AMEC(SH:688012) Xin Lang Cai Jing·2026-01-12 02:45Group 1 - The semiconductor sector experienced a strong rebound on January 12, 2026, with the China Securities Semiconductor Materials and Equipment Theme Index rising by 1.78% [1] - Notable individual stock performances included Zhongwei Company increasing by 6.72%, Jianghua Micro rising by 5.65%, and Yake Technology up by 4.63% [1] - The Semiconductor Equipment ETF (159327) also saw an increase of 1.77%, reaching a peak gain of over 2% during the trading session [1] Group 2 - As of January 9, 2026, the latest scale of the Semiconductor Equipment ETF reached 787 million yuan, marking a new high since its inception [1] - The ETF has experienced continuous net inflows over the past four days, totaling 133 million yuan [1] - The Shanghai Municipal Government issued a three-year action plan (2026-2028) to support the transformation and upgrading of advanced manufacturing, focusing on integrated circuit enterprises [1] Group 3 - The global semiconductor sector has been strengthening, particularly influenced by events like CES, with the A-share semiconductor equipment index showing a weekly increase of 17% [1] - Haitong International believes that the semiconductor market is not yet over and recommends increasing positions when the sector pulls back to key moving averages [1] - The ongoing development of the domestic computing power industry chain and the anticipated release of the V4 model by DeepSeek in February are expected to enhance market sentiment towards Chinese tech assets [1] Group 4 - As of December 31, 2025, the top ten weighted stocks in the China Securities Semiconductor Materials and Equipment Theme Index accounted for 65.08% of the index [2] - The Semiconductor Equipment ETF closely tracks the China Securities Semiconductor Materials and Equipment Theme Index, characterized by high growth and high elasticity [2] - Investors can access investment opportunities through the connection funds (A: 023828; C: 023829) [2]