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]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002371 证券简称：北方华创 公告编号：2026-007 北方华创科技集团股份有限公司 关于归还部分暂时补充流动资金的 闲置募集资金的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或者重大 遗漏。 证券代码：002371 证券简称：北方华创 公告编号：2026-006 北方华创科技集团股份有限公司 一、募集资金临时补充流动资金情况 北方华创科技集团股份有限公司（以下简称"公司"）于2025年10月30日召开第八届董事会第二十八次会 议及第八届监事会第十七次会议，审议通过了《关于全资子公司使用部分闲置募集资金暂时补充流动资 金的议案》，同意公司全资子公司北京北方华创微电子装备有限公司（以下简称"北方华创微电子"）使 用闲置募集资金不超过125,000.00万元暂时补充流动资金，使用期限为自董事会审议通过之日起不超过 12个月。具体内容详见公司于2025年10月31日披露的《北方华创科技集团股份有限公司关于全资子公司 使用部分闲置募集资金暂时补充流动资金的公告》（公告编号：2025-063）。 在上述授权额度 ...

Core Insights - The global etching machine market is experiencing growth, with a market size of approximately $14.82 billion in 2023, representing a year-on-year increase of 5.93%. The market is projected to reach $15.65 billion in 2024 and $16.48 billion in 2025 [3][23][20]. Etching Machine Industry Definition and Classification - Etching machines are essential tools in semiconductor manufacturing, utilizing chemical reactants and physical energy to remove material from surfaces to create fine structures. They are primarily classified into wet etching machines and dry etching machines, with wet etching further divided into chemical and electrochemical etching, and dry etching into ion milling, plasma etching, and reactive ion etching [20][23]. Current Development Status of the Etching Machine Industry - The etching machine industry is crucial for manufacturing semiconductor devices, photovoltaic cells, and micro-mechanical systems. The market has shown a consistent upward trend in recent years, with significant growth expected in the coming years [3][23]. Etching Machine Industry Supply Chain - The supply chain for the etching machine industry consists of upstream components such as pre-vacuum chambers, etching chambers, gas supply systems, and vacuum systems. The midstream involves the manufacturing and system integration of etching machines, while the downstream applications include micro-electromechanical systems (MEMS), advanced packaging, and nanotechnology in semiconductor, optical, and electronic industries [5][25]. Development Environment and Relevant Policies - The etching machine industry is supported by various government policies aimed at enhancing the semiconductor manufacturing sector. Recent policies include initiatives to promote the development of high-end semiconductor manufacturing materials and equipment, as well as plans to strengthen the domestic semiconductor supply chain [7][27]. Industry Barriers - The etching machine industry has high entry barriers, primarily due to technological complexity, significant capital requirements, and the need for customer recognition. These barriers make it challenging for new entrants to compete effectively [11][31]. Competitive Landscape of the Etching Machine Industry - The etching machine market is characterized by high concentration and intense competition. Major global players include Lam Research, TEL, and AMAT, which dominate the market with advanced technologies and extensive product lines. Domestic companies such as Northern Huachuang, Zhongwei Company, and Yitang Semiconductor are emerging as leaders in the industry, leveraging their R&D capabilities [11][31][34].

证券代码：002371 证券简称：北方华创 公告编号：2026-006 北方华创科技集团股份有限公司 关于实际控制人协议转让股份完成过户登记 暨股份变动比例触及1%整数倍的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或者重大遗漏。 一、协议转让基本情况 2025 年 12 月 15 日，北方华创科技集团股份有限公司（以下简称"公司"） 实际控制人北京电子控股有限责任公司（以下简称"北京电控"）与国新投资有 限公司（以下简称"国新投资"）签署了《北京电子控股有限责任公司与国新投 资有限公司关于北方华创科技集团股份有限公司之股份转让协议》，北京电控拟 通过非公开协议转让方式向国新投资转让持有的公司 14,481,773 股无限售流通 普通股股份，占公司总股本的 2.00%，每股转让价格为人民币 426.39 元，股份转 让总价款为 6,174,883,189.47 元（以下简称"本次协议转让"）。国新投资是国务 院国资委监管的中央企业——中国国新控股有限责任公司开展国有资本运营的 专业化、市场化股权运作平台，本次协议转让旨在加强北京电控与国新投资战略 合作，充分发挥双 ...

证券代码：002371 证券简称：北方华创 公告编号：2026-007 北方华创科技集团股份有限公司 关于归还部分暂时补充流动资金的闲置募集资金的公告 董事会 2026 年 2 月 12 日 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或者重大遗漏。 一、募集资金临时补充流动资金情况 北方华创科技集团股份有限公司（以下简称"公司"）于 2025 年 10 月 30 日召开第八届董事会第二十八次会议及第八届监事会第十七次会议，审议通过了 《关于全资子公司使用部分闲置募集资金暂时补充流动资金的议案》，同意公司 全资子公司北京北方华创微电子装备有限公司（以下简称"北方华创微电子"） 使用闲置募集资金不超过 125,000.00 万元暂时补充流动资金，使用期限为自董事 会审议通过之日起不超过 12 个月。具体内容详见公司于 2025 年 10 月 31 日披露 的《北方华创科技集团股份有限公司关于全资子公司使用部分闲置募集资金暂时 补充流动资金的公告》（公告编号：2025-063）。 在上述授权额度及期限内，根据募集资金使用安排，公司实际用于暂时补充 流动资金的募集资金共计 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]