Group 1 - The semiconductor equipment sector continues its strong performance, with the China Securities Chip Industry Index rising by 2.3% and the China Securities Semiconductor Materials and Equipment Theme Index increasing by 6.2% as of 10:06 AM on January 6 [1] - Notable stocks in the sector include Zhongke Feimeng, which rose over 12%, Kema Technology, which increased over 11%, and Huahai Qingke, which gained over 8% [1] - Dongwu Securities reports that domestic semiconductor equipment is entering a historic development opportunity, with a strong expansion cycle expected to begin in 2026, potentially leading to an order growth rate exceeding 30%, and possibly reaching over 50% [1] Group 2 - The China Securities Semiconductor Materials and Equipment Theme Index consists of 40 stocks related to semiconductor materials and equipment, with semiconductor equipment and materials accounting for 60% and 20% of the index, respectively [1] - The China Securities Chip Industry Index includes 50 stocks involved in chip design, manufacturing, packaging, testing, semiconductor materials, and production equipment, with digital chip design making up approximately 50% and semiconductor equipment about 20% of the index [1] - The E Fund Semiconductor Equipment ETF (159558) and the E Fund Chip ETF (516350) track these indices, providing investors with a means to easily invest in leading companies within the industry chain [1]
半导体设备板块再度爆发,指数涨超6%,半导体设备ETF易方达(159558)助力一键打包板块龙头
Mei Ri Jing Ji Xin Wen·2026-01-06 03:02