半导体早参丨华为麒麟芯片时隔四年重返发布会；中微公司重磅推出六款半导体设备新品

Market Performance - On September 4, the Shanghai Composite Index fell by 1.25% to close at 3765.88 points, the Shenzhen Component Index dropped by 2.83% to 12118.70 points, and the ChiNext Index decreased by 4.25% to 2776.25 points [1] - The ChiNext Semiconductor ETF (588170) declined by 6.53%, while the Semiconductor Materials ETF (562590) fell by 6.20% [1] - In contrast, the U.S. markets saw gains, with the Dow Jones Industrial Average rising by 0.77%, the S&P 500 increasing by 0.83%, and the Nasdaq Composite up by 0.98% [1] Industry News - Huawei's Executive Director, Yu Chengdong, announced the launch of the Mate XTs foldable smartphone, featuring the Kirin 9020 chip and HarmonyOS 5.0, marking the first public display of Huawei's Kirin chips in four years [2] - The "2025-2026 Action Plan for Stable Growth in the Electronic Information Manufacturing Industry" was released, aiming to enhance the electronic information manufacturing sector through large-scale equipment updates and major project initiations, focusing on high-end, intelligent, and green development [2] Semiconductor Sector Insights - The semi-annual performance report of companies listed on the STAR Market shows that integrated circuit companies achieved a total revenue of 1600.43 billion yuan, a year-on-year increase of 24%, and a net profit attributable to shareholders of 131 billion yuan, up 62% [3] - Zhongwei Company announced the launch of six new semiconductor equipment products, including two etching devices and four thin-film deposition devices, aimed at meeting customer needs in high aspect ratio etching and metal etching [3] - Global and Chinese semiconductor sales have seen positive growth for seven consecutive quarters, with AI being a significant driver of this growth [3] - The recent "Artificial Intelligence +" action plan aims for over 70% penetration of smart terminals and intelligent entities by 2027, and over 90% by 2030, positioning the smart economy as a crucial growth driver for China's economy [3] ETF Focus - The ChiNext Semiconductor ETF (588170) and its linked funds focus on semiconductor equipment (59%) and semiconductor materials (25%), highlighting the importance of these sectors in the domestic market [4] - The Semiconductor Materials ETF (562590) and its linked funds also emphasize the upstream semiconductor industry, with a significant focus on equipment and materials [4]