半导体设备、材料助力主板上攻！科创半导体ETF（588170）、半导体材料ETF（562590）获得资金关注！

Group 1 - The Shanghai Composite Index is approaching 4000 points, with active trading in the semiconductor equipment and materials sectors [1] - The Sci-Tech Semiconductor ETF (588170) and Semiconductor Materials ETF (562590) both saw gains exceeding 3% in the afternoon session, with trading volumes surpassing 500 million and 100 million respectively [1] - Notable stocks in the ETFs include Jingrui Electric Materials, Nanda Optoelectronics, and Aisen Co., which experienced significant price increases [1] Group 2 - The Sci-Tech Semiconductor ETF (588170) tracks the Shanghai Stock Exchange Sci-Tech Board Semiconductor Materials and Equipment Theme Index, focusing on semiconductor equipment (61%) and materials (23%) [2] - The semiconductor equipment and materials industry is a key area for domestic substitution, characterized by low domestic production rates and high potential for domestic replacement, benefiting from the expansion of semiconductor demand driven by the AI revolution [2] - The Semiconductor Materials ETF (562590) also emphasizes semiconductor equipment (61%) and materials (21%), focusing on the upstream semiconductor sector [2] Group 3 - Recent data indicates that the Sci-Tech Semiconductor ETF (588170) has seen a net inflow of 210 million yuan over the past five trading days, with an average daily net inflow of 41.91 million yuan [1] - The Semiconductor Materials ETF (562590) has also shown active buying, accumulating a total of 2.00766 million yuan over the last 12 trading days [1] - According to Galaxy Securities, funding is concentrated around the theme of technological self-reliance, with visibility of orders for leading semiconductor equipment companies expected to continue improving [1]