半导体设备国产化进入加速期，高“设备”含量的科创半导体ETF（588170）震荡翻红，连续8日获资金加仓

Core Insights - The Shanghai Stock Exchange's Sci-Tech Innovation Board semiconductor materials and equipment index rose by 0.75%, with notable increases in component stocks such as Jingyi Equipment (up 3.97%) and Tuojing Technology (up 3.55%) [1] - The Sci-Tech Semiconductor ETF (588170) has seen continuous net inflows over the past eight days, totaling 1.49 billion yuan, with a peak single-day inflow of 632 million yuan [1] - The domestic semiconductor equipment market's localization rate reached 21% in the first half of the year, an increase of 5 percentage points year-on-year, indicating a significant acceleration in the localization process since 2025 [1] Industry Summary - The semiconductor equipment and materials sector is a crucial area for domestic substitution, characterized by low localization rates and high potential for domestic replacement, benefiting from the expansion of semiconductor demand driven by the AI revolution [2] - The Sci-Tech Semiconductor ETF and its associated funds focus on semiconductor equipment (59%) and materials (25%), highlighting the importance of these segments in the domestic market [2] - The industry is experiencing a positive cycle driven by policy support, technological breakthroughs, and demand stimulation, particularly in advanced packaging and core components [1]