China A-share semiconductor sector rebounds; Torrance surges toward 20% limit

The breadth of the move — a double-digit surge in one name alongside broad 6%+ gains across equipment, packaging and power semiconductor names — points to sector-wide positioning rather than a single-stock story, with the index itself up more than 4%. That pattern suggests sentiment toward the domestic chip supply chain shifted quickly in the morning session. Whether the rally holds through the close or fades from limit-up levels is the open question, and the dispersion between Torrance and the rest of the group is worth watching as a gauge of how concentrated the buying really is.