據名單顯示，芯源微(688037.SH)調入中證500指數，明月鏡片(301101.SZ)調入中證1000指數，華大智造 (688114.SH)調入中證A500指數；ST人福(600079.SH)調出中證500及中證A500指數，芯源微調出中證 1000指數。 | | 指数代码 | 指数简称 | 证券代码 | 证券简称 | | --- | --- | --- | --- | --- | | 调入 | 000852 | 中证1000 | 301101.SZ | 明月镜片 | | | 000905 | 中证500 | 688037.5H | 芯濃微 | | | 000510 | 中iFA500 | 688114.SH | 华大智造 | | 増品 | 000852 | 中证1000 | 688037.SH | 芯源微 | | | 000905 | 中证500 | 600079.SH | ST人福 | | | 000510 | 中证A500 | 600079.SH | ST人福 | 智通財經APP獲悉，1月6日，中證指數發佈公告，根據指數臨時調樣規則及編制方案，中證指數有限公 司決定調整中證1000、中證500和中證 ...

【中证指数：中证1000等指数样本临时调整】智通财经1月6日电，中证指数1月6日公告，根据指数临时 调样规则及编制方案，中证指数有限公司决定调整中证1000、中证500和中证A500指数样本，于2026年 1月9日收市后生效。据名单显示，芯源微调入中证500指数，明月镜片调入中证1000指数，华大智造调 入中证A500指数；ST人福调出中证500及中证A500指数，芯源微调出中证1000指数。 转自：智通财经 ...

（文章来源：每日经济新闻） 每经AI快讯，1月6日，中证指数今日发布公告，根据指数临时调样规则及编制方案，中证指数有限公 司决定调整中证1000、中证500和中证A500指数样本，于2026年1月9日收市后生效。据名单显示，芯源 微调入中证500指数，明月镜片调入中证1000指数，华大智造调入中证A500指数；ST人福调出中证500 及中证A500指数，芯源微调出中证1000指数。 ...

Core Viewpoint - The announcement by China Securities Index Co., Ltd. on January 6 indicates adjustments to the sample stocks of the CSI 1000, CSI 500, and CSI A500 indices, effective after market close on January 9, 2026 [1] Group 1: Index Adjustments - Chipone Technology is added to the CSI 500 index [1] - Mingyue Lens is added to the CSI 1000 index [1] - BGI Genomics is added to the CSI A500 index [1] Group 2: Exclusions from Indices - ST Renfu is removed from both the CSI 500 and CSI A500 indices [1] - Chipone Technology is removed from the CSI 1000 index [1]

人民财讯1月6日电，企查查APP显示，近日，上海华创芯源微电子设备有限公司成立，经营范围包含半 导体分立器件销售；集成电路设计；集成电路芯片设计及服务；集成电路芯片及产品销售；半导体器件 专用设备销售等。企查查股权穿透显示，该公司由芯源微全资持股。 ...

Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board 100 Index (000698) increased by 0.28%, with notable gains in constituent stocks such as Gotion High-Tech (688390) up 10.44%, and ZK Measurement (688361) up 7.59% [1] - The China Passenger Car Association projected a 25% growth in the sales of new energy passenger vehicles in China for 2025, with December 2022 showing a 4% year-on-year increase in wholesale figures [1] - Prices for memory chips are on the rise, with Samsung and SK Hynix announcing price increases of 60%-70% for DRAM products in Q1 2023 compared to Q4 2022 [1] Group 2 - The Huaxia Sci-Tech 100 ETF (588800) is the first and only mid-cap index tracking the Sci-Tech 100 Index, focusing on high-growth sectors including semiconductors, pharmaceuticals, and new energy [2] - The semiconductor equipment sector is expected to experience a significant expansion cycle starting in 2026, with industry-wide order growth potentially exceeding 30% and possibly reaching over 50% [1]

Group 1 - The semiconductor equipment index has significantly outperformed the market since the beginning of 2025, with a cumulative increase of 62.3% compared to the Shanghai Composite Index's 42.0% [3][13] - The semiconductor industry is experiencing high prosperity, with the global semiconductor market expected to reach a historical high of $760.7 billion in 2026, driven by AI [3][36] - The domestic semiconductor equipment market is seeing a strong recovery in wafer fab capacity utilization and expansion willingness, supported by the AI-driven storage supercycle [3][36] Group 2 - Four key investment directions are recommended: 1. Focus on etching and thin film equipment leaders driven by AI storage supercycle [3] 2. Domestic lithography machine production is expected to achieve mass production in 2026, boosting subsystem and component companies [3] 3. ALD equipment is entering a golden development period, especially in advanced logic and storage fields [3] 4. Advanced packaging continues to follow Moore's Law, providing significant opportunities for domestic equipment manufacturers [3] Group 3 - Investment suggestions include leading companies such as North China Innovation, Zhongwei Company, and TuoJing Technology, as well as high-elasticity targets like XinYuanWei and HuaHaiQingKe [3] - The overall revenue of the semiconductor equipment industry is projected to grow by 36% year-on-year in the third quarter of 2025, with leading companies maintaining high growth rates [15] - The overall net profit of the semiconductor equipment industry is expected to increase by 22% year-on-year in the third quarter of 2025, with significant profit acceleration from companies like Shengmei and TuoJing [15][24] Group 4 - The semiconductor industry is expected to continue its growth trajectory, with AI as the core engine driving the market [36] - The global semiconductor market is projected to grow at a compound annual growth rate of 5.6% from 2004 to 2024, with a significant recovery and expansion phase starting from 2023 [36] - The capital expenditure of the top eight cloud service providers is expected to increase by 40% in 2026, reaching $600 billion, further supporting the semiconductor market growth [36]

Group 1 - The A-share market shows strong performance in the Changxin Storage concept, with stocks like Jingce Electronics rising nearly 13%, Hefei Urban Construction hitting a 10% limit up, and Shenzhen Technology increasing by nearly 8% [1] - Changxin Technology, the first in China and the fourth globally in DRAM manufacturing, has submitted its IPO application to the Sci-Tech Innovation Board, aiming to raise 29.5 billion yuan [1] - The prospectus reveals that the company's profits are expected to exceed expectations by the fourth quarter of 2025 [1]

Group 1 - The core focus of the news is the IPO progress of Changxin Technology, which has sparked significant market interest, leading to a rise in multiple semiconductor stocks [1][2] - Changxin Technology's IPO application has been accepted, with plans to issue up to 10.622 billion new shares and raise 29.5 billion yuan, potentially making it the second-largest IPO by fundraising scale since the launch of the Sci-Tech Innovation Board [2][3] - The semiconductor equipment ETF has seen a net inflow of over 100 million yuan over four consecutive trading days, indicating strong investor interest in the sector [1][2] Group 2 - Key stocks in the semiconductor sector, such as Chipone Technology and Yake Technology, opened with gains exceeding 4%, while others like Aisen Co. and Tuojing Technology saw increases over 3% [2] - The semiconductor equipment ETF tracks the CSI Semiconductor Industry Index, which has a high concentration of equipment-related stocks, accounting for nearly 60% of the index [3][7] - The CSI Semiconductor Index has shown a year-to-date increase of 63.92%, with a maximum rise exceeding 80%, outperforming other mainstream semiconductor indices [7]

Core Viewpoint - The company, ChipSource Microelectronics, has shown a significant increase in stock price over the year, despite a recent slight decline in the last five trading days, indicating potential volatility in the semiconductor equipment sector [1][2]. Financial Performance - For the period from January to September 2025, ChipSource reported a revenue of 990 million yuan, reflecting a year-on-year decrease of 10.35% [2]. - The net profit attributable to shareholders was -10.05 million yuan, a significant decline of 109.34% compared to the previous year [2]. Stock Performance - As of December 31, the stock price increased by 79.59% year-to-date, with a recent drop of 0.27% over the last five trading days [1]. - The stock was trading at 149.99 yuan per share, with a market capitalization of 30.242 billion yuan [1]. Shareholder Information - As of September 30, 2025, the number of shareholders increased by 15.37% to 16,000, while the average number of circulating shares per person decreased by 13.17% to 12,633 shares [2]. - The company has distributed a total of 139 million yuan in dividends since its A-share listing, with 86.8945 million yuan distributed over the last three years [3]. Institutional Holdings - Notable changes in institutional holdings include a decrease in shares held by several major funds, such as the Noan Growth Mixed Fund and the Jiashi Shanghai Stock Exchange Science and Technology Innovation Board Chip ETF [3]. - A new shareholder, Yongying Semiconductor Industry Selected Mixed Fund, entered the top ten list of circulating shareholders [3].