芯片ETF(512760)涨超1.6%,近20日净流入超4.6亿元,自主可控进程提速
Mei Ri Jing Ji Xin Wen·2025-11-26 06:10

Group 1 - The core viewpoint is that China's chip design industry is expected to grow significantly, with a projected sales revenue of 835.7 billion yuan in 2025, reflecting a year-on-year growth of 29.4% and a compound annual growth rate (CAGR) of 19.6% from 2006 to 2025 [1] - The chip design sector is noted as the only sub-industry that has not experienced any recession since the inception of statistical data, indicating its resilience and potential for growth [1] - There is a possibility that the scale of the chip design industry could reach or exceed 1 trillion yuan by 2030, driven by advancements in AI and electric vehicles [1] Group 2 - The chip ETF (512760) tracks the China Semiconductor Index (990001), which focuses on publicly listed semiconductor-related companies, covering key areas such as semiconductor materials, equipment, and end applications [1] - The index selects no more than 40 representative securities as samples, aiming to reflect the overall performance of the semiconductor industry chain, with a focus on upstream sectors and emphasizing technological content and domestic substitution trends [1]