Benefiting from the positive, the concepts of semiconductors and large aircraft shine brilliantly in A-shares. What is the logic behind them? Does this benefit have the value of participation?
First, there is another plan to suppress Made in China 2025!
The semiconductor industry is one of the six core industries in Trump's "American priority" agenda. They included the new generation information technology such as semiconductors exported from China to the United States in the category of tariff increase.
Not long ago, the US Secretary of Commerce said: China's vigorous development of semiconductors threatens the leading position of the United States in the world.
From the breakdown ranking of American exports to China, semiconductors, aerospace and soybeans occupy an important position.
Based on the background of "lack of core and oil", semiconductor chip is the most important short board in China's high-tech field.
Therefore, it is not difficult to see that Trump took the initiative to provoke trouble this time. One of the purposes is to intervene in the development of high-end manufacturing industries such as semiconductors, stifle them in the cradle, and further mention the export ratio. So as to make profits for their own rich people and exchange valuable votes.
A deeper understanding is to suppress Made in China 2025 and interfere with the speed of China's rise.
Second, the idiot is dreaming, and the "China Core" goes against the wind!
From "Made in China" to "Made in China", there is a passive situation for many years.
In addition to the great pain of patent bondage, it also greatly limits the profitability of China enterprises in the international market.
Fortunately, the "engineer bonus" has successfully freed China from low-end manufacturing, and the number of PCT patent applications has been equal to that of Japan, and it is rapidly catching up with the United States. The right to speak of "China Zhizao" is growing!
In addition to the "engineer bonus", the policy support is unprecedented, and the semiconductor industry has risen to a national strategic development project.
"Made in China 2025" clearly puts forward that the chip self-sufficiency rate in China should reach 40% in 2020 and 50% in 2025.
The only conclusion is that the core of China is the heavy weapon of the country.
China has given key support to semiconductors through the National Integrated Circuit Fund (the first phase exceeded 654.38+03 billion yuan), covering important companies in the whole industrial chain such as IC design, wafer manufacturing, packaging and testing, equipment and materials.
20 18, the second phase of fundraising for national integrated circuits has also started, with an estimated scale of 200 billion yuan.
The power of the whole country is doomed to "China Core" go against the wind!
Third, import substitution, "China Core" is promising!
"Black Swan" entered the market. In addition to anti-sanctions on chip imports, the final solution is still that domestic "core" will realize import substitution as soon as possible.
Therefore, the chip concept can't just look at how beautiful A shares have risen today. The key is how to rearrange the golden opportunity behind this "import substitution".