Group 1 - The semiconductor equipment ETF (159327) has seen a 0.22% increase, with a trading volume exceeding 17 million, indicating active market participation [1] - The top ten weighted stocks within the ETF show mixed performance, with notable movements including a 1.21% drop in Zhongwei Company and a 2.22% decline in Chip Source Micro [1] - The ETF has experienced net inflows for ten consecutive days, accumulating over 390 million, and its latest fund size has reached 1.125 billion, surpassing the 1 billion threshold [1] Group 2 - China's GDP has reached a new milestone of 140 trillion yuan, with a year-on-year growth of 5% [4] - By 2025, the added value of the digital product manufacturing industry is expected to grow by 9.3%, while the information transmission, software, and IT services sector is projected to grow by 11.1% [4] - The rapid development of "AI+" has led to significant production increases in storage chips and servers, with growth rates of 22.8% and 12.6% respectively [4] Group 3 - The demand for memory bandwidth and capacity driven by AI training and inference is propelling the storage industry into a new growth cycle, with both volume and price increasing [5] - The semiconductor equipment ETF focuses on critical segments such as lithography, etching, thin film deposition, cleaning equipment, and silicon wafers, covering leading companies like North Huachuang and Zhongwei Company [5] - The capital expenditure cycle in the equipment sector is expected to continue until 2030, providing long-term investment value amid the expansion of AI servers, smart terminals, and storage chips [5] Group 4 - Investors can also access the semiconductor industry through linked funds (Class A 023828, Class C 023829) to benefit from the rising industry prosperity and the dividends of domestic chip production [6]

Group 1 - SMIC (688981) is the largest and most advanced wafer foundry in mainland China, mastering 14nm FinFET technology and maintaining the highest capacity in 28nm mature process domestically, providing foundry services for storage chips [1][40] - The company has received multiple rounds of funding from the National Integrated Circuit Industry Investment Fund, playing a key role in breaking overseas dependence in the domestic storage chip manufacturing sector [1][41] - SMIC also participates in setting multiple industry standards in the domestic semiconductor manufacturing field, consolidating its core voice in the industry chain [1][41] Group 2 - North Huachuang (002371) is a leading semiconductor equipment company in Beijing, providing a full range of equipment for storage chip manufacturing, including etching machines and cleaning machines [2][40] - The company has successfully entered the supply chains of domestic storage manufacturers like Yangtze Memory Technologies and Changxin Memory Technologies, breaking the monopoly of foreign manufacturers [2][41] - With the accelerated expansion of domestic storage chip capacity, North Huachuang's equipment orders continue to grow, and it is establishing new production bases in Tianjin and Yixing [2][41] Group 3 - Hua Hong Semiconductor (688347) focuses on specialty process wafer foundry and is a key player in the domestic storage chip sector, specializing in mature processes like 90nm and 55nm [3][40] - The company provides stable foundry services for domestic storage chip design companies and is expanding its specialty process production lines with support from the National Integrated Circuit Industry Investment Fund [3][41] - Hua Hong has also achieved IATF16949 certification for automotive-grade storage chip processes, enhancing its capabilities in the automotive sector [3][41] Group 4 - Zhongwei (688012) is a global leader in semiconductor etching equipment, with its 5nm etching equipment already in commercial application [4][40] - The company has entered the supply chains of major domestic storage manufacturers and has also penetrated the supply chains of international giants like TSMC and Micron [4][41] - Zhongwei's R&D team comprises over 70% of its workforce, and it holds more than a thousand patents, continuously increasing its market share in the etching equipment sector [4][41] Group 5 - Zhaoyi Innovation (603986) is a leading domestic NOR Flash company, ranking among the top three globally, and is one of the few domestic companies involved in DRAM chip design [5][40] - The company has achieved mass production of 19nm DRAM chips, filling a technology gap in the domestic market, and has established deep cooperation with Changxin Memory Technologies [5][41] - Zhaoyi Innovation has received support from the National Integrated Circuit Industry Investment Fund, focusing its R&D investments on high-end storage chips [5][41] Group 6 - Shengyi Technology (600183) is a leading domestic copper-clad laminate manufacturer, playing a crucial role in the localization of basic materials for the storage chip industry [6][40] - The company has entered the supply chains of major domestic storage packaging companies and provides raw materials to international giants like Samsung and SK Hynix [6][41] - Shengyi is expanding its production capacity in Shaanxi and Jiangsu, with its performance steadily growing alongside the increasing demand for domestic storage chips [6][41] Group 7 - Lanke Technology (688008) is a global leader in memory interface chips, with a market share exceeding 40% for DDR4/DDR5 memory interface chips [7][40] - The company has developed solutions for DDR5 memory interfaces in collaboration with Changxin Memory Technologies, promoting the commercialization of domestic storage modules [7][41] - Lanke's R&D investments focus on cutting-edge fields, extending its product layout into storage control chips [7][41] Group 8 - Shennan Circuits (002916) is a leading domestic printed circuit board manufacturer, focusing on high-end PCB and packaging substrate manufacturing [8][40] - The company has developed storage packaging substrates that meet high reliability and density requirements, entering the supply chains of major domestic storage manufacturers [8][41] - Shennan is also expanding its high-end packaging substrate production lines in Wuxi to further meet the needs of the storage industry [8][41] Group 9 - Jiangbolong (301308) is a leading domestic storage module company, focusing on promoting the application of domestic storage chips in various fields [9][40] - The company has established deep cooperation with domestic storage chip manufacturers and has launched products equipped with domestic storage chips [9][41] - Jiangbolong has acquired the global storage brand Lexar to leverage its overseas channels, increasing its international market presence [9][41] Group 10 - Xian Yicai-U (688783) is a key player in the domestic silicon wafer sector, focusing on the production of 12-inch polished wafers and epitaxial wafers [10][40] - The company has achieved mass production of 12-inch wafers, breaking the monopoly of foreign manufacturers [10][41] - Xian Yicai has received multiple rounds of investment from the National Integrated Circuit Industry Investment Fund, continuously releasing production capacity [10][41] Group 11 - Tuo Jing Technology (688072) is a leading domestic thin film deposition equipment manufacturer, with a market share exceeding 60% for PECVD equipment in domestic storage chip manufacturing [11][40] - The company has entered the supply chains of major domestic storage manufacturers and has also supplied equipment to overseas storage companies [11][41] - Tuo Jing's R&D investment exceeds 30%, continuously launching new equipment suitable for advanced 3D NAND processes [11][41] Group 12 - Shengmei Shanghai (688082) is a leading domestic semiconductor cleaning equipment manufacturer, developing advanced cleaning technologies for storage chip manufacturing [12][40] - The company has entered the supply chains of major domestic storage manufacturers and has also penetrated the supply chains of international giants [12][41] - Shengmei is building a new production base in Shanghai to further meet the equipment needs of storage chip manufacturers [12][41] Group 13 - Huarun Micro (688396) is a leading domestic power semiconductor company, providing packaging and testing services for storage chips [13][40] - The company has expanded its production lines for power semiconductors and storage packaging in Chongqing, enhancing its capabilities in the storage sector [13][41] - Huarun Micro's industrial-grade storage chips have achieved AEC-Q100 certification, enabling them to enter the automotive electronics market [13][41] Group 14 - Changchuan Technology (300604) is a leading domestic semiconductor testing equipment manufacturer, focusing on testing equipment for storage chips [14][40] - The company has entered the supply chains of major domestic storage manufacturers and has received investment from the National Integrated Circuit Industry Investment Fund [14][41] - Changchuan has acquired Singapore's STI company to enhance its competitiveness in the storage testing field [14][41] Group 15 - Changdian Technology (600584) is a global leader in semiconductor packaging and testing, providing high-end packaging services for domestic storage chip design companies [15][40] - The company has established R&D centers in Singapore and South Korea, taking on packaging orders from international giants [15][41] - Changdian has received support from the National Integrated Circuit Industry Investment Fund, continuously expanding its advanced packaging capacity [15][41]

融券方面，长川科技1月16日融券偿还200.00股，融券卖出7.28万股，按当日收盘价计算，卖出金额 1008.28万元；融券余量12.23万股，融券余额1694.12万元，超过近一年90%分位水平，处于高位。 1月16日，长川科技（维权）涨0.87%，成交额70.37亿元。两融数据显示，当日长川科技获融资买入额 9.15亿元，融资偿还8.84亿元，融资净买入3013.38万元。截至1月16日，长川科技融资融券余额合计 30.71亿元。 融资方面，长川科技当日融资买入9.15亿元。当前融资余额30.54亿元，占流通市值的3.48%，融资余额 超过近一年90%分位水平，处于高位。 截至11月10日，长川科技股东户数11.91万，较上期减少9.84%；人均流通股4108股，较上期增加 11.81%。2025年1月-9月，长川科技实现营业收入37.79亿元，同比增长49.05%；归母净利润8.65亿元， 同比增长142.14%。 分红方面，长川科技A股上市后累计派现3.05亿元。近三年，累计派现1.87亿元。 责任编辑：小浪快报 资料显示，杭州长川科技股份有限公司位于浙江省杭州市滨江区创智街500号，成立日期200 ...

Core Viewpoint - The semiconductor equipment sector is experiencing significant growth, driven by domestic substitution and self-sufficiency trends, particularly in light of recent U.S. tariffs on semiconductor imports [1][2]. Group 1: Market Performance - The semiconductor equipment ETF (561980) saw a 2.89% increase, with a trading volume exceeding 200 million yuan, and a net inflow of over 137 million yuan in the last five trading days [1]. - Key stocks such as Shanghai Xinyang and Sanjia Technology hit the daily limit, with Shanghai Xinyang rising over 13%, and other significant gains from companies like Zhongwei and Nanda Optoelectronics [1]. Group 2: Impact of Tariffs - The U.S. announced a 25% import tariff on certain semiconductor products starting January 15, 2026, which is expected to create a stronger "acceleration substitution" window for domestic semiconductor equipment [1]. - The direct impact of these tariffs on domestic semiconductor equipment is considered limited, but they may increase supply chain uncertainties [1]. Group 3: Industry Trends - The rise of domestic storage chip manufacturers is reshaping the global pricing cycle, reducing import dependency, and enhancing supply chain security [2]. - The storage chip segment accounts for approximately 30% of the integrated circuit market, indicating significant growth potential for upstream semiconductor equipment [2]. Group 4: Future Outlook - The global storage industry is entering a new upcycle driven by AI demand for high-performance storage products, with significant growth expected in etching and thin-film deposition equipment due to the shift towards 3D architectures [3]. - Domestic semiconductor equipment companies like North Huachuang and Zhongwei are anticipated to strengthen their market positions as demand increases [3]. Group 5: ETF Composition - The semiconductor equipment ETF focuses on the "selling shovels" segment of the chip industry, with over 90% of its composition in semiconductor equipment, materials, and design [4]. - The index has shown a maximum increase of over 640% since the last semiconductor upcycle, outperforming similar indices [4].

资料显示，杭州长川科技股份有限公司位于浙江省杭州市滨江区创智街500号，成立日期2008年4月10 日，上市日期2017年4月17日，公司主营业务涉及集成电路专用设备的研发、生产和销售。主营业务收 入构成为：测试机57.68%，分选机32.73%，其他9.59%。 1月15日，长川科技（维权）盘中上涨2.07%，截至13:24，报131.72元/股，成交24.62亿元，换手率 3.91%，总市值835.64亿元。 资金流向方面，主力资金净流入2313.24万元，特大单买入3.28亿元，占比13.31%，卖出3.25亿元，占比 13.22%；大单买入6.32亿元，占比25.69%，卖出6.12亿元，占比24.85%。 长川科技今年以来股价涨30.02%，近5个交易日涨6.53%，近20日涨50.43%，近60日涨55.20%。 长川科技所属申万行业为：电子-半导体-半导体设备。所属概念板块包括：半导体设备、专精特新、半 导体、集成电路、大基金概念等。 截至11月10日，长川科技股东户数11.91万，较上期减少9.84%；人均流通股4108股，较上期增加 11.81%。2025年1月-9月，长川科技实现营业收入3 ...

Core Viewpoint - The China Securities 500 Growth ETF (Hua Xia, 159620) has shown a positive performance with a 2.30% increase, reaching a price of 1.291 yuan, and a trading volume of 582,000 yuan as of the midday close on January 14 [1] Group 1: ETF Performance - The China Securities 500 Growth ETF (Hua Xia, 159620) has a year-to-date return of 26.34% since its inception on July 19, 2022 [1] - The ETF has achieved a return of 9.61% over the past month [1] Group 2: Top Holdings Performance - Among the top holdings, Changchuan Technology increased by 6.39%, Ecovacs by 1.92%, and BeiGene by 1.20% [1] - Other notable performances include Guanghe Technology rising by 1.90%, Amlogic increasing by 3.40%, and Rockchip gaining 2.73% [1] - Hengxuan Technology saw a significant increase of 4.54%, while Ninebot Company experienced a slight decline of 0.18% [1]

中国经济网北京1月14日讯长川科技（300604）(300604.SZ)昨日晚间披露《关于公司实际控制人之一致行动人减 持计划实施完毕的公告》。 根据公告，公司于2025年11月28日披露了《关于公司实际控制人之一致行动人及持股5%以上股东、部分董事减持 股份计划的预披露公告》(公告编号：2025-078)，持公司股份26,338,588股(占公司总股本比例4.1517%)的实际控制 人之一致行动人杭州长川投资管理合伙企业(有限合伙)(以下简称"长川投资")计划自公司发布减持预披露公告之日 起十五个交易日后3个月内通过集中竞价及大宗交易减持不超过11,968,400股(占公司总股本比例1.8866%)。 长川投资于2025年12月22日至2025年12月26日通过集中竞价方式减持公司股份5,350,000股，减持均价100.35元/ 股；于2025年12月29日通过集中竞价方式减持公司股份990,000股，减持均价106.01元/股；于2025年12月30日至 2026年1月5日通过大宗交易方式减持公司股份2,960,131股，减持均价93.29元/股；于2026年1月12日通过大宗交易 方式减持公司股份2, ...

1月14日，长川科技涨5.5%，截至发稿，报129.56元/股，成交12.61亿元，换手率2.05%，总市值821.93 亿元。 资料显示，杭州长川科技股份有限公司位于浙江省杭州市滨江区创智街500号，成立日期2008年4月10 日，上市日期2017年4月17日，公司主营业务涉及集成电路专用设备的研发、生产和销售。主营业务收 入构成为：测试机57.68%，分选机32.73%，其他9.59%。 从基金十大重仓股角度 数据显示，瑞达基金旗下1只基金重仓长川科技。瑞达先进制造混合型发起式A（018226）三季度持有 股数1.33万股，占基金净值比例为3.91%，位居第六大重仓股。根据测算，今日浮盈赚取约8.98万元。 瑞达先进制造混合型发起式A（018226）成立日期2023年4月14日，最新规模1518.25万。今年以来收益 1.87%，同类排名6116/8838；近一年收益56.23%，同类排名1768/8089；成立以来收益44.01%。 瑞达先进制造混合型发起式A（018226）基金经理为张锡莹。 截至发稿，张锡莹累计任职时间1年247天，现任基金资产总规模1.08亿元，任职期间最佳基金回报 103.01% ...

杭州长川科技股份有限公司 简式权益变动报告书 上市公司名称：杭州长川科技股份有限公司 股票上市地点：深圳证券交易所 股 票 简 称： 长川科技 股 票 代 码： 300604.SZ 信息披露义务人：钟锋浩 住所：浙江省杭州市西湖区****** 通讯地址：浙江省杭州市滨江区****** 股份变动性质：股份数量减少（股权比例下降至 5%以下） 签署日期：2026 年 1 月 12 日 1 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国证券法》（以下简称《证券法》） 《上市公司收购管理办法》（以下简称《收购办法》）《公开发行证券的公司信 息披露内容与格式准则第 15 号——权益变动报告书》及相关的法律法规编制本 报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准。 三、依据《证券法》《收购办法》规定，本报告书已全面披露了信息披露义 务人在杭州长川科技股份有限公司（以下简称"长川科技"或"本公司"）拥有 权益的股份变动情况。截至本报告书签署之日，除本报告书披露的信息外，信息 披露义务人没有通过任何其他方式增加或减少其在长川科技拥有权益的股份。 四、本次权益变动是根据本报告书所载明的资料进行的。 ...

证券代码： 300604 证券简称：长川科技 公告编号：2026-004 杭州长川科技股份有限公司 关于持股5%以上股东、部分董事权益变动触及1%整数倍 且持股比例降至5%以下、减持计划实施完成 暨披露简式权益变动报告书的提示性公告 1、本次权益变动后，股东钟锋浩先生持有的公司股份由32,691,608股减少 至31,720,030股，占公司总股本的比例由5.15313%减少至4.99998%，持股比例降 到5%以下，不再是公司持股5%以上股东，并触及1%的整数倍。 2、本次权益变动属于股份减持，不触及要约收购，不会导致公司控股股东、 实际控制人发生变化。 3、截至本公告披露日，钟锋浩先生的减持计划已实施完毕。 杭州长川科技股份有限公司于2025年11月28日披露了《关于公司实际控制人 之一致行动人及持股5%以上股东、部分董事减持股份计划的预披露公告》（公告 编号：2025-078），公司持股5%以上股东、部分董事钟锋浩先生计划自公司发布 减持预披露公告之日起十五个交易日后3个月内通过集中竞价及大宗交易减持不 超过1,000,000股（占本公司总股本比例0.1576%）。 近日，公司收到钟锋浩先生出具的《关于 ...