国产CIS芯片进口替代空间广阔！芯片ETF上涨0.56%，海光信息上涨3.38%

Group 1 - The A-share market showed mixed performance on August 4, with the Shanghai Composite Index rising by 0.09%, driven by gains in sectors such as defense, machinery, and banking, while pharmaceuticals and retail sectors faced declines [1] - The chip sector saw strength, with the Chip ETF (159995.SZ) increasing by 0.56%, and notable gains in component stocks such as Haiguang Information (+3.38%), Weir Shares (+2.56%), and SMIC (+1.70%) [1] - In the mobile camera CIS market, domestic suppliers like Gekewei, Weir Shares, and Sitwei have captured 57% of the market share in 2024, with Gekewei's sales nearly matching Sony's, and Weir Shares surpassing Samsung [1] Group 2 - Domestic CIS manufacturers are increasing their market presence as Huawei and Xiaomi fully support them, with high-end CIS chips entering flagship smartphones, leading to a significant rise in the shipment of high-end 50MP products [2] - The Chip ETF (159995) tracks the National Chip Index, comprising 30 leading companies in the A-share chip industry, including SMIC, Cambrian, and Changdian Technology [2]