来源：新浪基金∞工作室 半导体设备ETF华夏（562590）业绩比较基准为中证半导体材料设备主题指数收益率，管理人为华夏基 金管理有限公司，基金经理为单宽之，成立（2023-10-09）以来回报为88.71%，近一个月回报为 10.29%。 2月6日，截止午间收盘，半导体设备ETF华夏（562590）涨0.37%，报1.899元，成交额8383.11万元。半 导体设备ETF华夏（562590）重仓股方面，北方华创截止午盘涨1.31%，中微公司跌0.26%，拓荆科技涨 1.13%，长川科技跌0.42%，沪硅产业涨1.11%，华海清科涨0.52%，中科飞测涨1.50%，南大光电涨 0.72%，安集科技涨1.04%，芯源微涨0.01%。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 ...

（编辑 楚丽君） 证券日报网讯 2月3日，南大光电在互动平台回答投资者提问时表示，公司紧跟国家发展战略，专注先 进前驱体（包含MO源）、电子特气和光刻胶等三大核心电子材料的研发、生产和销售，产品广泛应用 于集成电路、平板显示、LED、第三代半导体、光伏和半导体激光器的生产制造。 ...

证券日报网讯1月30日，南大光电（300346）在互动平台回答投资者提问时表示，公司按照《深圳证券 交易所创业板股票上市规则》等法律法规的规定履行信息披露义务。 ...

Core Viewpoint - The article discusses the rapid growth and investment opportunities in the advanced packaging materials sector, highlighting the potential for domestic companies to replace foreign imports in critical areas of technology [7][8]. Market Overview - The global market for advanced packaging materials is projected to reach $2.032 billion by 2028, with the Chinese market expected to grow to 9.67 billion yuan by 2025 [8]. - Specific materials such as PSPI and Al-X photoresist are highlighted, with PSPI's market size in China estimated at 7.12 billion yuan in 2023 [8]. Investment Opportunities - The article identifies 14 key advanced packaging materials that are critical for the semiconductor industry, emphasizing the potential for domestic companies to capture market share from established foreign players [7][8]. - Companies like 鼎龙股份, 国风新材, and 三月科 are mentioned as potential leaders in the domestic market for advanced packaging materials [8]. Growth Projections - The market for conductive adhesives is expected to reach 3 billion yuan by 2026, while the chip bonding materials market is projected to grow from approximately $4.85 billion in 2023 to $6.84 billion by 2029 [8]. - The epoxy encapsulation materials market is anticipated to grow to $9.9 billion by 2027, indicating strong demand in the sector [8]. Competitive Landscape - The article outlines the competitive landscape, noting that foreign companies like Fujifilm, Toray, and Dow are currently dominant in various segments, but domestic firms are rapidly advancing [8]. - The need for innovation and investment in R&D is emphasized for domestic companies to compete effectively against established international players [8].

Group 1 - The core viewpoint of the news highlights a strong performance of the semiconductor materials and equipment sector, with the CSI Semiconductor Materials and Equipment Theme Index rising by 2.43% as of January 27, 2026 [1] - Notable individual stocks within the index include Chipone Technology, which increased by 10.90%, and other companies like Shengen Co. and Jinhai Tong, which saw gains of 10.53% and 10.00% respectively [1] - The E Fund Semiconductor Equipment ETF (159558) also experienced a rise of 2.06%, with a latest price of 2.23 yuan, and a cumulative increase of 2.20% over the past two weeks [1] Group 2 - In terms of liquidity, the E Fund Semiconductor Equipment ETF recorded a turnover rate of 6.35% and a trading volume of 294 million yuan, with an average daily trading volume of 320 million yuan over the past week, ranking it among the top two in comparable funds [1] - The ETF's scale grew significantly, with an increase of 1.825 billion yuan over the past two weeks, placing it second among comparable funds [1] - The latest share count for the E Fund Semiconductor Equipment ETF reached 2.091 billion shares, marking a one-year high and ranking it second among comparable funds [1] Group 3 - Over the past 20 days, the E Fund Semiconductor Equipment ETF has seen continuous net inflows, with a peak single-day net inflow of 621 million yuan, totaling 2.758 billion yuan in net inflows and an average daily net inflow of 138 million yuan [1] - The CSI Semiconductor Materials and Equipment Theme Index tracks 40 listed companies involved in semiconductor materials and equipment, reflecting the overall performance of these securities [1] - As of December 31, 2025, the top ten weighted stocks in the index accounted for 65.08% of the total, including companies like North Huachuang and Zhongwei Company [2]

2026年1月27日早盘，半导体板块反转拉升，截至 11:08，中证半导体材料设备主题指数(931743)强势上 涨2.39%，成分股芯源微上涨14.04%，金海通、康强电子10cm涨停，立昂微，富创精密等个股跟涨。半 导体设备ETF万家(159327)上涨2.03%。 规模方面，截至2026年1月26日，半导体设备ETF万家最新规模达11.87亿元。份额方面，半导体设备 ETF万家最新份额达5.36亿份，创成立以来新高。从资金净流入方面来看，半导体设备ETF万家近15天 获得连续资金净流入，最高单日获得8118.12万元净流入，合计"吸金"5.10亿元。 消息面方面，美光科技在新加坡的NAND芯片工厂投资计划表明全球半导体制造正在持续扩张。这项高 达240亿美元的投资项目将显著提升半导体设备需求，特别是在晶圆制造和相关配套设施方面。随着 2028年下半年投产计划的推进，半导体设备供应商将迎来重要的业务增长机会。 国家统计局数据显示，2025年电子行业利润实现19.5%的两位数增长，这直接反映了半导体设备行业的 景气度。作为装备制造业的重要组成部分，电子行业的快速增长将带动对半导体制造设备的需求，特别 是高端 ...

格隆汇1月26日丨南大光电(300346.SZ)在投资者互动平台表示，公司现有ArF光刻胶产能50吨/年，目前 未实施扩产。 ...

Summary of Conference Call on the Electronic Industry and Photoresist Market Industry Overview - The conference focused on the electronic industry dynamics and updates on the photoresist sector, highlighting the current market's vibrancy and key areas of investor interest, including commercial aviation and domestic computing power [1][2]. Key Points and Arguments Domestic Computing Power and Replacement - The domestic computing power sector is gaining attention, particularly regarding major cloud service providers like ByteDance and Alibaba, and their bidding activities [1]. - The domestic replacement trend is significant, especially with upcoming IPOs of major storage manufacturers, raising questions about potential investment opportunities [1][2]. Photoresist Market Dynamics - The photoresist market is categorized into semiconductor-grade and display-grade, with the domestic market size estimated at around 10 billion RMB, with semiconductor-grade photoresists accounting for 70-80% of this market [6][7]. - The market is dominated by Japanese and Korean manufacturers, holding approximately 88% of the global market share, while domestic production is gradually increasing, with a current localization rate of 30-40% [8][9]. Supply Chain and Challenges - The supply chain for photoresists faces challenges, particularly in raw materials and production equipment, which are heavily reliant on imports [15][16]. - Key raw materials include solvents (50-90% of the composition) and resins (10-40%), with domestic production still lagging behind in quality compared to imports [15][16]. Impact of Japan's Export Controls - The recent escalation in technology competition between China and Japan has created investment opportunities in materials, components, and equipment [5]. - Concerns about potential supply disruptions due to Japan's export controls are noted, but it is believed that the impact will not be as severe as anticipated, given existing inventories and the willingness of some suppliers to maintain business relationships [14]. Company-Specific Insights Major Domestic Players - **HuaMao Technology**: Achieved 80-90% production capacity for I-line and G-line photoresists, with revenues exceeding 100 million RMB [17][18]. - **Tongcheng**: Expected to generate 300 million RMB in revenue in 2024, with a 30% growth forecast for 2025, focusing on mid-to-low-end photoresists [19]. - **Nanda**: One of the earliest companies in China to engage in photoresist R&D, currently developing its own resin capabilities [19]. - **Shanghai Xinyang**: Produces I-line, KRF, and ARF photoresists, with a focus on resin synthesis [20]. Additional Important Content - The conference highlighted the potential for accelerated domestic validation and replacement of photoresists due to the current geopolitical climate, with a shift in focus towards local production capabilities [12][13]. - The verification cycle for new photoresist products is expected to shorten from 3-5 years to approximately one year due to increased demand for supply chain security [13]. This summary encapsulates the key discussions and insights from the conference call, providing a comprehensive overview of the electronic industry and the photoresist market dynamics.

Investment Rating - The industry rating is "Strongly Outperform the Market," indicating that the overall return of the industry is expected to exceed the market benchmark index by more than 5% in the next 6 months [44]. Core Insights - The Wind New Materials Index closed at 6029.22 points, reflecting a week-on-week increase of 4.32%. The semiconductor materials index rose by 0.14%, while the organic silicon materials index increased by 4.15% [3][10]. - DRAM prices have surged by over 10% due to AI demand, with predictions of a 55-60% increase in contract prices for the first quarter. This trend is driven by strong contract price increases and the growing need for advanced memory products for AI servers [4][25][26]. - Newhan New Materials announced a cash acquisition of 51% of Hai Rui Te Engineering Plastics Co., Ltd. for 12.8826 million yuan, enhancing its position in the PEEK resin market [4][29]. Market Overview - The semiconductor materials sector is experiencing rapid domestic production acceleration, with significant expansion in downstream wafer factories. Companies like Tongcheng New Materials are making strides in import substitution [4][25]. - The demand for high-performance materials is expected to grow as domestic manufacturing upgrades continue, positioning the new materials industry for rapid development [4][25]. - The photovoltaic and wind power sectors are thriving under the carbon neutrality initiative, with recommendations to focus on upstream raw material companies like Hosheng Silicon Industry and Lianhong New Technology [4][25].

Group 1 - The core point of the article is that Nanda Optoelectronics has disclosed its shareholder count, which is projected to reach 120,549 by December 31, 2025 [2]