科创50ETF富国（588940）盘间涨幅触及4.82%，截至发稿的最新涨幅为3.35%。标的指数成分股 中，盛美上海、华海清科涨逾15%，拓荆科技涨超10%，澜起科技、中微公司等多只个股跟涨。科创综 指ETF富国（589600）、双创50ETF（588380）当前分别涨2.64%、1.54%。 9月24日，A股低开后震荡回升，三大股指悉数飘红；市场资金再度聚焦于科技股，光刻机、半导 体材料及设备端出现大面积补涨，带动科创50、科创100、科创200、科创创业50等科创板宽基指数涨势 如虹，科创50指数、科创综指盘中一度分别上涨4.94%、3.60%。 每日经济新闻 （责任编辑：张晓波 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 消息面上，全球半导体行业正迎来新一轮涨价潮。据报道，台积电某制程价格至少上涨50%，初期 产品将以AI、高效运算芯片为主，但明年底手机芯片将陆续量产。这一涨幅远超市场预期 ...

Core Viewpoint - The semiconductor materials and equipment sector is experiencing a strong upward trend, driven by AI demand and structural improvements in the industry, indicating a potential new growth phase for the sector [2][3]. Group 1: Market Performance - The Shanghai Stock Exchange's Sci-Tech Innovation Board semiconductor materials and equipment index surged by 9.37%, with notable gains from stocks such as ShenGong Co. (up 20.01%) and Shengmei Shanghai (up 15.35%) [1]. - The Sci-Tech Semiconductor ETF (588170) rose by 9.42%, marking its third consecutive increase, with a latest price of 1.5 yuan and a trading volume of 4.52 billion yuan [1]. - The ETF's latest scale reached 1.113 billion yuan, a record high since its inception, with a total of 815 million shares outstanding [1]. Group 2: Sector Analysis - The semiconductor equipment and materials sector is showing strength, with several companies hitting historical highs, including Changchuan Technology and Shengmei Shanghai [2]. - Current market conditions suggest that the semiconductor cycle may be entering an upward phase, supported by AI computing demand, which is expected to enhance overall industry demand [2]. - The semiconductor sector is characterized by a "bull long, bear short" feature, indicating a potential new upward phase driven by policy support, technological breakthroughs, and downstream demand [2]. Group 3: ETF Information - The Sci-Tech Semiconductor ETF (588170) tracks the semiconductor materials and equipment index, focusing on companies in semiconductor equipment (59%) and materials (25%) [3]. - The semiconductor materials ETF (562590) also emphasizes the upstream semiconductor sector, benefiting from the expansion of semiconductor demand driven by the AI revolution [3].

Market Performance - The A-share market showed strong performance on September 24, with the ChiNext Index rising by 1.9%, the Shanghai Composite Index increasing by 0.73%, and the Shenzhen Component Index up by 1.41% [1] - Nearly 4,300 stocks in the market experienced gains, with significant increases in sectors such as semiconductor chips, solid-state batteries, and real estate [1] Stock Index Data - The Shanghai Composite Index closed at 3,849.92, up by 28.08 points (0.73%) [2] - The Shenzhen Component Index reached 13,305.39, gaining 185.57 points (1.41%) [2] - The ChiNext Index was at 3,173.67, increasing by 59.11 points (1.90%) [2] - Total market turnover was 2.03 trillion yuan, with a predicted turnover of 2.33 trillion yuan, a decrease of 186.8 billion yuan [2] Alibaba's Market Surge - Alibaba's stock surged nearly 8% on September 24, reaching 170.1 HKD per share, marking a 6.71% increase and the highest price since October 2021, with a total market capitalization of 3.24 trillion HKD [6][8] - The company announced significant upgrades to its AI infrastructure at the 2025 Cloud Summit, aiming to position Alibaba Cloud as a leading provider of full-stack AI services [8] AI Developments - Alibaba's new flagship model, Qwen3-Max, was introduced, boasting performance that surpasses competitors like GPT-5 and Claude Opus 4, with over 1 trillion parameters and a pre-training dataset of 36 trillion tokens [9] - The model achieved perfect scores in specific reasoning tests, marking a significant milestone for domestic AI capabilities [9] Investment Interest - International capital has recognized Alibaba's advancements in AI, with notable investor Cathie Wood purchasing approximately 16.3 million USD worth of Alibaba shares, marking her first investment in the company in four years [10] - The AI developments have positively impacted the A-share semiconductor equipment sector, with several stocks experiencing significant gains [10] Future Outlook - Analysts suggest that Alibaba's AI and cloud strategies could represent a new growth curve, potentially increasing the revenue share from AI-related businesses and enhancing competitive barriers [10][11] - The focus on AI applications in various sectors, including healthcare and education, is expected to accelerate revenue generation, while cost-saving measures in AI coding and multi-modal generation are also anticipated [11]

Market Performance - The A-share market showed strong performance on September 24, with the ChiNext Index rising by 1.9%, the Shanghai Composite Index increasing by 0.73%, and the Shenzhen Component Index up by 1.41% [1][2] - Nearly 4,300 stocks in the market experienced gains, with semiconductor chips, solid-state batteries, and real estate sectors leading the increase [1] Alibaba's Stock Surge - Alibaba's stock in Hong Kong surged nearly 8% on September 24, reaching a price of HKD 170.1 per share, marking a 6.71% increase and the highest level since October 2021, with a total market capitalization of HKD 3.24 trillion [5][6] AI Developments at Alibaba - Alibaba announced significant upgrades to its AI infrastructure at the 2025 Yunqi Conference, aiming to become a full-stack AI service provider [7][8] - The flagship model Qwen3-Max was introduced, outperforming competitors like GPT-5 and Claude Opus 4, with a pre-training data volume of 36 trillion tokens and over one trillion parameters [8] Investment Sentiment - International capital has recognized Alibaba's advancements in AI, with notable investor Cathie Wood purchasing shares for the first time in four years, totaling approximately USD 1.63 million [9] - The AI developments have positively impacted the A-share semiconductor equipment sector, with significant stock price increases observed in companies like Changchuan Technology and Jingyi Equipment [9] Future Outlook - Analysts suggest that Alibaba's AI initiatives could represent a "second growth curve" for the company, with expectations for increased revenue from AI-related businesses [9][10] - The focus on AI infrastructure and applications is anticipated to strengthen Alibaba's competitive position in the market [10]

Group 1 - The semiconductor equipment sector is experiencing significant growth, with the Kweichow Moutai Semiconductor Equipment ETF (588710) rising by 8.67% and a trading volume exceeding 300 million yuan [1] - The ETF has seen a net inflow of over 130 million yuan in the past five days, indicating strong investor interest [1] - The underlying index tracks companies involved in semiconductor materials and equipment on the STAR Market, reflecting the overall performance of these securities [1] Group 2 - Advanced process and packaging demands are continuously increasing, leading to accelerated progress in domestic semiconductor equipment technology validation and order conversion [2] - Several semiconductor equipment companies have reported advancements in equipment validation and order progress, including successful mass production of core products and repeat orders from major clients [2] - Notable developments include the successful validation of HBM testing equipment and the acquisition of a significant order for silicon photonic packaging by a subsidiary of Robotech [2]

Group 1 - The A-share semiconductor sector is experiencing a strong rally, with the ChiNext Semiconductor Equipment ETF (588710) rising over 12% intraday, indicating active market trading [1] - The underlying index, the Shanghai Stock Exchange ChiNext Semiconductor Materials and Equipment Theme Index (950125), increased by 8.83%, with significant gains in constituent stocks such as ShenGong Co. (688233) up 20.01% and Jingyi Equipment (688652) up 13.89% [1] - Over the past week, the ChiNext Semiconductor Equipment ETF (588710) has accumulated a rise of 12.92%, with net inflows totaling 136 million yuan over three of the last five trading days [1] Group 2 - The storage market is witnessing a comprehensive price increase, with DRAM product contract prices expected to rise by 15%-20% quarter-on-quarter in Q3 2025, and NAND Flash product prices projected to increase by 5%-10% [1][2] - The demand for enterprise-level storage products such as eSSD and RDIMM remains high, suggesting a significant improvement in the performance of related storage industry chain companies [2] Group 3 - According to Huatai Securities, the semiconductor equipment market in China is expected to see a shift with "East Rising, West Declining," as global equipment company revenues grew by 24% year-on-year to $34 billion in Q2 2025 [3] - The overall semiconductor capital expenditure for 2025 is projected to increase by 14% to $148 billion, while the global equipment market is expected to grow by 12% to $142 billion [3] - The ChiNext Semiconductor Equipment ETF closely tracks the performance of the Shanghai Stock Exchange ChiNext Semiconductor Materials and Equipment Theme Index, which includes companies involved in semiconductor materials and equipment [3][4] Group 4 - As of August 29, 2025, the top ten weighted stocks in the ChiNext Semiconductor Materials and Equipment Theme Index (950125) account for 71.5% of the index, including companies like Huahai Qingke (688120) and Zhongwei Company (688012) [4]

Group 1 - The A-share market experienced an upward trend on September 24, with the semiconductor equipment sector leading the gains. The Kexin Semiconductor Equipment ETF (588710) rose by 9.81%, ranking among the top five in market gains, with a trading volume exceeding 257 million yuan. Key stocks such as Shenkong Co., Ltd. hit the daily limit, while Shengmei Shanghai, Huahai Qingke, and Anji Technology also saw significant increases [1] - The Kexin Semiconductor Equipment ETF (588710) tracks the Shanghai Stock Exchange's Sci-Tech Innovation Board Semiconductor Materials and Equipment Theme Index, which selects listed companies involved in semiconductor materials and equipment to reflect the overall performance of these securities [1] - A significant breakthrough in the domestic production of photolithography machines was reported against the backdrop of profound changes in the global semiconductor industry. At the 25th China International Industry Fair held on September 23, Shanghai Micro Electronics Equipment (SMEE) showcased the parameters of its extreme ultraviolet (EUV) lithography machine for the first time [1] Group 2 - Huaxin Securities indicated that with national policy support, domestic companies are accelerating research and development breakthroughs in photolithography machine manufacturing technology. Notably, Shanghai Micro Electronics' self-developed 600 series lithography machine has achieved mass production at the 90nm process node and is currently developing a 28nm immersion lithography machine [2] - The recent collaboration testing between Yuliangsheng and SMIC is seen as an important signal for breakthroughs in domestic photolithography machines. The advancement in lithography technology is expected to drive upgrades in upstream materials and precision machinery, accelerating the domestic production of critical materials such as photoresists and optical components, forming an industrial upgrade pattern characterized by "leading companies driving multiple breakthroughs" [2]

A股市场今天（9月24日）上午整体上涨，其中创业板指数表现相对较好。科创50指数走势则更为强劲，涨幅逼 近5%，盘中再度创出最近三年多新高。 港股市场今天上午整体上行。 科创50指数续创最近三年多新高 A股市场今天上午整体上涨，其中创业板指数表现相对较好，盘中涨幅超过1%。 值得注意的是，尽管近期指数涨势减弱，但个股依旧活跃，今天又有多股涨停，其中不少股票已经连续多个交 易日涨停。 科创50指数走势则更为强劲，盘中再度创出最近三年多新高，盘中涨幅接近5%，芯片产业链集体爆发。 科创50指数成份股中，华海清科大涨，盘中涨幅一度超过19%。盛美上海也大涨，盘中涨幅一度超过15%。拓荆 科技盘中涨幅一度超过13%。 具体行业板块和赛道方面，若按照申万一级行业划分，电子板块涨幅居前，板块盘中涨幅超过3%。神工股份、 长川科技、江丰电子、京仪装备等多股盘中"20cm"涨停。房地产板块领涨，板块盘中涨幅超过2%，云南城投、 渝开发、张江高科、上海临港等多股盘中触及涨停。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | 月7,不容负 | | --- | --- | --- | --- | --- | --- | | ...

Market Overview - The A-share market saw all three major indices rise collectively in the morning session, with the Shanghai Composite Index up by 0.63%, the Shenzhen Component Index up by 1.11%, and the ChiNext Index up by 1.76% [2] - The North Star 50 Index increased by 1.25%, while the Sci-Tech Innovation 50 Index surged by 4.94% [2] - The total trading volume in the Shanghai and Shenzhen markets reached 14,203 billion yuan, a decrease of 2,933 billion yuan compared to the previous day [2] Sector Performance - Over 4,000 stocks in the market experienced gains, with notable increases in sectors such as semiconductors, photolithography machines, real estate, cultivated diamonds, gaming, and energy storage [2] - The semiconductor equipment and photolithography machine stocks saw significant gains, with companies like Jiangfeng Electronics, Tongfu Microelectronics, and Zhangjiang Hi-Tech hitting the daily limit [2] - The real estate sector showed unusual activity, with stocks like Yucheng Development, Shanghai Lingang, and Shibei Gaoxin also hitting the daily limit [2] - The photovoltaic equipment and energy storage sectors experienced fluctuations, with Tongrun Equipment hitting the daily limit and Sunshine Power reaching a historical high [2] Underperforming Sectors - The tourism and hotel sector continued to adjust, with Yunnan Tourism hitting the daily limit down and Xiyu Tourism dropping by 10% [2] - The banking sector experienced a pullback after an initial rise, with stocks such as Pudong Development Bank, Agricultural Bank of China, and China Construction Bank declining [2]

Group 1 - The semiconductor sector has shown significant upward movement, with stocks such as ShenGong Co., Jiangfeng Electronics, and Changchuan Technology hitting a 20% limit up [1] - Other companies like Beifang Huachuang and Lianang Micro also reached the limit up, while Jingyi Equipment, Huahai Qingke, and Nanda Optoelectronics saw increases of over 10% [1]