科创半导体ETF（588170）拉升翻红，半导体设备材料国产化需求迫切

Group 1 - The A-share market showed strength on June 24, with major indices rising over 1%, and the Shanghai Composite Index reclaiming the 3400-point mark [1] - Sectors such as automotive parts, insurance, education, and brokerage led the gains, with a notable increase in interest for domestically controllable technologies [1] - The Sci-Tech Innovation Semiconductor ETF (588170) saw a rise, indicating a positive sentiment towards semiconductor stocks [1] Group 2 - The U.S. Department of Commerce's increased export controls on China have led to ongoing policy uncertainty, driving the need for domestic supply chain localization [1] - Domestic wafer manufacturing and memory manufacturers are expected to increase their procurement of domestic alternatives to ensure supply chain security and production capacity [1] - The localization process for materials such as photoresists, electronic specialty gases, wet chemicals, target materials, and polishing materials is anticipated to accelerate [1] - The demand for domestic verification and introduction opportunities in key semiconductor manufacturing processes is expected to significantly increase for equipment manufacturers [1] - The need for domestic tools in the EDA (Electronic Design Automation) sector is becoming more urgent and rigid as it is fundamental to chip design [1][2]