SMIC(SH:688981) Sou Hu Cai Jing·2025-07-24 03:19Group 1: ETF Performance - The Sci-Tech Chip ETF has a turnover rate of 3.1% and a transaction volume of 969 million yuan [3] - Over the past year, the average daily transaction volume of the Sci-Tech Chip ETF is 2.378 billion yuan, ranking first among comparable funds [3] - In the last two weeks, the Sci-Tech Chip ETF has seen a scale increase of 2.452 billion yuan, also ranking first among comparable funds [3] - The ETF's share increased by 88.5 million shares in the last two weeks, marking significant growth and ranking first among comparable funds [3] - In the last 10 trading days, there were net inflows on 8 days, totaling 1.551 billion yuan [3] - The ETF's financing net purchase amount this month reached 8.61 million yuan, with the latest financing balance at 1.636 billion yuan [3] - As of July 23, the net value of the Sci-Tech Chip ETF has increased by 59.53% over the past year, ranking first among comparable funds [3] Group 2: Semiconductor Market Insights - Nvidia has resumed supplying its H20 computing chips to the Chinese market and launched a new, fully compatible NVIDIA RTX PRO GPU series, which is expected to alleviate high-end computing bottlenecks [4] - The domestic semiconductor backend testing equipment market has significant room for domestic production improvement, with the localization rate for storage testing machines expected to be only 8% by 2025 [4] - The market size for domestic testing equipment is projected to reach 26.74 billion yuan by 2027, driven by strong downstream demand and localization replacement [4] - The top ten weighted stocks in the Sci-Tech Chip Index as of June 30, 2025, include SMIC, Haiguang Information, Cambricon, and others, accounting for a total of 57.76% [4] Group 3: Stock Performance - The top stocks in the Sci-Tech Chip Index include SMIC with a weight of 10.22% and a price increase of 2.67%, and Haiguang Information with a weight of 10.15% and a price increase of 1.02% [6] - Other notable stocks include Cambricon with a weight of 9.59% and a price increase of 0.24%, and Zhaojin Technology with a weight of 2.39% and a price decrease of 0.33% [6] - Investors without stock accounts can access the Sci-Tech Chip ETF linked fund (017470) to invest in domestic chip opportunities [6]