中金公司指出，从SoC公司半年报预告中可以发现行业需求高景气，老应用出货量快速增长，新应用开 始萌芽，龙头公司不断迭代新产品、拓展产品能力圈，利润受益于经营杠杆作用，净利率大多呈现上升 趋势。看好SoC芯片持续受益于端侧AI硬件新一轮创新周期，建议关注模型端、应用端催化。 科创芯片ETF南方(588890)紧密跟踪上证科创板芯片指数，上证科创板芯片指数从科创板上市公司中选 取业务涉及半导体材料和设备、芯片设计、芯片制造、芯片封装和测试相关的证券作为指数样本，以反 映科创板代表性芯片产业上市公司证券的整体表现。指数前十大权重股分别为中芯国际、海光信息、寒 武纪、澜起科技、中微公司、芯原股份、恒玄科技、沪硅产业、思特威、华润微。 2025年7月29日，科创芯片ETF南方(588890)盘中震荡走强，早盘一度涨近2%截至午间收盘，该基金换 手5.5%，成交3232.41万元。跟踪指数上证科创板芯片指数(000685)强势上涨1.57%，成分股东芯股份 (688110)上涨20.01%，复旦微电(688385)上涨9.26%，纳芯微(688052)上涨7.92%，源杰科技(688498)，乐 鑫科技(688018)等 ...

Group 1 - The seminar on "AI New Era, Energy Efficiency Drives the Future" highlighted the rapid evolution of AI data center (AIDC) power solutions towards high power and high density architectures, with key technical challenges such as power system design needing urgent attention [1] - Shanghai Xinwei Technology Group's acquisition of Chongqing Wanguo Semiconductor Technology Co., Ltd. is a significant step in the company's strategy to enter the AIDC power device sector, with an estimated investment of around 10 billion RMB expected to be completed by the end of 2025 [1][3] - The transition from kilowatt-level to megawatt-level power density cabinets and the exponential increase in computing power demand for large model training were discussed, emphasizing the need for advancements in power system design and efficient cooling solutions [2] Group 2 - The global HVDC market is projected to grow from 1 billion USD to 15.7 billion USD from 2024 to 2029, with a compound annual growth rate of 73%, indicating a strong demand for high voltage direct current solutions [2] - Xinwei Group's acquisition of approximately 39% of Chongqing Wanguo's shares makes it the controlling shareholder, with plans for further capital increases as part of its strategic investment [3] - Chongqing Wanguo has developed proprietary technology and has a strong domestic and international customer base, which will be enhanced under Xinwei Group's control through capacity expansion and technology upgrades [4]

以下是报告内容精选： 市场规模与趋势 根据机构数据显示，全球半导体硅片市场2024年销售额约115亿美元，出货面积12,266百万平方英寸，同比下降 2.7%，创近年新低，其300mm硅片出货面积 微涨2%，200mm及以下尺寸下滑明显，100-150mm跌幅达20%，主要因工业半导体需求疲软、成熟制程库存调整及消费电子复苏滞后。国内方面，2024 年 半导体硅片市场规模约150亿元，300mm硅片国内产能释放显著，上海新昇等企业 300mm硅片出货量同比增长超70%，推动国内大尺寸硅片市场占比提升至 50%以上，但国产化率仍较低，约15%-20%，300mm硅片国产化率约10%。 7月3日—5日，2025第九届集微半导体大会在上海张江科学会堂隆重举办。峰会期间，爱集微发布了22份细分行业深度研究报告，包括晶圆代工、封装测 试、前道设备、后道设备、硅片、电子化学品、高端通用计算芯片等覆盖设备材料、设计、制造、封测全产业链。报告基于海量数据与量化分析，旨在为投 资机构、企业及政策制定者提供精准的决策参考。 其中，《2025中国硅片上市公司研究报告》聚焦全球半导体硅片行业发展态势及中国上市公司企业表现，系统呈现了 ...

Group 1: ETF Performance - The Sci-Tech Chip ETF has a turnover rate of 1.3% and a transaction volume of 410 million yuan [3] - As of July 21, the ETF's latest scale reached 31.565 billion yuan, marking a six-month high and ranking first among comparable funds [3] - The ETF's latest share count is 20.644 billion shares, also a six-month high and leading among comparable funds [3] - Over the past 10 days, the ETF has seen continuous net inflows, with a maximum single-day net inflow of 761 million yuan, totaling 3.097 billion yuan [3] - The leveraged funds are actively investing, with a net financing amount of 23.377 million yuan this month and a latest financing balance of 1.855 billion yuan [3] - The ETF's net value has increased by 28.75% over the past two years, ranking 271 out of 2237 index equity funds, placing it in the top 12.11% [3] - Since its inception, the ETF's highest monthly return was 25.18%, with the longest consecutive monthly gains being 4 months and a maximum increase of 36.01% [3] Group 2: Semiconductor Industry Insights - Meta's founder Mark Zuckerberg announced plans for Meta to become the first to invest in a 1GW computing power supercluster laboratory, with expansion plans to 5GW in the coming years [4] - NVIDIA's CEO Jensen Huang announced two significant developments during his visit to China: approval for H20 chip sales to China and the launch of a custom RTX PRO GPU for the Chinese market [4] - Tianfeng Securities projects optimistic growth for the global semiconductor industry through 2025, driven by AI and ongoing domestic substitution efforts [4] - The second quarter showed strong performance forecasts across various semiconductor segments, with expectations for a robust third quarter [4] - The top ten weighted stocks in the Sci-Tech Chip Index as of June 30, 2025, include SMIC, Haiguang Information, and Cambricon, collectively accounting for 57.76% of the index [4]

六年前的7月22日，随着上交所交易大厅一声锣响，科创板正式开市交易，设立科创板并试点注册制这一资本市场重要改革任务正式落地。 六年来，科创板始终坚守"硬科技"定位，充分发挥改革"试验田"功能，在探索中蹚出了一条从无到有、由小及强的跨越式发展之路。截至7月21日，科创板上市公司 达589家，总市值超7万亿元，浇灌滋养着集成电路、生物医药、新能源等领域的一批批硬科技新苗茁壮成长。 站在科创板开市六周年的新起点，"1+6"改革措施正在加速落地见效。随着改革效能持续释放，示范效应不断凸显，科创板将进一步成为资本市场培育新质生产力 的"主阵地"。 制度沃土：硬科技企业加速成长 7月18日，证监会官网信息显示，宇树科技启动A股IPO辅导。据业内人士透露，科创板大概率成为宇树科技上市首选。 这不是个案。仅7月18日一天，两家拟采用科创板第五套标准上市的企业同时传出消息：禾元生物IPO注册生效，北芯生命IPO申请过会。同日，未来材料、恒坤新 材和节卡股份三家企业也更新科创板IPO进展。在今年上半年上交所受理的IPO中，拟在科创板上市的企业占比逾七成。 作为资本市场服务"硬科技"的核心阵地，科创板自诞生之日起即锚定"硬科技"定 ...

证券代码：688126 证券简称：沪硅产业 公告编号：2025-044 上海硅产业集团股份有限公司 关于董事、高级管理人员增持公司股份进展的公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、误导 性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 增持主体名称 1 邱慈云 控股股东、实控人 ?是 ?否 控股股东、实控人的一致行动人 ?是 ?否 增持主体身份 直接持股 5%以上股东 ?是 ?否 董事、监事和高级管理人员 ?是 ?否 ?其他：__________ 增持前持股数量 2,523,683 股 增持前持股比例 （占总股本） 增持主体名称 2 李炜 控股股东、实控人 ?是 ?否 控股股东、实控人的一致行动人 ?是 ?否 增持主体身份 直接持股 5%以上股东 ?是 ?否 董事、监事和高级管理人员 ?是 ?否 ?其他：__________ 增持前持股数量 1,368,000 股 增持前持股比例 （占总股本） 增持主体名称 3 陈泰祥 控股股东、实控人 ?是 ?否 控股股东、实控人的一致行动人 ?是 ?否 增持主体身份 直接持股 5%以上股东 ?是 ?否 董 ...

证券代码：688126 证券简称：沪硅产业 公告编号：2025-044 上海硅产业集团股份有限公司 关于董事、高级管理人员增持公司股份进展的公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、误导 性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 一、增持主体的基本情况 已披露增持计划情况：基于对公司未来持续稳定发展的信心以及对公司股票 长期投资价值的认可，上海硅产业集团股份有限公司（以下简称"公司"） 董事/总裁邱慈云先生、常务副总裁李炜先生、执行副总裁陈泰祥先生、财务 副总裁/财务负责人黄燕女士和董事会秘书方娜女士计划自2025年1月21日起 12个月内，使用其自有资金或自筹资金，通过上海证券交易所交易系统允许 的方式（包括但不限于集中竞价和大宗交易等）增持公司股份，本次合计拟 增持金额不低于人民币600万元且不超过人民币1,200万元。本次增持计划的 具 体 内 容 详 见 公 司 2025 年 1 月 21 日 披 露 于 上 海 证 券 交 易 所 网 站 （www.sse.com.cn）及指定信息披露媒体上的《上海硅产业集团股份有限公 司关于 ...

Group 1: ETF Performance - The Sci-Tech Chip ETF has a turnover rate of 3.1% during trading, with a transaction volume of 9.55 billion yuan [3] - As of July 15, the Sci-Tech Chip ETF's latest scale reached 30.492 billion yuan, marking a six-month high and ranking first among comparable funds [3] - The ETF's latest share count reached 20.104 billion shares, also a six-month high, ranking first among comparable funds [3] - Over the past six days, the ETF has seen continuous net inflows, with a maximum single-day net inflow of 761 million yuan, totaling 2.273 billion yuan [3] - The leveraged funds continue to invest, with a net financing amount of 30.2579 million yuan this month and a latest financing balance of 1.844 billion yuan [3] - The ETF's net value has increased by 57.25% over the past year, ranking first among comparable funds, and it is in the top 5.33% of index stock funds [3] - Since its inception, the ETF's highest monthly return was 25.18%, with the longest consecutive monthly gains being four months and a maximum increase of 36.01% [3] Group 2: Semiconductor Industry Outlook - Tianfeng Securities predicts a continued optimistic growth trajectory for the global semiconductor industry in 2025, driven by AI and downstream growth [4] - Policy support is expected to enhance the domestic semiconductor industry chain through horizontal category expansion and vertical technological complementarity, accelerating industry concentration and competitiveness [4] - The top ten weighted stocks in the Sci-Tech Board Chip Index as of June 30, 2025, include SMIC, Haiguang Information, Cambricon, and others, collectively accounting for 57.76% of the index [4] Group 3: Stock Performance - The top ten stocks in the Sci-Tech Chip Index show varying performance, with SMIC at -0.11% and Cambricon at +6.24%, indicating a diverse range of stock movements [6] - Investors without stock accounts can access investment opportunities in domestic chips through the Sci-Tech Chip ETF linked fund (017470) [6]

Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board Chip Index decreased by 0.53% as of July 9, 2025, with mixed performance among constituent stocks [1] - The leading stocks included Weichuangxin up by 4.06%, Chip Source Micro up by 2.17%, and Naxin Micro up by 1.01%, while Anji Technology led the decline [1] - The Sci-Tech Chip ETF (588200) underwent a downward adjustment [1] Group 2 - The Sci-Tech Chip ETF had a turnover rate of 1.4% and a transaction volume of 396 million yuan during the trading session [3] - Over the past year, the average daily transaction volume of the Sci-Tech Chip ETF was 2.337 billion yuan, ranking first among comparable funds [3] - The latest scale of the Sci-Tech Chip ETF reached 28.432 billion yuan, marking a six-month high and also ranking first among comparable funds [3] - The ETF saw a net inflow of 100 million yuan recently, with a total of 455 million yuan net inflow over the last five trading days [3] - The latest financing buy-in amount for the ETF was 94.48 million yuan, with a financing balance of 1.49 billion yuan [3] - The net value of the Sci-Tech Chip ETF increased by 66.77% over the past year, ranking first among comparable funds [3] Group 3 - As of July 7, 2025, 49 listed companies had disclosed mid-year performance forecasts, with 37 companies expecting profit increases [4] - Semiconductor companies on the Sci-Tech Board, such as Tai Ling Micro and Chip Motion Technology, forecast significant profit growth for the first half of 2025 [4] - According to SEMI data, global semiconductor wafer manufacturers are accelerating capacity expansion to meet the rising demand from generative AI applications, with a projected 7% CAGR increase in 300mm capacity from 2024 to 2028 [4] - The Shanghai Stock Exchange has accepted IPO applications from domestic GPU companies, indicating a supportive environment for the AI semiconductor industry [4] Group 4 - The top ten weighted stocks in the Sci-Tech Chip Index as of June 30, 2025, included SMIC, Haiguang Information, and Cambrian, collectively accounting for 57.76% of the index [4] - The performance of individual stocks within the top ten showed slight declines, with SMIC down by 0.51% and Haiguang Information down by 0.31% [6] - Investors without stock accounts can access domestic chip investment opportunities through the Sci-Tech Chip ETF linked fund (017470) [6]

Core Viewpoint - The semiconductor materials ETF is showing strong performance, with significant increases in both price and trading volume, indicating a positive market sentiment towards the semiconductor materials and equipment sector [3][4]. Group 1: ETF Performance - As of July 8, 2025, the semiconductor materials ETF (562590) rose by 1.27%, with a latest price of 1.11 yuan [3]. - Over the past two weeks, the ETF has accumulated a rise of 1.85%, ranking 2nd out of 5 comparable funds [3]. - The ETF's trading volume was active, with a turnover rate of 16.45% and a transaction value of 54.74 million yuan [3]. - The average daily trading volume over the past year was 17.32 million yuan, ranking 2nd among comparable funds [3]. Group 2: Scale and Share Growth - In the past week, the ETF's scale increased by 4.11 million yuan, placing it 1st out of 5 comparable funds in terms of scale growth [3]. - The ETF's share count grew by 8 million shares in the past week, also ranking 1st among comparable funds [3]. Group 3: Tracking Accuracy - As of July 7, 2025, the ETF's tracking error over the past two months was 0.015%, the highest accuracy among comparable funds [3]. Group 4: Index Composition - The CSI Semiconductor Materials and Equipment Theme Index (931743) includes 40 listed companies involved in semiconductor materials and equipment, reflecting the overall performance of this sector [4]. - The top ten weighted stocks in the index account for 62.78% of the total index weight, with notable companies including Northern Huachuang (002371) and Zhongwei Company (688012) [4][6].