Novosense(SH:688052) Xin Lang Cai Jing·2025-04-11 08:44Group 1 - The core viewpoint of the news highlights a significant surge in the A-share chip sector, with the Chip 50 ETF (516920) rising by 4.44% and achieving a trading volume exceeding 28 million yuan, indicating active trading [1][3] - The Chip 50 ETF's constituent stocks showed strong performance, with several stocks hitting the daily limit up, including Weijie Chuangxin and Naxinwei, while others like Zhaoshengwei and Lankai Technology also saw substantial gains [3] - The latest data indicates a net inflow of 543.18 million yuan into the Chip 50 ETF, with a total of 26.86 million yuan accumulated over the past 22 trading days, reflecting strong investor interest [3] Group 2 - The China Semiconductor Industry Association issued an urgent notice regarding the "origin" recognition rules for semiconductor products, stating that the origin of integrated circuits should be determined based on the location of the wafer fabrication plant [3] - Wanlian Securities noted that the U.S. initiated "reciprocal tariff" policies, increasing global economic uncertainty and accelerating China's push for self-sufficiency in the semiconductor sector, which may enhance the market share of domestic alternatives [4] - The Chip 50 ETF tracks the CSI Chip Industry Index, with the top ten constituent stocks accounting for 56.15% of the total weight, and it features lower management and custody fees compared to other chip-themed ETFs [4][5]