半导体材料与设备板块持续走弱，截至午间收盘，中证云计算与大数据主题指数下跌0.03%，中证芯片产业指数下跌0.9%，中证半导体材料设备主题指数下 跌1.9%，半导体设备ETF易方达（159558）半日获1500万份净申购。 该指数由50只业务涉及芯 片设计、制造、封装与测 试以及半导体材料、半导 体生产设备等公司股票组 成,聚焦未来计算的核心 硬件环节。 截至午间收盘 该指数涨跌 -0.9% 半导体设备ETF易方达 跟踪中证半导体材料设备主题指数 该指数由40只业务涉及半 导体材料和半导体设备的公 司股票组成,聚焦未来计算 的硬件基础环节。 截至午间收盘 该指数涨跌 -1.9% 同标的指数中规模居第一 低费率(0.15%+0.05%幕 注1:"该指数"指各上述基金产品具体跟踪的指数。数据来自Wind,指数涨跌幅截至2025年1 每日经济新闻 ...

Core Points - The stock of Youyan New Materials fell by 5.01% on October 15, trading at 22.73 yuan per share with a transaction volume of 1.499 billion yuan and a turnover rate of 7.57%, resulting in a total market capitalization of 19.242 billion yuan [1] Company Overview - Youyan New Materials Co., Ltd. was established on March 12, 1999, and listed on March 19, 1999. The company is located at 2 D, Youyan Technology Innovation Center, Xinjiekou Outer Street, Xicheng District, Beijing. Its main business involves the research, production, and sales of advanced functional materials, including semiconductor materials, rare earth materials, optoelectronic materials, and high-purity/ultra-high-purity metal materials [1] - The revenue composition of Youyan New Materials is as follows: platinum group metals 45.75%, rare earth materials 26.64%, thin film materials 17.37%, precious metals, non-ferrous metals, and high-end manufacturing 6.62%, infrared optical materials 2.27%, medical device materials 0.87%, and others 0.47% [1] Shareholder Information - Among the top ten circulating shareholders of Youyan New Materials, a fund under Guotai Fund holds a position. The Guotai CSI Semiconductor Materials Equipment Theme ETF (159516) increased its holdings by 433,900 shares in the second quarter, bringing its total to 2.7075 million shares, which accounts for 0.32% of the circulating shares. The estimated floating loss today is approximately 3.249 million yuan [2] - The Guotai CSI Semiconductor Materials Equipment Theme ETF (159516) was established on July 19, 2023, with a latest scale of 2.436 billion yuan. Year-to-date, it has achieved a return of 48.57%, ranking 370 out of 4220 in its category; over the past year, it has returned 53.17%, ranking 422 out of 3857; and since inception, it has returned 48.97% [2]

该指数由50只业务涉及芯 片设计、制造、封装与测 试以及半导体材料、半导 体生产设备等公司股票组 成,聚焦未来计算的核心 硬件环节。 半导体设备ETF易方达 跟踪中证半导体材料设备主题指数 截至午间收盘，中证半导体材料设备主题指数上涨0.1%，中证芯片产业指数下跌0.5%，中证云计算与大数据主题指数下跌1.6%。根据Wind数据统计，截至 上一交易日，半导体设备ETF易方达（159558）连续12个交易日获资金净流入，合计11亿元。 同标的指数中规模居第一 低费率(0.15%+0.05%幕 注1:"该指数"指各上述基金产品具体跟踪的指数。数据来自Wind,指数涨跌幅截至2025年1 截至午间收盘 该指数涨跌 该指数由40只业务涉及半 导体材料和半导体设备的公 司股票组成,聚焦未来计算 的硬件基础环节。 截至午间收盘 该指数涨跌 0.1% -0.5% 每日经济新闻 ...

（文章来源：每日经济新闻） 截至午间收盘，中证云计算与大数据主题指数上涨0.5%，中证半导体材料设备主题指数上涨0.1%，中 证芯片产业指数下跌0.5%，半导体设备ETF易方达（159558）半日获超1.2亿份净申购。 ...

Core Viewpoint - The article highlights the current market opportunities, particularly focusing on undervalued sectors and ETFs, with a specific emphasis on semiconductor-related investments and their performance in the recent market [1][3]. Index Valuation Ladder - The index valuation data has been optimized, showing a divergence in market performance, with the Sci-Tech 50 index leading with a weekly increase of 6.5% [7]. - The ChiNext index has a PE ratio at the 45.5th percentile over the past decade, indicating potential for further growth [7]. - Various industry indices, including securities, healthcare, and consumer goods, are currently at relatively low valuation levels [7][8]. ETF Performance Rankings - The top-performing ETFs for the week are dominated by semiconductor-related funds, with several achieving weekly gains exceeding 15% [10][11]. - The semiconductor materials and equipment index has 40 constituent stocks, with major companies like North Huachuang and Zhongwei Company leading in market capitalization [12]. - The article notes significant differences in returns based on the specific semiconductor ETFs chosen for investment [11]. ETF Share Increase Rankings - The top three ETFs by share increase are all related to the Sci-Tech bond sector, indicating a growing interest in this area [13][14]. - Semiconductor-related ETFs also show substantial share increases, reflecting strong market demand and positive performance trends [16].

截至午间收盘，中证半导体材料设备主题指数上涨0.6%、盘中一度涨超2%，中证芯片产业指数下跌0.3%，中证云计算与大数据主题指数下跌2.5%，半 导体设备ETF易方达（159558）半日获超1.2亿份净申购。 0.6% 同标的指数中规模居第一 该指数由50只业务涉及芯 片设计、制造、封装与测 试以及半导体材料、半导 体生产设备等公司股票组 成,聚焦未来计算的核心 硬件环节。 截至午间收盘 该指数涨跌 -0.3% 半导体设备ETF易方达 跟踪中证半导体材料设备主题指数 该指数由40只业务涉及半 导体材料和半导体设备的公 司股票组成,聚焦未来计算 的硬件基础环节。 截至午间收盘 该指数涨跌 低费率(0.15%+0. 05%费 注1:"该指数"指各上述基金产品具体跟踪的指数。数据来自Wind,指数涨跌幅截至2025年9 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 ...

注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 从持有人结构看，机构投资者持有份额平均占比为9.62%，机构投资者持有份额占比居前的有国联安中 证A500红利低波ETF、建信上证科创板200ETF、平安中证A500红利低波动ETF，机构投资者持有比例 分别为98.93%、32.48%、13.53%，机构投资者持有比例较低的有华安创业板人工智能ETF、鹏华创业 板综合ETF、富国上证科创板200ETF，机构投资者持有比例分别为0.55%、1.52%、1.64%。（数据宝） 近期成立的股票ETF基金建仓期仓位 | 基金代 | 基金简称 | 基金成立 | 募集规模 | 上市公告数据 | 上市公告书披露股 | 上市日期 | | --- | --- | --- | --- | --- | --- | --- | | 码 | | 日 | （亿份） | 截止日期 | 票仓位（%） | | | 515720 | 富国中证金融科技主 | 2025.09.22 | 8.17 | 2025.09.24 | 10.13 | 2025.10.09 | | | 题ETF | | | | | | | ...

Group 1 - Zhejiang Biyi Intelligent Manufacturing Technology Co., Ltd. has been established with a registered capital of 10 million yuan, focusing on the sales of power electronic components and manufacturing of consumer robots [1] - Biyi Intelligent Manufacturing is wholly owned by Biyi Co., Ltd. (stock code: 603215) [1] Group 2 - Food and Beverage ETF (product code: 515170) tracks the CSI segmented food and beverage industry theme index, with a recent five-day decline of 3.49% and a price-to-earnings ratio of 20.36 times [3] - Gaming ETF (product code: 159869) tracks the CSI Animation and Gaming Index, showing a slight decline of 0.56% over the last five days, with a price-to-earnings ratio of 46.16 times [4] - Cloud Computing 50 ETF (product code: 516630) tracks the CSI Cloud Computing and Big Data theme index, with a minimal decline of 0.06% recently and a high price-to-earnings ratio of 123.79 times [5]

Group 1 - The China Securities Chip Industry Index rose by 2.5% at midday, while the China Securities Cloud Computing and Big Data Theme Index increased by 0.5%, and the China Securities Semiconductor Materials and Equipment Theme Index saw a 0.4% rise [1][4] - The semiconductor equipment ETF managed by E Fund (159558) received a net subscription of 6 million shares in the morning session [1] - The semiconductor equipment ETF tracks the China Securities Semiconductor Materials and Equipment Theme Index, which consists of 40 companies involved in semiconductor materials and equipment, focusing on the hardware foundation for future computing [4] Group 2 - The China Securities Chip Industry Index is composed of 50 stocks related to chip design, manufacturing, packaging, testing, semiconductor materials, and production equipment, emphasizing core hardware aspects of future computing [3]

Group 1 - The index experienced a slight decline of 0.1% at midday closing [1] - The price-to-book ratio stands at 7.4 times [1] - The valuation score has been at 90.39 since the index began tracking [1]