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SMIC recently released its second quarter results that exceeded expectations, which reflects that the performance recovery trend of the semiconductor industry chain is becoming more and more obvious. At the same time, investment institutions have recently conducted intensive research on this sector to explore the sustainability of the industry's recovery.

Choice data shows that since July, 55 A-share semiconductor listed companies (statistical caliber: Shenwan industry classification) have received institutional research. Among them, some companies have received 12 batches of institutions, and the total number of institutions received by some companies has reached 402. From the perspective of the industrial chain, institutions are most enthusiastic about researching semiconductor design companies, and are most concerned about mergers and acquisitions, restructuring, and industry trends in the second half of the year.

In this regard, a person in the semiconductor industry said in an interview with a reporter that since the beginning of this year, the semiconductor industry has improved quarter by quarter, and the recovery trend has exceeded expectations; with the arrival of the peak sales season for AI mobile phones in the second half of the year, as well as the growth in sales of smart cars, it is expected that the recovery of the entire semiconductor industry chain will accelerate. (Shanghai Securities News)