最新规模突破300亿元，科创芯片ETF(588200)连续5天净流入，最高单日“吸金”7.61亿元

Group 1: ETF Performance - The Sci-Tech Chip ETF has a turnover rate of 2.31% and a transaction volume of 699 million yuan, with an average daily transaction volume of 2.352 billion yuan over the past year, ranking first among comparable funds [3] - The latest scale of the Sci-Tech Chip ETF reached 30.158 billion yuan, a six-month high, also ranking first among comparable funds [3] - The latest share count of the Sci-Tech Chip ETF is 19.921 billion shares, marking a six-month high and ranking first among comparable funds [3] - Over the past five days, the Sci-Tech Chip ETF has seen continuous net inflows, with a maximum single-day net inflow of 761 million yuan, totaling 1.996 billion yuan [3] - Leveraged funds have been actively investing, with the ETF receiving net purchases of leveraged funds for four consecutive days, peaking at 167 million yuan in a single day, and the latest financing balance is 1.850 billion yuan [3] - The net value of the Sci-Tech Chip ETF has increased by 58.51% over the past year, ranking first among comparable funds, and it is in the top 3.44% of index stock funds [3] - Since its inception, the ETF's highest monthly return has been 25.18%, with the longest consecutive monthly gains being four months and the longest gain percentage being 36.01%, averaging a monthly return of 8.40% [3] Group 2: Company Performance and Market Trends - The company expects a net profit attributable to shareholders of 3.7 billion to 4.2 billion yuan for the first half of 2025, representing a year-on-year increase of 327.68% to 385.47%, driven by growth in AI-related computing power investments and product structure optimization [4] - The rapid growth of the AI industry has spurred the development of upstream industries such as computing chips, optical modules, and high-end storage, benefiting domestic companies amid the AI era [4] - The Chinese semiconductor industry is currently in a weak supply-demand balance phase, with expectations of continued weak balance trends in the second half of 2025; however, there are significant long-term development opportunities due to strong domestic production motivation amid overseas restrictions [4] - As of June 30, 2025, the top ten weighted stocks in the Shanghai Stock Exchange Sci-Tech Chip Index include SMIC, Haiguang Information, Cambricon, and others, collectively accounting for 57.76% of the index [4]