20cm速递｜科创芯片ETF国泰（589100）涨超1.4%，电子半导体需求稳定与供给格局受关注

Group 1 - The electronic and semiconductor industry is experiencing stable demand, with a significant global supply dominance [1] - The organic silicon market has recently seen price increases, with prices rising to 12,300-12,500 yuan/ton, influenced by rising raw material silicon prices and supply reductions due to a company's maintenance in Shandong [1] - The domestic pure MDI prices are stable with slight increases, supported by European facility maintenance, while demand is being replenished as needed [1] Group 2 - The National Development and Reform Commission has revised the "Energy Efficiency Review and Carbon Emission Evaluation Method for Fixed Asset Investment Projects," which is expected to promote energy-saving and carbon reduction efforts, providing policy support for the industry [1] - The Guotai Science and Technology Chip ETF (589100) tracks the Science and Technology Chip Index (000685), which can have daily fluctuations of up to 20%, reflecting the overall performance of leading semiconductor and integrated circuit companies listed on the STAR Market [1]