《大行報告》花旗:國產化新政可提升內地半導體設備商市佔率
花旗發表報告指,中國國務院昨日印發有關鼓勵集成電路及軟件行業高質量發展的政策通知,為本地企業提供了政策支持,包括在稅務、資金支持、鼓勵研發、進出口及保護專利等多方面。
稅務方面,通知提到合資格的集成電路生產商(生產的集成電路線寬小於130納米,且營運逾10年)有資格獲得企業所得稅豁免和減免。另外,通知亦鼓勵中央/地方政府及金融機構,主動為行業提供商業貸款、產業基金等資金支持。
該行認為,是次出台的通知顯示中國政府在促進國內半導體發展及本土化的承諾堅定,相信內地的半導體設備商將可受益,有助提升市場佔有率。
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