半导体设备ETF（159516）大涨超7%，近20日净流入超28亿元，国产替代逻辑获市场关注

Group 1 - The semiconductor equipment ETF (159516) surged over 7% on January 7, with a net inflow of over 2.8 billion yuan in the past 20 days, indicating market interest in domestic substitution logic [1] - Changxin Storage's IPO application has been accepted, positioning it as China's largest and most advanced integrated DRAM R&D, design, and manufacturing enterprise since its establishment in 2016 [1] - According to Omdia data, Changxin has become the largest DRAM manufacturer in China and the fourth globally based on production capacity and shipment volume [1] Group 2 - The IPO aims to raise 29.5 billion yuan, with 7.5 billion yuan allocated for upgrading existing wafer manufacturing lines, 13 billion yuan for DRAM technology upgrades, and 9 billion yuan for advanced technology research and development [1] - The financing from Changxin's IPO is expected to significantly enhance its capital expenditure certainty, accelerating the construction of storage production lines and increasing the domestic substitution rate, which is favorable for investments in related semiconductor equipment and testing sectors [1][2]