行业ETF风向标丨香港证券ETF成交94亿元再度放量，两只半导体产业ETF半日涨幅近4%

Core Viewpoint - The semiconductor sector is experiencing a strong rally, with significant trading activity in related ETFs, indicating investor confidence and interest in the industry [1][9]. Trading Activity - The ChiNext Chip ETF (588200) recorded a half-day trading volume of 3.441 billion yuan, while the Semiconductor ETF (512480) had a trading volume of 1.521 billion yuan [1]. - The Hong Kong Securities ETF (513090) also saw increased activity, with a half-day trading volume of 9.4 billion yuan [1]. ETF Performance - The Semiconductor Industry ETF (159582) and Semiconductor Equipment ETF (561980) led the market with half-day gains of 3.98% and 3.96%, respectively [7][9]. - Other ETFs such as the Photovoltaic ETF, Nonferrous Metals ETF, and Electric Grid Equipment ETF also performed well, with many showing gains exceeding 3% [7]. Investment Logic - The Chinese semiconductor industry is undergoing a push for self-sufficiency, with various regions launching projects aimed at breaking foreign monopolies and enhancing domestic production capabilities [9]. - Key projects include vertical integration in Dezhou through laser radar technology and developments in large silicon wafers, MEMS sensors, and high-end analog chips in Zhengzhou, Bengbu, and Xiamen [9]. Index Composition - The CSI Semiconductor Industry Index includes up to 40 companies involved in semiconductor materials, equipment, and applications, reflecting the overall performance of the sector [9][10]. - Major weighted stocks in the index include companies like Zhongwei Company (16.24%), Northern Huachuang (12.33%), and Cambricon (10.98%) [10].