科创板光刻设备龙头2025年净利同比预增超70%，科创半导体ETF（588170）近4天获得连续资金净流入，半导体设备ETF华夏（562590）近11天获得连续资金净流入

Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board Semiconductor Materials and Equipment Theme Index (950125) decreased by 0.27% as of January 21, 2026, with mixed performance among constituent stocks [1] - Notable gainers included Naiko Equipment up 8.78%, SMIC up 4.67%, and Huahai Chengke up 4.22%, while major decliners were Zhongke Feimiao down 5.62%, Aisen Co. down 3.60%, and Chip Source Micro down 2.07% [1] - The Sci-Tech Semiconductor ETF (588170) fell by 0.43%, with a latest price of 1.87 yuan and a turnover rate of 11.2%, totaling a transaction volume of 785 million yuan, indicating active market trading [1] Group 2 - The CSI Semiconductor Materials and Equipment Theme Index (931743) also saw a decline of 0.29%, with Jianghua Micro leading gains at 10.02% and Huahai Chengke up 4.16% [1] - The Semiconductor Equipment ETF Huaxia (562590) decreased by 0.44%, with a latest price of 2.04 yuan and a turnover rate of 4.56%, resulting in a transaction volume of 134 million yuan [1] Group 3 - The Sci-Tech Semiconductor ETF has experienced continuous net inflows over the past four days, with a peak single-day net inflow of 988 million yuan, totaling 1.92 billion yuan and an average daily net inflow of 480 million yuan [2] - The Semiconductor Equipment ETF Huaxia has seen net inflows for 11 consecutive days, with a maximum single-day net inflow of 365 million yuan, accumulating 1.83 billion yuan and an average daily net inflow of 166 million yuan [2] Group 4 - Chipbond Microelectronics (688630.SH) announced a profit forecast for 2025, expecting a net profit attributable to shareholders of 275 million to 295 million yuan, representing a year-on-year growth of 71.13% to 83.58% [2] - The company's profit growth is attributed to breakthroughs in high-end PCB and semiconductor fields, strong demand for high-end LDI equipment, and the adoption of high-precision CO2 laser drilling equipment by major clients [2] - Zhongyin International believes that the rapid growth of global AI computing power and automotive electronics is driving the PCB industry towards high-layer and high-density technology iterations, with Chipbond Microelectronics positioned as a leader in high-end LDI equipment [2] Group 5 - The Sci-Tech Semiconductor ETF (588170) and its linked funds focus on semiconductor equipment (60%) and materials (25%), benefiting from the domestic substitution trend and the demand surge driven by the AI revolution [3] - The Semiconductor Equipment ETF Huaxia (562590) also emphasizes semiconductor equipment (63%) and materials (24%), targeting the upstream semiconductor sector [3]