机构表示AI 等新技术将驱动半导体行业成长，半导体材料ETF（562590）盘中走高

Group 1 - The semiconductor materials and equipment theme index (931743) has shown a strong increase of 1.55% as of June 30, 2025, with notable gains in constituent stocks such as Guangliwei up 6.30%, Shenkong Co. up 5.13%, and Jingrui Electric Materials up 4.35% [1] - The semiconductor materials ETF (562590) has risen by 1.56%, with a latest price of 1.11 yuan, and has accumulated a 3.23% increase over the past week as of June 27, 2025 [1] - Domestic semiconductor manufacturing is accelerating due to increased government support in industrial policy, taxation, and talent development, which is essential for the growth of domestic wafer manufacturing and its supporting industries [1] Group 2 - The semiconductor materials ETF (562590) closely tracks the semiconductor materials and equipment theme index, which selects 40 listed companies deeply involved in the semiconductor materials and equipment sectors [2] - The index includes leading companies that have excelled in the domestic substitution process, such as North Huachuang and Zhongwei Company in etching equipment, and Hu Silicon Industry and Nanda Optoelectronics in key materials [2] - The sample selection of the index focuses on core industry tracks, reflecting the trend of self-sufficiency and upgrading in the semiconductor industry chain [2]