Sou Hu Cai Jing·2026-01-12 02:16Core Insights - The semiconductor materials and equipment theme index (931743) has shown a strong increase of 2.55% as of January 12, 2026, with notable gains from component stocks such as Zhongwei Company (up 7.83%) and Jianghua Micro (up 6.06%) [1] - The semiconductor equipment ETF Huaxia (562590) has also risen by 2.16%, reaching a latest price of 1.94 yuan, and has accumulated a weekly increase of 17.08% as of January 9, 2026 [1] - The ETF has seen active trading with a turnover rate of 13.67% and a transaction volume of 208 million yuan, indicating a vibrant market [1] Market Performance - The latest scale of the semiconductor equipment ETF Huaxia has reached 1.505 billion yuan, marking a one-year high [1] - The ETF's latest share count stands at 796 million shares, also a one-year high [1] - Over the past four days, the ETF has experienced continuous net inflows, with a peak single-day net inflow of 339 million yuan, totaling 595 million yuan and an average daily net inflow of 149 million yuan [1] Leverage and Investment Trends - There has been a consistent influx of leveraged funds into the semiconductor equipment ETF, with net purchases reaching a maximum of 936,670 yuan in a single day, and the latest financing balance at 42.6885 million yuan [1] - The index closely tracks the performance of 40 listed companies involved in semiconductor materials and equipment, reflecting the overall performance of this sector [1] Top Holdings - As of December 31, 2025, the top ten weighted stocks in the semiconductor materials and equipment theme index account for 65.08% of the index, including companies like Beifang Huachuang and Zhongwei Company [2]