半导体设备ETF（159516）盘中流入超6亿份，规模突破60亿元，资金积极布局国产替代主线

Core Insights - The semiconductor equipment ETF (159516) has seen significant inflows, with a real-time inflow of 630 million shares and a net inflow of 449 million shares, indicating strong investor interest in semiconductor equipment assets [1] Industry Summary - There is a high demand for lithography machines in China, but the domestic production rate remains very low, leading to a "bottleneck" situation in the high-end lithography machine sector [1] - Huaxin Securities suggests that breakthroughs in lithography technology are expected to drive upgrades in upstream materials and precision machinery, accelerating the domestic production of critical materials such as photoresists and optical components, creating a "leading company-driven, multi-point breakthrough" industrial upgrade pattern [1] - The semiconductor equipment ETF (159516) tracks the semiconductor materials and equipment index (931743), which focuses on the upstream materials and equipment sectors of the semiconductor industry, selecting listed companies involved in semiconductor material supply and equipment manufacturing to reflect the overall performance of key enterprises in the semiconductor industry [1] - The index covers high-tech barrier and growth characteristic sub-sectors, serving as an important reference for investors to grasp opportunities in the semiconductor industry [1] - Investors without stock accounts can consider the Guotai CSI Semiconductor Materials and Equipment Theme ETF Initiated Link A (019632) and Guotai CSI Semiconductor Materials and Equipment Theme ETF Initiated Link C (019633) [1]