Mei Ri Jing Ji Xin Wen·2026-02-11 03:18Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board Semiconductor Materials and Equipment Theme Index (950125) decreased by 0.68% as of February 11, 2026, with mixed performance among constituent stocks [1] - The China Securities Semiconductor Materials and Equipment Theme Index (931743) fell by 0.83%, also showing varied performance among its constituent stocks [1] - The Sci-Tech Semiconductor ETF (588170) experienced a decline of 0.79%, with a latest price of 1.76 yuan, while the Semiconductor Equipment ETF Huaxia (562590) dropped by 0.78%, priced at 1.9 yuan [1] Group 2 - The latest net inflow for the Sci-Tech Semiconductor ETF was 1.17 billion yuan, with a total of 50.67 million yuan accumulated over the last five trading days [2] - In contrast, the Semiconductor Equipment ETF Huaxia had a net inflow of 383.42 million yuan over the last 22 trading days, with 16 days showing net inflows totaling 1.273 billion yuan [2] - SMIC's co-CEO Zhao Haijun indicated that the shift towards localization in the semiconductor industry will have a restructuring effect throughout 2025, with rapid transitions in various segments [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 ETF Huaxia (562590) emphasizes semiconductor equipment (63%) and materials (24%), targeting the upstream of the semiconductor industry [3] - The semiconductor equipment and materials sector is crucial for domestic substitution, characterized by low domestic replacement rates and high ceilings for domestic alternatives, benefiting from the AI revolution and ongoing technological advancements [3]