③花旗集团上调2026年存储芯片预期，将DRAM平均售价涨幅从53%上调至88%、NAND从44%上调至 74%，称市场进入"失控式上涨"和"剧烈卖方市场"，而AI基础设施投资（训练+推理）导致需求增速远 超供给，产能扩张受限，短缺将贯穿2026年全年。 相关产品： "20CM"的"卖铲人"：科创半导体ETF(588170)，最新规模88亿元，居同标的第一，近20日合计净流入 11.65亿元，成份股涵盖中微公司（刻蚀设备）、拓荆科技（薄膜沉积设备）、华海清科（CMP设 备）、沪硅产业（300mm硅片）、天岳先进（碳化硅衬底）。 半导体产业链上游生产设备代表：半导体设备ETF华夏(562590)，权重股包含北方华创（半导体设 备）、中微公司（刻蚀设备）、沪硅产业（硅片）、南大光电（ArF光刻胶）。 由于英伟达隔夜下跌5%拖累今日半导体板块，但开年以来，作为芯片行业上游的半导体设备，成为最 强细分方向，科创半导体ETF(588170)年初至今上涨23.59%，半导体设备ETF华夏(562590)同期上涨 23%。 消息面上： ①存储芯片行业超级周期持续，SK海力士将追加超150亿美元投资在韩国新建晶圆厂，苹果同意 ...

截至2026年2月27日 10:26，中证半导体材料设备主题指数(931743)下跌2.79%。成分股方面，盛美上海 领跌8.16%，京仪装备下跌5.16%，安集科技下跌4.97%，长川科技下跌4.43%，北方华创下跌4.20%。半 导体设备ETF易方达(159558)下跌2.67%，最新报价2.22元。拉长时间看，截至2026年2月26日，半导体 设备ETF易方达近2周累计上涨7.44%，涨幅排名可比基金1/5。（以上所列股票仅为指数成份股，无特 定推荐之意） 流动性方面，半导体设备ETF易方达盘中换手3.7%，成交1.93亿元。拉长时间看，截至2月26日，半导 体设备ETF易方达近1周日均成交3.10亿元，排名可比基金前2。 半导体设备ETF易方达紧密跟踪中证半导体材料设备主题指数，中证半导体材料设备主题指数选取40只 业务涉及半导体材料和半导体设备等领域的上市公司证券作为指数样本，反映半导体材料和设备上市公 司证券的整体表现。 数据显示，截至2026年1月30日，中证半导体材料设备主题指数(931743)前十大权重股分别为中微公 司、北方华创、拓荆科技、长川科技、华海清科、沪硅产业、中科飞测、南大光电、 ...

Group 1 - The semiconductor equipment ETF Huaxia (562590) opened down 1.81%, priced at 2.012 yuan [1] - Major holdings in the ETF experienced declines, including Beifang Huachuang down 1.59%, Zhongwei Company down 1.63%, and Tuo Jing Technology down 1.53% [1] - The ETF's performance benchmark is the CSI Semiconductor Materials and Equipment Theme Index return rate, managed by Huaxia Fund Management Co., Ltd. [1] Group 2 - Since its establishment on October 9, 2023, the ETF has achieved a return of 105.08%, with a one-month return of 4.72% [1]

Core Viewpoint - The semiconductor equipment and materials market is expanding into AI chip design, with strong performance from companies like Nvidia and domestic players such as Haiguang Information and Cambrian, indicating a robust growth trajectory in the sector [1][4]. Group 1: Company Performance - Nvidia reported a revenue of $68.1 billion, a 73% year-over-year increase, with strong growth in its data center business and a positive outlook extending to 2027 [4]. - Haiguang Information expects a revenue increase of 62.91% to 75.82% year-over-year for Q1 2026, building on a 57% increase in 2025 [1]. - Cambrian anticipates a net profit increase of 575% for 2025, showcasing the strong demand for domestic AI chips [1][4]. Group 2: Market Trends - The semiconductor equipment ETF (561980) has shown resilience, recovering from a 2% dip to gain over 2% during the day, reflecting investor confidence in the sector [1]. - The semiconductor theme index has outperformed other indices since 2020, with a significant increase of 290.72% compared to other chip-related indices [2][3]. - The supply-demand dynamics in the storage chip market have shifted, with SK Hynix indicating a transition to a seller's market, leading to expected price increases [4]. Group 3: Industry Outlook - The growth in semiconductor equipment, materials, and design is expected to continue until at least 2027, driven by strong demand and capacity expansion in the industry [4]. - The domestic semiconductor industry is benefiting from increased localization, with the localization rate for wafer manufacturing equipment expected to rise from 25% in 2024 to 30% in 2026 [4]. - The increasing demand for AI computing power, coupled with rising storage prices and accelerated domestic substitution, is favorable for the equipment, materials, and design sectors [4].

科创半导体ETF（588170）及其联接基金（A类：024417；C类：024418）：跟踪指数是科创板唯一的 半导体设备主题指数，其中先进封装含量在全市场中最高（约50%），聚焦于科技创新前沿的硬核设备 公司。 半导体设备ETF华夏（562590）及其联接基金（A类：020356；C类：020357），跟踪中证半导体材料 设备主题指数，其中半导体设备的含量在全市场指数中最高（约63%），直接受益于全球芯片涨价潮 对"卖铲人"（设备商）的确定性需求。 截至2月26日9点56分，高"设备"含量的科创半导体ETF（588170）跌0.85%，半导体设备ETF华夏 （562590）跌1.38%。个股方面，欧莱新材领涨7.85%，神工股份上涨2.04%，和林微纳上涨1.43%；中 船特气领跌4.94%，中微公司下跌2.61%，华海清科下跌2.05%。 消息面上，英伟达当季总营收同比增长 73%，从去年同期的 393 亿美元增至 681.3 亿美元。目前公司超 过 91% 的收入来自数据中心部门，该部门主营市场领先的 AI 芯片。业绩指引同样好于预期。英伟达 预计第一财季营收为 780 亿美元，上下浮动 2%。分析师预 ...

□每文 （图片由四川能源发展集团有限责任公司提供）浪潮奔腾。来自金沙江中游的两滴水，相遇于银江水电站 的涡轮之中，在高峡平湖深处积蓄光明。气流涌动。来自地层深处的两股气，一同穿过乐探1井的井口阀门，在输 气管线之中汇聚能量。心手相牵。当3.8万人攥指成拳，便激发出"1+1>2"的聚合效应——2025年2月26日，四川能 源发展集团有限责任公司（以下简称四川能源发展集团）在成都正式揭牌成立。作为经省委、省政府批准，战略 性重组川投集团、省能投集团，通过新设合并方式组建的省级国有资本投资公司，四川能源发展集团在省委、省 政府的坚强领导下，在省国资委等部门的支持帮助下，坚定扛起保障能源安全、推动绿色转型、服务全省经济社 会高质量发展的重任，乘势而上开新局、砥砺奋进谱新篇。金沙江畔的电机声、乐山北的钻井声、深交所的敲钟 声、高原上的风车声……3.8万名四川能源人，奏响了保供应、惠民生、谋发展的"元年乐章"。改革发展能攀"新 高度"近年来，四川推进国企改革深化提升行动，省属国有企业"1+8"重点领域改革全面启动，组建四川能源发展 集团正是其中的标志性、引领性工程。切实增强省属国有企业能源安全支撑保障功能，箭在弦上。整合 ...

Core Viewpoint - The semiconductor industry is experiencing a significant upward trend, with the "Chip Innovation" ETF showing positive performance and key companies in the sector reporting substantial revenue growth and profitability improvements [1][3][4]. Group 1: ETF Performance - The "Chip Innovation" ETF by Huabao (589190) saw an early morning increase of 1.45% and closed up by 0.83% [1]. - The ETF includes 50 stocks related to semiconductor materials, equipment, design, manufacturing, and testing, with over 90% weight in core areas like integrated circuits and semiconductor equipment [5][15]. - The annualized return of the Shanghai Stock Exchange Chip Index since its inception is 17.93%, outperforming similar indices [7][18]. Group 2: Industry Trends - Global storage giant SK Hynix indicated that the memory chip industry has shifted to a seller's market, with DRAM and NAND flash inventories at historical lows [1][12]. - The semiconductor industry is entering a systemic price increase phase across all segments and categories [1][12]. - Domestic AI chip models have been launched, marking a significant collaboration phase in the domestic AI chip ecosystem [3][13]. Group 3: Company Projections - Companies like Cambricon (寒武纪-U) are projected to achieve revenues of 6-7 billion yuan in 2025, with a year-on-year growth of 410.87%-496.02% [3][4][14]. - Other companies such as SMIC and Montage Technology are also expected to report significant profit increases, indicating a strong upward trend in the industry cycle [3][4][14].

华海清科股份有限公司 2026 年第二次临时股东会会议须知 为了维护华海清科股份有限公司（以下简称"公司"）全体股东的合法权益， 确保股东会的正常秩序和议事效率，保证会议的顺利进行，根据《中华人民共和 国公司法》《中华人民共和国证券法》《上市公司股东会规则》以及《公司章程》 《股东会议事规则》等相关规定，特制定本次股东会会议须知： 一、为保证股东会的严肃性和正常秩序，切实维护股东的合法权益，除出席 会议的股东或股东代理人、公司董事、高级管理人员、见证律师及董事会邀请的 人员外，公司有权依法拒绝其他人员进入会场。 二、出席会议的股东或股东代理人须在会议召开前 30 分钟到会议现场办理 签到手续，并请按规定出示身份证明文件或法人单位证明、授权委托书等，经验 证后领取会议资料，方可出席会议。 | 华海清科股份有限公司 2026 年第二次临时股东会会议须知 | | 1 | | --- | --- | --- | | 华海清科股份有限公司 2026 年第二次临时股东会会议议程 | | 3 | | 华海清科股份有限公司 2026 年第二次临时股东会会议议案 | | 4 | | 议案一：关于提名第二届董事会独立董事候选人的 ...

Group 1 - Semiconductor concept stocks have strengthened, with Tuojing Technology rising over 11%, and Hu Silicon Industry and Chip Source Micro both increasing over 6%, while Zhongwei Company and Huahai Qingke rose over 5% [1] - The semiconductor equipment-related ETFs have also seen gains of over 5% [1] Group 2 - Specific performance of semiconductor equipment ETFs includes: - ETF code 159516 at a price of 1.943, up 0.100, or 5.43% - ETF code 159327 at a price of 2.314, up 0.117, or 5.33% - ETF code 159558 at a price of 2.274, up 0.114, or 5.28% - ETF code 562590 at a price of 2.043, up 0.102, or 5.26% - ETF code 560780 at a price of 2.139, up 0.107, or 5.27% [2] Group 3 - Analysts indicate that under the backdrop of the AI wave and domestic production, there is a continuous demand for expansion in advanced production lines in China, making semiconductor equipment a cornerstone for wafer foundry expansion and an important link for achieving self-controllable industrial chains, thus domestic semiconductor equipment companies are expected to encounter development opportunities [2]

Group 1 - The core point of the article highlights the successful IPO approval of Shenghe Jingwei, which, if successful, will become the first A-share listed company focused on wafer-level advanced packaging [1] - During the Spring Festival, multiple cloud service providers are actively advancing data center construction, indicating a sustained high demand in the computing hardware supply chain [1] - According to招商证券, the storage sector is expected to experience a significant performance release this year due to the resonance of price and demand, with a focus on the market price trends and the sustainability of performance growth across various segments [1] Group 2 - As of January 30, 2026, the top ten weighted stocks in the Shanghai Stock Exchange Sci-Tech Innovation Board Semiconductor Materials and Equipment Index (950125) account for 73.89% of the index, indicating a concentrated investment in key players [2]