截至2026年2月9日 10点55分，上证科创板半导体材料设备主题指数强势上涨2.34%，成分股兴福电子上 涨9.19%，华海诚科上涨7.69%，中船特气上涨6.47%，耐科装备，天岳先进等个股跟涨。科创半导体 ETF（588170）上涨2.19%，最新价报1.77元。 截至2026年2月9日 10点57分，中证半导体材料设备主题指数强势上涨2.14%，成分股广立微上涨 8.47%，华海诚科上涨7.65%，江丰电子上涨6.96%，中船特气，矽电股份等个股跟涨。半导体设备ETF 华夏（562590）上涨1.92%，最新价报1.91元。 流动性方面，科创半导体ETF盘中换手4.74%，成交3.84亿元；半导体设备ETF华夏盘中换手2.81%，成 交7711.00万元。规模方面，科创半导体ETF近1月规模增长33.84亿元，实现显著增长，新增规模位居可 比基金1/3；半导体设备ETF华夏最新规模达26.91亿元。 资金流入方面，科创半导体ETF最新资金净流入8744.07万元。拉长时间看，近10个交易日内有6日资金 净流入，合计"吸金"3.37亿元，日均净流入达3365.63万元；半导体设备ETF华夏最新资金净流出 ...

截至14:18，上证科创板半导体材料设备主题指数（950125）上涨0.15%，成分股欧莱新材上涨14.14%， 耐科装备上涨4.95%，中芯国际上涨1.52%，华兴源创上涨1.34%，兴福电子上涨1.32%。科创半导体 ETF(588170)上涨0.17%，最新价报1.75元。 截至14:21，中证半导体材料设备主题指数（931743）上涨0.24%，成分股江丰电子上涨10.34%，有研新 材上涨5.00%，矽电股份上涨3.68%，天岳先进上涨1.27%，北方华创上涨1.25%。半导体设备ETF华夏 （562590）多空胶着，最新报价1.89元。 流动性方面，科创半导体ETF盘中换手8.43%，成交6.69亿元。拉长时间看，截至2月5日，科创半导体 ETF近1月日均成交11.09亿元，领先同类；半导体设备ETF华夏盘中换手4.11%，成交1.12亿元。 相关ETF：公开信息显示， 科创半导体ETF（588170）及其联接基金（A类：024417；C类：024418） 跟踪上证科创板半导体材料设备主题指数，囊括科创板中半导体设备（60%）和半导体材料（25%）细 分领域的硬科技公司。 半导体设备和材料行业是重 ...

Group 1 - The core index, the CSI Semiconductor Materials and Equipment Theme Index (931743), increased by 0.53% as of February 6, 2026, with notable gains from component stocks such as Jiangfeng Electronics (up 12.43%) and Yuyuan New Materials (up 5.63%) [1] - The Semiconductor Equipment ETF Huaxia (562590) rose by 0.21%, with a latest price of 1.9 yuan, and has seen a cumulative increase of 10.26% over the past month, ranking 2nd among comparable funds [1] - The latest scale of the Semiconductor Equipment ETF Huaxia reached 2.711 billion yuan [1] Group 2 - The CSI Semiconductor Materials and Equipment Theme Index includes 40 listed companies involved in semiconductor materials and equipment, reflecting the overall performance of these sectors [2] - The top ten weighted stocks in the index account for 63.99% of the total, including companies like Zhongwei Company and Beifang Huachuang [2] - The Semiconductor Equipment ETF Huaxia closely tracks the CSI Semiconductor Materials and Equipment Theme Index, with additional connection options available for investors [2]

深圳新闻网2026年2月6日讯（深圳商报记者 谢惠茜）2月6日上午，随着卓正医疗、大族数控在港股敲钟上市，宣告深 圳迎来了里程碑时刻：全市上市公司总量突破600家大关，其中，境内上市公司426家，境外上市公司174家。 600家上市公司，构成了一座城市经济无比生动的"基本盘"和"晴雨表"。截至2026年1月末，深圳上市公司总市值超19 万亿元，稳居全国大中城市第二位。600家上市公司的构成，清晰地映照出深圳经济结构的韧性与高度。境内上市公 司在"十四五"期间增长超35%，龙头企业的牵引力与辐射力日益增强。 更为引人注目的是"新面孔"所蕴含的产业风向标意义。其中，北芯生命作为科创板医疗器械第五套上市标准重启后 的"首例"，大普微以未盈利之身闯关创业板成功，惠科股份率先试水深市主板第二套上市标准……这些"首单""首 家"不仅是企业的荣光，更是深圳积极拥抱资本市场改革、精准对接前沿科技创新脉搏的缩影。从市值突破千亿的"智 能影像第一股"的影石创新，到重新定义"AI具身家庭机器人"第一股的卧安机器人，再到光伏储能"双龙头"的首航新 能源、国产半导体设备细分冠军矽电股份，乃至开启传统茶业资本化新篇的"高端中国茶第一股" ...

Group 1 - The semiconductor equipment ETF, Huaxia (562590), has seen a recent increase of 0.05%, with a latest price of 1.89 yuan, and a cumulative increase of 10.26% over the past month as of February 5, 2026 [1] - The trading volume for the semiconductor equipment ETF Huaxia was 68.42 million yuan, with an intraday turnover rate of 2.53% [1] - The latest scale of the semiconductor equipment ETF Huaxia reached 2.711 billion yuan [2] Group 2 - The semiconductor equipment ETF Huaxia experienced a net outflow of 9.2988 million yuan recently, but over the past 23 trading days, there were net inflows on 18 days, totaling 1.864 billion yuan, with an average daily net inflow of 81.0304 million yuan [2] - As of February 5, 2026, the tracking error for the semiconductor equipment ETF Huaxia this year was 0.009%, the highest among comparable funds [2] - The index tracked by the semiconductor equipment ETF Huaxia, the CSI Semiconductor Materials and Equipment Theme Index, includes 40 listed companies involved in semiconductor materials and equipment, reflecting the overall performance of these companies [2] Group 3 - The top ten weighted stocks in the CSI Semiconductor Materials and Equipment Theme Index, as of January 30, 2026, accounted for 63.99% of the index, including companies like Zhongwei Company, Beifang Huachuang, and Tuo Jing Technology [2]

Core Insights - Shenzhen has reached 600 listed companies with a total market capitalization exceeding 19 trillion yuan, showcasing its commitment to innovation and high-quality development [1] - The number of Shenzhen's domestic listed companies has grown by 35.03% during the 14th Five-Year Plan period, with a total market value of 12.59 trillion yuan as of October 2025, accounting for over 10% of the total market value of A-share listed companies [2] - Shenzhen's listed companies are leading in technological innovation, with over half of the companies on the ChiNext and Sci-Tech Innovation Board focusing on high-tech sectors [3] Group 1: Company Growth and Performance - Shenzhen's listed companies contributed over 20 billion yuan in taxes in the last five years and over 35 billion yuan in the last decade, supporting regional employment with over 4 million employees [2] - In the first three quarters of 2025, Shenzhen's listed companies achieved a total revenue of 5.20 trillion yuan and a net profit of 457.8 billion yuan, with revenue growth of 7.36% and net profit growth of 3.98%, surpassing the national average [2] - There are 20 companies in Shenzhen with a market value exceeding 100 billion yuan, with 8 of them forecasting positive earnings for 2025, totaling an expected profit of 253.9 billion yuan [2] Group 2: Technological Innovation - Shenzhen's listed companies are focusing on technological innovation, with 216 companies on the ChiNext and Sci-Tech Innovation Board, representing over half of the total, the highest among major cities in China [3] - The R&D intensity of 162 strategic emerging industry companies in Shenzhen is as high as 7%, with BYD leading with over 54 billion yuan in R&D investment [3] - Notable advancements include Hanon Medical's development of China's first ECMO system, which received EU MDR certification, and the successful R&D of key components for humanoid robots by Huichuan Technology [3][4] Group 3: Capital Market Innovations - Shenzhen companies are leveraging capital market innovations, with several becoming the first in their respective fields to list, such as Beixin Life, the first medical device company under the new Sci-Tech Innovation Board standards [6] - The city has seen a rise in "first stocks" in niche markets, contributing fresh capital to the market while meeting their financing needs [6] - Upcoming listings include Yingstone Innovation, expected to be the first global smart imaging company, and Youbixuan, a humanoid robot company, indicating a strong pipeline of innovative firms [6][7] Group 4: Future Prospects - Shenzhen has cultivated a robust pipeline of quality tech companies poised for future listings, with high-tech products like drones and 3D printers showing significant export growth [8][9] - The export of high-tech products from Shenzhen is projected to grow by 10.1% in 2025, driven by innovative products from companies like DJI and others [9]

2月6日上午，随着卓正医疗，大族数控（301200）在港股敲钟上市，宣告深圳迎来了里程碑时刻：全市上市公司总量突破600家大关，其中，境内上市公 司426家，境外上市公司174家。 这不仅是一个数字的跨越，更是一座城市实体经济活力、创新动能与金融生态深度融合的生动映照，同时也是深圳在全球产业链中地位提升、新质生产力 加速形成、以及"科技-产业-金融"高效循环生态日臻成熟的集中体现。 600家上市公司，构成了一座城市经济无比生动的"基本盘"和"晴雨表"。截至2025年1月末，深圳上市公司总市值超19万亿元，稳居全国大中城市第二位。 600家上市公司的构成，清晰地映照出深圳经济结构的韧性与高度。境内上市公司在"十四五"期间增长超35%，龙头企业的牵引力与辐射力日益增强。 更为引人注目的是"新面孔"所蕴含的产业风向标意义。其中，北芯生命作为科创板医疗器械第五套上市标准重启后的"首例"，大普微以未盈利之身闯关创 业板成功，惠科股份率先试水深市主板第二套上市标准……这些"首单""首家"不仅是企业的荣光，更是深圳积极拥抱资本市场改革、精准对接前沿科技创 新脉搏的缩影。从市值突破千亿的"智能影像第一股"的影石创新，到重新定 ...

Group 1 - The semiconductor materials and equipment theme index on the STAR Market has seen a decline of 1.74%, with mixed performance among constituent stocks [1] - The semiconductor equipment ETF, Huaxia, has decreased by 1.32%, with a latest price of 1.87 yuan [1] - The liquidity of the STAR semiconductor ETF showed a turnover of 5.35% and a transaction volume of 429 million yuan [1] Group 2 - The STAR semiconductor ETF has experienced a net outflow of 227 million yuan, but over the past five trading days, it has seen a net inflow of 389 million yuan [2] - Western Digital has reported that its capacity for 2026 is fully booked, with inquiries extending to 2030 [2] - AI technology is reshaping storage demand, with the global storage market expected to grow from 263.3 billion USD in 2025 to 407.1 billion USD in 2029, reflecting a CAGR of 11.5% [3] Group 3 - The STAR semiconductor ETF and its linked funds focus on semiconductor equipment (60%) and materials (25%), benefiting from the AI revolution and domestic substitution trends [4] - The Huaxia semiconductor equipment ETF emphasizes semiconductor equipment (63%) and materials (24%), targeting the upstream semiconductor sector [4]

截至2026年2月4日 11:30，中证半导体材料设备主题指数(931743)下跌0.96%。成分股方面涨跌互现，晶 升股份领涨2.45%，京仪装备上涨1.29%，拓荆科技上涨0.72%；神工股份领跌5.09%，华海诚科下跌 3.84%，矽电股份下跌3.31%。半导体设备ETF易方达(159558)下跌0.99%，最新报价2.1元。拉长时间 看，截至2026年2月3日，半导体设备ETF易方达近1月累计上涨16.90%。（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2.46%，成交1.15亿元。拉长时间看，截至2月3日，半导 体设备ETF易方达近1月日均成交3.12亿元，排名可比基金前2。 规模方面，半导体设备ETF易方达近3月规模增长30.36亿元，实现显著增长，新增规模位居可比基金 2/5。（数据来源：Wind） 资金流入方面，半导体设备ETF易方达最新资金净流出2300.46万元。拉长时间看，近5个交易日内有3 日资金净流入，合计"吸金"2.41亿元，日均净流入达4820.51万元。（数据来源：Wind） 数据显示，杠杆资金持续布局中。半导体设备ETF易方达最 ...

Group 1 - The core viewpoint of the news is that 矽电股份 (301629.SZ) has announced a significant decline in its projected net profit for the year 2025, with estimates ranging from 46 million to 56 million yuan, representing a decrease of 39.04% to 49.93% compared to the previous year [1] - For the year 2024, 矽电股份 reported a net profit attributable to shareholders of 91.87 million yuan and a net profit of 87.36 million yuan after deducting non-recurring gains and losses [1] - The company’s performance forecast data is based on preliminary calculations by its financial department and has not been audited [1] Group 2 - 矽电股份 raised a total of 545.38 million yuan from its initial public offering, with a net amount of 463.53 million yuan after deducting issuance costs, which is 92.35 million yuan less than originally planned [2] - The company initially aimed to raise 555.88 million yuan for various projects, including probe station R&D, sorting machine technology development, marketing service network upgrades, and working capital supplementation [2] - The total issuance costs for the IPO amounted to 81.85 million yuan, excluding VAT, with underwriting and sponsorship fees accounting for 44.80 million yuan [2]