IT Industry Weekly Report (February 9-15, 2026): Industry Chain Opportunities Amidst Widespread Semiconductor Price Hikes and Financing Boom
- 1Yuanjie Technology Invests 12.51 Billion Yuan to Construct Phase II of Its Optoelectronic Communication Semiconductor Chip R&D and Production Base东方财富网https://finance.eastmoney.com/a/202602093645646648.html
- 2Semiconductor Industry Revenue Expected to Reach Trillion Dollars by 2026, Highlighting ChinaAMC SSE STAR 100 ETF乐居财经https://m.lejucaijing.com/news-7426858249079157791.html
- 3Efort: Plans to Acquire 100% of Shengpu Shares, Constituting a Major Asset Restructuring證券時報網https://www.stcn.com/article/detail/3636559.html
- 4SIA Forecasts Global Semiconductor Sales to Exceed $1 Trillion This Year东方财富https://wap.eastmoney.com/a/202602093644912635.html
- 5Science and Innovation Semiconductor ETF (588170) Attracts Nearly 40 Billion Yuan in Net Inflows Over Past Month财闻https://www.caiwennews.com/article/1417712.shtml
- 6High 'Equipment' Content Sci-Tech Semiconductor ETF (588170) Sees Scale Growth Over Past Three Months界面新闻https://www.jiemian.com/article/13998923.html
- 7Alibaba Cloud Invests in Independent Variable Robotics Technology新浪网https://k.sina.com.cn/article_7857201856_1d45362c0019027yry.html?from=tech
- 8Chinese Scientists Achieve Major Breakthrough in Scalable Quantum Network Research新华每日电讯http://mrdx.cn/content/20260209/Page05BC.htm
- 9Semiconductor Industry Set to Reach Trillion-Dollar Era for First Time, SIA Data Shows新浪财经https://www.sina.cn/news/detail/5264318809505935.html
- 10Hong Kong Stock Information Technology ETF (159131) Surges 2.8% on Heavy Volume | Semiconductor-Related Funds新浪财经https://finance.sina.cn/fund/etf/2026-02-09/detail-inhmfqca5267431.d.html?vt=4
- 11A-Shares Movement: Semiconductor Stocks Rally Collectively, Moore Thread, Tianyue Advanced, Cambricon Surge...新浪财经https://finance.sina.com.cn/stock/bxjj/2026-02-09/doc-inhmesxq2368597.shtml
- 12Phenhua SSE STAR Market 100 ETF (588220) Rises in Positive Territory as Semiconductor Concept Gains Intraday Strength界面新闻https://www.jiemian.com/article/13998623.html
- 13PwC: China's M&A market saw significant recovery last year, expected to accelerate further this yearRTHKhttps://gbcode.rthk.hk/TuniS/news.rthk.hk/rthk/ch/component/k2/1843326-20260210.htm
- 14Seven Shareholders Simultaneously Reduce Holdings in Anlogic Tech, National IC Fund Strategically Exits国际电子商情https://www.esmchina.com/news/13924.html
- 15Behind the $2.6 Billion Cross-Border M&A: The Industrial Restructuring Logic of AI Unicorn Tanji Tech Taking Over the 'World Carpet King'新浪财经https://finance.sina.com.cn/stock/aigcy/2026-02-11/doc-inhmmfcr4887561.shtml
- 16Breaking Through the 2026 Semiconductor Cycle: Core Allocation to E Fund Semiconductor Equipment ETF电子工程专辑https://www.eet-china.com/mp/a473969.html
- 17High 'Equipment' Content Sci-Tech Semiconductor ETF (588170) Sees Weekly Scale Growth of 215 Million Yuan每日经济新闻https://www.nbd.com.cn/articles/2026-02-11/4258262.html
- 18Yuanjie Technology: Plans to Invest 1.251 Billion Yuan in Phase II Project for R&D and Production Base of Optoelectronic Communication Semiconductor Chips and Devices新浪財經https://finance.sina.com.cn/stock/s/2026-02-10/doc-inhmhrqt8667277.shtml
- 19Peking University Research Team Constructs First Large-Scale Quantum Communication Chip Network南方财经网https://www.sfccn.com/2026/2-12/yNMDE1MjBfMjEwNzEyNA.html
- 20Semiconductor Morning Brief | SMIC Q4 2025 Net Profit Rises 23.2% YoY东方财富网https://finance.eastmoney.com/a/202602113647661160.html
- 21Soaring 50%! Major Boost for Chip IndustryUnknownhttps://www.stcn.com/article/detail/3644532.html
- 22Shanghai Targets New Sectors Like Smart Terminals, Commercial Aerospace, and Low-Altitude Economy to Create Trillion-Yuan Industrial Growth财联社https://www.cls.cn/detail/2283882
- 23ByteDance Releases Seedance 2.0 AI Video Model, Software ETF (159852) in Focus新浪财经https://finance.sina.com.cn/jjxw/2026-02-09/doc-inhmesxn5560854.shtml
- 24Shenghui Integration (SH603163) Hits Daily Limit Up on February 9, Driven by Semiconductor Order Growth网易https://www.163.com/dy/article/KLAQOSQ805568W0A.html
- 25Sina Semiconductor Hotspots Hourly Report | February 11, 2026, 22:00新浪财经https://k.sina.com.cn/article_7857201856_1d45362c001902bf58.html
- 26China Explicitly Identifies Three Types of Data Circulation Service Institutions for the First Time to Support the 'AI+' Initiative钛媒体https://www.tmtpost.com/fm/7871656.html
- 27Behind SMIC's Record Revenue: The 'Stability' and 'Advancement' of China's Semiconductor Industry新浪财经https://finance.sina.com.cn/jjxw/2026-02-11/doc-inhmmfcp7765412.shtml
- 28SMIC Says Restructuring Effects from Semiconductor Supply Chain Localization Persisted Throughout the Year东方财富网https://finance.eastmoney.com/a/202602113647716495.html
- 29China's M&A Market Shows Significant Recovery in 2025 with Total Deal Value Surging 47% Year-on-Year新浪财经https://finance.sina.com.cn/stock/hkstock/hkstocknews/2026-02-10/doc-inhmihnp5588206.shtml
- 30First 'A-Shares Acquiring A-Shares' Deal of 2026: Jiangfeng Electronics Plans to Invest Nearly 6 Billion Yuan to Control Kaide Quartz新京报https://www.bjnews.com.cn/detail/1770648352129537.html
- 31Digital Sector Developments Throughout February 14, 2026鉅亨網https://news.cnyes.com/news/id/6345414
- 32603 Listed Companies Outline Sci-Tech Innovation Board's 'Hard Tech' Landscape as Sci-Tech Composite Index Leads New Quality Productive Forces Track中国金融信息网https://www.cfbond.com/2026/02/11/991120233.html
- 33Promoting Deep Integration of Data Technology Innovation and Industrial Innovation, Continuing the Implementation of the 'East Data West Computing' Project鉅亨網https://m.cnyes.com/news/id/6339003
- 34Chinese Semiconductor Firms Including Sino-Microelectronics and Goke Micro Raise Prices新浪科技https://tech.sina.cn/2026-02-10/detail-inhmiaer5663460.d.html
- 35Yuanjie Technology (688498) Plans to Invest Approximately 1.251 Billion Yuan in Photoelectric Communication Semiconductor Chip Project东方财富网https://finance.eastmoney.com/a/202602103645847610.html
- 36Tongxiang Technology's Limit-Up Analysis on February 9, 2026: Equity Incentive + Bank Credit Line + Performance网易新闻https://www.163.com/dy/article/KLAMA4MF05568W0A.html
- 37Meitu: 2025 Net Profit May Increase 60%-66% Year-on-Year21财经https://www.21jingji.com/article/20260209/herald/a6b99c2d63524b94597dfbb374f47561.html
- 38Flurry of Research Activity: Foreign Investors Set Sights on Chinese Tech Stocks (Including Table)21财经https://www.21jingji.com/article/20260215/herald/4be568baa1e09b8b5173d5544f6133e0.html
- 39Another Fourth-Generation Semiconductor Manufacturer Secures Funding!电子工程专辑https://www.eet-china.com/mp/a474466.html
- 40Semiconductor Chip Stocks Surge Across the Board, Sci-Tech Innovation Chip Design ETF (588780)界面新闻https://www.jiemian.com/article/13993417.html
- 41SMIC and Hua Hong Semiconductor Face Critical Junctures This Week: Can They Avoid an Anticlimactic Finish?新浪科技https://tech.sina.cn/2026-02-10/detail-inhmiaer5662919.d.html?vt=4
- 42Unigroup Guoxin Plans to Acquire Reigncore Semiconductor to Strengthen Power Semiconductor Supply Chain经济观察网https://www.eeo.com.cn/2026/0214/795922.shtml
- 43National Big Fund Continues Reducing Stakes in Multiple Semiconductor Companies as Investment Recovery Period Arrives财新网https://companies.caixin.com/2026-02-09/102412942.html
- 44Hu Tian Technology Plans to Acquire 100% Stake in Hua Yi Microelectronics for 29.96 Billion Yuan to Open Second Growth Curve证券时报网https://stcn.com/article/detail/3638106.html
- 45Forging 'Chip' Power Through Strategic Alliance: Turing Evolution and National Integrated Circuit Innovation Center Form Strategic Partnership美通社https://www.prnasia.com/story/522107-1.shtml
- 46Semiconductor Upcycle Catalyst - Integrated Circuit ETF (159546) Rises Over 1.4%每经网https://www.nbd.com.cn/articles/2026-02-12/4260562.html
- 47Ministry of Industry and Information Technology to Accelerate Construction of National Computing Power Interconnection Nodes东方财富网https://finance.eastmoney.com/a/202602093644912635.html
- 48Hit Titles Drive Game Industry Revenue to Record Highs, Growth Expected to Continue Through 2026Unknownhttps://www.stcn.com/article/detail/3634748.html
- 49Claiming Global Top Spot! 210 Billion Chip Giant Lists on Hong Kong Exchange, with Intel in Tow证券时报https://stcn.com/article/detail/3635885.html
- 50New Refinancing Regulations Bring Warm Breeze, Listed Companies Actively Study Policy Opportunities同花顺财经http://news.10jqka.com.cn/20260211/c674718534.shtml
- 51Efort to Acquire 100% of Shengpu Shares, Trading to Resume on February 10证券时报https://stcn.com/article/detail/3636220.html
- 52PwC: China's M&A Market Hits Bottom and Rebounds with Total Deal Value Surging 47%文汇报https://www.wenweipo.com/a/202602/10/AP698abf12e4b04d7d56d2d49d.html
- 53Global Semiconductor Sales Hit Record High, Related Concepts Rally, Fu Chuang Precision Surges Over 10%新浪财经https://finance.sina.com.cn/jjxw/2026-02-13/doc-inhmrtip3260315.shtml
- 54Semiconductor Chip Stocks Surge Across the Board, Sci-Tech Chip Design ETF (588780) Rises 2.60%新浪财经https://finance.sina.com.cn/jjxw/2026-02-09/doc-inhmesxn5556843.shtml
- 55National and Beijing Municipal Governments Implement Package of Economic Stabilization Policies, Bolstering Support Role of Information Services Industry中国新闻网https://www.chinanews.com.cn/cj/2026/02-09/10568695.shtml
- 56Semiconductor Morning Briefing | Institutions Report Q1 Memory Prices Surge Up to 90% Compared to Q4 2025每日经济新闻https://finance.eastmoney.com/a/202602103646234928.html
- 57Xindao Technology Initiates Major Asset Restructuring to Acquire Shunlei Technology电子工程专辑https://www.eet-china.com/mp/a474757.html
- 58Kuaishou Plunges 11% After Regulatory Fine for Inappropriate ContentIGhttps://www.ig.com/cn/news-and-trade-ideas/weekly-market-navigator--9-feb-2026-260209
- 59Trading Resumes Tomorrow! 688165 Announces Major Asset Restructuring证券时报https://stcn.com/article/detail/3636294.html
- 60Annual Financing in Integrated Circuit Sector Exceeds 80 Billion Yuan with Over 1,000 Cumulative Financing Events, Industrial Layout Continues to Expand...新浪财经https://finance.sina.com.cn/stock/t/2026-02-15/doc-inhmwfpq4105927.shtml
- 61Nearly $800 Billion! Global Semiconductor Sales Hit Record High in 2025! Domestic AI Chip Makers Achieve Breakthroughs新浪财经https://finance.sina.com.cn/jjxw/2026-02-09/doc-inhmesxt6533700.shtml
- 62Beijing Stock Exchange Inquiry Alters Chuangyuan Xinke's 886 Million Yuan Acquisition: Performance Commitment 'Patched'东方财富网https://finance.eastmoney.com/a/202602103646473333.html
- 63Integrated Circuits Industry Secures Over 80 Billion Yuan in Financing电子工程专辑https://www.eet-china.com/mp/a475295.html
- 64Optical Module Concept Stocks Rally, Sci-Tech Innovation Chip Design ETF (588780) Opens Higher and Extends Gains, Rising Over 2%乐居财经https://m.lejucaijing.com/news-7427581135142188463.html
- 65Ministry of Industry and Information Technology Issues Notice on Construction of National Computing Power Interconnection Nodes财联社https://www.cls.cn/detail/2284112
- 66Semiconductor Industry Chain Faces New Round of Price Hikes in 2026, with Companies Across Memory, CPU, Packaging & Testing, and Design Issuing Price Increase Notices财闻https://www.caiwennews.com/article/1417738.shtml
- 67Up! Up! Up! Semiconductor Industry Unleashes Price Surge Storm国际电子商情https://www.esmchina.com/news/13930.html
- 68Domestic 'Physical AI' Takes Early Lead: Chinese AI Firm KuaWa Tech Announces Its Robot Army with General AI Brain Has Operated for Years in Complex Real-World Environments Across Over 50 Cities Globally新浪https://www.sina.cn/news/detail/5266501143890703.html
- 6912.4 Billion Yuan Semiconductor Project Lands in Guangzhou with Investment from South Korea's STI Co., Ltd.ESM中国https://www.esmchina.com/news/13921.html
- 70ByteDance's Jiemeng Platform Launches Seedance2.0 Video Generation Model21世纪经济报道https://www.21jingji.com/article/20260209/herald/9e8cb8ae939a26dd849750f7cbf6856e.html
- 71Overseas-Returned Doctor Celebrates Third IPO as Montage Technology Soars Over 60% on Debut21世纪经济报道https://www.21jingji.com/article/20260209/herald/3e7a3363c675f5cd126967d69eb927c7.html
- 72Carbon Nanotube Wafer Producer Xijing Semiconductor Completes New Funding Round艾媒网https://www.iimedia.cn/c1088/109581.html
- 73Shenzhen Sets 5% GDP Growth Target for 2026, Aims for Smart Terminal Cluster to Reach Trillion-Yuan Scale证券时报https://www.stcn.com/article/detail/3635153.html
- 74Beware: Behind the Comprehensive Semiconductor Price Hikes Lies the US Raising the 'Elimination Threshold' for Chinese Semiconductor Companies新浪科技https://tech.sina.cn/2026-02-10/detail-inhmiaer5663460.d.html?oid=WA+0812+2782+5310+Jasa+Bikin+Plafon+Mewah+Murah+Gondangrejo+Karanganyar&vt=4
- 75Up! Up! Up! Semiconductor Industry Unleashes Price Surge Storm新浪财经https://finance.sina.com.cn/stock/relnews/cn/2026-02-11/doc-inhmmrtm4778368.shtml
- 76Hong Kong Semiconductor Stocks Continue Strong Performance, GigaDevice Up Nearly 11%, SMIC Rises Over 3%21世纪经济报道https://www.21jingji.com/article/20260209/herald/16b0c248c8ce5da1fee891da3ecba454.html
- 77Multiple Semiconductor Manufacturers Including CR Micro, Silan Micro, and Infineon Announce Price Hikes!新浪财经http://finance.sina.com.cn/roll/2026-02-14/doc-inhmuhwr9330836.shtml