On October 7th, the Hang Seng Tech Index in Hong Kong rose by 3.05%, reaching a new high since February 2022, while Semiconductor Manufacturing International Corporation surged by nearly 22%, accumulating close to a 60% increase since October.

Guangfa Strategy Chief Analyst Liu Chenming believes that the tech sector, represented by semiconductors, has been the strongest performer during the National Day holiday. 'I think after the National Day holiday, the focus will also be on sectors represented by the STAR Market in A shares.'

Huafu Securities' research report points out that the valuation order of various semiconductor sectors by PB ratio is as follows: discrete devices (2.2 times), packaging and testing (2.4 times), semiconductor materials (3.5 times), analog IC (3.8 times), digital IC (5.8 times), semiconductor equipment (6.0 times). The current PB percentile rankings over the past 10 years are: analog IC (4%), discrete devices (6%), semiconductor materials (20%), packaging and testing (35%), digital IC (36%), semiconductor equipment (39%). It can be seen that most semiconductor sectors are currently undervalued historically.

According to the Financial Data Center, among related listed companies:

SG Micro Corp's simulated chip products can be widely used in consumer electronics, medical instruments, automobile electronics, as well as various emerging electronic product fields like the Internet of Things, new energy, and 5G communication.

Naura Technology Group covers three main businesses: semiconductor equipment, vacuum and lithium battery equipment, and electronic components. The company has achieved technological breakthroughs and mass production applications of tens of process equipment, such as etching, thin film, cleaning, and furnaces in the high-end integrated circuit field, significantly improving process coverage and market share.