Mei Ri Jing Ji Xin Wen·2025-08-28 06:04Group 1 - The Shanghai Stock Exchange's Sci-Tech Innovation Board semiconductor materials and equipment index has risen by 1.74%, with notable increases in component stocks such as SMIC (up 12.02%), Fuchuang Precision (up 7.76%), and Zhongwei Company (up 3.27%) [1] - The Sci-Tech Semiconductor ETF (588170) has seen a 1.58% increase, with the latest price at 1.22 yuan, and has experienced continuous net inflows over the past three days, totaling 75.75 million yuan [1] - Tianfeng Securities anticipates that domestic large model development companies and internet platforms will gradually increase their procurement and usage of domestic chips, presenting growth opportunities for domestic chip suppliers and their supporting industry chain [1] Group 2 - The Sci-Tech Semiconductor ETF (588170) and its linked funds track the Shanghai Stock Exchange's Sci-Tech Innovation Board semiconductor materials and equipment index, which includes companies in semiconductor equipment (59%) and semiconductor materials (25%) [2] - The semiconductor equipment and materials industry is a significant 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 and advancements in lithography technology [2]