存储巨头长鑫IPO在即！设备国产化确定性受益，半导体设备ETF（561980）开盘涨1.31%

Group 1 - Longxin Technology submitted its prospectus on December 30, 2025, aiming to raise 29.5 billion yuan to enhance its core competitiveness in the DRAM industry [2] - The listing of Longxin, the largest DRAM storage enterprise in China, is expected to drive expansion and increase the domestic equipment localization rate [2] - The semiconductor equipment ETF (561980) opened up 1.31%, with significant gains in constituent stocks such as Chipone Microelectronics and Yake Technology, which rose over 4% [1][2] Group 2 - The semiconductor equipment sector is anticipated to experience a strong expansion cycle starting in 2026, with industry-wide order growth expected to exceed 30%, potentially reaching over 50% [2] - The index tracking the semiconductor equipment ETF has a high concentration in leading companies, with nearly 80% of the top ten holdings, indicating significant elasticity [5] - The index has shown a year-to-date increase of 63.92% as of December 30, 2025, outperforming other mainstream semiconductor indices [5]