半导体设备ETF（159516）盘中迎资金净流入，规模超30亿元位居同类第一！

Group 1 - The core viewpoint is that there is a significant inflow of funds into semiconductor equipment assets, with a net inflow of 9 million units into the semiconductor equipment ETF (159516) [1] - Longjiang Securities indicates that the domestic substitution rate for semiconductor equipment and materials remains low, with projected revenue from listed semiconductor equipment companies accounting for 22.4% of semiconductor equipment sales (excluding imported lithography machines) in 2024, while materials will account for 30.7% [1] - The semiconductor equipment ETF (159516) tracks the semiconductor materials and equipment index (931743), which includes listed companies involved in the manufacturing of semiconductor materials and equipment, reflecting the level of domestic self-sufficiency in core materials and equipment [1] Group 2 - As of August 22, 2025, the scale of the semiconductor equipment ETF is 3.335 billion, ranking first among six similar products [2]