20cm速递｜科创芯片ETF国泰（589100）上涨1.1%，电子化学品国产替代或加速

Group 1 - The core viewpoint is that the semiconductor materials market is experiencing upward trends driven by domestic policy support and increasing demand from sectors like 5G, AI, consumer electronics, and automotive electronics [1] - The global semiconductor materials market is projected to reach a revenue of 67.5 billion USD by 2024, indicating a significant growth trajectory [1] - The domestic semiconductor materials market in China has grown from 52.5 billion CNY in 2017 to 95.1 billion CNY in 2023, with a compound annual growth rate (CAGR) of 10%, surpassing global growth rates [1] Group 2 - Electronic chemicals are characterized by their advanced, precise, and cutting-edge nature, with five main categories relevant to semiconductors: photoresists, electronic gases, wet chemicals, polishing liquids/pads, and metal targets [1] - The domestic production level in China's semiconductor sector still requires improvement, with a clear trend towards localization due to foreign export restrictions [1] - The Kexin Chip ETF (589100) tracks the Kexin Chip Index (000685), which includes listed companies involved in semiconductor design, manufacturing, and testing, reflecting the overall performance of the chip industry on the Sci-Tech Innovation Board [1]