芯片ETF（512760）涨超1.5%，制造业PMI回升叠加国产替代加速利好芯片产业链

Group 1 - The semiconductor ETF (512760) has risen over 1.5%, with a net inflow of more than 150 million yuan in the past five days [1] - In May, the manufacturing PMI increased by 0.5% to 49.5%, while the high-tech manufacturing PMI remained above the threshold for four consecutive months at 50.9%, indicating a positive development trend in high-end manufacturing sectors such as electronics and semiconductors [1] - Analysts emphasize the acceleration of domestic semiconductor manufacturing, supported by increased government policies, making the development of domestic wafer manufacturing and supporting industries essential [1] Group 2 - New technologies such as AI are driving demand growth in automotive electronics and the Internet of Things, becoming significant development drivers for the semiconductor industry [1] - Emerging technologies like solid-state batteries are expected to bring new growth points to the industry chain, with 2025 being a critical year for commercialization, leading to comprehensive equipment upgrades and a substantial increase in value [1] - The semiconductor ETF tracks the China Semiconductor Chip Index (990001), which reflects the overall performance of listed companies in the semiconductor materials, equipment, design, and packaging testing sectors in the A-share market [1]