Mei Ri Jing Ji Xin Wen·2025-09-30 06:58Core Viewpoint - The semiconductor materials and equipment theme index on the STAR Market has shown strong performance, with significant increases in constituent stocks and a notable rise in the STAR Semiconductor ETF, indicating robust investor interest and capital inflow in the sector [1] Group 1: Market Performance - As of September 30, the STAR Market semiconductor materials and equipment theme index rose by 1.46%, with key stocks such as ShenGong Co. up 13.63%, JingSheng Co. up 10.12%, and ChipSource Microelectronics up 5.68% [1] - The STAR Semiconductor ETF (588170) increased by 1.39%, with active buying leading to frequent premiums during trading [1] - Over the past week, the STAR Semiconductor ETF has accumulated a total increase of 15.52% [1] Group 2: Fund Size and Inflows - The latest size of the STAR Semiconductor ETF reached 2.604 billion yuan, marking a new high since its inception [1] - The ETF has seen continuous net inflows over the past nine days, with a peak single-day net inflow of 632 million yuan, totaling 1.721 billion yuan in net inflows, averaging 191 million yuan per day [1] Group 3: Sector Composition and Trends - The STAR Semiconductor ETF and its linked funds track the STAR Market semiconductor materials and equipment theme index, which includes 59% semiconductor equipment and 25% semiconductor materials companies [1] - The semiconductor equipment and materials industry is a crucial area for domestic substitution, characterized by low domestic replacement rates and high potential for domestic substitution, benefiting from the expansion of semiconductor demand driven by the AI revolution, technology restructuring, and advancements in lithography technology [1]