Xin Lang Cai Jing·2025-06-24 03:19Core Viewpoint - The semiconductor sector in China is experiencing significant growth, with key companies achieving substantial revenue milestones and the market showing strong performance in ETFs and stock indices [4][5][6]. Group 1: Market Performance - The Shanghai Stock Exchange Sci-Tech Innovation Board Chip Index rose by 1.88%, with notable increases in stocks such as Cambricon (5.99%) and Peak Technology (4.16%) [1]. - The Sci-Tech Chip ETF (588200) increased by 1.83%, reflecting strong investor interest [1]. - The ETF recorded a turnover of 3.61% during the trading session, with a total transaction volume of 9.48 billion yuan [4]. Group 2: Fund Performance - Over the past week, the Sci-Tech Chip ETF saw a significant increase in scale, growing by 5.99 billion yuan, leading among comparable funds [4]. - The ETF's share count increased by 21.3 million shares in the last week, also ranking first among comparable funds [4]. - The ETF has experienced continuous net inflows over the past three days, with a peak single-day net inflow of 173 million yuan, totaling 315 million yuan [4]. Group 3: Company Achievements - In Q1 2025, both Changxin Memory Technologies (CXMT) and Yangtze Memory Technologies (YMTC) surpassed 1 billion USD in quarterly revenue, marking a significant achievement for domestic storage companies [4]. - The top ten weighted stocks in the Sci-Tech Chip Index account for 57.93% of the index, with companies like SMIC and Cambrian leading the way [6][8]. Group 4: Policy Support - Domestic policies continue to empower technological innovation, encouraging tech companies to leverage capital markets for growth [5]. - The establishment of the National Integrated Circuit Industry Investment Fund Phase III, with a registered capital of 344 billion yuan, underscores the government's commitment to supporting the semiconductor industry [5].