深圳打出“政策 + 资本”组合拳支持半导体产业！半导体材料ETF（562590）红盘震荡

Group 1 - The core viewpoint of the articles highlights a positive trend in the semiconductor industry, with significant growth in demand and prices, particularly driven by AI and consumer electronics [1][2]. - The semiconductor materials ETF (562590) has seen a recent increase in its scale, reaching 331 million yuan, marking a one-month high, and has experienced substantial growth in shares over the past week [1][2]. - The Shenzhen government has implemented measures to promote high-quality development in the semiconductor and integrated circuit industry, including the establishment of a 5 billion yuan "Semi-Industry Private Fund" to support the entire industry chain [1]. Group 2 - East China Securities reports that the semiconductor industry continued to recover in June, with expanding price increases and structural opportunities in AI computing power, AIOT, semiconductor equipment, and key components [2]. - The semiconductor materials ETF closely tracks the CSI Semiconductor Materials and Equipment Theme Index, which includes 40 companies deeply involved in the semiconductor materials and equipment sectors, reflecting the overall performance of listed companies in this field [2]. - Key companies in the index include North Huachuang and Zhongwei Company, which have made technological breakthroughs in etching equipment, as well as Hu Silicon Industry and Nanda Optoelectronics, which have disrupted overseas monopolies in critical materials [2].