科创芯片50ETF(588750)获资金汹涌布局，半导体自主创新逻辑强化！芯原股份涨超2%，纳入权威指数

Group 1 - The A-share market experienced slight fluctuations, with the Sci-Tech Chip 50 ETF (588750) showing a U-shaped trend and increasing by 0.78% [1] - The Sci-Tech Chip 50 ETF has seen a net inflow of 68 million yuan over the past four days, indicating strong investor interest in the chip sector amid a backdrop of domestic innovation [1] - Key stocks within the ETF include Chip Original Co., which rose over 2%, and Haiguang Information, which increased by over 1%, while Hengxuan Technology saw a decline of over 6% [1] Group 2 - The recent cancellation of the "AI technology diffusion control rules" is expected to further exacerbate the differentiation within the global semiconductor supply chain [2] - There is a strong emphasis on domestic innovation in the semiconductor industry, supported by national policies aimed at achieving self-sufficiency in key technologies [2] - The establishment of the National Fund for Semiconductor Industry has expanded its support to include not only chip manufacturing but also equipment, materials, and software sectors [2] Group 3 - In 2024, China imported integrated circuits, semiconductor equipment, and materials worth 11.8 billion, 4.5 billion, and 400 million USD respectively, indicating a continued reliance on foreign technology in certain areas [4] - The domestic semiconductor industry is expected to accelerate its replacement of imported products, particularly in mature process technologies where price sensitivity is high [4] - The domestic chip industry's advanced process localization rate has increased from 15% in 2019 to 35% in 2023, showcasing significant progress [5] Group 4 - The domestic semiconductor equipment sector has seen notable breakthroughs, particularly in cleaning and etching equipment, while challenges remain in areas such as lithography and ion implantation [5] - The Sci-Tech Chip 50 ETF is recommended for investors looking to capitalize on the core technologies within the chip industry, with a high volatility range of 20% [6] - The ETF provides a low-threshold investment opportunity to engage with the core segments of the semiconductor industry, aligning with the trend of "new quality productivity" [6]