半导体设备ETF（159516）连续2日净流入超3亿元，行业景气度获数据印证

Group 1 - The semiconductor equipment ETF (159516) has seen a net inflow of over 300 million yuan for two consecutive days, indicating a high level of industry prosperity supported by data [1] - In Q3 2025, the total revenue of electronic industry companies is projected to reach 1.19 trillion yuan, a year-on-year increase of 19.33%, while the net profit attributable to shareholders is expected to be 89.561 billion yuan, reflecting a significant year-on-year growth of 47.89% [1] - The demand for AI is driving growth in sectors such as computing chips, PCBs, and storage, while the domestic substitution process continues to boost the performance of wafer foundries and semiconductor equipment companies [1] Group 2 - Semiconductor materials companies are expected to maintain growth in Q3, primarily due to the increased operating rates of downstream wafer fabs, with Huahong and SMIC both operating at full capacity [1] - Semiconductor equipment companies are also projected to continue high-speed revenue growth in Q3, reflecting strong order conditions from the previous year and smooth progress in downstream wafer fabs [1] - The profitability of wafer foundries and testing factories is improving in Q3, mainly benefiting from increased capacity utilization and product structure optimization due to downstream recovery [1]