Sudden!The United States announced: emergency!Biden will sign a chip bill, and how much affects 580 billion yuan?Jackievan Anti -Rado: The most bull stocks soar 210% in 5 days

The American Monkey Epidemic is becoming more and more dangerous.

Local time on Thursday (August 4), the Minister of Health and Public Services, Bersera, officially announced that the United States entered a state of public health due to monkey acne epidemic. The last time the United States announced that the emergency state of public health was in January 2020, when it was to cope with the new crown pneumonia. Affected by this, the concept of US stocks rose sharply, Geovax Labs rose more than 30%, Chimerix rose more than 13%, and Siga Technologies rose more than 6%. The current situation in the US acne epidemic is very severe. According to the latest data released by the Centers for Disease Control and Prevention, as of August 3, local time, 6,617 monkey acne confirmed cases found in the United States, of which at least 5 were children.

The global chip pattern is approaching? A heavy policy in the United States is about to land. Recently, the White House in the United States stated in a statement that US President Biden will officially sign the "Chip and Science Act" next Tuesday, which will provide about 52.7 billion US dollars (about 355.8 billion yuan in about 355.8 billion yuan Yuan) funds subsidize the US semiconductor industry; in addition, it will also provide 25%tax creditor's preferential policies to companies investing in semiconductor factories in the United States. The total amount involved in the relevant stimulus policy will reach 86.7 billion US dollars (about RMB 585.4 billion To.

At the same time, the South Korean government has also introduced heavy legislative policies for the semiconductor industry. South Korea ’s“ National Strategic Industry Law ”has been implemented on the 4th and officially designated semiconductor and other industrial technologies as national cutting -edge strategic technologies and strengthened support. In addition, the European Union is also considering the establishment of a $ 10 billion semiconductor fund. The Chairman of the European Commission Usara von Delain bluntly stated that chips are the core of the global technology competition.

Under a series of expectations, the trillions of markets have begun to be restless, and chip stocks have frequently become a hot spot for the market. Overnight US stock chip stocks have also strengthened again, among which AMD rose nearly 6%, and TSMC's US stocks rose more than 2%. At the same time, chip stocks also frequently swiped the A -share increase list. Among them Nine days (301269), the listing of 5 days soared over 221%. Some analysts pointed out that the US chip bill is about to land, or the acceleration of the localization of semiconductors has also made the market good expectations for subsequent domestic policies.

Biden's critical moment

The US chip industry is about to usher in a heavy policy.

According to Reuters, on August 3, local time, the White House in the United States stated in a statement that US President Biden will officially sign the "Chip and Science Act" next Tuesday (August 9) to directly subsidize and inspire the United States of the United States After the semiconductor industry, after the official signing of Biden, the bill can be legislated.

It is reported that the "Chip and Science Act" mainly covers three important aspects: one is to provide US semiconductor manufacturing and R & D companies with about 52.7 billion US dollars (about RMB 355.8 billion) in funding subsidies; Factory companies offer 25%of tax credit discounts, which are estimated to be US $ 24 billion; third, they allocate $ 10 billion to the US Department of Commerce for the creation of 20 regional technology centers. The total amount involved in the three stimulus policies will reach US $ 86.7 billion (about RMB 585.4 billion).

In addition, this bill also authorizes US $ 200 billion in the next 10 years to promote scientific research in the United States. Therefore, the upper limit of funds involved in this bill may be as high as US $ 280 billion (about 1890.6 billion yuan). Some people in the industry said that this may become one of the most far -reaching bills in the history of the American chip.

However, it should be pointed out that before the use of US $ 200 billion in funding, the US Congress still needs to pass separate funding legislation.

Biden said on Tuesday that the bill will inject vitality into the US semiconductor manufacturing industry, which will reduce the dependence of US sources of foreign semiconductors, thereby strengthening US national security.

According to foreign media, the bill will help American local giants such as Intel, Gexin, and Asian processor manufacturers such as TSMC in Taiwan, South Korea's Samsung and China SMIC and SMIC.

Intel revealed that usually, the cost of building a new wafer plant costs about $ 10 billion, and with the "Chip and Science Act", American companies can save $ 3 billion of them.

According to the "Chip and Science Act", overseas chip companies can also enjoy subsidy policies to build factories in the United States. Therefore, analysts pointed out that after the bill is landed, it may stimulate the enthusiasm of overseas chip giants to build factories in the United States.

At present, TSMC is building a $ 12 billion of 5 -nanometer -based wafer fab in Arizona, and is expected to be put into production in 2024. In addition, TSMC has announced that it will invest $ 100 billion in the next three years to expand the production capacity and technology research and development of wafer manufacturing.

In July this year, the chairman of the SK Group also announced that it will invest $ 22 billion in semiconductor, electric vehicle batteries and green technologies, including new advanced chip packaging plants.

Regarding the future subsidy of the chip bill, the US Department of Commerce has made it clear that the subsidy will "not exceed the amount of the project's operation in the United States", and adding it to say that the department will prevent the "competition between states and localities and localities. subsidy".

The Ministry of Commerce also promised to give priority to companies that "promise to invest in the development of domestic semiconductor industries in the future", rather than companies to repurchase stocks. The legislation prohibits funding funds for repurchase.

Chip "battle"

At the same time, the South Korean government has also introduced heavy legislative policies for the semiconductor industry.

On August 4th, local time, South Korea ’s International Radio reported that South Korea’ s “State Corporation of Strategic Industry” was implemented on the 4th and officially designated semiconductor and other industrial technologies as national cutting -edge strategic technologies and strengthened support.

The law will greatly strengthen the support of enterprises such as semiconductor industry and other strategic industries through specified characteristic parks, support infrastructure, and relaxation of core regulations.

After being designated as a characteristic park, the approval items will be processed within 45-90 days, and the construction costs of roads, gas, water, electricity, collective energy supply equipment, waste and wastewater treatment facilities will also be supported.

In addition, if companies belonging to the national cutting -edge strategic industry are applying for improvement regulations, the relevant departments must discuss and inform the results within 15 days.

At the same time, the South Korean government will vigorously support the training of professional talents. The government will designate special universities and graduate schools to open educational projects for strategic industries, and consider expanding the enrollment scale of related majors.

At present, the important position of chips in the global industrial chain is self -evident, occupying the most critical position in the supply chain of almost all electronic devices.

In addition to the United States and South Korea, the European Union is also considering the establishment of a semiconductor fund with a number of US $ 10 billion. The European Commission hopes that by 2030, European chip production shares can increase from the current 9%to reduce the import of Asian chips rely. The Chairman of the European Commission Usula Von Delin bluntly stated that chips are the core of the global technology competition.

On August 4, local time, according to two people familiar with the matter, Italy was close to Intel to build an advanced semiconductor packaging and assembly factory in the country to reach an agreement with a preliminary value of $ 5 billion.

It is reported that Intel's investment in Italy is part of the company's earlier announcement earlier this year, which will invest $ 88 billion to build capacity in Europe.

The Wall Street Journal said that the global semiconductor industry has opened a new round of investment. Among them, China plans to invest more than $ 150 billion in chips by 2030; South Korea plans to encourage $ 260 billion in chip investment in the next 5 years; the European Union is looking for more than $ 40 billion in public and private chip investment.

Market restlessness

At present, chip stocks have once again become the focus of market pursuit. Overnight, the US stock chip sector has stronger stronger, and the Philadelphia semiconductor index and semiconductor industry ETF Soxx closed up 0.9%and 0.7%, respectively. Among them, AMD rose nearly 6%, TSMC's US stocks rose more than 2%, Nvidia, Ram research, Qualcomm, Broadcom, and application materials rose more than 1%, and Seagate Technology rose 0.3%.

At the same time, chip stocks also frequently swipe the screens of A shares. On August 4th, the A -share chip sector continued the rise again. SMIC's concept, the national fund holding sector trended, and the votes of Changdian Technology, Jacques Technology, and Well shares have risen.

Among them, the most dazzling chip stocks are undoubtedly the Nine Days of the New Stock Huada (301269). On August 4th, it once again soared 14.11%to close at 105 yuan/share. The latest total market value soared to 57 billion yuan. Compared with the issuance price of 32.69 yuan, the cumulative increase of 5 days of listing has exceeded 221%.

At the same time, the concept of lithography has continued to strengthen, and the increase in Xinlai's weekly increase has exceeded 23%, which has reached a historical high. The increase in the weekly increase of 51.7%and 15%of the weekly materials and the light sensitivity.

Some analysts pointed out that the US chip bill is about to land, which will provide more than $ 52 billion subsidies for the US semiconductor manufacturing research and development industry. Semiconductor companies that require subsidized semiconductor companies shall not increase production in mainland China in 10 years. The acceleration of the news or promoting the localization of semiconductor also allows the market to make good expectations for subsequent domestic policies.

SAI data shows that as of now, the majority of chip production capacity in the world is concentrated in mainland China, Taiwan, South Korea, and Japan, and the US core production accounts for 13%of the world. The research institution Gartner predicts that by 2026, semiconductor investment in mainland China, Taiwan, South Korea, and Japan will account for three -quarters of the world, and US semiconductor investment will account for 13%of the world.

The United States announced: public health emergency status

The epidemic situation once again made the US government nervous. Local time on Thursday (August 4), the Minister of Health and Public Services, Bersera, officially announced that the United States entered a state of public health due to monkey acne epidemic. The last time the United States announced that the emergency state of public health was in January 2020, when it was to cope with the new crown pneumonia. Affected by this, the concept of US stocks rose sharply, Geovax Labs rose more than 30%, Chimerix rose more than 13%, and Siga Technologies rose more than 6%. The current situation in the US acne epidemic is very severe. According to the latest data released by the Centers for Disease Control and Prevention, as of August 3, local time, 6,617 monkey acne confirmed cases found in the United States, of which at least 5 were children.

According to the New York Times, at present, monkey acne vaccines across the United States are in a state of shortage. In New York City, the position of making reservations for monkey acne vaccines is already full. According to data from the US federal government, most of the vaccines ordered by the country will not be delivered until 2023.

David Harvey, executive director of the National Disease Alliance board, bluntly said that the outbreak of monkey acne has become a public health crisis in the United States. On August 4th, Chinanews.com quoted CNBC that Dr. Anthony Fitch, Chief Medical Consultant of the White House, issued a severe warning: now to vaccinate the new crown vaccine to strengthen the needle, otherwise it will be "troubled" in the coming autumn and winter! Because the new crown vaccine is very effective in preventing severe illnesses, hospitalization and death.

According to data from the Caesar Family Foundation, as of late July, as many as 228 million Americans (about 70%of the total number) failed to completely vaccinate the new crown vaccine, including unfinished basic vaccination, and the first needle to strengthen the first needle to strengthen the first needle. People with needle.

In addition, according to data from the U.S. Centers for Disease Control, only 48.4%of Americans who are qualified to inoculate and enhance the needle have been inoculated. Fitch said that the vaccine vaccination rate in the United States is frustrating.

Fitch reminded that the longer the virus spreads, the more likely it is to mutate into a new variant, and even threatens low -risk people. At present, Omikon BA.5 is sweeping the United States, and the strain spreads faster and has a stronger "immune escape" ability.

According to Fugich, a enhanced vaccine for new variants such as Omikon BA.5 may begin in September, and these vaccines will strengthen their immunity to these specific strains.

Editor -in -chief: Wang Lulu

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