机构认为国产半导体板块高歌猛进，科创半导体ETF（588170）开盘上涨

Group 1 - The Shanghai Stock Exchange's Sci-Tech Innovation Board semiconductor materials and equipment index rose by 0.58% as of July 24, 2025, with notable increases in constituent stocks such as Jing Sheng Co. (+3.12%) and Xin Yi Chang (+2.73%) [1] - The Sci-Tech Semiconductor ETF (588170) experienced a 0.28% increase, marking its third consecutive rise, with a latest price of 1.06 yuan and a trading volume of 16.89 million yuan [1] - The latest scale of the Sci-Tech Semiconductor ETF reached 264 million yuan, a three-month high, with a significant increase of 16 million shares over the past three months [1] Group 2 - SEMI's mid-year semiconductor equipment forecast report predicts that global OEM semiconductor manufacturing equipment sales will reach $125.5 billion in 2025, a historical high with a year-on-year growth of 7.4%, driven by advanced logic, storage, and technology transformation [1] - The sales of wafer fab equipment (WFE) are expected to reach $110.8 billion in 2025, with testing equipment projected to grow by 23.2% to $9.3 billion [1] - CITIC Securities highlights the increasing vibrancy of the semiconductor industry, with domestic equipment and materials manufacturers making significant progress, and anticipates accelerated mergers and acquisitions in the sector [2]