Core Viewpoint - The semiconductor sector in the Sci-Tech Innovation Board is experiencing significant growth, with the Sci-Tech Chip ETF showing strong performance and attracting substantial capital inflow, indicating a bullish sentiment in the market [1][2]. Group 1: Market Performance - As of November 4, 2025, the Sci-Tech Chip Index rose by 1.55%, with notable increases in constituent stocks such as Huahong Semiconductor (up 4.93%) and Zhongwei Company (up 3.27%) [1]. - The Sci-Tech Chip ETF (588200) increased by 1.45%, with a trading volume of 5.95 billion yuan and a turnover rate of 1.46% [1]. - Over the past two weeks, the Sci-Tech Chip ETF's scale grew by 10.37 billion yuan, marking the highest increase among comparable funds [1]. Group 2: Fund Performance - The Sci-Tech Chip ETF's net value has increased by 103.77% over the past two years, ranking 33rd out of 2380 index equity funds, placing it in the top 1.39% [1]. - Since its inception, the ETF has recorded a maximum monthly return of 35.07%, with the longest streak of consecutive monthly gains being four months and a total increase of 74.17% during that period [1]. Group 3: Industry Trends - As of October 31, 2025, the top ten weighted stocks in the Sci-Tech Chip Index accounted for 60.55% of the index, with companies like Haiguang Information and Cambricon leading the list [2]. - Samsung Electronics has paused its DDR5 DRAM contract pricing, prompting other major manufacturers like SK Hynix and Micron to follow suit, leading to a 25% surge in DDR5 spot prices over the past week [2]. - The global memory chip market is entering a "super cycle," with multiple manufacturers raising prices, which may further intensify the price increase trend [2].
存储芯片涨价热潮或进一步加剧，科创芯片ETF(588200)盘中上涨1.45%，近5日“吸金”近16亿元
Sou Hu Cai Jing·2025-11-04 02:10