CETC Chip (600877) Rapid Limit-Up Analysis: AI Chip Domestic Replacement Drivers and Market Sentiment Analysis

CETC Chip (600877) is an enterprise under CETC focusing on silicon-based analog semiconductor chip design [5]. On November 27, 2025, the stock achieved a 3-minute rapid limit-up [6], reflecting the market’s strong sentiment towards domestic AI chip autonomy. At the policy level, China’s AI chip self-sufficiency strategy brings significant geopolitical dividends to the industry [7], and the company, as a core participant, directly benefits. In addition, the continuous increase in holdings by the major shareholder CETC Investment [5] further enhances investor confidence.

The short-term stock price rise is the result of the resonance of policy-driven factors, shareholder signals, and market sentiment. The explosion in AI chip demand combined with the urgency of domestic replacement has become the core logic for the stock price rise [7]. The rapid response of the 3-minute limit-up indicates that capital has extremely high attention to this field, and short-term momentum is expected to continue [6].

In terms of opportunities, under the trend of domestic replacement, the company’s technical advantages are expected to be converted into sustained performance growth [7]. In terms of risks, attention should be paid to the inherent cyclical fluctuations of the semiconductor industry and the impact of policy implementation rhythm on short-term market sentiment [0].

The limit-up event of CETC Chip (600877) highlights the market’s high expectations for the domestic AI chip field. The dual promotion of policy and capital brings short-term benefits to the company, but long-term value still needs to track the progress of technical breakthroughs and the landing of orders [5][6][7].