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Sector radar / Semiconductors
Sector brief: what Chinese policy is doing in this sector, how it treats foreign firms, who is named, and what China sells abroad. Every figure links to its documents. Goods: Integrated circuits (8542) and chip-making equipment (8486).
EU target: European Chips Act, Regulation (EU) 2023/1781: aims to strengthen EU semiconductor manufacturing capacity (the Digital Decade target: 20% of world production by value by 2030). China supplies 10% of the EU's imports of these goods from outside the EU (2025; imports, not consumption).
Next five years: named in 14 of the 15 15th Five-Year Plan outlines held (14.9 mentions per 100k characters), against 6 of 7 14th-plan outlines (12.0): 1.2× as dense; up in 2 and down in 2 of the 4 places with both. Xi'an: “…组群发展的产业链群，着力打造万亿级先进制造业集群，加快推动西安航空集群等国家级先进制造业集群向世界级跃升，推动半导体及光子、新能源汽车等建设国家级先进制造业集群，推动产业迈向中高端，提升产业链供应链韧性和安全水平。” (outline) Plan watch.
Documents held, so collection shapes the curve; the momentum ratio is relative to the corpus.
| Heading | world | growth/yr | EU-27 | EU since 2023 | share of EU imports |
|---|---|---|---|---|---|
| Integrated circuits 8542 | $202.7bn | 12% | $2.9bn | -15% | 12% |
| Chip-making equipment 8486 | $5.7bn | 17% | $201m | 17% | 2% |
EU price and volume: imports from China €573.99/kg against €1285.87/kg from other suppliers in 2025 (-55%; -46% in 2023). Volume since 2023: China 1%, others -27%.
| Date | Central document | provinces | median lag | |
|---|---|---|---|---|
| 2023-09-12 | 关于提高集成电路和工业母机企业研发费用加计扣除比例的公告 Announcement on Increasing the Rate of Additional Tax Deduction for Research and Development Expenditure of I… 财政部公告2023年第44号 |
4 | 561 d | trace → |
| 2021-04-22 | 中华人民共和国工业和信息化部 国家发展改革委 财政部 国家税务总局公告（2021年第9号） Announcement (No. 9 of 2021) by the Ministry of Industry and Information Technology, the National Development… 工业和信息化部公告2021年第9号 |
3 | 1096 d | trace → |
| 2021-04-23 | 中华人民共和国工业和信息化部 国家发展改革委 财政部 国家税务总局公告2021年第10号 Announcement No. 10 of 2021 issued by the Ministry of Industry and Information Technology of the People’s Rep… 工业和信息化部公告2021年第10号 |
3 | 581 d | trace → |
| 2020-12-11 | 关于促进集成电路产业和软件产业高质量发展企业所得税政策的公告 Announcement on Corporate Income Tax Policies to Promote the High-Quality Development of the Integrated Circu… 财政部公告2020年第45号 |
1 | 1974 d | trace → |
| 2022-03-14 | 关于做好2022年享受税收优惠政策的集成电路企业或项目、软件企业清单制定工作有关要求的通知 Notice on the Requirements for Compiling the List of Integrated Circuit Enterprises or Projects and Software … 发改高技〔2022〕390号 |
1 | 1 d | trace → |
| 2023-08-28 | 关于2023年度享受增值税加计抵减政策的集成电路企业清单制定工作有关要求的通知 Notice on the Requirements for Compiling the List of Integrated Circuit Enterprises Eligible for the Value-Ad… 工信部联电子函〔2023〕228号 |
1 | 238 d | trace → |
| 2024-03-21 | 关于做好2024年享受税收优惠政策的集成电路企业或项目、软件企业清单制定工作有关要求的通知 Notice on the Requirements for Compiling the List of Integrated Circuit Enterprises or Projects and Software … 发改高技〔2024〕351号 |
1 | 32 d | trace → |
| 2025-11-20 | 商务部新闻发言人就安世半导体相关问题答记者问 Spokesperson for the Ministry of Commerce Answers Journalists’ Questions on Issues Relating to Nexperia |
0 | none held | trace → |
Across all State Council directives the median lag to a province's implementing document is about 151 days (middle half 84–259).
| Province | documents (36 m) | leans | with money | favouring | local-only programmes | |
|---|---|---|---|---|---|---|
| Shanghai | 8 | ×2.3 | 5 | 2 | 15% of 620 | exposure → |
| Guangdong | 5 | ×0.7 | 0 | 0 | 0% of 67 | exposure → |
| Zhejiang | 4 | ×2.7 | 0 | 0 | 3% of 417 | exposure → |
| Anhui | 3 | ×3.7 | 0 | 0 | 0% of 26 | exposure → |
| Fujian | 2 | – | 1 | 0 | 2% of 199 | exposure → |
| Chongqing | 2 | – | 2 | 1 | 0% of 67 | exposure → |
| Beijing | 1 | – | 1 | 0 | 13% of 100 | exposure → |
| Hubei | 1 | – | 0 | 0 | 7% of 266 | exposure → |
| Shaanxi | 1 | – | 0 | 0 | 2% of 265 | exposure → |
| Shandong | 1 | – | 0 | 0 | 4% of 169 | exposure → |
| Jiangsu | 1 | – | 1 | 0 | 6% of 141 | exposure → |
| 2026-07-23 | 集成电路布图设计保护条例 Regulations on the Protection of Integrated Circuit Layout Designs 国务院令第842号 |
| 2026-02-13 | 美国半导体设备巨头对华“违规”出口被顶格重罚2.52亿美元 US semiconductor equipment giant fined the maximum penalty of US$252 million for ‘illegal’ exports to China |
| 2025-11-20 | 商务部新闻发言人就安世半导体相关问题答记者问 Spokesperson for the Ministry of Commerce Answers Journalists’ Questions on Issues Relating to Nexperia |
| 2025-11-20 | 商务部新闻发言人就荷经济大臣卡雷曼斯就安世半导体问题表态答记者问 Spokesperson for the Ministry of Commerce Answers Journalists’ Questions Regarding Dutch Minister for Economi… |
| 2025-11-11 | 商务部新闻发言人就欧方关于安世半导体问题的声明答记者问 Spokesperson for the Ministry of Commerce Answers Journalists’ Questions on the EU’s Statement Regarding Nexp… |
| 2025-11-11 | 商务部新闻发言人就安世半导体问题答记者问 Spokesperson for the Ministry of Commerce Answers Journalists’ Questions on the Nexperia Semiconductor Issue |
| 2025-11-04 | 商务部新闻发言人就安世半导体相关问题应询答记者问 Spokesperson for the Ministry of Commerce Answers Journalists’ Questions on Issues Relating to Nexperia |
| 2025-09-16 | 四部门关于开展2025年度享受增值税加计抵减政策的集成电路企业清单制定工作的通知 Notice from Four Departments on the Compilation of the List of Integrated Circuit Enterprises Eligible for th… 工信部联电子函〔2025〕234号 |
| 2026-10-09 | 《池州市人民政府办公室关于印发池州市支持半导体产业创新发展若干政策的通知》动漫解读 Document · Anhui Provincial People's Government |
| 2026-10-09 | 《合肥市人民政府办公室关于印发合肥市加快推进集成电路产业发展若干政策的通知》文字解读 Document · Anhui Provincial People's Government |
| 2026-09-03 | 第二十一届中博会集成电路展盛大开幕 Document · Guangdong Provincial Department of Industry and Information Technology |
| 2026-07-02 | 广东省科学技术厅关于开展“集成电路前沿技术与产业化”科技成果对接活动的通知 notice · Guangdong Provincial Department of Science and Technology |
| 2026-06-26 | 关于公示2026年第二期上海市集成电路布图设计登记资助名单的通知 notice · Shanghai Municipal Bureau of Intellectual Property |
| 2026-05-19 | 广东省生态环境厅关于惠州市宏裕晟环境科技有限公司等企业危险废物跨省转移事项的批复 [ 崇辉半导体（江门）有限公司 ] Document · Guangdong Provincial Department of Ecology and Environment |
| 2026-05-09 | “广货行天下”夏季行动半导体产业B2B专场对接活动在江门成功举办 Document · Guangdong Provincial Department of Industry and Information Technology |
| 2026-05-08 | 北京市经济和信息化局关于2026年北京市集成电路和软件企业享受税收优惠政策有关事项的通知 Notice from the Beijing Municipal Bureau of Economy and Information Technology on Matters Relating to Tax Inc… Beijing Municipal Bureau of Economy and Information Technology |
| 2026-04-30 | 西安市人民政府办公厅关于印发促进半导体及光子产业高质量发展实施方案的通知 notice issuing an implementation plan · General Office of the Xi'an Municipal People's Government |
| 2026-04-10 | 关于做好我省2026年享受税收优惠政策的集成电路企业或项目、软件企业清单推荐工作的通知 notice · 山东省发展和改革委员会山东省工业和信息化厅 |
| Measure | Group | Found | checked precision |
|---|---|---|---|
| Tax relief | Fiscal and financial support | 33 | 80% |
| Capital grant | Fiscal and financial support | 28 | 70% |
| Interest subsidy | Fiscal and financial support | 7 | 90% |
| Guidance fund / state equity | Fiscal and financial support | 4 | 50% |
| Purchase subsidy | Fiscal and financial support | 4 | 80% |
| Local registration condition | Localisation conditions | 4 | 60% |
| Import duty relief on inputs | Trade and foreign investment | 3 | not checked |
| Policy lending | Fiscal and financial support | 3 | not checked |
| Local content condition | Localisation conditions | 3 | 30% |
| Credit guarantee | Fiscal and financial support | 3 | 90% |
Precision from the Data page: samples of ten, checked by the AI assistant; a human-coded sample is still to come.
| Provision | How | Disadvantages |
|---|---|---|
| “（二）在本市注册成立两年以上（新引进企业除外），依法纳税，信用记录良好；”
上海市经济信息化委关于开展申报2024年度上海市集成电路和软件企业核心团队专项奖励的通知 · 2025-05-21 |
Local registration / tax | other regions |
| “（二）在本市注册成立两年以上（新引进企业除外），依法纳税，信用记录良好；”
市经济信息化委关于开展申报2023年度上海市集成电路和软件企业核心团队专项奖励的通知 · 2024-06-04 |
Local registration / tax | other regions |
| “鼓励有条件的区县对拥有自主知识产权、年度营收首次有较大突破的集成电路设计企业给予一定奖励。”
重庆市人民政府办公厅关于印发《重庆市集成电路设计产业发展行动计划（2023—2027年）》的通知 渝府办发〔2023〕109号 · 2024-01-08 |
Ownership, own-brand or own-IP test | foreign-owned firms |
| “5.企业申报销售奖励政策的，所申报产品应为企业新研发的成果并已取得对应的知识产权（芯片须取得集成电路布图设计登记证书，其他产品须拥有自主知识产权）。”
市经信局关于印发《武汉市集成电路产业发展若干政策专项资金管理办法（2022年修订版）》的通知 武经信规〔2022〕4号 · 2022-06-15 |
Ownership, own-brand or own-IP test | foreign-owned firms |
| “对关键技术自主研发并取得自主知识产权的纯软件型基础软件、工业软件和“付费订阅”模式软件服务（SaaS），按该软件年度对应业务收入的5%给予补贴，每家企业每年最高不超过200万元。”
厦门市人民政府关于印发加快推进软件和新兴数字产业发展若干措施的通知 厦府规〔2022〕2号 · 2022-03-08 |
Ownership, own-brand or own-IP test | foreign-owned firms |
| “鼓励本市国有企业、事业单位优先采用纳入国家和本市重点目录的基础软件、工业软件和信息安全软件。”
上海市人民政府关于印发新时期促进上海市集成电路产业和软件产业高质量发展若干政策的通知 沪府规〔2021〕18号 · 2021-12-21 |
SOE or private-firm preference | private firms |
Keyword and model screens: leads to check against the document, not findings. Newest first, one per document.
| No in-force date in the next 12 months. |
| 2026-11-17 | 广东省生态环境厅关于惠州市宏裕晟环境科技有限公司等企业危险废物跨省转移事项的批复 [ 崇辉半导体（江门）有限公司 ] Guangdong Provincial Department of Ecol… |
| 2026-12-31 | 关于印发《普陀区加快发展集成电路产业实施意见》的通知 Shanghai Putuo District People's Govern… |
| 2026-12-31 | 泉州市人民政府办公室关于印发泉州市支持半导体产业人才引进若干措施的通知 Quanzhou Municipal People's Government |
| 2027-07-22 | 厦门市人民政府关于印发进一步加快推进集成电路产业发展若干措施的通知 Xiamen Municipal People's Government |
| Firm | Ownership | Listings |
|---|---|---|
| 北方电子研究院公司 | unclassified | 8 |
| 合肥晶合集成电路有限公司 | unclassified | 2 |
| 合肥通富微电子有限公司 | unclassified | 2 |
| 擎发通讯科技（合肥）有限公司 | unclassified | 2 |
| 合肥矽迈微电子科技有限公司 | unclassified | 2 |
| 合肥新汇成微电子有限公司 | unclassified | 2 |
| 安徽国晶微电子有限公司 | unclassified | 2 |
| 合肥江丰电子材料有限公司 | unclassified | 2 |
| 安徽铜冠铜箔有限公司 | unclassified | 2 |
| 安徽赛米科电子科技有限公司 | unclassified | 2 |
| 黄山博蓝特半导体科技有限公司 | unclassified | 2 |
| 研究院公司 | unclassified | 2 |
No listed group in this sector with HKEX grants extracted.
106 documents whose title matches 集成电路|芯片|半导体, plus 48 in the topic tree semis; 126 together. Goods: HS 8542, 8486. Measures and preference provisions are screen output; open each document for the clause.