Thinkon Semi(SH:688233) Mei Ri Jing Ji Xin Wen·2026-01-26 06:51Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board Semiconductor Materials and Equipment Theme Index (950125) decreased by 3.27% as of January 26, 2026, with major component stocks like Tianyue Advanced leading the decline at 9.12% [1] - The China Securities Semiconductor Materials and Equipment Theme Index (931743) fell by 3.66%, with Zhichun Technology dropping 9.99% [1] - The liquidity of the Sci-Tech Semiconductor ETF (588170) was active, with a turnover rate of 13.63% and a transaction volume of 1.093 billion yuan [1] Group 2 - Shen Gong Co., Ltd. (688233.SH) announced an expected net profit for 2025 of 90 million to 110 million yuan, representing a year-on-year growth of 118.71% to 167.31% [2] - The global semiconductor market is recovering, driven by AI demand, leading to increased capital expenditure and steady growth in the company's large-diameter silicon materials business [2] - The domestic market in China is accelerating the pace of domestic substitution, with increased demand for key consumables from local storage chip manufacturers [2] Group 3 - The Sci-Tech Semiconductor ETF (588170) tracks the Shanghai Stock Exchange Sci-Tech Innovation Board Semiconductor Materials and Equipment Theme Index, focusing on semiconductor equipment (60%) and materials (25%) [3] - The semiconductor equipment and materials industry is a significant area for domestic substitution, benefiting from low domestic substitution rates and high potential for growth [3] - The Huaxia Semiconductor Equipment ETF (562590) also focuses on semiconductor equipment (63%) and materials (24%), emphasizing the upstream semiconductor sector [3]