Recently, the heat of the semiconductor plate has gradually increased, individual stocks have also set off a rising and stopping tide in turn, and the mood of all parties in the market is running high, shouting that the semiconductor market is coming to a large number.

At this juncture, the National Fund has stepped in to reduce its holdings, and there are three targets at a time.

On the evening of November 11, China Resources Micro announced that the 5.92% shareholder, National Integrated Circuit Industry Investment Fund Co., Ltd. (referred to as the big fund), intends to reduce its stake in the company by no more than 1%.

Big Dipper announced that the 8.57% shareholder, National Integrated Circuit Industry Investment Fund Co., Ltd. (referred to as "Big Fund"), intends to reduce its shares in the company by 10.244 million shares (accounting for 2% of the company's total share capital).

Changchuan Science and Technology announcement, 7.76% of the shareholders of the National Integrated Circuit Industry Investment Fund Co., Ltd. (referred to as the "big fund") plans to reduce its stake by no more than 1% within six months.

In addition, on November 10, Zhaoyi Innovation announced that the company's shareholder, National Integrated Circuit Industry Investment Fund Co., Ltd. ("Big Fund"), had reduced its holdings by 0.98% from June 9, 2021 to November 9, 2021. In addition, due to related matters such as the award of equity incentive schemes, the total share capital of the company has increased, and the proportion of shares held by large funds has been passively diluted by about 0.02%. After the equity change, the proportion of shares held by large funds fell from 6% to 5%.

On the same day, Ruixin Micro announced that the company received the shareholder National Integrated Circuit Industry Investment Fund Co., Ltd. (referred to as "Big Fund") to reduce its holdings of 911400 shares of the company through centralized bidding from November 2 to November 8, accounting for 0.22% of the company's total share capital. After this equity change, the large fund holds 4.99999% of the shares and is no longer a shareholder of more than 5% of the company's shares.

Although the first phase of the national big fund has been continuously reduced recently, at the same time, the second phase of the big fund is also falling one after another.

Since the second half of this year, the second phase of the big fund has accelerated the pace of investment in the semiconductor industry.

On the evening of November 4th, Huatian Science and Technology disclosed the fixed increase results, the company's offering price was 10.98 yuan per share, and the total amount of funds raised was 5.1 billion yuan, of which the second phase of the National Integrated Circuit Industry Investment Fund Co., Ltd. was allocated 1.13 billion yuan.

In addition, the North Huachuang disclosed the results of the fixed increase on the evening of the 2nd, and the company raised a total of nearly 8.5 billion yuan this time, of which the second phase of the National Integrated Circuit Industry Investment Fund Co., Ltd. subscribed for 1.5 billion yuan.

The second phase of the big fund has also recently invested in semiconductor cleaning equipment listed companies to pure technology subsidiaries to micro technology, which is the main body of the research, development and industrialization of pure technology wet equipment. It has accumulated more than 160 wet equipment orders from leading integrated circuit manufacturers.

According to public information statistics, since July, the second phase of the big fund has invested in eight semiconductor projects, involving companies such as China and Micro, Nanda Optoelectronics, Baiwei Storage, Zhi Pure Technology, Shangyang Software, North Huachuang, Huatian Science and Technology, and Gekewei.

As a matter of fact, the recent popularity of the semiconductor market has something to do with the sales of the second phase of the national team. now that the semiconductor has warmed up, we can see that the holdings of large funds have been reduced, will it bring the market sentiment back to the freezing point?

No one can tell. After all, the performance of the semiconductor sector is not only affected by the actions of big funds. However, from the past large fund reduction news announced the volatility of individual stocks, at least related stocks will have a greater probability of tomorrow will usher in the "curse of reduction."