半导体设备ETF(561980)盘前上涨1.07%，长鑫存储招股引爆产业链，有望明年开始全面盈利！

Group 1 - The semiconductor equipment sector continues its strong performance, with the semiconductor equipment ETF (561980) rising by 1.07% before market open, and a cumulative net inflow exceeding 1.03 billion yuan for the year [1] - The ETF has seen net inflows for four consecutive trading days, totaling over 100 million yuan, indicating increasing market attention [1] Group 2 - The IPO process of Changxin Storage is identified as a key catalyst for market enthusiasm, with the company projecting a net profit of 2 to 3.5 billion yuan for the fiscal year 2025 and potential profitability by 2026 or 2027 [3] - The IPO aims to raise 29.5 billion yuan, reflecting the commitment of domestic storage leaders to accelerate capacity building and technological iteration [3] - Recent approval from the U.S. for Samsung and SK Hynix to export chip manufacturing equipment to their factories in China may alleviate equipment supply pressures in the domestic semiconductor industry [3] - Analysts suggest that the semiconductor equipment sector holds long-term investment value as a foundational infrastructure for industry development, especially with ongoing domestic substitution processes [3] - Capital expenditure plans from domestic leaders like Changxin Storage are expected to provide sustained order support for the equipment supply chain [3] - The semiconductor equipment ETF covers the entire industry chain from materials and equipment to key components, offering investors an effective tool for systematic investment in the core upstream semiconductor sector [3]