AMEC(SH:688012) Mei Ri Jing Ji Xin Wen·2025-09-09 03:23Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board Semiconductor Materials and Equipment Theme Index decreased by 1.55% as of September 9, 2025 [1] - Among the constituent stocks, Naiko Equipment led with a rise of 1.46%, while Jingyi Equipment fell by 4.50% [1] - The Sci-Tech Semiconductor ETF (588170) dropped by 1.52%, with the latest price at 1.17 yuan [1] Group 2 - The Sci-Tech Semiconductor ETF (588170) achieved a record high in scale at 5.65 billion yuan and a recent high in shares at 475 million [1] - The ETF has seen continuous net inflows over the past 7 days, totaling 121 million yuan, with a maximum single-day net inflow of 41.56 million yuan [1] - Huatai Securities anticipates that new orders will continue to grow in 2025 due to downstream expansion and increased domestic substitution rates [1] Group 3 - The Sci-Tech Semiconductor ETF (588170) and its linked funds track the Sci-Tech Innovation Board Semiconductor Materials and Equipment Theme Index, focusing on semiconductor equipment (59%) and materials (25%) [2] - The semiconductor equipment and materials industry is a significant area for domestic substitution, benefiting from the expansion of semiconductor demand driven by the AI revolution [2]