Group 1 - The Digital Economy ETF (工银561220) opened at 1.480 yuan, experiencing a decline of 0.47% [1] - Major holdings in the ETF include companies like SMIC, which fell by 1.48%, and Haiguang Information, which dropped by 1.00% [1] - The ETF's performance benchmark is the China Securities Index for State-Owned Enterprises in the Digital Economy, managed by ICBC Credit Suisse Asset Management [1] Group 2 - Since its inception on May 21, 2025, the ETF has achieved a return of 48.72%, with a monthly return of 0.79% [1]

从融资买入额占当日总成交金额比重来看，有4只个股融资买入额占比超30%。其中陕西黑猫、振德医 疗、成大生物融资买入额占成交额比重排名前三，分别为61.97%、36.14%、32.04%。 从融资净买入金额来看，有20只个股获融资净买入超亿元。其中，中际旭创、海康威视、中芯国际融资 净买入金额排名前三，分别获净买入9.44亿元、2.53亿元、1.8亿元。 每经AI快讯，Wind数据显示，A股2月5日共有3769只个股获融资资金买入，有397股买入金额超亿元。 其中，中际旭创、新易盛、紫金矿业融资买入金额排名前三，分别获买入32.89亿元、17.8亿元、13.12 亿元。 ...

资料显示，中芯国际集成电路制造有限公司位于上海市浦东新区张江路18号,香港中环康乐广场8号交易 广场1期29楼，成立日期2000年4月3日，上市日期2020年7月16日，公司主营业务涉及提供0.35微米至14 纳米多种技术节点、不同工艺平台的集成电路晶圆代工及配套服务。主营业务收入构成为：集成电路晶 圆代工93.83%，其他6.17%。 从基金十大重仓股角度 数据显示，诺德基金旗下1只基金重仓中芯国际。诺德兴远优选（012036）四季度持有股数9505股，占 基金净值比例为1.07%，位居第十大重仓股。根据测算，今日浮亏损失约2.89万元。连续4天下跌期间浮 亏损失10.62万元。 诺德兴远优选（012036）成立日期2021年6月1日，最新规模1.09亿。今年以来收益3.87%，同类排名 4773/8873；近一年收益34.4%，同类排名3484/8119；成立以来收益1.04%。 来源：新浪基金∞工作室 诺德兴远优选（012036）基金经理为郝旭东。 2月5日，中芯国际跌2.65%，截至发稿，报111.80元/股，成交49.83亿元，换手率2.23%，总市值8944.54 亿元。中芯国际股价已经连续4天下 ...

Core Insights - The semiconductor equipment industry is experiencing significant growth driven by AI computing power, domestic substitution, and global capacity expansion, marking a definitive growth cycle for the sector [1][14]. Group 1: Industry Performance - ASML reported a net sales of €32.7 billion in 2025, a 16% year-on-year increase, with a backlog of orders reaching €38.8 billion, of which €25.5 billion is from EUV [1]. - Samsung's semiconductor business saw an operating profit increase of 33%, while SK Hynix's Q4 operating profit surged by 137% [1]. - Domestic semiconductor equipment companies like Jinhaitong and Changchuan Technology also reported significant performance improvements [1]. Group 2: Demand Drivers - The scale application of generative AI has drastically reshaped storage demand, with AI servers requiring 8 times more DRAM and 3 times more NAND than regular servers, and each AI server needing up to 2TB of storage [2]. - HBM (High Bandwidth Memory) is emerging as a key growth driver, with a projected CAGR of 33% from 2024 to 2030, potentially capturing 50% of the DRAM market by 2030 [2]. - Major global storage manufacturers are ramping up production, with Samsung's capital expenditure for 2025 expected to increase by 89% and SK Hynix raising its capital expenditure to $20.3 billion [2]. Group 3: Domestic Market Dynamics - The domestic semiconductor equipment localization rate is projected to reach 35% in 2024, up from 16.4% in 2022, with etching equipment localization at 23% and CMP equipment at 30%-40% [3]. - China has maintained its position as the largest semiconductor equipment market globally for five consecutive years, with sales expected to reach $49.54 billion in 2024, accounting for 42.34% of the global market [3]. Group 4: Future Outlook - The global DRAM industry capital expenditure is forecasted to reach $61.3 billion in 2026, a 14% increase year-on-year, while NAND Flash capital expenditure is expected to be $22.2 billion, a 5% increase [5]. - ASML's order situation reflects high industry prosperity, with €13.2 billion in new orders in 2025, and a backlog extending to 2027, supporting future capacity releases [5]. - The global semiconductor equipment market is projected to reach $117 billion in 2024, with a CAGR of 8.4% from 2025 to 2033, potentially growing to $224.93 billion by 2033 [5]. Group 5: Key Trends - The competition in advanced processes is intensifying, with global semiconductor giants focusing on 2nm and below, driving demand for high-end semiconductor equipment [10][11]. - Policy and capital support are crucial for the advancement of domestic substitution, with significant investments in key technologies and local government subsidies for R&D [12]. - The demand structure is diversifying, with emerging fields like AI computing centers and electric vehicles driving growth, while domestic companies are expanding into overseas markets [13].

Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) has released a public list of new green factories and green industrial parks for the year 2025, following recommendations from provincial departments and expert reviews [1][2]. Group 1: Announcement Details - The public announcement period for the 2025 green factories and industrial parks is from February 5, 2026, to February 19, 2026 [2]. - Contact information for inquiries includes a phone number (010—68205340) and an email address (hbc@miit.gov.cn) [2]. Group 2: Green Factory List - The list includes various companies from different regions, with a significant number located in Beijing and Tianjin, such as: - Beijing Ideal Automotive Co., Ltd. - Xiaomi Automotive Technology Co., Ltd. - Tianjin Toyota Motor Co., Ltd. New Energy Division [4][5][6]. - The list highlights a diverse range of industries, including automotive, electronics, and chemicals, indicating a broad commitment to green manufacturing practices across sectors [4][5][6].

Core Viewpoint - The data indicates significant outflows of capital from various stocks, with notable losses in both percentage and monetary terms across multiple sectors, particularly in metals, communication equipment, and renewable energy [1][2][3] Group 1: Stock Performance and Capital Outflow - Zijin Mining experienced a capital outflow of 2.275 billion, with a decline of 4.37% [2] - Xinyi Technology saw an outflow of 1.816 billion, with a decrease of 4.06% [2] - Aerospace Development had a capital outflow of 1.691 billion, reflecting a drop of 1.54% [2] - TBEA reported an outflow of 1.553 billion, with a decline of 5.05% [2] - Goldwind Technology faced a capital outflow of 1.217 billion, down by 9.02% [2] - Luoyang Molybdenum experienced an outflow of 1.203 billion, with a decrease of 6.34% [2] - BlueFocus Media saw an outflow of 1.145 billion, down by 5.76% [2] - Longi Green Energy had a capital outflow of 1.106 billion, with a decline of 5.59% [2] - Zhongjin Gold experienced an outflow of 1.033 billion, down by 5.20% [2] - Shanzhi High-Tech saw an outflow of 0.975 billion, with a decrease of 6.23% [2] - Sungrow Power Supply experienced an outflow of 0.963 billion, down by 4.12% [2] Group 2: Additional Stocks and Their Performance - Xinyi Silver experienced a capital outflow of 0.850 billion, with a decline of 6.33% [3] - China Western Power saw an outflow of 0.833 billion, down by 7.14% [3] - Inovance Technology had a capital outflow of 0.811 billion, with a decrease of 6.62% [3] - Sanhua Intelligent Control experienced an outflow of 0.806 billion, down by 3.04% [3] - TCL Zhonghuan saw an outflow of 0.781 billion, with a slight increase of 1.61% [3] - Jiangxi Copper experienced a capital outflow of 0.707 billion, down by 5.10% [3] - Shandong Gold saw an outflow of 0.683 billion, with a decline of 3.92% [3] - SMIC experienced a capital outflow of 0.676 billion, down by 2.65% [3] - Jiejia Weichuang faced an outflow of 0.626 billion, with a significant drop of 12.39% [3]

| 中金黄金 | -4.59 | -7.71亿元 | 贵金属 | | --- | --- | --- | --- | | 阳光电源 | -3.93 | -7.63亿元 | 光伏设备 | | 中国西电 | -6.82 | -7.30亿元 | 电网设备 | | 三花智控 | -2.57 | -6.97亿元 | 家电行业 | | 英维克 | -5.94 | -6.51亿元 | 专用设{ | | 山东黄金 | -4.21 | -6.37亿元 | 贵金属 | | 中芯国际 | -2.59 | -6.34亿元 | 未营体 | | 江西铜业 | -4.03 | -6.12亿元 | 有色金属 | | 北方稀土 | -5.27 | -6.00亿元 | 小金属 | *数据仅供参考，不构成投资建议 据交易所数据显示，截至2月5日午后一小时，主力资金流出前20的股票分别为： 紫金矿业（-21.88亿元）、 新易盛（-15.92亿元）、 特变电工（-13.23亿 元）、 航天发展（-12.66亿元）、 洛阳钼业（-11.69亿元）、 金风科技（-11.46亿元）、 蓝色光标（-10.63亿元）、 隆基绿能（-10.50亿元）、 山子高 ...

银河证券认为，港股科技板块仍是中长期投资主线，在产业链涨价、国产化替代、AI应用加速推 进等多重利好共振下，有望震荡上行。 （责任编辑：刘畅 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 恒生科技ETF南方(520570)及场外联接(A类：020988；C类：020989)跟涨恒生科技指数，该指数覆 盖了中国科技产业中最核心的方向：互联网平台、AI与算力、半导体、新能源汽车、智能硬件、生物 医药等，囊括了当前全球最具成长性的科技赛道。其成份股既包括腾讯、阿里、京东、快手等平台型公 司，也涵盖中芯国际、小米、小鹏等硬科技与制造端代表，形成了较为完整的科技产业链结构。 从最新市盈率看，截至2月4日，恒生科技指数的市盈率（PE-TTM）为22.38倍，位于指数成立以来 的25.69%历史分位数，处于历史估值相对低位。 港股主要指数调整，截至发稿，恒生科技ETF南方(520570)成交额超1.1亿元，交投活 ...

Group 1 - The core viewpoint of the article highlights the performance of the Southern Science and Technology Chip ETF (588890), which opened down by 1.13% at 2.892 yuan on February 5 [1] - Major holdings in the ETF experienced declines, with notable drops including: SMIC down 1.61%, Haiguang Information down 2.11%, and Cambrian down 1.68% [1] - The ETF's performance benchmark is the Shanghai Stock Exchange Science and Technology Innovation Board Chip Index, managed by Southern Fund Management Co., Ltd. The fund manager is Li Jialiang [1] Group 2 - Since its establishment on April 15, 2024, the ETF has achieved a return of 192.73%, with a one-month return of 11.24% [1]

Group 1 - The core viewpoint of the article highlights the performance of the Chip ETF Huatai Fu (516920), which opened down by 0.62% at 1.120 yuan on February 5 [1] - The major holdings of the Chip ETF experienced declines, with notable drops including Cambrian (-1.68%), SMIC (-1.61%), and GigaDevice (-4.39%) [1] - The performance benchmark for the Chip ETF is the CSI Chip Industry Index return, managed by Huatai Fu Fund Management Co., Ltd. Since its establishment on July 27, 2021, the fund has returned 12.66%, with a one-month return of 9.15% [1]