Dosilicon(SH:688110) Sou Hu Cai Jing·2025-07-29 03:41Group 1: ETF Performance - The Sci-Tech Chip ETF has a turnover rate of 4.64% during trading, with a transaction volume of 1.545 billion yuan [3] - As of July 28, the average daily transaction volume of the Sci-Tech Chip ETF over the past week is 2.67 billion yuan, ranking first among comparable funds [3] - The latest scale of the Sci-Tech Chip ETF reached 32.8 billion yuan, marking a six-month high and ranking first among comparable funds [3] - The ETF's shares increased by 20.4 million over the past week, achieving significant growth and ranking first among comparable funds [3] - The latest net inflow of funds into the Sci-Tech Chip ETF is 653 million yuan [3] Group 2: Performance Metrics - As of July 28, the net value of the Sci-Tech Chip ETF has increased by 67.13% over the past year, ranking first among comparable funds and placing it in the top 5.55% of index stock funds [3] - The highest monthly return since the ETF's inception is 25.18%, with the longest consecutive monthly increase being 4 months and the longest increase percentage being 36.01% [3] - The average return during the months of increase is 8.40% [3] Group 3: Semiconductor Industry Insights - According to SEMI, global semiconductor equipment sales are projected to reach a record 125.5 billion USD in 2025, with a year-on-year growth of 7.4%, and expected to reach 138.1 billion USD in 2026, marking three consecutive years of growth [4] - Domestic semiconductor equipment localization is progressing rapidly in etching and thin film deposition, with a localization rate exceeding 20% [4] - AI-driven growth combined with domestic localization is expected to lead to rapid expansion in domestic wafer and storage factories [4] Group 4: Key Stocks in the Sci-Tech Chip Index - The top ten weighted stocks in the Sci-Tech Chip Index as of June 30, 2025, include SMIC, Haiguang Information, Cambricon, and others, collectively accounting for 57.76% of the index [4] - The individual weightings of these stocks range from 10.22% for SMIC to 2.39% for Huahai Qingke [6] Group 5: Investment Opportunities - Investors without stock accounts can access domestic chip investment opportunities through the Sci-Tech Chip ETF linked fund (017470) [6]