指数涨超4%，半导体设备ETF易方达（159558）盘中获1100万份净申购

Core Viewpoint - The semiconductor sector is experiencing a strong performance, with significant increases in relevant indices and ETFs, driven by government emphasis on technological self-reliance and the importance of semiconductor equipment in achieving this goal [1][2]. Group 1: Market Performance - The China Securities Semiconductor Industry Index rose by 2.8%, while the China Securities Semiconductor Materials and Equipment Theme Index increased by 4.1% as of 14:07 [1]. - The semiconductor equipment ETF, E Fund (159558), saw a net subscription of 11 million units during the trading session [1]. Group 2: Government Policy and Industry Outlook - A recent important meeting highlighted the goal of significantly improving the level of technological self-reliance, indicating the critical role of semiconductor equipment in this strategy [1]. - Analysts suggest that the emphasis on accelerating high-level technological self-reliance, along with a consensus reached in US-China business negotiations, is likely to enhance market risk appetite, benefiting semiconductor equipment as a "growth + self-reliance" investment [1]. Group 3: Index Composition - The China Securities Semiconductor Materials and Equipment Theme Index consists of 40 stocks related to semiconductor materials and equipment, with semiconductor equipment and materials accounting for 60% and 20% of the index, respectively [1]. - The China Securities Semiconductor Industry Index includes 50 stocks involved in chip design, manufacturing, packaging, testing, and semiconductor materials and production equipment, with the digital chip design sector comprising over half of the index and semiconductor equipment accounting for nearly 20% [1].