世运电路是国内车规PCB领域龙头，已成为特斯拉、宝马、大众、保时捷、奔驰、小鹏、广汽、蔚来等 国内外主流新能源汽车品牌的核心PCB供应商。凭借在车规领域积累的稳定客户资源、成熟供应体系及 PCB集成设计能力，世运电路成为产业链中连接元器件与整车厂的关键枢纽，为上下游企业的协同合作 提供坚实基础。 对于新声半导体而言，本轮融资带来的价值体现在市场突破与服务升级的双重维度。在车规领域，依托 世运电路深厚的整车厂资源，新声半导体的车规级滤波器将步入前装市场的"快车道"，大幅缩短产品从 认证到批量供货的周期，高效触达终端车企并完成产品导入，加速实现车载前装市场的规模化渗透。 近日，深圳新声半导体有限公司(下称"新声半导体")2.69亿元C轮融资顺利完成交割，本轮融资引入车规 PCB龙头世运电路(SH:603920)及关联方顺科聚芯战略投资合计2.49亿元，老股东泓生资本追加投资2000 万元。 此次资本合作不仅为新声半导体的车规市场拓展注入动能，也开启了滤波器与PCB两大细分领域龙头的 产业链协同新篇章，对国产滤波器规模化和多元化应用具有重要意义。 新声半导体是国产滤波器领域的领军企业，在技术研发与商业化落地方面具备 ...

Group 1: Market Overview - The three major indices in the market rose collectively, with the Shanghai Composite Index increasing by 1.22%, the Shenzhen Component Index by 1.73%, and the ChiNext Index by 2.36% [1][4] - The electric equipment sector saw multiple ETFs rise, including the Battery 50 ETF (159796.SZ) up by 3.65%, Lithium Battery ETF (561160.SH) up by 3.64%, and Battery ETF by Harvest (562880.SH) up by 3.57% [1] Group 2: ETF Performance - Despite recent adjustments in growth stocks, funds continue to favor indices like the Sci-Tech 50 and ChiNext, with a "buy the dip" strategy observed in sectors like chips and large-cap stocks [2] - A total of 14 stock ETFs have seen net inflows exceeding 1 billion yuan this month, with industry-themed ETFs being particularly popular, including those focused on chips, non-ferrous metals, securities, batteries, and banks [2] Group 3: ETF Listings and Positions - In the past month, 24 stock ETFs were announced for listing, with an average position of only 22.66%. The highest position was 98.80% for the Chuangjin Hexin CSI State-Owned Enterprises Dividend ETF [3] - The average fundraising for the newly listed ETFs was 552 million units, with the top three being the Fortune National Robot Industry ETF, Guolian An CSI A500 Dividend Low Volatility ETF, and Fortune CSI Financial Technology Theme ETF [3] Group 4: Sector Performance - The electric equipment, automotive, and electronics sectors ranked high in daily performance, with daily increases of 2.72%, 2.37%, and 2.29% respectively [8] - Over the past five trading days, coal, non-ferrous metals, and steel sectors performed well, with increases of 7.02%, 5.53%, and 5.17% respectively [8] Group 5: ETF Categories and Transactions - Among different ETF categories, commodity ETFs performed the best with an average increase of 2.08%, while bond ETFs had the worst performance with an average decrease of 0.02% [9] - The top three stock ETFs by transaction volume today were the ChiNext ETF (159915.SZ) with 5.552 billion yuan, Sci-Tech 50 ETF (588000.SH) with 5.479 billion yuan, and A500 ETF (512050.SH) with 5.027 billion yuan [14]

Core Insights - The A-share market showed resilience against tariff impacts, with overall net inflow into stock ETFs exceeding 24.6 billion yuan on October 13, despite a collective decline in major indices [1][2]. ETF Market Overview - On October 13, stock ETFs (including cross-border ETFs) recorded a net inflow of 24.643 billion yuan, bringing the total scale to 4.59 trillion yuan [2]. - Industry-themed ETFs and Hong Kong market ETFs led the inflows, with net inflows of 18.151 billion yuan and 7.344 billion yuan, respectively [2]. - The Hang Seng Technology Index-related ETFs saw the highest single-day net inflow of 3.339 billion yuan, with over 6.5 billion yuan flowing in over the past five days [2]. Fund Company Performance - E Fund's ETF reached a scale of 819.2 billion yuan, with a net inflow of 4.98 billion yuan on October 13, and an increase of 218.55 billion yuan since 2025 [3]. - The E Fund's CSI 300 ETF had a net inflow of 1.09 billion yuan, bringing its scale to approximately 303 billion yuan [3]. - Huaxia Fund's chip ETF and Hang Seng Technology Index ETF also saw significant inflows of 1.025 billion yuan and 0.697 billion yuan, respectively [3]. Popular ETF Categories - Bank, non-ferrous metals, and chip ETFs emerged as the main "money magnets," attracting substantial inflows [4]. - The top inflow ETFs included Bank ETF (1.131 billion yuan), CSI 300 ETF (1.09 billion yuan), and non-ferrous metals ETF (1.063 billion yuan) [5]. Outflow Trends - Conversely, broad-based ETFs such as the Sci-Tech 50 ETF, CSI 500 ETF, and CSI 300 ETF experienced significant outflows, with the Sci-Tech 50 ETF seeing a net outflow of 1.151 billion yuan [6]. - The semiconductor, real estate, and communication ETFs also faced notable outflows [6]. Market Outlook - The market is expected to experience short-term volatility due to emotional factors, but significant adjustments may present better investment opportunities [7]. - Mid-term trends suggest that sectors like non-ferrous metals and AI hardware may remain key investment themes [7].