经济观察网2026年2月9日，证券时报网报道国家大基金三期加速布局半导体设备领域，其中拓荆科技子 公司拓荆键科(海宁)半导体设备有限公司获大基金三期投资，注册资本增至1511.42万元，显示政策对国 产半导体设备支持力度加强。该事件可能对公司长期业务拓展产生积极影响。 股票近期走势 近7天(2026年2月6日至12日)，拓荆科技股价呈现下跌趋势，区间累计跌幅达3.88%，振幅为6.88%。2月 12日最新收盘价为316.89元，单日下跌1.63%，成交额16.94亿元；资金流向方面，主力资金当日净流出 1.61亿元，近5日主力资金持续净流出，反映短期市场情绪偏谨慎。同期半导体板块上涨2.43%，公司股 价表现弱于行业整体。 根据2025年三季报(截至9月30日)，拓荆科技实现营业收入42.20亿元，同比增长85.27%；归母净利润 5.57亿元，同比增长105.14%，毛利率维持在33.28%。高增长主要受益于半导体设备国产替代需求，但 需关注资产负债率67.72%高于行业平均的财务风险。 机构观点 2026年2月10日，明哥价值分析发布深度报告指出，拓荆科技作为国内薄膜沉积设备龙头，技术稀缺性 突出，受益于 ...

Group 1 - The semiconductor equipment ETF Huaxia (562590) closed at 1.897 yuan, down 0.11% with a trading volume of 71.3672 million yuan [1] - Major holdings in the ETF include North Huachuang down 0.59%, Zhongwei Company down 1.63%, and Tuo Jing Technology down 1.83%, while Changchuan Technology rose 0.22% and Hu Silicon Industry fell 0.19% [1] - The ETF's performance benchmark is the CSI Semiconductor Materials and Equipment Theme Index return, managed by Huaxia Fund Management Co., Ltd., with a return of 89.93% since its establishment on October 9, 2023, and a return of 0.38% over the past month [1]

Group 1 - The core viewpoint of the article highlights the performance of the Chip ETF Huatai Fu (516920), which opened with a slight increase of 0.27% at 1.132 yuan [1] - The major holdings of the Chip ETF include companies such as Cambricon, which rose by 0.10%, SMIC by 0.47%, and Haiguang Information by 1.96% [1] - The ETF's performance benchmark is the CSI Chip Industry Index return, managed by Huatai Fu Fund Management Co., Ltd., with a return of 12.94% since its inception on July 27, 2021, and a recent one-month return of -0.72% [1]

Group 1 - The core point of the article highlights the performance of the Chip ETF (159995), which opened with a gain of 0.68% at 1.913 yuan on February 12 [1] - The major holdings of the Chip ETF include companies such as SMIC, Haiguang Information, and Cambrian, with respective opening gains of 0.47%, 1.96%, and 0.10% [1] - The performance benchmark for the Chip ETF is the National Securities Semiconductor Chip Index return, managed by Huaxia Fund Management Co., with a return of 89.97% since its inception on January 20, 2020, and a near-term return of -0.05% over the past month [1]

Group 1 - The semiconductor ETF (159813) opened with a gain of 0.57%, priced at 1.225 yuan [1] - Key holdings in the semiconductor ETF include: - SMIC up 0.47% - Haiguang Information up 1.96% - Cambrian up 0.10% - North Huachuang up 0.53% - Zhaoyi Innovation up 2.08% - Zhongwei Company up 0.62% - Lanke Technology up 1.05% - OmniVision up 0.03% - Tuojing Technology up 0.89% - Changdian Technology up 0.67% [1] - The performance benchmark for the semiconductor ETF is the National Securities Semiconductor Chip Index return, managed by Penghua Fund Management Co., Ltd. [1] Group 2 - Since its establishment on April 17, 2020, the semiconductor ETF has achieved a return of 82.59% [1] - The ETF has experienced a slight decline of 0.02% over the past month [1]

Group 1 - The semiconductor leading ETF, 工银 (159665), opened down 1.00% at 1.980 yuan [1] - Major holdings in the ETF include 中芯国际 down 1.89%, 海光信息 down 1.54%, and several others with varying declines, while 拓荆科技 saw a slight increase of 0.02% [1] - The ETF's performance benchmark is the 国证半导体芯片指数, managed by 工银瑞信基金管理有限公司, with a return of 100.14% since its inception on December 22, 2022, and a 1.67% return over the past month [1]

Group 1 - The core viewpoint of the article highlights the performance of the Chip ETF (159995), which opened down by 0.88% at 1.910 yuan on February 11 [1] - Major holdings in the Chip ETF include companies such as SMIC, which fell by 1.89%, Haiguang Information down by 1.54%, and Cambrian down by 1.09% [1] - The ETF's performance benchmark is the National Securities Semiconductor Chip Index return rate, managed by Huaxia Fund Management Co., with a return of 92.76% since its inception on January 20, 2020, and a 1.42% return over the past month [1]

Group 1 - The core viewpoint of the article highlights the performance of the Chip ETF Huatai Fu (516920), which opened down by 0.96% at 1.132 yuan on February 11 [1] - The major holdings of the Chip ETF experienced declines, with notable drops including Cambricon down 1.09%, SMIC down 1.89%, and GigaDevice down 1.69% [1] - The performance benchmark for the Chip ETF is the CSI Chip Industry Index return, with a total return of 14.40% since its establishment on July 27, 2021, and a one-month return of 0.56% [1]

Group 1 - The core point of the article highlights the performance of the Chip ETF Dongcai (159599), which opened with a slight decline of 0.35% at 2.269 yuan [1] - The major holdings of the Chip ETF Dongcai include companies such as Cambrian, SMIC, and Haiguang Information, all of which experienced declines in their stock prices, with SMIC down by 1.89% and Cambrian down by 1.09% [1] - The performance benchmark for the Chip ETF Dongcai is the CSI Chip Industry Index return, managed by Dongcai Fund Management Co., with a return of 127.89% since its establishment on April 19, 2024, and a monthly return of 0.62% [1]

Group 1 - The semiconductor ETF Southern (159325) opened down 0.30% at 1.641 yuan [1] - Major holdings in the semiconductor ETF showed mixed performance, with notable declines in stocks such as Cambrian (-1.09%), SMIC (-1.89%), and GigaDevice (-1.69%), while Tuojing Technology saw a slight increase of 0.02% [1] - The performance benchmark for the semiconductor ETF is the CSI Semiconductor Industry Select Index return, managed by Southern Fund Management Co., Ltd. [1] Group 2 - Since its establishment on October 31, 2024, the fund has achieved a return of 64.93%, but has experienced a decline of 0.24% over the past month [1]