光刻机涨幅居前，半导体材料ETF（562590）有望三连阳

Group 1 - The core viewpoint of the articles highlights a strong performance in the semiconductor materials and equipment sector, with the CSI Semiconductor Materials and Equipment Theme Index rising by 1.02% as of June 20, 2025, and notable increases in constituent stocks such as Jingrui Electric Materials (up 6.21%) and Youyan New Materials (up 4.24%) [1] - The semiconductor materials ETF (562590) has shown a continuous upward trend, achieving a 0.95% increase and recovering its 20-day moving average, with the latest price reported at 1.06 yuan [1] - Longjiang Securities emphasizes that domestic expansion demand remains strong, and there is considerable potential for domestic substitution in the semiconductor equipment and materials sector, which is significantly influenced by the demand from the semiconductor industry [1] Group 2 - The semiconductor materials ETF (562590) closely tracks the CSI Semiconductor Materials and Equipment Theme Index, which selects 40 listed companies deeply involved in the semiconductor materials and equipment fields [2] - The index includes leading companies that have made significant breakthroughs in domestic substitution processes, such as North Huachuang and Zhongwei Company in the etching equipment sector, and Hu Silicon Industry and Nanda Optoelectronics in key materials [1] - The sample selection of stocks focuses on core industry tracks, reflecting the trend of self-sufficiency and upgrading in the semiconductor industry chain, and represents the overall performance of listed companies in semiconductor materials and equipment [1]