Sept 15 A-share semiconductor stocks rallied against the broader market and
extended gains on Sept 16. Choice data show semiconductor-themed ETFs led ETFs
on Sept 16, with several products up more than 5%; Huatai‑PineBridge, Penghua
and ChinaAMC sci‑tech semiconductor ETFs each rose about 6%. Market participants
say the move is driven by recent top-level policy rollouts. Guolianan Fund said
the plan precisely targets core industry areas, aligns with the sci‑tech
chip-design industrial layout and will help accelerate iteration and upgrading
of domestic chip design.
