资金流入方面，半导体设备ETF易方达最新资金净流入1.62亿元。拉长时间看，近5个交易日内有4日资 金净流入，合计"吸金"3.77亿元，日均净流入达7544.83万元。（数据来源：Wind） 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2025年12月31日，中证半导体材料设备主题指数(931743)前十大权重股分别为北方华 创、中微公司、拓荆科技、长川科技（维权）、沪硅产业、华海清科、中科飞测、南大光电、安集科 技、芯源微，前十大权重股合计占比65.08%。（以上所列股票仅为指数成份股，无特定推荐之意） 半导体设备ETF易方达(159558)，场外联接(易方达中证半导体材料设备主题ETF联接发起式A： 021893；易方达中证半导体材料设备主题ETF联接发起式C：021894)。 截至2026年1月30日 15:00，中证半导体材料设备主题指数(931743)下跌0.02%。成分股方面涨跌互现， 华峰测控领涨12.25%，华海诚科上 ...

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。 规模方面，半导体设备ETF易方达最新规模达47.58亿元，创近1年新高，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224.58万元。拉长时间看，近5个交易日内有4日 资金净流入，合计"吸金"3.04亿元，日均净流入达6086.52万元。（数据来源：Wind） 截至2026年1月29日 14:38，中证半导体材料设备主题指数(931743)下跌4.21%。成分股方面涨跌互现， 富创精密领涨2.94%，金海通上涨0.98%，华峰测控上涨0.81%；京仪装备领跌8.91%，神工股份下跌 8.69%，安集科技下跌8.38%。半导体设备ETF易方达(159558)下跌4.33%，最新报价2.17元。拉长时间 看，截至2026年1月28日，半导体设备ETF易方达近2周累计上涨7.04%，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 ...

数据显示，截至2025年12月31日，中证半导体材料设备主题指数(931743)前十大权重股分别为北方华 创、中微公司、拓荆科技、长川科技、沪硅产业、华海清科、中科飞测、南大光电、安集科技、芯源 微，前十大权重股合计占比65.08%。（以上所列股票仅为指数成份股，无特定推荐之意） 半导体设备ETF易方达(159558)，场外联接(易方达中证半导体材料设备主题ETF联接发起式A： 021893；易方达中证半导体材料设备主题ETF联接发起式C：021894)。 份额方面，半导体设备ETF易方达最新份额达21.07亿份，创近1年新高，位居可比基金2/5。（数据来 源：Wind） 从资金净流入方面来看，半导体设备ETF易方达近21天获得连续资金净流入，最高单日获得6.21亿元净 流入，合计"吸金"27.94亿元，日均净流入达1.33亿元。（数据来源：Wind） 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。 截至2026年1月28日 14:45，中证半导体材料 ...

截至2026年1月28日 11:30，中证半导体材料设备主题指数(931743)下跌0.35%。成分股方面涨跌互现， 康强电子领涨10.02%，金海通上涨5.40%，神工股份上涨5.17%；江化微领跌7.13%，艾森股份下跌 4.11%，珂玛科技下跌3.78%。半导体设备ETF易方达(159558)下跌0.22%，最新报价2.23元。拉长时间 看，截至2026年1月27日，半导体设备ETF易方达近2周累计上涨7.89%，涨幅排名可比基金2/5。（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3.56%，成交1.68亿元。拉长时间看，截至1月27日，半导 体设备ETF易方达近1周日均成交3.25亿元，排名可比基金前2。 规模方面，半导体设备ETF易方达近2周规模增长19.00亿元，实现显著增长，新增规模位居可比基金 2/5。（数据来源：Wind） 份额方面，半导体设备ETF易方达最新份额达21.07亿份，创近1年新高，位居可比基金2/5。（数据来 源：Wind） 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 ...

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2025年12月31日，中证半导体材料设备主题指数(931743)前十大权重股分别为北方华 创、中微公司、拓荆科技、长川科技（维权）、沪硅产业、华海清科、中科飞测、南大光电、安集科 技、芯源微，前十大权重股合计占比65.08%。（以上所列股票仅为指数成份股，无特定推荐之意） 份额方面，半导体设备ETF易方达最新份额达20.91亿份，创近1年新高，位居可比基金2/5。（数据来 源：Wind） 从资金净流入方面来看，半导体设备ETF易方达近20天获得连续资金净流入，最高单日获得6.21亿元净 流入，合计"吸金"27.58亿元，日均净流入达1.38亿元。（数据来源：Wind） 截至2026年1月27日 14:45，中证半导体材料设备主题指数(931743)强势上涨2.43%，成分股芯源微上涨 10.90%，神工股份上涨10.53%，金海通上涨10.00%，康强电子，华峰测控等个股跟涨。半导体设备 ...

Group 1 - The semiconductor equipment ETF E Fund (159558) has seen significant inflows, with nearly 50 million shares net subscribed and a turnover rate of 5.51%, resulting in a transaction volume of 241 million yuan [1] - As of January 20, the latest scale of the semiconductor equipment ETF reached 4.351 billion yuan, with a total of 1.916 billion shares, both hitting record highs since its inception [1] - Over the past 16 days, the semiconductor equipment ETF has experienced continuous net inflows, with a peak single-day net inflow of 621 million yuan, totaling 2.366 billion yuan [1] Group 2 - The Greater Bay Area Compound Semiconductor Ecological Application Conference and Semiconductor Industry CEO Conference was held in Zhuhai High-tech Zone, where leaders expressed hopes for more companies to establish R&D centers, manufacturing bases, and regional headquarters in Zhuhai to create a globally influential compound semiconductor industry hub [1] - Western Securities anticipates sustained growth in demand for server CPUs due to upgrades in data center architecture and increasing AI inference computing power needs, with domestic server CPUs improving in performance and software compatibility, potentially increasing market share driven by demand and policy [1]

规模方面，半导体设备ETF华夏最新规模达15.05亿元，创近1年新高。（数据来源：Wind） 份额方面，半导体设备ETF华夏最新份额达7.96亿份，创近1年新高。（数据来源：Wind） 从资金净流入方面来看，半导体设备ETF华夏近4天获得连续资金净流入，最高单日获得3.39亿元净流入，合计"吸金"5.95亿元，日均净流入达1.49亿元。 （数据来源：Wind） 截至2026年1月12日 10:00，中证半导体材料设备主题指数(931743)强势上涨2.55%，成分股中微公司上涨7.83%，江化微上涨6.06%，中科飞测上涨5.23%， 华峰测控，雅克科技等个股跟涨。半导体设备ETF华夏(562590)上涨2.16%，最新价报1.94元。拉长时间看，截至2026年1月9日，半导体设备ETF华夏近1周 累计上涨17.08%。（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华夏盘中换手13.67%，成交2.08亿元，市场交投活跃。拉长时间看，截至1月9日，半导体设备ETF华夏近1周日均成交2.04亿 元。 | 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | ...

Group 1 - The semiconductor equipment industry experienced a significant increase, with stocks like Changchuan Technology rising by 20%, and Hu Silicon Industry and Zhongwei Company also showing strong gains [1] - The Chip Equipment ETF (560780) rose by 7.72% in a single day, outperforming all other ETFs in the market, and has accumulated a gain of over 45% year-to-date, indicating strong industry momentum [1] - The ETF tracks the CSI Semiconductor Materials and Equipment Theme Index, which includes 40 listed companies involved in semiconductor materials and equipment, reflecting the overall performance of these companies [1] Group 2 - Changchuan Technology announced a profit forecast for the first three quarters, expecting a net profit of 827 million to 877 million yuan, representing a year-on-year increase of 131.39% to 145.38% [2] - The company anticipates a third-quarter net profit of 400 million to 450 million yuan, with a year-on-year growth of 180.67% to 215.75%, driven by increased demand in the semiconductor industry and substantial sales revenue growth [2] - Haitong Securities expressed optimism about the investment opportunities for domestic equipment companies, suggesting that the investment cycle led by advanced processes is likely to continue [2]

Group 1 - The semiconductor materials ETF (562590) experienced a slight decline of 0.12% as of April 29, 2025, with component stocks showing mixed performance, led by Anji Technology with a rise of 4.98% [3] - The semiconductor materials ETF has seen a cumulative increase of 5.14% over the past three months, indicating a positive trend in the longer term [3] - The trading volume for the semiconductor materials ETF was 129.89 million yuan, with a turnover rate of 0.42% [3] Group 2 - As of April 28, 2025, the semiconductor materials ETF's net value increased by 26.75% over the past year, ranking 338 out of 2765 index equity funds, placing it in the top 12.22% [4] - The ETF has recorded a maximum monthly return of 20.35% since its inception, with an average monthly return of 10.90% and a historical one-year profit probability of 97.06% [4] - North Huachuang reported a revenue of 8.206 billion yuan for Q1 2025, a year-on-year increase of 37.9%, and a net profit of 1.57 billion yuan, up 38.8%, marking the best performance for the same period historically [4] Group 3 - The top ten weighted stocks in the semiconductor materials index account for 60.82% of the index, with North Huachuang holding the highest weight at 16.44% [5] - The performance of the top ten stocks shows a mix of slight declines and gains, with TCL Technology being the only stock with a significant increase of 2.48% [7]

Core Insights - The semiconductor materials ETF has shown a positive performance, with a recent increase of 0.21% in the index and notable gains in constituent stocks [2] - The ETF has achieved a significant annual net value increase of 29.99%, ranking in the top 11.23% among equity funds [3] - The top ten weighted stocks in the semiconductor materials index account for 60.82% of the total index weight, indicating concentrated performance among leading companies [4] Performance Metrics - The semiconductor materials ETF has seen a one-week cumulative increase of 0.74% and a year-to-date average daily trading volume of 15.98 million yuan [2] - The ETF's highest single-month return since inception was 20.35%, with an average monthly return of 10.90% and a historical one-year profit probability of 97.04% [3] - The electronic sector's holdings in public funds reached a historical high of 18.90% in Q1 2025, reflecting strong investor interest [3] Top Holdings - The top ten stocks in the semiconductor materials index include North Huachuang, Zhongwei Company, and Hushi Silicon Industry, with North Huachuang holding the highest weight at 16.44% [4][6] - The performance of these top stocks varies, with some experiencing slight increases while others, like Hushi Silicon Industry, have seen a decrease [6]