科创芯片ETF(588200)近10日“吸金”7.68亿元，规模创近半年新高！

Core Viewpoint - The semiconductor sector in China is experiencing fluctuations, with the STAR Market Chip Index showing a slight decline, while the STAR Chip ETF has seen significant growth in trading volume and net inflows, indicating strong investor interest in the sector [1][4]. Group 1: Market Performance - As of July 28, 2025, the STAR Market Chip Index decreased by 0.55%, with mixed performance among constituent stocks [1]. - Notable gainers included Dongxin Co., up 3.35%, and Chipone Technology, up 2.71%, while Fengfan Technology led the declines [1]. - The STAR Chip ETF (588200) has adjusted its structure, with a 5.76% increase over the past week as of July 25, 2025 [1]. Group 2: Trading Activity - The STAR Chip ETF recorded a turnover rate of 3.43% and a transaction volume of 1.101 billion yuan during the trading session [4]. - Over the past week, the average daily trading volume reached 2.488 billion yuan, ranking first among comparable funds [4]. - The ETF's latest scale reached 32.22 billion yuan, marking a six-month high and also ranking first among comparable funds [4]. Group 3: Fund Inflows and Performance - The STAR Chip ETF saw a net inflow of funds on 7 out of the last 10 trading days, totaling 768 million yuan [4]. - The ETF's financing net purchase amount reached 10.49 million yuan this month, with a current financing balance of 1.68 billion yuan [4]. - Over the past year, the ETF's net value increased by 68.81%, placing it first among comparable funds [4]. Group 4: Industry Insights - According to CITIC Securities, the demand for advanced process capacity in wafer fabs is increasing significantly due to AI, with domestic manufacturers actively pursuing advancements [5]. - The report highlights that China's advanced process wafer foundries are leading global capacity expansion, suggesting a focus on domestic semiconductor equipment and components [5]. - The top ten weighted stocks in the STAR Market Chip Index account for 57.76% of the index, with notable companies including SMIC and Cambrian [5][7].