近10日涨近19%，科创半导体设备ETF（588710）早盘大涨近12%，机构：板块有望进入新一轮快速增长期

Group 1 - The index strengthened on September 24, with the ChiNext Index rising over 1%, the Shanghai Composite Index increasing by 0.24%, and the Shenzhen Component Index up by 0.52% [1] - Semiconductor chips led the gains, with the Sci-Tech Innovation Semiconductor Equipment ETF (588710) surging by 11.94% in early trading, achieving a transaction volume exceeding 180 million yuan [1] - The ETF has accumulated a gain of 18.93% over the last 10 trading days (September 10-23) [1] Group 2 - CITIC Securities indicates a clear direction for domestic semiconductor equipment localization, with domestic wafer fabs currently holding about 10% of the global market share, which could expand to 30% under self-sufficiency scenarios, representing a threefold growth potential [2] - The current localization rate of equipment is around 20%, with potential growth to 60%-100% in the future, considering the replacement of approximately 40% of U.S. equipment and full localization scenarios, indicating a 3-5 times growth opportunity [2] - In the short term, while investment performance in domestic semiconductor wafer fabs is expected to be relatively flat until 2025, leading storage manufacturers are likely to initiate new projects, and advanced logic manufacturers are increasing their expansion efforts, suggesting a new rapid growth phase for semiconductor equipment [2]