On July 30, SHANGHAI FUDAN fell 5.06% in regular trading, trading at HK$22.12/share, with turnover of HK$33.97 million. The stock has now declined for three consecutive sessions as the semiconductor sector faces sustained systemic selling pressure.

On the news front, reports emerged that a policy-backed Shanghai company has initiated deep ultraviolet (DUV) lithography machine development and manufacturing, with plans to produce 5 units this year and a maximum capacity target of 20 units next year. The news has continued to ferment, raising market concerns over a potential reshaping of the global semiconductor supply chain. Additionally, major shareholder Fudan Fukong previously completed its ETF share swap plan involving approximately 8.23 million A-shares, reducing its stake from 12.35% to 11.35%. The combination of AI hardware cycle peaking and capital rotation out of high-valuation hardware names has further weighed on sentiment.

Within the Semiconductors sector, peers declined broadly: SMIC down 7.14%, HUA HONG GRACE down 9.58%, GIGADEVICE down 5.77%, ILUVATAR COREX down 11.99%, and MONTAGE TECH down 6.68%.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)