中报季半导体业绩持续见好！半导体材料ETF（562590）盘中换手领先同类，市场交投活跃！

Group 1 - The semiconductor sector is experiencing a strong upward trend, with the China Securities Semiconductor Materials and Equipment Theme Index rising by 1.29% as of 1:45 PM on July 8, 2023 [1] - Notable individual stocks include Yake Technology, which increased by 4.11%, and ZhiChun Technology, which rose by 3.88% [1] - The Semiconductor Materials ETF (562590) also saw a rise of 1.27%, with a latest price of 1.11 yuan and a trading volume of 55.8068 million yuan, indicating active market participation [1] Group 2 - As of July 7, 2023, 49 listed companies have disclosed mid-year performance forecasts, with 37 companies expecting profit increases [1] - The semiconductor industry, particularly companies listed on the Sci-Tech Innovation Board, is showing positive performance signals, with firms like Tailin Micro, Xindong Link, and Xinpeng Micro forecasting significant net profit growth for the first half of 2025 [1] - CITIC Securities suggests focusing on sectors with strong performance certainty and reasonable chip structures, highlighting the semiconductor and military technology sectors as having potential catalysts for frequent events [1] Group 3 - The Semiconductor Materials ETF (562590) closely tracks the China Securities Semiconductor Materials and Equipment Theme Index, which includes 40 companies deeply involved in the semiconductor materials and equipment sectors [2] - The index features leading companies that have made significant advancements in domestic substitution, such as North China Huachuang and Zhongwei Company in etching equipment, and Hu Silicon Industry and Nanda Optoelectronics in key materials [2] - The sample selection reflects the trend of self-sufficiency and upgrading within the semiconductor industry chain, showcasing the overall performance of listed companies in semiconductor materials and equipment [2]