主力资金狂涌近160亿！半导体引领科技行情，国产替代加速

Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board Semiconductor Materials and Equipment Theme Index surged by 4.22% as of August 22, 2025, with key stocks like Shengmei Shanghai hitting the daily limit, SMIC rising by 8.51%, and Huafeng Measurement Control increasing by 8.25% [1] - The Sci-Tech Semiconductor ETF (588170) rose by 3.95%, with the latest price reported at 1.19 yuan [1] - The semiconductor industry chain experienced a significant rally due to the release of DeepSeek v3.1, driving up sectors such as artificial intelligence, communications, cloud computing, and data [1] Group 2 - Main capital has purchased 15.8 billion yuan worth of semiconductor stocks, ranking first in the Shenwan secondary industry [1] - The Sci-Tech Semiconductor ETF (588170) and its linked funds track the Shanghai Stock Exchange Sci-Tech Innovation Board Semiconductor Materials and Equipment Theme Index, which includes 59% semiconductor equipment and 25% semiconductor materials companies [1] - The semiconductor equipment and materials industry is a crucial area for domestic substitution, characterized by low domestic substitution rates and high ceilings for domestic replacement, benefiting from the expansion of semiconductor demand driven by the AI revolution, technology restructuring, and mergers and acquisitions, as well as advancements in lithography technology [1]