Group 1 - The semiconductor materials and equipment theme index on the Shanghai Stock Exchange's Sci-Tech Innovation Board fell by 2.46% as of January 22, 2026, with mixed performance among constituent stocks [1] - Leading stocks included ShenGong Co., which rose by 3.80%, and HuaHai QingKe, which increased by 1.39%, while JingYi Equipment led the decline with a drop of 6.55% [1] - The semiconductor ETF (588170) decreased by 2.44%, and the semiconductor equipment ETF (Huaxia, 562590) fell by 2.83% [1] Group 2 - The domestic wet electronic chemicals industry in China is entering a rapid development phase, with increasing localization rates and domestic companies becoming the main suppliers [2] - The market size for wet electronic chemicals in China reached 22.5 billion yuan in 2023, reflecting a year-on-year growth of 27.12%, and is expected to reach 29.275 billion yuan by 2025 [2] - The semiconductor equipment ETF (Huaxia, 562590) focuses on the upstream semiconductor sector, with 63% in semiconductor equipment and 24% in semiconductor materials, benefiting from the AI revolution and domestic substitution trends [2]
存储芯片龙头2025年净利同比预增超80%，科创半导体ETF（588170）、半导体设备ETF华夏（562590）整固蓄势
Mei Ri Jing Ji Xin Wen·2026-01-22 07:07