长江存储实现首条全国产化的产线，高“设备”含量的科创半导体ETF（588170）昨日资金流入1.18亿元

Group 1 - The Shanghai Stock Exchange's Sci-Tech Innovation Board semiconductor materials and equipment index decreased by 0.21% as of July 25, with mixed performance among constituent stocks [1] - New Yichang led the gains with an increase of 6.89%, while Jingyi Equipment experienced the largest decline at 2.03% [1] - The Sci-Tech Semiconductor ETF (588170) fell by 0.28%, with a latest price of 1.07 yuan, but has seen a cumulative increase of 6.21% over the past week [1] Group 2 - The latest net inflow of funds into the Sci-Tech Semiconductor ETF was 118 million yuan, with a total of 114 million yuan net inflow over the past five trading days [1] - Longjiang Storage has made significant breakthroughs in promoting "fully domestic" manufacturing equipment, with the first fully domestic production line expected to enter trial production in the second half of 2025 [1] - According to Everbright Securities, this development marks a significant improvement in the self-controllable capabilities of China's semiconductor industry chain, representing a milestone for the domestic semiconductor industry's localization process [1][2] Group 3 - The Sci-Tech Semiconductor ETF tracks the Shanghai Stock Exchange's semiconductor materials and equipment index, encompassing 59% semiconductor equipment and 25% semiconductor materials companies, making it the highest in the market [2] - The semiconductor equipment and materials industry is a crucial area for domestic substitution, characterized by low domestic substitution rates and high potential for domestic replacement, benefiting from the expansion of semiconductor demand driven by the AI revolution [2]