半导体设备ETF（159516）盘中流入1.3亿份，行业创新与替代进程引关注

Core Insights - The semiconductor equipment ETF (159516) has seen a significant inflow of 130 million shares, with a net inflow of 74 million shares, indicating strong market interest in semiconductor equipment assets [1] - Western Securities highlights that institutional advantages and market scale will aid domestic companies in overcoming technological barriers, with the domestic substitution process in the lithography machine sector expected to accelerate under a national system [1] - The semiconductor equipment ETF tracks the semiconductor materials and equipment index (931743), which selects listed companies involved in semiconductor material research, production, and equipment manufacturing, reflecting the overall performance of related securities in the upstream semiconductor industry [1] Industry Summary - The semiconductor and electronics industry is facing a reshaping of the global technology competition landscape, with China making breakthroughs in engineering innovation, although challenges remain in complex technological fields [1] - The index focuses on high-tech and high-growth potential materials and equipment within the semiconductor industry, effectively capturing the development trends and market movements in this niche sector [1]