旺季需求 + 涨价预期驱动，半导体产业链获资金关注，半导体材料ETF（562590）上涨2.47%

Group 1 - The semiconductor materials and equipment theme index (931743) rose by 2.47%, with key stocks such as Jing Technology hitting the daily limit, and Zhongwei Company and Guangliwei increasing by 4.51% and 4.44% respectively [1] - The semiconductor materials ETF (562590) also increased by 2.47%, marking its fourth consecutive rise, with the latest price at 1.08 yuan and a turnover rate of 7.54%, amounting to 25.38 million yuan in transactions [1] - The semiconductor industry chain experienced a broad rally, with sub-sectors like photolithography machines and memory chips performing well, driven by a recovery in demand during the traditional peak season and expectations of price increases in wafer foundry services [1] Group 2 - 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 [2] - The index features leading companies that have excelled in the domestic substitution process, such as Beifang Huachuang in etching equipment and Hushi Silicon Industry and Nanda Optoelectronics in key materials, reflecting the trend of self-sufficiency and upgrading in the semiconductor industry [2]