海外扰动加强国产替代逻辑！半导体材料ETF近1年涨近20%！

Group 1 - The semiconductor materials ETF (562590) has seen a 0.19% increase, with a recent price of 1.05 yuan, and a cumulative increase of 19.63% over the past year as of June 10, 2025 [1] - Key stocks in the semiconductor materials sector, such as Kangqiang Electronics, Zhongjing Technology, and Anji Technology, have experienced significant price increases, with gains of 5.59%, 4.82%, and 3.78% respectively [1] - The semiconductor materials ETF closely tracks the CSI Semiconductor Materials and Equipment Theme Index, which includes 40 listed companies in the equipment and materials sectors, covering critical areas such as lithography, etching, and thin film deposition [1] Group 2 - Ping An International highlights that the short-term fundamentals of consumer electronics are unlikely to change dramatically, while external tariff frictions emphasize the opportunities for domestic substitution, particularly in China's semiconductor sector [1] - Donghai Securities suggests focusing on the semiconductor industry chain, particularly in the context of tightening trade policies and the urgent need for self-sufficiency, recommending attention to upstream supply chain domestic substitution expectations [1] - Leading companies in the index, such as Northern Huachuang and Zhongwei Company, are making technological breakthroughs and engaging in mergers and acquisitions to fill domestic gaps in critical areas like etching machines and photoresists [1]