2026年开年第一个交易日，A股放量普涨迎开门红，沪指12连阳重返4000点。板块来看，医药、半导体方向领涨市场，受益于产业链涨价趋势 延续，上游半导体设备ETF（561980）全天大涨5.64%，五个交易日内获资金净流入超2亿元。 一方面，行业并购重组动作频频成为半导体产业链重要催化。 半导体设备ETF（561980）第一权重股中微公司近期发布重大资产重组预案，拟以发行股份及支付现金方式购买杭州众硅64.69%股权，并募集 配套资金，股票于1月5日复牌。 中微表示，交易完成后公司将形成"刻蚀+薄膜+量测+湿法"四大前道工艺设备矩阵，业务版图将首次覆盖芯片制造80%的关键工序，与国际巨 头业务结构趋同。 数据显示，自"科八条"发布以来，科创板半导体公司已合计新增49单并购重组，其中有25单已经完成，有14单在流程中，重大资产重组是23 单，此外还有多单并购交易正在积极推进中。 42.16% 18.06% 58.38% 沪深300 中证未言 中证全指半导体 数据来源:iFinD,截至2025.12.31 多 市场热点 存储芯片全年涨幅最高达1800% 另一方面，存储涨价超级周期对半导体设备需求形成明确利好。 据 ...

证券日报网讯 1月5日，拓荆科技在互动平台回答投资者提问时表示，2025年上半年，公司实现营业收 入195414.62万元，同比增长54.25%，主要为薄膜沉积设备实现的销售收入，实现毛利62450.77万元。 （文章来源：证券日报） ...

证券日报网讯 01月5日，拓荆科技在互动平台回答投资者提问时表示，股价波动易受市场环境、行业信 息等诸多因素影响，公司始终聚焦主业，不断强化主营业务产品的核心竞争力和先进性，推动公司高质 量发展，同时将进一步加强市场交流。 ...

（文章来源：证券日报） 证券日报网讯 1月5日，拓荆科技在互动平台回答投资者提问时表示，公司部分薄膜沉积设备会用臭氧 作为反应源或清理反应环境。 ...

（文章来源：证券日报） 证券日报网讯 1月5日，拓荆科技在互动平台回答投资者提问时表示，公司的合作方及合作内容以公司 公开披露信息为准。 ...

证券日报网讯 1月5日，拓荆科技在互动平台回答投资者提问时表示，截至2025年9月30日股东总数为 25220户。 （文章来源：证券日报） ...

（文章来源：每日经济新闻） 科创50ETF（588000）追踪科创50指数，指数持仓电子行业66.39%，计算机行业4.73%，合计71.12%， 与当前人工智能、机器人等前沿产业的发展方向高度契合。同时涉及半导体、医疗器械、软件开发、光 伏设备等多个细分领域，硬科技含量高，看好中国硬科技长期发展前景的投资者建议持续关注。 1月5日午后，科创50ETF（588000）涨幅扩大至4.16%，成分股中仅2只个股下跌。盘面上，半导体板块 活跃，中微公司大涨14.03%，澜起科技上涨7.98%，柏楚电子上涨7.93%，佰维存储上涨7.83%，金山办 公、拓荆科技等涨超6%；截至发文，科创50ETF（588000）成交额达50.52亿元。 展望后市，浙商证券认为，2025年半导体设备指数显著跑赢大盘，当前估值处于28%分位点。其中前道 设备营收持续高增长，利润增速结构性放缓；后道设备迎来爆发式增长，净利率显著提升，行业呈现高 景气态势。 ...

Market Performance - The electronic sector is experiencing a strong market performance with a net inflow of 26.8 billion yuan, leading among 31 primary industries [1][7] - The electronic ETF (515260) has seen a price increase of 3.35%, indicating strong buying interest and potential new investments [1][7] Key Stocks - Notable stocks include Zhaoyi Innovation, which hit the daily limit, and Zhongwei Company, which surged over 12% [9][10] - Other significant gainers include Lanke Technology, Lens Technology, and Tuojing Technology, all rising over 6% [9][10] - Major weighted stocks like SMIC and Luxshare Precision also showed positive performance, increasing over 5% and 3% respectively [9][10] Industry Developments - Changxin Technology has submitted an IPO application to the Sci-Tech Innovation Board, aiming to raise 29.5 billion yuan for various technology upgrades, with a total investment of 34.5 billion yuan [2][11] - The National Integrated Circuit Industry Investment Fund has increased its stake in SMIC from 4.79% to 9.25%, indicating strong institutional support [2][11] - The semiconductor industry is expected to benefit from the rise of domestic chip design companies and localization trends, with opportunities anticipated to open up by 2026 [2][11] AI and Market Trends - Major North American cloud service providers are significantly increasing investments in AI infrastructure, with total investments projected to reach a historical high of $600 billion by 2026 [2][11] - The demand for storage chips is expected to surge, with prices for DDR4 16Gb chips projected to rise by 1800% and DDR5 16Gb chips by 500% in 2025 [2][11] - The electronic industry is in an innovation phase, with expectations for rapid growth driven by AI demand and subsequent breakthroughs in terminal innovation and profit release [3][11] Investment Tools - The electronic ETF (515260) and its linked funds are designed to passively track the electronic 50 index, focusing on sectors like semiconductors, consumer electronics, and AI chips [3][12] - This ETF serves as an efficient tool for investors looking to gain exposure to core assets in the electronic sector [3][12]

Group 1 - The core viewpoint of the news highlights the strong performance of the digital economy theme index, which rose by 2.48% as of January 5, 2026, with significant gains from constituent stocks such as Zhongwei Company (up 11.62%) and Zhaoyi Innovation (up 7.24%) [1] - The digital economy ETF (560800) also saw an increase of 2.44%, reflecting the overall positive sentiment in the digital economy sector [1] - Baidu Group announced the spin-off of its AI chip subsidiary, Kunlun Chip, for an independent listing in Hong Kong, which is expected to enhance its market presence [1] - The "Chinese AI Six Little Dragons," including Zhiyuan AI and MiniMax, have initiated their Hong Kong IPOs, marking a significant step for domestic AI companies in accessing capital markets [1] - The semiconductor market is projected to reach a record high of $760.7 billion in 2026, driven by AI advancements, with a 9% growth expected from 2025 [2] - Domestic wafer fabs are experiencing a recovery in capacity utilization, supported by AI-driven demand for high-end storage solutions [2] - The demand for HBM and advanced storage is driving technological advancements in 3D NAND stacking and DRAM, leading to increased usage and value of etching and thin-film deposition equipment [2] Group 2 - As of December 31, 2025, the top ten weighted stocks in the digital economy theme index accounted for 52.63% of the index, with notable companies including Dongfang Fortune and Cambricon [3] - The digital economy ETF closely tracks the digital economy theme index, selecting companies with high digital infrastructure and application levels [2]

展望后市，国金证券指出，北美四大云厂AI基建投资将达历史新高，带动存储持续供不应求、价格攀 升，台积电2nm制程受益于AI需求订单激增。建议关注CES科技展AI相关新品动态，AI硬件产业链业绩 有望持续高增长，重点看好AI-PCB、核心算力硬件、设备及苹果产业链。 相关ETF：科创50ETF(588000)。 1月5日，A股三大指数高开，科创50指数盘初涨幅扩大至2%。科创50ETF(588000)早盘高开，最大涨幅 达2.26%。盘面上，存储板块盘初拉升，佰维存储上涨8.76%，中微电子上涨7.73%，西部超导上涨 7.27%，拓荆科技、柏楚电子等涨超5%；截至发文，科创50ETF(588000)成交额达9.83亿元。 科创50ETF(588000)追踪科创50指数，指数持仓电子行业69.39%，计算机行业4.88%，合计74.27%，与 当前人工智能、机器人等前沿产业的发展方向高度契合。同时涉及医疗器械、软件开发、光伏设备等多 个细分领域，硬科技含量高，看好中国硬科技长期发展前景的投资者建议持续关注。 消息面上，1月1日，DeepSeek发布了新论文，提出了名为mHC(流形约束超连接)的新架构，可提升算力 ...