AI Chip Concept Stocks Watch | Net Margin Inflow Reaches RMB 326 Million Over the Past 5 Trading Days; SMIC (00981.HK) Rises 3.30%

NewTimeSpace (newtimespace.com) News: On June 18, 2026, the chip sector continued to strengthen as SMIC (00981.HK) fluctuated upward. As of 1:43 PM, the company's share price was quoted at HK$78.250, up 3.30%.

On the news front, Wind data shows that on June 17, SMIC recorded margin buying of RMB 1.844 billion and margin repayment of RMB 1.671 billion, resulting in a net margin buying (net inflow) of RMB 173 million. Over the past 5 trading days, the cumulative net margin buying reached RMB 326 million. The current margin balance stands at RMB 13.035 billion, representing a 1.34% increase from the previous day, with its proportion of the floating market capitalization rising to 4.84%.

Guosen Securities pointed out that against the backdrop of restrictions on overseas high-end chips, the resonance between domestic information technology application innovation (Xinchuang) and large model iterations is driving domestic AI chip vendors—such as Huawei HiSilicon, T-Head (Pingtouge), and Hygon Information—to accelerate adaptation and volume release, ushering in incremental opportunities for the full-stack ecosystem. In May 2026, the state established a special AI chip category in its safety and reliability assessment for the first time, where 9 domestic chips received Class I ratings and were officially integrated into the Xinchuang system. This milestones signifies that domestic computing power has entered a new stage of system-level efficiency competition.

SMIC (00981.HK)Provides IC wafer foundry and related technical services. It is the largest pure-play wafer foundry in China by capacity and offers the broadest coverage of process nodes. Its mature and select advanced process lines address applications including smart terminals, IoT, and computing chips. Based on its periodic disclosures, wafer shipments, capacity utilization, and revenue are at historically high levels.

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