半导体设备ETF（159516）涨超1%，盘中流入近6000万份，资金持续布局国产替代主线

Core Insights - The semiconductor equipment ETF (159516) saw a rise of over 1% on December 1, with nearly 590 million units flowing in during the trading session, indicating strong investor interest in semiconductor equipment assets [1] - According to Zhongyuan Securities, the global semiconductor industry is experiencing continuous growth driven by demand from AI computing power, smart driving, and data centers, with global semiconductor sales expected to reach $69.47 billion by September 2025, representing a year-on-year increase of 25.1% and a quarter-on-quarter increase of 7% [1] - China's semiconductor sales reached $18.69 billion, showing a year-on-year growth of 15% and a quarter-on-quarter growth of 6% [1] Industry Trends - The construction of wafer production capacity is accelerating, particularly with a noticeable trend towards the expansion of advanced processes [1] - The U.S. has implemented stricter sales restrictions on AI chips and export controls on EDA software to China, highlighting the urgent need for self-sufficiency in the semiconductor supply chain, which is expected to drive continued progress in domestic substitution [1] ETF and Index Information - The semiconductor equipment ETF (159516) tracks the semiconductor materials and equipment index (931743), which focuses on the materials and equipment sectors within the semiconductor industry [1] - The index selects listed company securities involved in semiconductor material supply and equipment manufacturing to reflect the overall performance of key upstream segments of the semiconductor industry [1] - The constituent stocks of this index possess high technical barriers and growth characteristics, making it an important indicator of the health of the semiconductor industry [1]