算力网国标落地驱动中国数字基座建设，科创半导体ETF（588170）买盘活跃

Group 1 - The Shanghai Stock Exchange's Sci-Tech Innovation Board semiconductor materials and equipment index rose by 0.19%, with notable increases in stocks such as ShenGong Co. (+9.40%) and Longtu Photoresist (+6.78%) [1] - The Sci-Tech Semiconductor ETF (588170) has seen a cumulative increase of 0.94% over the past two weeks, with a trading volume of 66.72 million yuan and a turnover rate of 15.66% [1] - The latest scale of the Sci-Tech Semiconductor ETF (588170) reached 425 million yuan, marking a three-month high, with a total of 397 million shares outstanding [1] Group 2 - The National Data Bureau announced the completion of nine technical documents for the national integrated computing network, indicating a shift from planning to implementation in the construction of the integrated computing network [2] - The National Big Fund Phase III is focusing on supporting the domestic replacement of equipment and components, with local governments offering tax incentives and talent policies to bolster the semiconductor industry [2] - The market share of domestic equipment manufacturers in China is projected to increase from 7% in 2020 to 19% in 2024, highlighting the trend of domestic substitution in semiconductor equipment [2] Group 3 - The Sci-Tech Semiconductor ETF (588170) tracks the semiconductor materials and equipment index, focusing on companies in the semiconductor equipment (59%) and materials (25%) sectors, which are crucial for domestic substitution [3] - The semiconductor materials ETF (562590) and its connected funds also emphasize the upstream semiconductor sector, reflecting the industry's potential for growth amid increasing domestic demand [3]