Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board 100 Index has decreased by 2.96% as of November 21, 2025, with mixed performance among constituent stocks [1] - The semiconductor sector in the A-share market is experiencing a wave of investment enthusiasm, with companies in the supply chain engaging in capital operations for technological enhancement and vertical integration [1][2] - The global semiconductor market is projected to reach a scale of 43,710 billion yuan by 2024 and is expected to grow to 65,480 billion yuan by 2029, while China's semiconductor market is anticipated to grow to 16,022 billion yuan in 2024 and reach 28,133 billion yuan by 2029 [2] Group 2 - The Sci-Tech 100 ETF (588800) has seen continuous net inflows over the past three days, with a maximum single-day net inflow of 28.61 million yuan, totaling 72.94 million yuan [1] - The semiconductor equipment and materials industry is a key area for domestic substitution, benefiting from the expansion of semiconductor demand driven by the AI revolution and technological advancements [3] - The Sci-Tech 100 ETF closely tracks the Sci-Tech 100 Index, focusing on high-growth sectors including semiconductors, pharmaceuticals, and new energy [2]
半导体产业链企业内部技术补强和垂直整合步伐加快，科创100ETF华夏（588800）越跌越买
Mei Ri Jing Ji Xin Wen·2025-11-21 06:22