中国半导体出口逆势增长21.4%：特朗普制裁失效背后的破局之道

中国半导体出口逆势增长21.4%：特朗普制裁失效背后的破局之道

China's Semiconductor Exports Grow 21.4% Against All Odds: How We Overcame Trump's Sanctions

核心数据：2024年1-10月，中国半导体出口额达9311.7亿元，同比增长21.4%。这一增速远超同期手机(3.3%)和汽车(12.5%)出口增幅。

Key Data:From January to October 2024, China's semiconductor exports reached 931.17 billion yuan, a year-on-year increase of 21.4%. This growth rate far exceeds that of mobile phones (3.3%) and automobiles (12.5%).

制裁背景：2024年美国对中国实施多轮科技制裁，包括：

Sanctions Background: In 2024, the U.S. imposed multiple rounds of technology sanctions on China, including:

• 新增136家中国实体至出口管制清单
• Added 136 Chinese entities to the export control list
• 限制24种半导体制造设备出口
• Restricted exports of 24 types of semiconductor manufacturing equipment
• 加强对HBM芯片的出口限制
• Strengthened export restrictions on HBM chips

破局之道 | Breakthrough Strategies

1. 政策扶持

国家集成电路产业投资基金三期注册资本达3440亿元，配套出台"并购六条""科创板八条"等政策。

1. Policy Support

The third phase of the National Integrated Circuit Industry Investment Fund has a registered capital of 344 billion yuan, accompanied by policies such as the "Six M&A Measures" and "Eight STAR Market Measures".

2. 技术创新

中芯国际、华虹等在14nm及以下制程取得突破，国产光刻胶研发打破国外垄断。

2. Technological Innovation

SMIC, Huahong and others have made breakthroughs in 14nm and below processes, while domestic photoresist R&D has broken foreign monopolies.

3. 市场拓展

通过"一带一路"倡议，前三季度对金砖国家集成电路出口实现两位数增长。

3. Market Expansion

Through the Belt and Road Initiative, exports of integrated circuits to BRICS countries achieved double-digit growth in the first three quarters.

香港的特殊角色 | Hong Kong's Special Role

香港占中国半导体出口超1/3，主要得益于：

• 全球重要贸易中转港
• Important global trade transit hub
• 成熟的金融体系和人民币结算优势
• Mature financial system and RMB settlement advantages
• 自由贸易政策和资金自由流动
• Free trade policies and free capital flow

行业展望：尽管面临制裁，中国半导体产业通过自主创新和国际合作实现逆势增长，展现出强大韧性。

Industry Outlook: Despite sanctions, China's semiconductor industry has achieved counter-trend growth through independent innovation and international cooperation, demonstrating strong resilience.

注：本文数据来自海关总署及公开报道，欢迎专业人士指正补充。

Note: Data in this article comes from the General Administration of Customs and public reports. Professional corrections and additions are welcome.