Silan(SH:600460) Mei Ri Jing Ji Xin Wen·2025-10-20 08:31Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board Semiconductor Materials and Equipment Theme Index rose by 1.11% as of October 20, 2025, with notable increases in stocks such as Andl Micro (up 2.79%), Naiko Equipment (up 2.72%), and Tuojing Technology (up 2.54%) [1] - The Sci-Tech Semiconductor ETF (588170) increased by 1.02%, reaching a latest price of 1.38 yuan, and has accumulated a rise of 5.48% over the past month as of October 17, 2025 [1] - The trading volume for the Sci-Tech Semiconductor ETF was 8.03% during the session, with a transaction value of 291 million yuan, and the average daily transaction over the past week was 843 million yuan, leading its peers [1] - The latest scale of the Sci-Tech Semiconductor ETF reached 3.565 billion yuan, marking a new high since its establishment and leading among similar funds [1] Group 2 - Silan Microelectronics announced a joint investment of 5.1 billion yuan with its wholly-owned subsidiary and two other companies to increase capital in its subsidiary Silan Jihua, which will be the implementation entity for a project with a total planned investment of 20 billion yuan [1] - The project aims to achieve a production capacity of 54,000 wafers per month in two phases, with a total annual production capacity of 540,000 wafers upon completion in Xiamen [1] Group 3 - The Sci-Tech Semiconductor ETF (588170) and its linked funds focus on semiconductor equipment (61%) and semiconductor materials (23%), highlighting the importance of domestic substitution in these sectors [2] - The semiconductor materials ETF (562590) also emphasizes the upstream semiconductor industry, with significant allocations to semiconductor equipment (61%) and materials (21%) [2]