China A-share semiconductor stocks rally at open; Loongson up nearly 10%

The breadth of the move — spanning CPU, interconnect and analog names rather than a single catalyst — suggests a sector-level bid rather than stock-specific news. That distinction matters because supply-chain rallies in China's A-share market have often tracked policy signals or domestic substitution themes as much as earnings. Whether the gain holds through the session or fades like previous opening spikes is the open question; sustained participation beyond the first hour would say more about positioning than the open itself.