Group 1 - The Shanghai Stock Exchange's Sci-Tech Innovation Board Semiconductor Materials and Equipment Theme Index fell by 3.07% as of November 21, 2025, with leading stocks such as Shen Gong Co., Ltd. down by 9.20% and Youyan Silicon down by 5.74% [1] - The Sci-Tech Semiconductor ETF (588170) also decreased by 3.10%, with a latest price of 1.34 yuan, and had a turnover rate of 5.19% during the trading session, with a total transaction volume of 168 million yuan [1] - Over the past month, the average daily trading volume of the Sci-Tech Semiconductor ETF was 4.52 billion yuan, indicating significant activity compared to similar funds, and its scale increased by 29.06 billion yuan over the last three months [1] Group 2 - The Sci-Tech Semiconductor ETF (588170) and its linked funds track the Sci-Tech Innovation Board Semiconductor Materials and Equipment Theme Index, focusing on semiconductor equipment (61%) and materials (23%) [2] - The semiconductor equipment and materials industry is a crucial area for domestic substitution, characterized by low domestic replacement rates and high ceilings for domestic substitution, benefiting from the AI revolution and advancements in lithography technology [2]