据《科技创新板日报》（上海，研究员郑元芳报道）报道，华润微电子今日（7日）宣布，其全资子公司中微控股计划与国家集成电路产业投资基金二期有限公司（以下简称“大基金二期”）和重庆西永微电子产业园开发有限公司成立合资企业，投资建设一条12英寸功率半导体晶圆生产线项目。

The project has a total investment of 7.55 billion yuan. After completion, it is expected to be able to produce 30,000 12-inch mid-to-high-end power semiconductor wafers per month, and will also build supporting 12-inch epitaxy and thin wafer process capabilities.

Large funds reduce their holdings in the first phase and make efforts in the second phase

自4月以来，大型基金大幅减持芯片股，包括中芯国际兆辉、通孚微电子、昌电科技、京方科技等。不过，许多机构表示，大型基金减持是正常的市场操作。此外，该大型基金第一期通过投资半导体行业上市公司获利颇丰，自第二期成立以来，第一期已有序退出并优化了投资结构，进入2019年至2023年的回报期。

之前减少持股的行动可以被视为为第二阶段的攻击“铺路”。

数据显示，该大型基金二期注册资本高达204.15亿元人民币，投资重点偏向芯片设备及材料领域，旨在推动打造拥有高比例自主知识产权的集成电路产业链及相关配套产业。

国海证券预测，2021-2023年将是大型基金第二阶段对外投资的活跃年份，优秀的集成电路产业公司有望获得大量资金支持。

功率半导体行业正蓬勃发展，国内企业正在利用这一趋势。

大型基金携手行业领军企业华润微电子投资功率半导体的举动，再次引起了外界对这一细分领域的关注。

Since the beginning of this year, downstream markets such as new energy vehicles, mobile phone fast charging, photovoltaic and wind power have grown rapidly, and the demand for power semiconductors represented by MOSFETs and IGBTs has continued to increase. Under the mismatch between supply and demand, supplier delivery cycles continue to lengthen, the industrial chain continues to grow, and industry prosperity continues to improve.

研究机构 IHS 预测，2021 年全球功率半导体市场规模预计将达到 44.1 亿美元，其中中国市场规模预计将达到 15.9 亿美元，占全球市场的 36.05%。

Huaan Securities pointed out that as the epidemic has brought many restrictions to overseas power manufacturers, China's epidemic control situation is relatively good, the supply-side competition pattern of domestic power semiconductor leading manufacturers has been optimized, and the localization process has been accelerated.

According to the integration of multiple research reports, the power semiconductor field can be focused on: China Resources Micro, Wingtech Technology, Star Semiconductor, Silan Micro, New Clean Energy, Yangjie Technology, etc.

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