测试设备龙头华峰测控全年净利同比预增46%-78%，封测需求复苏带动业绩修复

Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board Semiconductor Materials and Equipment Theme Index (950125) decreased by 1.63% as of January 23, 2026, with mixed performance among constituent stocks [1] - The China Securities Semiconductor Materials and Equipment Theme Index (931743) fell by 1.44%, also showing mixed results among its constituent stocks [1] - The liquidity of the Sci-Tech Semiconductor ETF (588170) showed a turnover rate of 6.35% with a transaction volume of 4.92 billion yuan [1] Group 2 - Huafeng Measurement and Control (688200.SH) announced an expected net profit increase of 15.5 million to 26 million yuan for the year 2025, representing a year-on-year growth of 46% to 78% [2] - The global semiconductor industry is recovering, driven by surging demand in AI and high-performance computing, with domestic substitution accelerating [2] - CITIC Securities believes that the recovery in downstream packaging and testing demand is leading to improved orders, which is reflected in revenue growth [2] Group 3 - The Semiconductor Equipment ETF Huaxia (562590) focuses on the upstream semiconductor sector, with 63% of its index comprising semiconductor equipment and 24% semiconductor materials [3]