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半导体设备国产替代逻辑强化,产业链或受提振,消电ETF(561310)涨超1.7%
Mei Ri Jing Ji Xin Wen·2025-04-30 05:43

Group 1 - The core viewpoint is that the logic of domestic substitution in the semiconductor equipment sector is strengthening, which may boost the industry chain, as evidenced by the increase of over 1.7% in the consumer electronics ETF (561310) [1] - In the semiconductor equipment field, the clearance of low-end capacity allows for domestic DRAM to have more room for growth, while the high-end market is opening up pathways for domestic HBM breakthroughs [1] - March data on semiconductor equipment imports shows that thin film deposition, etching, and stripping equipment experienced both volume and price increases, indicating significant potential for domestic substitution [1] Group 2 - The global semiconductor market continues to grow, with February global semiconductor sales increasing by 20.73% year-on-year, driven primarily by advanced processes [1] - The consumer electronics ETF (code: 561310) tracks the consumer electronics index (code: 931494), which is compiled by China Securities Index Co., covering A-share listed companies related to the manufacturing, sales, and services of consumer electronics products [1] - The index focuses on leading companies in sectors such as smartphones, home appliances, and wearable devices, reflecting the overall performance of China's consumer electronics industry [1]