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半导体材料ETF(562590)逆势微涨,聚焦新品放量、并购整合与国产替代三重机遇!
Mei Ri Jing Ji Xin Wen·2025-06-16 06:37

Group 1 - The semiconductor materials and equipment theme index (931743) experienced a slight decline of 0.19% as of 14:00, with mixed performance among constituent stocks, where Naiko Equipment led with a gain of 1.55% and Anji Technology fell by 4.22% [1] - The semiconductor materials ETF (562590) saw a minor increase of 0.1%, with the latest price reported at 1.04 yuan, and a cumulative increase of 15.24% over the past year as of June 13, 2025 [1] Group 2 - According to招商证券, the main focus for 2025 is on self-control, while also monitoring the progress of new product launches and mergers and acquisitions. The revenue growth trend for domestic equipment manufacturers is expected to improve from Q2 2025 onwards, with some companies accelerating new product development [2] - The domestic semiconductor equipment manufacturers showed stable year-on-year revenue growth in Q1 2025, although there was a seasonal decline compared to the previous quarter. From Q2 2025, the shift towards advanced process production lines is expected to enhance the order signing pace and revenue growth for equipment manufacturers [2] - In the components sector, the ongoing de-Americanization is creating new opportunities for domestic suppliers, despite some reliance on imports from Japan, South Korea, and Europe. The process of self-control is anticipated to accelerate [2] Group 3 - The semiconductor materials ETF (562590) closely tracks the semiconductor materials and equipment theme index, which includes 40 listed companies deeply involved in the semiconductor materials and equipment sectors. The index highlights leading companies that have made significant advancements in domestic substitution processes [3] - Notable companies in the index include North Huachuang and Zhongwei Company, which have achieved technological breakthroughs in etching equipment, as well as Hu Silicon Industry and Nanda Optoelectronics, which have disrupted overseas monopolies in key materials [3]