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国产替代加速跑催化半导体设备材料行情！科创半导体设备ETF(588710)单日"吸金"达1.97亿 最新规模创历史新高
Xin Lang Ji Jin·2025-09-25 06:16

Core Viewpoint - The semiconductor equipment and materials sector is gaining significant attention from investors due to rising chip prices and accelerated domestic substitution, leading to a surge in trading activity for related ETFs [1] Group 1: ETF Performance - The Kexin Semiconductor Equipment ETF (588710) recorded a trading volume of 388 million yuan on September 24, 2025, marking a 213% increase from the previous period, with a net inflow of 197 million yuan, both hitting historical highs since its inception on May 26, 2025 [1] - As of September 24, 2025, the Kexin Semiconductor Equipment ETF (588710) has a total share count of 394 million and a total size of 601 million yuan, reflecting a 254% increase in size since September 2025 [1] Group 2: Market Dynamics - The domestic semiconductor industry is witnessing accelerated progress in local substitution, with several leading tech companies entering chip development, including advancements in AI chips and significant progress in domestic lithography machines [1] - The semiconductor materials and equipment sector, being a critical upstream segment of the semiconductor supply chain, has a generally low domestic substitution rate, indicating potential for both performance and valuation improvements as self-sufficiency progresses and a potential order inflection point approaches in Q4 [1] Group 3: Index and Management - The Kexin Semiconductor Equipment ETF (588710) closely tracks the Shanghai Stock Exchange's Sci-Tech Innovation Board Semiconductor Materials and Equipment Index, focusing on the semiconductor equipment and materials sectors, which enhances its representation of critical segments in the semiconductor supply chain [1] - The fund manager, Huatai-PB Fund, is one of the first ETF managers in the domestic market with over 18 years of experience, having developed the largest ETF in the A-share market, the CSI 300 ETF (510300), and actively managing multiple ETFs focused on the Sci-Tech Innovation Board [1]