In early trading today, A-shares continued to rise strongly, with the ChiNext Index and the Shenzhen Stock Exchange Component Index both rising more than 2%, and the CSI 500 Index soaring more than 5% intraday. On the disk, chips, fluorine concepts, Huawei computing power, specialization, refinement and new sectors were among the top gainers, while banks, coal, wine, petroleum and other sectors adjusted slightly.
The recovery of the chip industry may exceed expectations.
Chip concept stocks strengthened across the board in the morning, and the sector index opened high and rose more than 5%. * Set off a tide of daily limits, 20% of the daily limit of Fuman Micro and National Technology, and more than 40 shares of Shanghai Hanxun, Guoxin Technology, Huawei Electronics, Rockchip Micro, etc. 
Subdivided MCU chips and automotive chips have skyrocketed by more than 7%, and memory chips, third-generation semiconductors, lithography machines, and CPO concepts have also risen by more than 5%. Kangda New Materials, Huatian Technology, High-tech Development, Shanghai Electric Co., Ltd., etc.
The recovery of the world chip industry may far exceed market expectations. Yesterday, British chip designer Arm-US announced its latest third-quarter results that were better than expected and gave a strong outlook for the current quarter, which once led to a surge in stock prices of more than 40% after hours. ARM-US expects revenue of 31600 million—32100 million US dollars, higher than the upper limit of the ** range of 30 previously given$800 million.
On the same day, Phison, a leading NAND memory chip company, announced its January 2024 data, with a consolidated revenue of 50NT$8.6 billion, a year-on-year increase of more than 75%, the second highest in the same period in history. In addition, SSD main control chip shipments increased by 37% in January, also achieving the second highest in the same period in history, of which PCIe SSD main control chip shipments increased by 75% year-on-year, setting a new record.
With the rise of artificial intelligence, the demand for high-intensity computing has surged, and giants have invested heavily in the layout of data centers, driving the rapid expansion of the demand for memory chips in the server market. DigiTimes expects the server market to buck the trend in 2023**, with shipments expected to grow by 52%。By 2027, global server shipments will grow at a CAGR of 61%。
In addition, the development of vehicle intelligence, electrification, networking, and sharing is accelerating, and memory chips carrying data storage and transmission are becoming an increasingly important part of the development of automobiles, and the demand for automotive storage is constantly being released. Bluewe**e Consulting expects the global automotive memory market (including DRAM and NAND flash memory) to reach 172 by 2028$50.6 billion, with a CAGR of 239%。
Semiconductor Industry Association (SIA) *Global chip sales are estimated to decline by about 8% in 2023. But in 2024, global chip sales will increase by 131% to $595.3 billion.
Caixin ** believes that the semiconductor market is picking up, and it is expected that 2024 will usher in a larger **. Specifically, the semiconductor market will shrink in 2023, but monthly sales are picking up. From January to November 2023, global semiconductor sales fell by 13% year-on-year, but monthly sales increased month-on-month for nine consecutive months from March to November. China's semiconductor market has experienced a similar experience to the world, but with greater volatility, and is expected to usher in a strong ** in the future.
The price of fluorine chemical products has risen sharply.
The fluorine concept also opened higher in the morning, and the sector index rose more than 6% intraday, the largest increase in more than one year. Lianchuang shares opened less than 5 minutes and had a straight line of 20% limit; Pan Asia Micro Transparency also rose by more than 19%, approaching the daily limit; Haohua Technology has a daily limit for the third consecutive day, and Kane shares have also been strongly sealed. 
The fluorine chemical industry is known as the most advanced industrial products, including fluorine-containing refrigerants, fluorine-containing polymer materials, fluorine-containing fine chemicals, which are widely used in military industry, refrigeration, aerospace, new energy and strategic emerging industries and other industrial fields and high-tech fields, and are important new chemical materials.
The total output value of China's fluorine chemical industry has exceeded 100 billion yuan, and according to Sihan Industry Research Institute**, the market size of China's fluorine chemical industry is expected to exceed 130 billion yuan in 2026, with an average annual compound growth rate of 15%.
In addition, the state recently issued the "Industrial Structure Adjustment Guidance Catalogue (2024 Edition)", which proposes to restrict the construction of hydrogen fluoride production devices, except for the downstream deep processing products of enterprises for self-use, electronic grade and wet phosphoric acid. The production of hydrogen fluoride relies on fluorite, which is a resource-based project, and fluorite resources themselves are extremely scarce.
China Fluorine Silicon Organic Materials Industry Association said that the release of the "Catalogue" is of great significance for promoting the high-end and green development of fluorine chemical products and technologies. Many fluorine materials are irreplaceable in downstream fields, such as polyvinylidene fluoride (PVDF) separators for lithium batteries and perfluorosulfonic acid membranes for hydrogen fuel cells.
According to Baichuan Yingfu data, since the beginning of this year, the high-end R125 market in Zhejiang has increased from 28,000 yuan to 36,500 yuan, an increase of 3036%；The R143A market increased from 28,500 yuan tons to 40,000 yuan tons, an increase of 4035%。
Tianfeng said that in recent years, with the rise of raw materials, the chemical industry chain continues to transfer to China, China's chemical enterprises have completed the accumulation of bulk raw material technology, and have begun to move towards the road of refined development, and the new material industry has ushered in a new round of capital favorRelying on the advantages of energy, industrial chain integration and large domestic market, China will move towards the road of high-end industrial upgrading after the completion of the chemical industry gathering, and the field of fine chemical new materials is expected to become the main investment direction in the future.
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