民生证券表示，本次补贴政策传言，大大提振了市场对半导体板块的信心。设备材料板块11月初至今，受美出口管制等因素影响，持续调整。但基本面依旧坚实，不少标的估值已进入合理区域，可逢低布局。Futu News on December 15, the semiconductor sector rose against the market, as of press time.$HUA HONG SEMI (01347.HK)$Up nearly 7%$Solomon Systech (02878.HK)$Up nearly 4%$SMIC (00981.HK)$It's up more than 2%.
On the news, it is reported that the state is formulating a semiconductor industry support plan of more than 1 trillion yuan, including policy measures such as subsidies and tax credits, and subsidies for the purchase of domestic equipment are expected to be as high as 20%.
Minsheng Securities said that the subsidy policy rumors, greatly boosted market confidence in the semiconductor sector. Since the beginning of November, the equipment and materials sector has been continuously adjusted under the influence of US export controls and other factors. But the fundamentals are still solid, many target valuations have entered a reasonable area, can be bargain-hunting layout.
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