单日吸金超2.2亿元！科创半导体ETF（588170）近5日涨幅超18%

Core Insights - The Shanghai Stock Exchange's Sci-Tech Innovation Board semiconductor materials and equipment index decreased by 0.32% as of September 25, 2025, with mixed performance among constituent stocks [1] - The Sci-Tech Semiconductor ETF (588170) experienced a decline of 0.47%, but has seen an 18.18% increase over the past five days as of September 24, 2025 [1] - Continuous net inflow into the Sci-Tech Semiconductor ETF over the past six days totaled 596 million yuan, with a peak single-day inflow of 222 million yuan [1] Industry Summary - According to SEMI data, global silicon wafer shipment area reached 3.327 billion square inches in Q2 2025, marking a year-on-year increase for four consecutive quarters and the highest since Q3 2023 [1] - The recovery in silicon wafer shipments indicates an end to inventory destocking and an increase in volume, driven by domestic semiconductor manufacturing demand [1] - The semiconductor equipment and materials sector is crucial for domestic substitution, characterized by low domestic replacement rates and high ceilings for domestic substitution, benefiting from the expansion of semiconductor demand driven by the AI revolution [2]