2 1 Shi Ji Jing Ji Bao Dao·2025-11-18 02:44Group 1 - The semiconductor industry chain is experiencing a strong performance despite the overall market decline, with the semiconductor equipment ETF (561980) rising by 2.25% during the trading session [1] - Notable stocks within the semiconductor sector include North Huachuang, which increased by over 5%, and several others like Changchuan Technology and Zhongwei Company, which rose by over 3% [1] - Semiconductor equipment ETF (561980) has seen a net inflow of over 65 million yuan in the last three trading days, accumulating nearly 119 million yuan in net inflows over the past ten trading days [1] Group 2 - SMIC reported a significant increase in production capacity, with a monthly output surpassing 1 million wafers, and a capacity utilization rate reaching 95.8% [1] - The high capacity utilization rate at SMIC indicates strong industry demand, and the semiconductor industry is expected to benefit from structural opportunities driven by AI and domestic substitution [1] - Western Securities anticipates a "price cycle" and "product iteration cycle" in the storage sector by 2026, which may lead to sustained growth in orders for equipment companies [2] - The semiconductor equipment ETF (561980) tracks the semiconductor equipment, materials, and integrated circuit design sectors, with over 90% of its index comprising these industries [2] - The index has shown a remarkable annual increase of 51% as of November 17, 2025, with a maximum increase exceeding 80%, outperforming similar indices in the semiconductor materials and equipment sectors [2]