Core Viewpoint - The establishment of India's first semiconductor manufacturing plant in Gujarat marks a significant step towards self-reliance in semiconductor production, reducing dependence on foreign suppliers and enhancing the local electronics industry [1][3]. Group 1: Semiconductor Plant Overview - The semiconductor plant, a collaboration between Tata Electronics and Taiwan's PSMC, will begin production in December 2026 [1]. - The plant will produce various semiconductor chips, including 14nm, 28nm, 40nm, 55nm, and 65nm, catering to multiple applications [6][7]. Group 2: Benefits to India - The plant will help India achieve self-sufficiency in semiconductor supply, mitigating supply chain risks highlighted during the COVID-19 pandemic [3]. - It supports the "Make in India" and "Digital India" initiatives, positioning India as a producer rather than just a consumer of semiconductors [3]. - The project is expected to create over 20,000 direct and indirect jobs, benefiting engineers, technicians, and support staff [3]. Group 3: Tata's Plans and Infrastructure Development - Tata is committed to ensuring the project's success, having sent over 200 employees to Taiwan for advanced training in semiconductor manufacturing [9]. - The Gujarat government is constructing 1,500 residential units, schools, hospitals, and a desalination plant to support Tata's workforce and suppliers [9]. - Additionally, Tata is building a second OSAT plant in Assam, valued at ₹270 billion, which will create 27,000 jobs and is expected to be operational by mid-2025 [9]. Group 4: Global Context - Taiwan currently dominates the global semiconductor market, accounting for 60% of manufacturing capacity, with TSMC alone producing nearly half of the world's semiconductors [10].

全国青联十四届全委会、全国学联二十八大7月2日上午在京开幕。习近平总书记发来贺信，代表党 中央表示祝贺，向全国各族各界青年和青年学生、向广大海外中华青年致以问候。习近平总书记的贺信 在陕西引起热烈反响。大家纷纷表示，要认真学习习近平总书记贺信精神，牢记总书记教导，立志做有 理想、敢担当、能吃苦、肯奋斗的新时代好青年，以强国建设、民族复兴伟业为己任，在推进中国式现 代化的新征程上奋力书写挺膺担当的青春篇章。 习近平总书记在贺信中说，5年来，在党的领导下，在共青团帮助指导下，各级青联和学联组织履 职尽责、积极作为，组织动员广大青年和青年学生紧跟党走、拼搏进取，贡献青春力量，展现了新时代 中国青年昂扬向上的精神风貌。这让共青团延安市委书记、市青联主席惠藏锋激动不已。他表示，将继 续在延安这片红色沃土上，持续深化对青联和学联组织的帮助指导，强化思想引领，筑牢青年理想信念 根基，让延安精神在新时代闪耀更加璀璨的光芒；搭建更多实践平台，激发青年创新创造活力，让广大 青年在经济社会发展中勇挑重担；倾听青年心声，解决急难愁盼，增强青年获得感与归属感，为谱写陕 西新篇、争做西部示范贡献力量。 "习近平总书记的贺信，对广大青年提 ...

智通财经6月25日电，午后指数持续走强，沪指涨0.6%，创下年内新高；创业板指拉升涨近2%，深成指 拉升涨近1%。大金融、军工、半导体芯片、数字货币等方向涨幅居前，沪深京三市上涨个股近2900 只。 大金融持续走强 沪指创下年内新高 ...

5、日内行情趋势：采用5分钟级别的日内成交价构成的趋势图，其中红点为当日最高价和最低价，由于数据原因，部分分时数据可能存在数据缺失。 6、净申购（亿元）：计算公式为：NETBUY(T) = NAV(T)–NAV(T-1)*（1+R（T）），其中NETBUY(T)为净申购金额，NAV(T-1)为前一交易日的ETF净值。 7、T+0：是否支持T+0的交易方式。 证券研究报告 麦高证券 2025 年 6 月 20 日 (2025-06-19) 麦高金工团队 数据说明： 1、本表针对ETF各类日频数据进行每日跟踪，不构成投资建议。 2、本表根据ETF追踪指数类别进一步分为"宽基"/"主题"两个子表。其中"宽基" ETF跟踪指数为沪深300、中证500、中证A500等主流宽基指数； "主题" ETF 跟踪指数为非银、红利、中概互联等某行业/风格指数。 3、基金池构建：在每个类型中选取规模较大的一只或几只ETF基金进行分析。 4、 RSI相对强弱指标：计算公式为：RSI = 100 – 100 / (1 + RS)，其中RSI是一定周期（12天）内平均涨幅和平均跌幅的比值。RSI>70，市场处于超买状态； RSI<30， ...

Group 1 - The semiconductor sector is becoming a focal point in the market, with strong stocks emerging repeatedly [2][4] - Nvidia's market capitalization surpassed $3.45 trillion, reclaiming the title of the world's most valuable company, with its stock price increasing nearly 24% over the past month [2] - The first quarter revenue of Nvidia surged 69% year-on-year to $44.06 billion, indicating robust growth in semiconductor chip demand [3] Group 2 - Recent breakthroughs in optical chip technology by the Chinese Academy of Sciences highlight advancements in the semiconductor industry [3] - The semiconductor industry is poised for a significant growth phase, potentially reaching a trillion-dollar market [4] Group 3 - Three semiconductor companies reported over 1000% growth in net profit for the first quarter of 2025, positioning them as potential leaders in the industry [5] - Company A, a major semiconductor materials producer, saw a staggering 16,370% increase in net profit for the first quarter of 2025, with significant investments from state-owned entities [8][9] - Company B, a leading semiconductor equipment manufacturer, achieved a 2623.82% increase in net profit for the first quarter of 2025, covering all categories of testing equipment [7] - Company C, a top supplier of single crystal silicon materials, reported a 1850.70% increase in net profit for the first quarter of 2025, with a growing market share [6]

根据世界半导体贸易统计组织(WSTS)数据,半导体器件细分领域,集成电路占比冠高。 912,067 867,663 826,133 732,587 735,747 702,422 697.185 626,869 574,085 555,892 526,886 774,578 737,693 440,389 703,206 627.551 628,952 599,746 600,069 534,499 474,402 463,002 428,442 361,226 27,402 24,770 26,090 22,130 21,354 19,030 43,184 20 888 20,034 43,705 19,149 21,782 18,752 56,188 14,962 40,397 23,804 51,292 53,436 46,014 44,695 46,427 43,908 43,404 42,092 50,444 53,899 46,865 30,337 33,993 35,530 31,546 33,377 36,267 37,093 39,639 2020 2021 2022 2023 2024 2 ...

"宁波膜智信息科技有限公司"为势银（TrendBank）唯一工商注册实体及收款账户 势银研究： 势银产业研究服务 势银数据： 势银数据产品服务 势银咨询： 势银咨询顾问服务 重要会议： 7月9日-10日，2025势银（第五届）光刻材料产业大会（安徽合肥） 点此报名 添加文末微信，加 光刻胶 群 2025势银（第五届）光刻材料产业大会 已确定将于 7月9日 在 合肥新站利港喜来登酒店 正式 举行 。 酒店地址： 合肥市新站区铜陵北路1666号 。 目前，已有 10余 家产学研单位 确认参会并发表演讲（此排序不分先后）。 1.张江实验 室 ： 研究生命健康科学、集成电路信息技术、类脑智能等关键核心技术。 2.甬江 实验 室： 研究新材料及相关领域的前沿科学技术。 3.矽磐微 ： 专注于扇出型面板封装技术研发与应用的高科技半导体封装测试企业。 4.凯诺中星 ： 各类型电子信息新材料、医药中间体、功能性精细化学品供应商。 5. 天璇新材料 ： 专注于高性能光学材料的开发和产业化。 6.南开大学： 教育部直属重点综合性大学，材料科学与工程学院专注材料科学领域的人才培养与科技进步，电子信息与光学工程学院专注信息技 术人才 ...

Core Viewpoint - The semiconductor industry index in China has shown mixed performance, with a slight increase recently but a decline over the past month and three months, indicating potential volatility in the sector [1][2]. Group 1: Index Performance - The Shanghai Composite Index rose by 0.38%, while the China Semiconductor Industry Index increased by 0.45%, closing at 8565.3 points with a trading volume of 25.338 billion yuan [1]. - Over the past month, the China Semiconductor Industry Index has decreased by 1.63%, and over the last three months, it has fallen by 6.31%. Year-to-date, it has risen by 1.57% [1]. Group 2: Index Composition - The China Semiconductor Industry Index tracks the overall performance of publicly listed companies in the semiconductor sector, covering areas such as materials, equipment, design, manufacturing, packaging, and testing [1]. - The index's top ten holdings include: SMIC (9.2%), Cambricon (7.64%), Northern Huachuang (7.52%), Haiguang Information (7.03%), Weir Shares (6.1%), Lattice Technology (4.86%), Zhaoyi Innovation (4.56%), Zhongwei Company (4.22%), Changdian Technology (2.6%), and Sanan Optoelectronics (2.41%) [1]. - The index's holdings are primarily listed on the Shanghai Stock Exchange (77.35%) and the Shenzhen Stock Exchange (22.65%) [1]. Group 3: Industry Breakdown - Within the index's sample holdings, integrated circuits account for 70.29%, semiconductor materials and equipment for 21.03%, discrete devices for 4.09%, optoelectronics for 2.41%, and electronic terminals and components for 2.18% [2]. Group 4: Related Funds - Public funds tracking the China Semiconductor Index include: Guotai CES Semiconductor Industry ETF Link A, Guotai CES Semiconductor Industry ETF Link C, Huaan CES Semiconductor Industry A, Huaan CES Semiconductor Industry C, Western Gain CES Semiconductor Industry Index Enhanced A, Western Gain CES Semiconductor Industry Index Enhanced C, and Guotai CES Semiconductor ETF [2].

金十数据5月9日讯，半导体芯片概念走弱，多只ETF跌超1%。博时中证半导体产业ETF跌1.98%，招商 中证半导体产业ETF跌1.88%，国泰上证科创板芯片ETF跌1.87%，华安上证科创板芯片ETF跌1.82%， 博时上证科创板芯片ETF跌1.82%。 芯片概念走弱 多只ETF跌超1% ...

| 报告期指标 | 2025年一季报 | 2024年一季报 | 本年比上年增减(%) | 2023年一季报 | | --- | --- | --- | --- | --- | | 基本每股收益（元） | -0.0058 | 0.0178 | -132.58 | -0.0332 | | 每股净资产（元） | 5.2 | 4.96 | 4.84 | 4.88 | | 每股公积金(元) | 2.31 | 2.26 | 2.21 | 2.23 | | 每股未分配利润(元) | 1.77 | 1.64 | 7.93 | 1.55 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 35.69 | 31.06 | 14.91 | 22.39 | | 净利润(亿元) | -0.19 | 0.57 | -133.33 | -1.06 | | 净资产收益率(%) | -0.11 | 0.36 | -130.56 | -0.68 | 一、主要会计数据和财务指标 | 名称 | 持有数量(万股) | 占总股本比 | 增减情况 | | --- | --- | --- | --- | | | | ...