国产替代与市场复苏共振，半导体材料ETF（562590）今日早盘频现溢价

Group 1 - The semiconductor materials and equipment theme index rose by 0.06% as of April 29, 2025, with notable increases in stocks such as Anji Technology (up 4.96%) and Shenkong Co. (up 4.54%) [1] - The semiconductor materials ETF (562590) has shown a 5.14% increase over the past three months, indicating a positive trend in the sector [1] - The trading activity of the semiconductor materials ETF was active, with an intraday turnover of 0.43% and a significant growth in scale of 267 million yuan over the past year [1] Group 2 - The "2024 Science and Technology Innovation Board Semiconductor Equipment Special Performance Briefing" was held on April 28, 2025, marking the first performance briefing of the "Science and Technology Innovation Hot Industry Week" [2] - Over 110 semiconductor companies have been listed on the Science and Technology Innovation Board, accounting for 60% of the total semiconductor companies in A-shares, showcasing a complete and collaborative development pattern [2] - Several companies at the performance briefing indicated efforts to increase the localization rate of core components, with a recovery in downstream demand providing growth opportunities [2] - The semiconductor materials ETF and its linked funds closely track the index, with semiconductor equipment (55.8%) and semiconductor materials (21.3%) making up over 77% of the index weight, focusing on key areas of domestic substitution [2]