截至8月7日14:38，上证科创板半导体材料设备主题指数上涨0.19%，成分股神工股份上涨9.40%，龙图 光罩上涨6.78%，中巨芯上涨2.89%，京仪装备上涨2.78%，华海诚科上涨2.26%。科创半导体ETF （588170）上涨0.19%， 冲击4连涨，最新价报1.07元。 截至8月6日，科创半导体ETF（588170）近2周累计上涨0.94%。流动性方面，科创半导体ETF （588170）盘中换手15.66%，成交6672.08万元，市场交投活跃。拉长时间看，科创半导体ETF （588170）近1月日均成交4996.28万元。规模方面，科创半导体ETF（588170）最新规模达4.25亿元， 创近3月新高。份额方面，科创半导体ETF（588170）最新份额达3.97亿份，创近3月新高。资金流入方 面，科创半导体ETF（588170）最新资金净流入639.74万元。拉长时间看，近5个交易日内有4日资金净 流入，合计"吸金"2342.24万元，日均净流入达468.45万元。 消息面上，据国家数据局消息，近日，全国数据标准化技术委员会秘书处面向社会公开征求《全国一体 化算力网智算中心算力池化技术要求》《全 ...

资金流入方面，科创半导体ETF最新资金净流入1.18亿元。拉长时间看，近5个交易日内有4日资金 净流入，合计"吸金"1.14亿元，日均净流入达2282.19万元。 近日报道，长江存储在推动"全国产化"制造设备方面取得了重大突破，首条全国产化的产线将于 2025年下半年导入试产。 光大证券认为，这一进展标志着中国半导体产业链在关键环节的自主可控能力提升，对国内半导体 行业国产替代进程具有里程碑意义。 截至7月25日13:50，上证科创板半导体材料设备主题指数下跌0.21%。成分股涨跌互现，新益昌领 涨6.89%，富创精密上涨2.80%，欧莱新材上涨1.89%；京仪装备领跌2.03%，拓荆科技下跌1.49%，神工 股份下跌1.04%。科创半导体ETF（588170）下跌0.28%，最新报价1.07元。拉长时间看，截至2025年7 月24日，科创半导体ETF近1周累计上涨6.21%。 公开信息显示，科创半导体ETF（588170）跟踪上证科创板半导体材料设备主题指数，囊括科创板 中半导体设备（59%）和半导体材料（25%）细分领域的硬科技公司，全市场最高。半导体设备和材料 行业是重要的国产替代领域，具备国产化率较低 ...

Group 1 - The Shanghai Stock Exchange's Sci-Tech Innovation Board semiconductor materials and equipment index decreased by 0.41% as of July 25, with mixed performance among constituent stocks [1] - New Yichang led the gains with a rise of 7.55%, while Naike Equipment and Jingyi Equipment both fell by 1.92% [1] - The Sci-Tech Semiconductor ETF (588170) dropped by 0.46%, with a latest price of 1.07 yuan, but saw a cumulative increase of 6.21% over the past week [1] Group 2 - The latest net inflow for the Sci-Tech Semiconductor ETF was 118 million yuan, with a total of 114 million yuan net inflow over the last five trading days [1] - The 2025 World Artificial Intelligence Conference (WAIC) is set to open on July 26, showcasing over 3,000 cutting-edge exhibits, including more than 100 global and Chinese debuts [1] - Huachuang Securities noted that the technology sector is becoming more sensitive to industrial catalysts, particularly in AI applications, which are nearing commercialization [2] Group 3 - The semiconductor equipment and materials industry is a crucial area for domestic substitution, characterized by low domestic replacement rates and high ceilings for domestic alternatives [2] - The AI-driven demand expansion in the semiconductor sector is expected to benefit from technological advancements and mergers and acquisitions [2]

Core Viewpoint - The article discusses the performance and characteristics of two indices related to the semiconductor sector on the STAR Market, namely the STAR Chip Index and the STAR Semiconductor Materials and Equipment Index, highlighting their differences and similarities in terms of sample selection, industry focus, top-weighted stocks, performance, and valuation levels [1][16]. Group 1: Differences - Sample Selection: The STAR Chip Index includes 50 stocks related to semiconductor materials, equipment, chip design, manufacturing, and testing, with an average market capitalization of approximately 235 billion yuan. In contrast, the STAR Semiconductor Materials and Equipment Index consists of 30 stocks focused on semiconductor materials and equipment, with an average market capitalization of about 149 billion yuan [1][2][3]. - Industry Focus: The STAR Chip Index emphasizes the chip design segment, with over 50% weight in integrated circuit design, while the STAR Semiconductor Materials and Equipment Index focuses on semiconductor materials and equipment, with over 50% weight in semiconductor equipment [4][6]. - Top Ten Weights: The cumulative weight of the top ten stocks in the STAR Chip Index is 58.42%, with companies like Haiguang Information and SMIC having weights exceeding 8%. The STAR Semiconductor Materials and Equipment Index has a cumulative weight of 72.42% for its top ten stocks, with companies like Hu Silicon Industry and Hwa Hai Qing Ke also exceeding 8% [8][10]. Group 2: Performance and Valuation - Index Performance: Over the past year to five years, the STAR Chip Index has outperformed the STAR Semiconductor Materials and Equipment Index. However, the STAR Chip Index has shown slightly higher volatility in the past year, while the latter has had higher annualized volatility over three and five years [11][12]. - Valuation Levels: The STAR Chip Index's price-to-book ratio has risen to above the historical 70th percentile, indicating a high valuation, whereas the STAR Semiconductor Materials and Equipment Index remains around the historical 30th percentile, reflecting a significant difference in market perception between chip design and manufacturing segments [13][16]. Group 3: Similarities - Sample Space: Both indices consist of stocks listed on the STAR Market, requiring a listing period of over six months and excluding stocks with delisting risk warnings, ensuring a focus on established companies [17]. - Industry Category: Both indices belong to the semiconductor industry theme, representing a detailed depiction of the semiconductor sector on the STAR Market, which includes many leading companies in this field [17].