SMIC(SH:688981) Sou Hu Cai Jing·2025-10-13 03:47Group 1: ETF Performance - The Sci-Tech Chip ETF experienced an intraday turnover of 10.04%, with a transaction volume of 4.231 billion yuan, indicating active market trading [3] - Over the past two weeks, the Sci-Tech Chip ETF's scale increased by 2.723 billion yuan, achieving significant growth and ranking first among comparable funds [3] - The latest share count for the Sci-Tech Chip ETF reached 16.969 billion shares, marking a one-month high and also ranking first among comparable funds [3] Group 2: Fund Inflows and Returns - The Sci-Tech Chip ETF has seen continuous net inflows over the past eight days, with a single-day peak inflow of 2.748 billion yuan, totaling 6.426 billion yuan in net inflows [3] - As of October 10, 2025, the net value of the Sci-Tech Chip ETF has increased by 146.96% over the past three years, ranking 23rd out of 1883 index equity funds, placing it in the top 1.22% [3] - Since its inception, the Sci-Tech Chip ETF has recorded a maximum monthly return of 35.07%, with the longest consecutive monthly gains being four months and the highest cumulative gain of 74.17%, averaging a monthly return of 9.90% during rising months [3] Group 3: Key Stocks in the Index - As of September 30, 2025, the top ten weighted stocks in the Shanghai Sci-Tech Chip Index include Haiguang Information, Lanke Technology, SMIC, Cambricon, Zhongwei Company, Chipone, Huahong Group, Huzhou Silicon Industry, Huahai Qinke, and Amlogic, collectively accounting for 59.69% of the index [3] Group 4: Industry Developments - The 2025 Bay Area Semiconductor Industry Ecosystem Expo gathered top decision-makers in the semiconductor industry to discuss future development directions [4] - The International Third-Generation Semiconductor Innovation and Entrepreneurship Competition focuses on cutting-edge technologies and trends in the third-generation semiconductor industry, promoting collaborative development in the Yangtze River Delta region [4] - Guojin Securities noted that domestic chips are accelerating upgrades and mass production, driving the development of large models, with companies like Huawei and Cambricon completing adaptations for the DeepSeek-V3.2-Exp model, supporting a maximum context length of 160K [4]