Group 1 - The semiconductor materials ETF (562590) closely tracks the CSI Semiconductor Materials and Equipment Theme Index, which includes 40 listed companies deeply involved in the semiconductor materials and equipment sectors [2] - The index comprises leading companies that have shown significant performance in the domestic substitution process, such as North Huachuang and Zhongwei Company in the etching equipment sector, and Hushi Industry and Nanda Optoelectronics in key materials [2] - The sample selection focuses on core industry tracks, reflecting the trend of self-reliance and upgrading in the semiconductor industry chain, and represents the overall performance of listed companies in semiconductor materials and equipment [2] Group 2 - As of July 2, 2025, the CSI Semiconductor Materials and Equipment Theme Index (931743) fell by 1.99%, with notable declines in stocks such as Zhongke Feimeng down 5.84% and Zhongjing Technology down 4.79% [1] - The NAND Flash market price index increased by 9.2% and the DRAM market price index surged by 47.7% from the beginning of 2025 to the present, indicating a significant market shift [1] - The traditional DRAM products experienced a dramatic reversal from oversupply in the second half of 2024 to a shortage in the first half of 2025, impacting both server and consumer terminal markets [1]

Group 1 - The semiconductor sector is experiencing a strong upward trend, with the China Securities Semiconductor Materials and Equipment Theme Index rising by 2.62% as of June 23, 10:51 AM, indicating robust market interest [1] - Major stocks in the sector, such as Jing Technology, Zhongke Feimeng, and Zhongwei Company, have shown significant gains, with Jing Technology hitting the daily limit up [1] - The Semiconductor Materials ETF has also seen a rise of 2.66%, marking its fourth consecutive increase, with a trading volume of 20.0594 million yuan and a turnover rate of 5.96% [1] Group 2 - Over 5.3 billion yuan of main funds have flowed into the semiconductor sector, significantly surpassing other industries, highlighting the sector's attractiveness to investors [1] - The demand for AI computing power, driven by AI models like DeepSeek, is expected to boost the market for various semiconductor hardware, including high-performance Ethernet switches and edge computing chips [1] - The traditional consumer electronics sector is showing signs of weak recovery, with a continued trend towards domestic substitution, benefiting semiconductor companies with self-controllable capabilities [1] Group 3 - The Semiconductor Materials ETF closely tracks the China Securities Semiconductor Materials and Equipment Theme Index, which includes 40 companies deeply involved in the semiconductor materials and equipment sectors [2] - The index features leading companies that have made significant technological breakthroughs in areas such as etching equipment and key materials, reflecting the trend of domestic semiconductor industry upgrades [2] - The ETF is available for investment through various channels, including specific fund connection products [2]