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]

Group 1 - Infineon announced a price increase for power switches and related chips starting April 1, 2026, due to ongoing supply constraints and rising costs of raw materials and infrastructure [1] - As of February 6, 2026, the STAR Market semiconductor materials and equipment index (950125) rose by 0.04%, with notable increases in component stocks such as Oulain New Materials (up 5.98%) and Nake Equipment (up 2.42%) [1] - The STAR semiconductor ETF (588170) saw a 10.43% increase over the past month, with a latest price of 1.75 yuan [1] Group 2 - The STAR semiconductor ETF closely tracks the STAR Market semiconductor materials and equipment index, which includes listed companies involved in semiconductor materials and equipment [2] - As of January 30, 2026, the top ten weighted stocks in the index accounted for 73.89% of the total, including companies like Huahai Qingshi and Zhongwei Company [2] - The STAR semiconductor ETF has associated off-market connection funds, including the 华夏 STAR Market Semiconductor Materials and Equipment ETF [2]

Group 1 - Infineon announced a price increase for power switches and related chips starting April 1, 2026, due to ongoing supply constraints and rising costs of raw materials and infrastructure, which may improve profit margins for domestic manufacturers [1] - CITIC Construction Investment Securities believes that AI-driven logic and storage expansion demand will continue to rise, with a significant gap in advanced logic production in China, leading to accelerated expansion in this area [1] - As of February 6, 2026, the STAR Market Semiconductor Materials and Equipment Index (950125) rose by 0.77%, with notable increases in component stocks such as Oulain New Materials (up 4.69%) and Nake Equipment (up 3.71%) [1] Group 2 - As of January 30, 2026, the top ten weighted stocks in the STAR Market Semiconductor Materials and Equipment Index (950125) accounted for 73.89% of the index, including companies like Huahai Qingke and Zhongwei Company [2]

中国冶金报社 一、科学与技术进步奖(32名) 姓 名 奖项类别 工作单位 鄂维南 数学、力学奖 北京大学 蔡荣根 物理学奖 宁波大学 丁 洪 物理学奖 上海交通大学 中国科学院长春应用化学研究所 杨秀宋 化学奖 徐义刚 中国科学院广州地球化学研究所 地球科学奖 许 强 地球科学奖 成都理工大学 生命科学奖 中国科学院深圳先进技术研究院 刘陈立 霍礼嘉 生命科学奖 北京大学 中国科学院分子植物科学卓越创新中心 何祖华 王 静 农学奖 中国农业科学院农业质量标准与检测技术研究所 吉林省农业科学院(中国农业科技东北创新中心) 王立春 王健伟 医学、药学奖 中国疾病预防控制中心(中国预防医学科学院) 陆 林 医学、药学奖 北京大学第六医院 海军军医大学第二附属医院 医学、药学奖 肖建如 医学、药学奖 邓旭亮 北京大学口腔医院 陈志南 医学、药学奖 中国人民解放军空军军医大学 杨文车 机械电力技术奖 北京航空航天大学 工程建设技术奖 中国航天科技集团有限公司公会 · 中国冶金报社 阎 君 二、科学与技术创新奖(22名) 机械电力技术奖 张开富 西北工业大学 韩 旭 机械电力技术奖 河北工业大学 谭久彬 电子信息技术奖 ...

截至2026年2月5日 14:04，上证科创板半导体材料设备主题指数(950125)下跌0.07%。成分股方面涨跌互 现，芯源微领涨6.87%，天岳先进上涨3.16%，中微公司上涨2.37%；华峰测控领跌6.11%，有研硅下跌 2.94%，拓荆科技下跌2.91%。科创半导体ETF(588170)上涨0.06%，最新价报1.75元。拉长时间看，截至 2026年2月4日，科创半导体ETF近1月累计上涨16.35%。（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，科创半导体ETF盘中换手8.68%，成交6.77亿元。拉长时间看，截至2月4日，科创半导体 ETF近1月日均成交11.04亿元，居可比基金第一。 规模方面，科创半导体ETF近2周规模增长1.60亿元，实现显著增长，新增规模位居可比基金1/3。（数 据来源：Wind） 份额方面，科创半导体ETF近2周份额增长3.26亿份，实现显著增长，新增份额位居可比基金1/3。（数 据来源：Wind） 资金流入方面，科创半导体ETF最新资金净流出5938.88万元。拉长时间看，近5个交易日内有3日资金 净流入，合计"吸金"2.02亿元，日均净流入达4039. ...

Group 1 - The semiconductor sector is experiencing a rebound, with the China Securities Semiconductor Materials and Equipment Theme Index rising by 0.4% as of 14:10 on February 5 [1] - Key stocks in the index include Kema Technology, which rose over 9%, and ChipSource Micro, which increased by over 6% [1] - The semiconductor equipment ETF, E Fund (159558), saw a net subscription of 10 million shares during the trading session [1] Group 2 - CITIC Securities highlights a significant opportunity in the semiconductor equipment market, estimating a potential market space of $100 billion due to the domestic advanced production capacity gap [1] - The domestic wafer fabs are entering an expansion phase, with expectations for domestic production rates to double [1] - The index focuses on semiconductor equipment (over 60% weight) and semiconductor materials (approximately 20% weight), covering leading companies such as Zhongwei Company, Northern Huachuang, and others [1]

Group 1 - The China Securities Semiconductor Materials and Equipment Theme Index (931743) decreased by 1.62% as of February 5, 2026, with mixed performance among constituent stocks [1] - Tianyue Advanced led the gains with an increase of 3.46%, while Huafeng Measurement Control experienced the largest decline at 5.15% [1] - The E Fund Semiconductor Equipment ETF (159558) also fell by 1.62%, with a latest price of 2.07 yuan, but saw a cumulative increase of 16.23% over the past month as of February 4, 2026 [1] Group 2 - The E Fund Semiconductor Equipment ETF recorded a turnover rate of 2.69% and a transaction volume of 122 million yuan, with an average daily transaction volume of 305 million yuan over the past month, ranking it among the top two comparable funds [1] - The ETF's scale increased by 203 million yuan over the past two weeks, placing it second in terms of new scale among comparable funds [1] - The ETF's share count grew by 38 million shares in the past week, also ranking second in new share growth among comparable funds [1] Group 3 - The latest fund inflow and outflow for the E Fund Semiconductor Equipment ETF were balanced, with a net inflow of 243 million yuan over three of the last five trading days, averaging 48.65 million yuan per day [1] - Leverage funds have been actively investing, with the latest margin buying amounting to 6.31 million yuan and a margin balance of 46.34 million yuan [1] - The E Fund Semiconductor Equipment ETF closely tracks the China Securities Semiconductor Materials and Equipment Theme Index, which includes 40 listed companies involved in semiconductor materials and equipment [1][2] Group 4 - As of January 30, 2026, the top ten weighted stocks in the China Securities Semiconductor Materials and Equipment Theme Index accounted for 63.99% of the index, including companies like Zhongwei Company and Beifang Huachuang [2] - The E Fund Semiconductor Equipment ETF has associated off-market connection funds, including E Fund China Securities Semiconductor Materials and Equipment Theme ETF Link Fund A and C [2]

证券代码：688120 证券简称：华海清科 公告编号：2026-006 华海清科股份有限公司 名称：华海清科股份有限公司 统一社会信用代码：91120112064042488E 类型：股份有限公司（上市） 法定代表人：王同庆 注册资本：叁亿伍仟叁佰陆拾伍万壹仟玖佰玖拾壹元人民币 关于完成工商变更登记并换发营业执照的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 华海清科股份有限公司（以下简称"公司"）已于 2025 年 12 月 31 日和 2026 年 1 月 16 日分别召开了第二届董事会第二十一次会议和 2026 年第一次临时股东 会，审议通过了《关于变更经营范围、注册资本及修订<公司章程>的议案》，具 体内容详见公司于 2026 年 1 月 1 日和 2026 年 1 月 17 日披露于上海证券交易所 网站（www.sse.com.cn）的相关公告及文件。 近日，公司已完成工商变更登记和备案手续，并取得了由天津市津南区市场 监督管理局换发的《营业执照》，具体登记信息如下： 经营范围：一般项目：半导体器件专用设 ...

Group 1 - Northern Huachuang is a leading domestic semiconductor equipment manufacturer, covering core process equipment such as etching machines, thin film deposition equipment, and cleaning machines, which are essential for memory chip manufacturing [1] - The company is expected to benefit from the growth in equipment orders driven by the expansion and technological upgrades of domestic memory manufacturers during the memory chip price increase cycle [1] - Northern Huachuang has made breakthroughs in advanced process equipment for 3D NAND and HBM, establishing a core competitive advantage in the global memory equipment market [1] Group 2 - Hua Hong Semiconductor is a leading domestic specialty process manufacturer with mature memory chip foundry capabilities, focusing on NOR Flash, eMMC, and SPI NAND [2] - The company is expected to benefit from the rising demand for memory chip foundry services as domestic memory manufacturers expand production [2] - Hua Hong's layout in automotive-grade memory chip foundry will further enhance its resilience against economic cycles [2] Group 3 - Zhongwei Company is a core supplier of etching equipment, with its 5nm etching machine already integrated into the supply chain of memory manufacturers [3] - The demand for high-end equipment is expected to grow due to the trend of upgrading memory chips to advanced processes like 3D NAND and HBM [3] - Zhongwei's layout in thin film deposition equipment enhances its service capabilities for memory manufacturers [3] Group 4 - Lanke Technology is a global leader in memory interface chips, with its products widely used in servers and PCs, holding a leading share in the DDR5 interface chip market [4] - The demand for DDR5 interface chips is expected to surge due to the explosion in AI server and high-end PC demand during the memory chip price increase cycle [4] - Lanke's breakthroughs in HBM interface chips will further open up growth opportunities [4] Group 5 - GigaDevice is a leading domestic memory chip design company, focusing on NOR Flash while also expanding into NAND Flash and DRAM [5] - The company is expected to benefit from the price increase of NOR Flash products driven by the recovery of consumer electronics and AI terminal demand [5] - GigaDevice's layout in automotive-grade memory chips will further expand its downstream application space [5] Group 6 - Shengyi Technology is a leading domestic copper-clad laminate manufacturer, with its products being core raw materials for memory chip packaging [6][7] - The growth in demand for copper-clad laminates is expected to be driven by the expansion of memory manufacturers and the increase in packaging needs during the memory chip price increase cycle [6][7] - Shengyi's breakthroughs in high-frequency and high-speed copper-clad laminates will adapt to the upgrade demands of memory chips [6][7] Group 7 - Shenzhen South Circuit is a leading domestic PCB manufacturer, with its high-end PCB products being core carriers for storage servers and modules [8] - The demand for high-end PCBs is expected to grow due to the explosion in AI server demand and the expansion of memory manufacturers during the memory chip price increase cycle [8] - Shenzhen South Circuit's layout in storage packaging substrates further enhances its position in the memory industry chain [8] Group 8 - Jiangbolong is a leading domestic storage module manufacturer, focusing on the development and manufacturing of storage modules for various applications [9] - The company is expected to benefit from the recovery in consumer electronics and the explosion of AI terminal demand during the memory chip price increase cycle [9] - Jiangbolong's layout in automotive-grade storage modules will further open up downstream application spaces [9] Group 9 - Xi'an Yicai is a core enterprise in semiconductor materials, focusing on silicon-based materials essential for memory chip manufacturing [10] - The demand for silicon-based materials is expected to grow due to the expansion and technological upgrades of memory manufacturers during the memory chip price increase cycle [10] - Xi'an Yicai's breakthroughs in 300mm large silicon wafers will adapt to the advanced process needs of domestic storage [10] Group 10 - Tuojing Technology is a leading domestic thin film deposition equipment manufacturer, with its PECVD and ALD equipment being core process equipment for memory chip manufacturing [11] - The demand for equipment orders is expected to grow due to the expansion of memory manufacturers and the upgrade of 3D NAND technology during the memory chip price increase cycle [11] - Tuojing's layout in HBM-related equipment will further adapt to the upgrade demands driven by AI [11] Group 11 - Maiwei Co. is a core domestic semiconductor equipment enterprise, with its equipment already integrated into the supply chain of leading domestic memory manufacturers [12] - The growth in equipment orders is expected to be driven by the expansion of memory manufacturers and the increase in advanced packaging demand during the memory chip price increase cycle [12] - Maiwei's breakthroughs in HBM packaging equipment will adapt to the upgrade demands driven by AI [12] Group 12 - Shengmei Shanghai is a leading domestic semiconductor cleaning equipment manufacturer, with its single-wafer cleaning equipment integrated into the supply chain of leading memory manufacturers [13] - The demand for cleaning equipment is expected to grow due to the expansion of memory manufacturers and the upgrade of advanced processes during the memory chip price increase cycle [13] - Shengmei's breakthroughs in 3D NAND cleaning technology will adapt to the technical iteration needs of memory chips [13] Group 13 - Changdian Technology is a leading domestic packaging and testing enterprise, covering the packaging and testing of various memory chip types [14] - The growth in packaging orders is expected to be driven by the price increase of memory chips during the memory chip price increase cycle [14] - Changdian's breakthroughs in advanced packaging will adapt to the needs of high-end memory chips [14] Group 14 - Changchuan Technology is a leading domestic semiconductor testing equipment manufacturer, with its testing equipment covering memory and logic chips [15] - The demand for testing equipment is expected to grow due to the expansion of memory manufacturers and the upgrade of advanced processes during the memory chip price increase cycle [15] - Changchuan's breakthroughs in DDR5 and HBM testing technologies will adapt to the upgrade demands driven by AI [15] Group 15 - Baiwei Storage is a leading domestic storage chip design and module manufacturer, focusing on various storage modules for different applications [16] - The company is expected to benefit from the recovery in consumer electronics and the explosion of AI terminal demand during the memory chip price increase cycle [16] - Baiwei's layout in automotive-grade storage will further open up downstream application spaces [16] Group 16 - China Resources Microelectronics is a leading domestic power semiconductor and storage chip manufacturer, focusing on NOR Flash and eMMC [17] - The company is expected to benefit from the recovery in consumer electronics and industrial control demand during the memory chip price increase cycle [17] - China Resources' layout in automotive-grade storage chips will enhance its resilience against economic cycles [17] Group 17 - Tongfu Microelectronics is a core domestic packaging enterprise, covering the packaging of various memory chip types [18] - The growth in packaging orders is expected to be driven by the price increase of memory chips during the memory chip price increase cycle [18] - Tongfu's breakthroughs in advanced packaging will adapt to the needs of high-end memory chips [18] Group 18 - Yitang Co. is a core domestic semiconductor equipment enterprise, focusing on thin film deposition and rapid thermal processing equipment [19] - The demand for equipment orders is expected to grow due to the expansion of memory manufacturers and the upgrade of advanced processes during the memory chip price increase cycle [19] - Yitang's breakthroughs in 3D NAND-related equipment will adapt to the technical iteration needs of memory chips [19] Group 19 - Jingsheng Mechanical and Electrical is a leading domestic semiconductor silicon wafer equipment manufacturer, with its equipment integrated into the supply chain of leading memory manufacturers [20] - The demand for equipment orders is expected to grow due to the expansion of memory manufacturers and the increase in silicon wafer demand during the memory chip price increase cycle [20] - Jingsheng's breakthroughs in 300mm large silicon wafer equipment will adapt to the advanced process needs of domestic storage [20] Group 20 - Xichuang Data is a leading domestic storage module and smart terminal manufacturer, focusing on various storage modules for different applications [21] - The company is expected to benefit from the recovery in consumer electronics and the explosion of AI terminal demand during the memory chip price increase cycle [21] - Xichuang's layout in automotive-grade storage will further open up downstream application spaces [21] Group 21 - Shannon Chip is a leading domestic storage chip distribution and solution provider, focusing on distribution and technical services for storage chips [22] - The growth in distribution revenue is expected to be driven by the price increase of memory chips during the memory chip price increase cycle [22] - Shannon's layout in storage module solutions will enhance customer stickiness [22] Group 22 - Hushi Silicon Industry is a leading domestic semiconductor silicon wafer manufacturer, covering various specifications essential for memory chip manufacturing [23] - The demand for silicon wafers is expected to grow due to the expansion and technological upgrades of memory manufacturers during the memory chip price increase cycle [23] - Hushi's breakthroughs in 300mm large silicon wafers will adapt to the advanced process needs of domestic storage [23] Group 23 - Unisoc is a leading domestic security chip and storage chip manufacturer, focusing on eMMC and UFS [24] - The company is expected to benefit from the recovery in consumer electronics and the growth in security storage demand during the memory chip price increase cycle [24] - Unisoc's layout in automotive-grade storage chips will enhance its resilience against economic cycles [24] Group 24 - Fudan Microelectronics is a leading domestic FPGA and storage chip manufacturer, covering various storage chip types [25] - The growth in demand for storage products is expected to be driven by the increase in industrial control demand and the acceleration of domestic substitution during the memory chip price increase cycle [25] - Fudan's layout in automotive-grade storage chips will further open up downstream application spaces [25] Group 25 - Zhongke Feicai is a leading domestic semiconductor testing equipment manufacturer, covering testing equipment for memory and logic chips [26] - The demand for testing equipment is expected to grow due to the expansion of memory manufacturers and the upgrade of advanced processes during the memory chip price increase cycle [26] - Zhongke's breakthroughs in 3D NAND testing technology will adapt to the technical iteration needs of memory chips [26] Group 26 - Huahai Qingke is a leading domestic chemical mechanical polishing (CMP) equipment manufacturer, with its CMP equipment integrated into the supply chain of leading memory manufacturers [27] - The demand for CMP equipment is expected to grow due to the expansion of memory manufacturers and the upgrade of advanced processes during the memory chip price increase cycle [27] - Huahai's breakthroughs in 3D NAND polishing technology will adapt to the technical iteration needs of memory chips [27]

Core Viewpoint - The semiconductor equipment sector is experiencing significant growth, as evidenced by the strong performance of the Zhongzheng Semiconductor Materials and Equipment Theme Index and the E Fund Semiconductor Equipment ETF, indicating a positive market sentiment and increasing investor interest in this industry [1][2]. Group 1: Index Performance - As of February 3, 2026, the Zhongzheng Semiconductor Materials and Equipment Theme Index (931743) rose by 2.13%, with constituent stocks such as Huafeng Measurement Control up by 6.93% and Changchuan Technology up by 6.54% [1]. - The E Fund Semiconductor Equipment ETF (159558) increased by 1.90%, with a latest price of 2.09 yuan, and has seen a cumulative increase of 13.14% over the past month [1]. Group 2: Liquidity and Trading Volume - The E Fund Semiconductor Equipment ETF recorded a turnover rate of 3.39% during the trading session, with a transaction volume of 158 million yuan [1]. - Over the past month, the average daily trading volume of the E Fund ETF was 315 million yuan, ranking it among the top two in comparable funds [1]. Group 3: Fund Size and Inflows - The E Fund Semiconductor Equipment ETF experienced a significant growth in size, increasing by 2.958 billion yuan over the past three months, ranking second among comparable funds [1]. - The latest share count for the E Fund ETF reached 2.229 billion shares, marking a one-year high and also ranking second among comparable funds [1]. - In terms of net inflows, the E Fund ETF saw continuous inflows over the past three days, with a peak single-day net inflow of 162 million yuan, totaling 266 million yuan and an average daily net inflow of approximately 8.876 million yuan [1]. Group 4: Top Holdings - As of January 30, 2026, the top ten weighted stocks in the Zhongzheng Semiconductor Materials and Equipment Theme Index accounted for 63.99% of the index, including companies like Zhongwei Company, Beifang Huachuang, and Changchuan Technology [2].