The pace of review for A-share mergers and reorganizations is accelerating, and the integration of the electronic information manufacturing industry is becoming more active.

On September 5th, the Shanghai Stock Exchange announced that it will review the reorganization of the Shanghai silicon industry on September 12th. This will be the 15th merger and reorganization review meeting of the Shanghai Stock Exchange this year, reflecting the trend of accelerating merger and reorganization reviews in the A-share market. Recently, the reorganization and integration of the electronic information manufacturing industry has gained further policy support. The Ministry of Industry and Information Technology and the State Administration for Market Regulation have issued the "Action Plan for Stable Growth of the Electronic Information Manufacturing Industry 2025-2026", which explicitly encourages companies to merge, reorganize, and upgrade, promoting a positive cycle of "raising funds and managing exits". Companies from the electronic information manufacturing industry have become frequent participants in major asset restructuring in the A-share market. It is noted that this year, the pace of restructuring reviews in the A-share market has significantly increased, with a total of 21 restructuring projects approved by the Shanghai and Shenzhen Stock Exchanges, higher than the 14 for the whole year of 2024. Companies like Felead and Chipbond Integrated in the electronic industry chain have become benchmark cases in the market for merger and reorganization driven by industrial logic. Investment bank professionals interviewed by reporters stated that the trend of accelerating major asset restructuring reviews has been particularly evident recently, indicating the realization of the market's earlier positive merger trend. The electronic information manufacturing industry has strong intrinsic integration dynamics, and the specific support measures in this "plan" are expected to provide a more favorable environment for industry mergers and acquisitions, with the industry's merger and acquisition boom expected to continue.