智通财经APP获悉，芯片股集体走高，截至发稿，贝克微(02149)涨6.94%，报58.7港元；中电华大科技(00085)涨3.8%，报1.64港元；英诺赛科(02577)涨2.41%，报102港元；华虹半导体(01347)涨2.16%，报52港元。
消息面上，9月13日，据商务部官网公告，依据《中华人民共和国反倾销条例》第十六条的规定，商务部决定自2025年9月13日起对原产于美国的进口相关模拟芯片进行反倾销立案调查。同日，商务部发布公告，就美国对华集成电路领域相关措施发起反歧视调查。
中信证券指出，近年来如德州仪器等海外大厂扩产积极同时在国内市场广泛采取积极的价格措施以抢占丢失的市场份额，导致模拟芯片领域的国产替代节奏放缓，同时国内外厂商盈利均承压。2025年以来，关税事件导致下游客户国产替代意愿增强，6-8月德州仪器涨价动作也意味着前期竞争策略发生调整。后续随着反倾销调查推进，本土厂商有望迎来更好的市场环境，盈利能力也有望随之修复。本次反倾销调查主要聚焦通用接口和栅极驱动芯片，前期布局较多厂商；我们认为更加需要关注的是中长期整个模拟芯片板块国产替代趋势，更多厂商有望受益。
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