Piotech (SH:688072) 2 1 Shi Ji Jing Ji Bao Dao·2025-11-28 03:12Core Insights - The semiconductor equipment sector experienced a significant surge, with the popular semiconductor equipment ETF (561980) rising by 1.79% and achieving a trading volume exceeding 1 billion yuan [1][5] - Key stocks in the sector saw substantial gains, including Jingyi Equipment up 9.53%, Tuojing Technology over 7%, and Tianyue Advanced, Shanghai Xinyang, both over 6% [1] - The report indicates a strong demand for domestic technology and a rise in semiconductor equipment imports, with a projected import value of 4.204 billion USD in September 2025, marking an 18.86% year-on-year increase and a 60.20% month-on-month increase [2][3] Semiconductor Sales Growth - The global semiconductor sales have shown consistent growth since the beginning of 2023, driven by demand from AI and new energy vehicles, with global and Chinese semiconductor sales increasing by 25.13% and 14.94% year-on-year respectively in September 2025 [3] - China's semiconductor sales reached a cumulative total of 149.88 billion USD in the first nine months of 2025 [3] Memory Chip Price Surge - The global memory chip market has experienced a rare price increase, particularly in the DDR5 segment, where prices jumped from 7.68 USD to 15.5 USD in just one month, reflecting a 102% increase [4] - The demand for DRAM and NAND is significantly driven by AI, with expectations of a global memory supercycle, benefiting China's advanced storage capabilities [4] ETF Performance - The semiconductor equipment ETF (561980) has shown a year-to-date increase of 47%, with the maximum increase exceeding 80% during the period [5][7] - The ETF tracks key companies in the semiconductor industry, with a high concentration in upstream and midstream sectors, accounting for over 72% of the index [7]